郭明錤｜Ming-Chi Kuo@mingchikuo · 6月16日55

My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI business from "IC / ASIC design" to "system-level design," initially targeting the PCBA (L6) for Google's TPU and the L10 rack for Elon Musk-affiliated companies' in-house AI chips. Overall, this strategic shift aligns with industry trends and, if executed well, should help strengthen MediaTek's customer relationships and long-term competitive advantage. Industry checks and analysis: ▎This is a long-term play, with immaterial impact on fundamentals over the next two years. The aim is to capture new growth opportunities while mitigating potential risks. 1. Opportunity: Two factors are jointly raising the value-add of system-level design: increasing server rack design complexity, driven by the adoption of technologies such as CPO and 800V HVDC, and refresh cycles comparable to those of consumer electronics. 2. Risk: Growth momentum in ASIC design may begin to slow in 2–3 years as the Semi-COT business model takes hold. 3. To secure a gross margin of at least 40–50% in its system-level integration business, MediaTek is expected to adopt an asset-light model in which it leads design and validation, leverages the strengths of Taiwan's hardware supply chain ecosystem, and outsources manufacturing. ▎Google TPU PCBA: 1. MediaTek aims to begin with TPU v10 (Icefish), while also pursuing the integration of its own CPO solution. 2. Google's hardware assembly ecosystem is already well-established, so MediaTek's chances of winning L10 are slim. ▎The L10 rack for Musk's in-house AI chips: 1. The AI compute currently being built out by Musk's companies relies mainly on Nvidia chips, so the assembly ecosystem for their own AI chip racks is not yet in place, and that's where MediaTek's opportunity lies. 2. This business still lacks clear timeline visibility. Long-term success will hinge on whether MediaTek can leverage Taiwan's hardware supply chain ecosystem and its partnership with Terafab to land L10 rack orders.

译郭明錤最新调查显示，联发科将AI业务从“IC/ASIC设计”升级为“系统级设计”，初期目标Google TPU v10的PCBA（L6）及马斯克关联公司自研AI芯片的L10机架。此举旨在抓住服务器机架复杂度提升（CPO、800V HVDC）带来的增值机会，并应对2-3年后Semi-COT对ASIC设计的冲击。联发科将采用轻资产模式，主导设计验证并外包制造，以维持40-50%毛利率。Google TPU L10中选几率低；马斯克AI芯片机架生态尚未成熟，联发科可借台湾供应链和Terafab合作争取订单，但时间表不明确。该战略对近两年基本面影响有限，旨在捕捉长期新增长。

AYi@AYi_AInotes · 6月15日60

讲真，AI赛道的追赶窗口，可能真的已经关上了。 2023年Anthropic内部就做过预判，2023到2026这三年是关键期，谁先跑出最强模型，谁就会拉开断层级差距。 现在这个预判正在变成现实。 xAI只用了26个月，就摸到了第一梯队的门槛， 而很多国家尤其是欧洲，把大把时间耗在了监管设限上， 等回过神想入场冲刺，先机已经没了， 因为领先优势一旦形成就会自我强化， 资源、人才、迭代速度只会持续向头部集中。 不是说后面完全没机会，只是追赶的成本和难度，会比窗口期内高出好几个量级， 大家怎么看呢，会不会觉得这个判断是不是太绝对了🤔

译Anthropic在2023年内部预判，2023到2026年是AI赛道的关键期，谁先跑出最强模型就会拉开断层级差距。如今该预判正成为现实：xAI仅用26个月便摸到第一梯队门槛，而许多国家（尤其欧洲）将大量时间耗费在监管设限上，错失入场冲刺的先机。领先优势一旦形成会自我强化，资源、人才、迭代速度持续向头部集中。后续追赶的成本和难度将比窗口期内高出数倍。

Elon Musk@elonmusk · 6月15日24

As Andrew replies below, we appreciate any critical feedback in pursuit of product perfection for Grok Build!

译@TheDibsterX 在 Digital Ocean 云主机上尝试了 Grok Build，称赞它极其有用——不仅能生成代码，还能处理包更新、服务器设置、防火墙设置等一切操作。Elon Musk 回应称感谢任何改进产品的反馈。

Elon Musk@elonmusk · 6月15日34

Try the latest Grok Imagine!

