Altman 回应 Musk 的诈骗指控时指出，后者正向公开市场投资者兜售短期太空数据中心。 多数专家认为，太空数据中心短期内不会成为严肃业务。 SpaceX 计划发射轨道数据中心集群执行 AI 推理任务，支撑其两万亿美元估值。 但专家指出，在拥有更廉价火箭和低成本批量生产高功率卫星能力之前，该业务难有实质进展。 SpaceX 在 IPO 路演中也承认 Starship 短期内可能无法完全复用，每次发射需丢弃二级火箭，这将扼杀经济可行的太空数据中心。 Musk 称"明年开始发射"，但规模化发射和制造可能要等到 2030 年代。
萨姆·奥特曼和埃隆·马斯克在周末互相在社交媒体上发表尖锐的言论，引起了人们对太空计算业务愿景与现实之间差距的新关注。
针对马斯克指责他诈骗：https://x.com/elonmusk/status/2075892136604573903，奥特曼回应道：https://x.com/sama/status/2075982617976230043，“老兄，你才是那个向公众市场投资者推销短期太空数据中心的人。”
撇开“老兄”不谈，奥特曼说的其实是许多专家已经得出的结论，但公众市场投资者似乎忽视了：太空数据中心在短期内不会成为一个严肃的业务。
SpaceX计划发射一支轨道数据中心舰队以执行AI推理任务，这是公司2万亿美元估值的主要推动力：https://techcrunch.com/2026/06/10/the-three-hard-tech-moonshots-fueling-spacexs-unbelievable-ipo/。乐观的分析师表示，这种处理能力有潜力为SpaceXAI的模型提供动力，或充当轨道新云，这是AI热潮中前所未有的。
但是，当你与相关专家交谈——无论是：https://techcrunch.com/2026/03/30/starcloud-raises-170-million-series-ato-build-data-centers-in-space/ 支持其他太空数据中心初创企业的创业者，还是Google团队：https://services.google.com/fh/files/misc/suncatcher_paper.pdf 开发公司轨道计算项目的团队，或只是出于兴趣算过账的工程师：https://techcrunch.com/2026/02/11/why-the-economics-of-orbital-ai-are-so-brutal/——你会得到相同的答案：除非我们拥有更便宜的火箭，以及能够大规模低成本生产高性能卫星，否则这不会产生重大影响。
马斯克对此的回答很容易预测：Starship，SpaceX庞大的新型火箭，预计最早将在7月16日进行第13次测试飞行。如果马斯克的团队能够让该飞行器实现一次又一次飞行，数据中心的商业案例就可能成立。
但即使公司在此次测试飞行中成功回收了火箭的两个阶段，实际可重复使用的飞行仍可能要数年之后才能实现，空间数据中心的发射也可能会让位于SpaceX对NASA的承诺以及建设自己的星链网络。
SpaceX在其首次公开募股路演中也承认，短期内Starship可能无法完全重复使用：https://techcrunch.com/2026/05/26/starships-path-to-reusability-looks-murky-after-spacexs-s-1/，每次发射仍将需要抛弃其第二阶段，这将使经济型空间数据中心计划无法实现。
这就是为什么马斯克的回应：https://x.com/elonmusk/status/2076070258654183767 —“我们明年开始飞行它们”——显得有些平淡。毫无疑问，SpaceX明年可能发射一颗具备高速数据处理能力的卫星，但真正的大问题是何时才能批量发射和制造它们。这很可能要等到2030年代。
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Sam Altman and Elon Musk traded barbed social media posts over the weekend, drawing new attention to the gap between vision and reality for the space-compute business.
Responding to Musk accusing him：https://x.com/elonmusk/status/2075892136604573903 of being a scammer, Altman said：https://x.com/sama/status/2075982617976230043, “homeboy you’re the one sellling [sic] public market investors on short-term space datacenters.”
Setting aside “homeboy,” Altman is saying what a lot of experts have concluded but public market investors seem to be ignoring: Space data centers are not going to be a serious business anytime soon.
SpaceX’s plans to launch a fleet of orbital data centers to perform AI inference tasks are the main driver ：https://techcrunch.com/2026/06/10/the-three-hard-tech-moonshots-fueling-spacexs-unbelievable-ipo/behind the company’s 2-trillion-dollar valuation. Bullish analysts say that the potential for that processing power to fuel SpaceXAI’s models or act as an orbital neocloud are unprecedented in the AI boom.
But when you talk to subject-matter experts — whether it’s the entrepreneurs：https://techcrunch.com/2026/03/30/starcloud-raises-170-million-series-ato-build-data-centers-in-space/ behind：https://techcrunch.com/2026/05/11/there-arent-enough-rockets-for-space-data-centers-cowboy-space-raised-275-million-to-build-them/ other space data center startups, the team at Google：https://services.google.com/fh/files/misc/suncatcher_paper.pdf developing that company’s orbital compute project, or engineers who have done the numbers：https://techcrunch.com/2026/02/11/why-the-economics-of-orbital-ai-are-so-brutal/ for fun — you find the same answer: This isn’t going to make a big dent until we have much cheaper rockets and the ability to produce high-powered satellites at low cost, en masse.
Musk’s answer to this is easy to predict: Starship, SpaceX’s huge new rocket, is expected to make its 13th test flight as soon as July 16. If Musk’s team can get that vehicle to the point where it flies again and again, the data center business case could close.
But even if the company successfully recovers both stages of the rocket on this test flight, operational reusable flight will still likely be years away, and space data center launches will likely take a back seat to SpaceX’s commitments to NASA and to building out its own Starlink network.
SpaceX also conceded during its IPO road show that Starship may not be fully reusable：https://techcrunch.com/2026/05/26/starships-path-to-reusability-looks-murky-after-spacexs-s-1/ in the near-term and will need to throw each of its second stages during each launch, which would put a kibosh on economical space data centers.
That’s why Musk’s rejoinder：https://x.com/elonmusk/status/2076070258654183767 — “We start flying them next year” — falls a bit flat. There’s no doubt that SpaceX could launch a satellite equipped for high-speed data processing next year, but the big question is when it will be able to launch and manufacture them at scale. And that’s likely a question for the 2030s.
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