2026-05-19_SpaceX_估值飆升與打造太空資料中心願景

SpaceX 估值飆升與太空資料中心願景

SpaceX’s growth has accelerated over the past five years thanks to the success of satellite internet service Starlink, which contributed to more than half of the group’s $18.7bn in revenue last year, and its rocket launch business. Musk has also juiced SpaceX’s headline valuation, which has surged from $400bn less than a year ago to $1.25tn today, via the series of deals with X and xAI. In recent weeks, he has also obtained the right to buy coding start-up Cursor for $60bn and struck a deal to lease surplus computing power to AI group Anthropic. That arrangement could boost revenues by around $5bn a year, according to one investor in the company. Musk is betting the next stage of the company’s growth on building data centres in space, which he claims could meet AI companies’ high demand for computing resources without having to contend with the barriers that stymie terrestrial development.
https://www.ft.com/content/f0838802-a923-43eb-9ea1-331cf6b5f038?syn-25a6b1a6=1

核心驅動：Starlink 衛星網路服務貢獻去年集團 187 億美元總營收的逾一半，帶動 SpaceX 五年成長。
估值暴漲：透過與 X、xAI 的連動交易，估值從不到一年前的 4000 億飆升至 1.25 兆美元。
AI 布局：馬斯克積極以 SpaceX 資源滲透 AI 產業鏈。
- 取得編碼新創 Cursor (估值 600 億美元) 購買權
- 與 Anthropic 達成租賃剩餘算力協議，預估年增約 50 億美元營收。
太空資料中心：馬斯克押注下一成長階段，以軌道資料中心規避地面開發障礙，搶攻 AI 公司高算力需求。