Ron Baron 预测马斯克旗下 Starmind 的规模将比 Starlink 大许多倍。他称 AI 智能体将带来数据中心巨大需求,把数据中心搬到太空可规避地球上的能源、用水和噪音问题,成本对比为地球“10 美元资本加每年 2 美元”对太空“一次性 2 美元”。
BREAKING: Ron Baron predicts Elon Musk's “Starmind” will become many times bigger than Starlink.
• AI agents will create huge demand for data centers. Moving them into space could avoid concerns on Earth about energy, water use and noise.
• He compares the cost as “$10 in capital and $2 a year” on Earth versus “$2 one time” in space.
• He predicts the satellites will be replaced every five years with versions 10 times more powerful, creating 100 times more capacity within 10 years.
• Elon expects to achieve “100 gigawatts of power a year with these satellites.” He compares that with the stated figure of 550 gigawatts for the entire United States.
• Humanity currently uses only about one-trillionth of the Sun’s energy.
来源:@cb_doge · x.com