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埃隆·马斯克旗下的太空探索技术公司正式收购其人工智能企业xAI,并计划在太空建设数据中心。

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埃隆·马斯克旗下的太空探索技术公司正式收购其人工智能企业xAI,并计划在太空建设数据中心。

内容来源:https://techcrunch.com/2026/02/02/elon-musk-spacex-acquires-xai-data-centers-space-merger/

内容总结:

SpaceX宣布收购马斯克旗下xAI 打造全球估值最高私营企业
当地时间周一,美国太空探索技术公司(SpaceX)宣布已完成对埃隆·马斯克旗下人工智能初创企业xAI的收购。据彭博社报道,合并后公司估值达1.25万亿美元,成为全球价值最高的私营企业。

SpaceX首席执行官马斯克在官网声明中表示,此次合并旨在构建“太空数据中心”,以解决人工智能对能源的巨量需求。他指出:“当前AI发展依赖大型地面数据中心,其耗电与冷却需求已对社区和环境造成压力,而地球资源难以长期支撑。”此前,xAI在田纳西州孟菲斯的数据中心曾因能耗问题引发当地争议。

合并或将强化马斯克旗下企业的协同效应,但双方均面临财务挑战。据披露,xAI每月现金消耗约10亿美元,而SpaceX约80%收入来自发射“星链”卫星。去年,xAI曾收购马斯克持有的社交平台X,合并估值达1130亿美元。

马斯克在备忘录中强调,太空数据中心需持续发射大量卫星组网,这将为SpaceX带来长期稳定收入。值得注意的是,美国联邦通信委员会要求卫星每五年离轨更新,进一步保障了发射业务的持续性。

尽管长期目标聚焦太空基建,两家公司短期任务各异:SpaceX正推进“星舰”登月及火星任务,xAI则与谷歌、OpenAI等竞逐AI领域。据《华盛顿邮报》报道,为应对竞争压力,xAI已放宽其聊天机器人Grok的使用限制,导致其曾被滥用生成违法图像。

此次收购是否影响SpaceX原定于今年6月的IPO计划,马斯克未在声明中提及。目前,他同时领导特斯拉、隧道公司The Boring Company及脑机接口公司Neuralink。此前,特斯拉与SpaceX曾各向xAI注资20亿美元。

中文翻译:

太空探索技术公司(SpaceX)周一宣布,已收购埃隆·马斯克旗下的人工智能初创公司xAI,由此诞生了全球最具价值的私营企业。
身为SpaceX首席执行官,马斯克在发布于该公司官网的备忘录中写道,此次合并主要旨在打造天基数据中心——这个构想已成为他近几个月来专注的方向。
他写道:"当前人工智能的进步依赖于大型地面数据中心,这些中心需要巨大的电力和冷却支持。仅凭地面解决方案根本无法满足全球对人工智能的电力需求,即便在短期内也是如此,否则将给社区和环境带来沉重负担。"(xAI此前曾被指控对其位于田纳西州孟菲斯的数据中心周边社区造成了部分此类负担。)
据彭博社报道,此次合并后公司的估值达到1.25万亿美元。该媒体率先披露了交易完成的消息。据报道,SpaceX原计划最早于今年6月进行首次公开募股,目前尚不清楚合并是否会影响该时间表。马斯克在公开备忘录中未提及首次公开募股事宜。
此次合并将马斯克旗下两家面临各自财务挑战的公司整合为一体。彭博社数据显示,xAI目前每月消耗约10亿美元资金。而路透社报道称,SpaceX高达80%的收入来自发射自家星链卫星。去年,xAI收购了同为马斯克所有的社交媒体公司X,马斯克当时宣称合并后公司估值达1130亿美元。
马斯克在备忘录中指出,建设天基数据中心需要持续发射大量卫星(尽管未具体说明数量),这将确保SpaceX在可预见的未来获得更稳定的收入流。(考虑到美国联邦通信委员会要求卫星每五年必须离轨,这种收入循环模式显得更具吸引力。)
尽管天基数据中心是公开宣称的目标,但SpaceX与xAI的近期目标实则迥异。
SpaceX目前正致力于证明其星舰火箭能够将宇航员送往月球和火星,而xAI则在与谷歌、OpenAI等领先人工智能企业竞争。《华盛顿邮报》周一报道称,xAI面临的压力巨大,以致马斯克放宽了对其聊天机器人Grok的限制——这导致该工具被用于生成未经同意的成人及儿童色情人工智能图像。
马斯克同时担任特斯拉、隧道挖掘公司(The Boring Company)和神经连接公司(Neuralink)的负责人。特斯拉和SpaceX此前曾各向xAI投资20亿美元。

英文来源:

SpaceX has acquired Elon Musk’s artificial intelligence startup, xAI, creating the world’s most valuable private company, the spaceflight company announced Monday.
Musk, who is also the CEO of SpaceX, wrote in a memo posted to the rocket company’s website that the merger is largely about creating space-based data centers — an idea he has become fixated on over the last few months.
“Current advances in AI are dependent on large terrestrial data centers, which require immense amounts of power and cooling. Global electricity demand for AI simply cannot be met with terrestrial solutions, even in the near term, without imposing hardship on communities and the environment,” he wrote. (xAI has been accused of imposing some of that hardship on the communities near its data centers in Memphis, Tennessee.)
The tie-up values the combined company at $1.25 trillion, according to Bloomberg News, which was first to report the completed deal. SpaceX has been reportedly preparing an IPO for as early as June of this year. It’s unclear whether the merger will affect that timeline. Musk did not address the IPO in his public memo.
The merger brings together two of Musk’s companies, each with its own financial challenges. xAI is currently burning around $1 billion per month, according to Bloomberg. SpaceX, meanwhile, generates as much as 80% of its revenue from launching its own Starlink satellites, according to Reuters. Last year, xAI acquired X, the social media company also owned by Musk, with Musk claiming a combined company valuation of $113 billion.
Musk wrote in his memo that it will take a constant stream of many — although he did not specify how many — satellites to create these space-based data centers, ensuring that SpaceX will have an even-larger constant stream of revenue for the foreseeable future. (That revenue loop likely looks even more attractive when you consider that satellites are required to be de-orbited every five years by the Federal Communications Commission.)
While space data centers may be the stated goal, SpaceX and xAI have very different near-term objectives.
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SpaceX is currently trying to prove that its Starship rocket is capable of bringing astronauts to the moon and Mars, while xAI is competing with leading artificial intelligence companies like Google and OpenAI. The pressure on xAI is so great, the Washington Post reported Monday, that Musk loosened restrictions on the company’s chatbot Grok — which contributed to it becoming a tool for making AI-generated nonconsensual sexual imagery of adults and children.
Musk is also the head of Tesla, The Boring Company, and Neuralink. Tesla and SpaceX previously invested $2 billion each in xAI.

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