Morgan Stanley estimates that SpaceX's orbital AI computing costs in 2031 will be lower than Nvidia's ground-based solutions.

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Morgan Stanley analysis shows that the cost of SpaceX's orbital computing is expected to drop to

$6.5 per watt per year by 2031, lower than $6.8 per watt per year for ground data centers based on NVIDIA Blackwell GPUs. SpaceX has announced its first AI-dedicated "AI1" satellite, supporting up to 150 kW peak computing load, and has applied to the FCC to launch up to one million satellites. By 2040, the cost of orbital computing could further drop to $1.7 per watt per year.

IT之家：https://www.ithome.com/ 7 月 23 日消息，摩根士丹利最新分析数据显示，SpaceX 的轨道计算成本到 2031 年预计降至每年每瓦计算成本 6.5 美元（IT之家注：现汇率约合 44.1 元人民币）， 低于基于 NVIDIA Blackwell GPU 的地面数据中心每年每瓦 6.8 美元的全包成本。

SpaceX 已公布其首款专用于 AI 计算的卫星设计，命名为“AI1”卫星。：https://www.ithome.com/0/973/891.htm该卫星支持最高 150kW 的峰值计算载荷，配备液体散热器、微陨石防护层、集中式计算模块和可展开太阳能阵列。

这些卫星将在 SpaceX 位于得克萨斯州的 Gigasat 工厂制造。SpaceX 已向美国联邦通信委员会（FCC）申请授权发射多达 100 万颗卫星，作为迈向“卡尔达肖夫 II 级文明”的首个实质性步骤。

轨道数据中心具备独特优势，包括真空环境下的辐射冷却、持续不间断的太阳能供应以及行星尺度的轨道位置资源。

据摩根士丹利估算，到 2040 年，轨道计算成本可进一步降至每年每瓦 1.7 美元，即一个 1GW 轨道数据中心年运营成本仅 17 亿美元，而当前同等规模地面数据中心的一次性建设成本约为 1000 亿美元（约合人民币 7200 亿元）。

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Morgan Stanley analysis shows that the cost of SpaceX's orbital computing is expected to drop to $6.5 per watt per year by 2031, lower than $6.8 per watt p...

IT之家（RSS）2026-07-23T02:19:40.000Z

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