译轻松使用Grok Imagine一键生成竹林中的剑斗场景（5分钟），初次尝试效果不错。试试最新Grok Imagine！

AYi@AYi_AInotes · 6月14日44

GPT Image 2 加 Grok简直是目前玩AI视频的性价比之王，而且grok还能给你加字幕，真的厉害，@grok bro你还藏了多少我不知道的？ 自从Seedance一直涨价我就没续订会员了， 本来以为 Seedance 2.0 是当前 AI 视频的最优解， 试完 GPT Image 2 加 Grok 的混合工作流，直接被性价比打服了， 月费三十美元，SuperGrok 订阅就能全覆盖，现在SuperGrok还有3个月优惠67%的优惠，真的很香！ 单条短片几乎零边际成本，想迭代多少版就迭代多少版， 角色风格一致性交给 GPT Image 2 把控，出图丢进 Grok 做动态效果，成片质感完全能打。 最新消息是亚马逊 CEO 向美国政府反映，Claude 的 Fable 模型，存在能找出软件漏洞的能力，进而被美国政府封了，试着把这个热点和做好的老钱风美女照片给grok，出来的视频效果真8错！ 你们现在用什么方案做 AI 视频，欢迎评论区聊聊啊～

译用户推荐 GPT Image 2 + Grok 混合工作流制作 AI 视频，称性价比极高。SuperGrok 月费 30 美元，当前 3 个月优惠 67%，单条短片零边际成本；GPT Image 2 把控角色风格一致性，Grok 负责动态效果。另提及 Claude 的 Fable 模型被美国政府管制，真正触发原因并非防中国，而是美国本土竞争对手提交越狱演示证明其安全层 Mythos 可被绕过。Anthropic 事后复测称此漏洞狭窄且非通用。

DogeDesigner@cb_doge · 6月13日14

Protesters wrote “STOP MUSK” on the road today in protest of SpaceX’s IPO. Stop Elon Musk from doing what exactly? • Helping people with paralysis regain independence and working to restore vision through Neuralink? • Accelerating the world’s transition to electric vehicles, solar energy and battery storage through Tesla? • Making rockets reusable and working to make humanity multiplanetary through SpaceX? • Connecting remote communities and restoring communications during disasters through Starlink? • Building maximum truth-seeking AI through xAI? • Restoring free speech on 𝕏? Elon Musk is dedicating his companies to advancing humanity and building a better future for civilization. Who is funding these paid protests against Elon and what are they so afraid of?

译针对抗议者在路面涂写“STOP MUSK”反对SpaceX IPO，推主逐一列举Elon Musk旗下公司的正面贡献：Neuralink帮助瘫痪者恢复独立与视力；Tesla加速电动汽车、太阳能及储能推广；SpaceX实现火箭可重复使用并推动人类多行星化；Starlink连接偏远社区并在灾害中恢复通信；xAI构建追求最大真相的AI；𝕏恢复言论自由。推主质疑这些抗议由谁资助，以及对方究竟在害怕什么。

🚨 AI News | TestingCatalog@testingcatalog · 6月12日53

SPACEX 🔥: $SPCX GOING PUBLIC TODAY WITH A $1.77 TRILLION MARKET CAP AT $135 A SHARE! Considering that xAI is now a part of it, it is becoming one of the biggest AI events of the year. WHOIS IN? 👀

译SPACEX 🔥：$SPCX 今日上市，市值1.77万亿美元，股价135美元！ 考虑到xAI现在是它的一部分，这正在成为今年最大的AI事件之一。 谁参与？👀

xAI@xai · 6月12日73

Install the @sentry plugin and ask your agent to find and fix errors, analyze stack traces, and triage alerts

译Grok Build 插件市场现已进入公测阶段。你可以在终端中使用 MongoDB、Vercel、Sentry、Cloudflare 和 Chrome DevTools 等插件进行开发。详情：https://x.ai/news/grok-plugin-marketplace

xAI@xai · 6月12日70

The @MongoDB plugin is live in the Grok Build Plugin Marketplace. Explore data, optimize database performance, and build high performance vector search systems with a single prompt.

译@MongoDB 插件已在 Grok Build 插件市场上线。 通过单个提示词，探索数据、优化数据库性能并构建高性能向量搜索系统。

Elon Musk@elonmusk · 6月12日23

Grok is maximally truthful

译Grok 是最真实的

Berryxia.AI@berryxia · 6月12日60

Agent 几件套是必不可少的就是“记忆层”！ Grok 终于 可以记住你了！ Grok终于能记住你了，而且你还能随时翻出来看、改、删，这才是真正把AI从“每次聊天都重头来过”的工具，变成了陪你一起成长的伙伴。 以前每次打开Grok都得重新解释你的项目、偏好、目标，聊着聊着上下文就断了。现在它会主动把有用的细节留下来，下次直接接上，继续帮你推进。 更狠的是你完全掌控：想让它忘掉什么就删，觉得哪里不对就编辑，透明到不能再透明。隐私和个性化同时拉满。 如何开启？ 打开Grok -设置按钮- 选择 记忆 - 然后开启记忆按钮。 可以查看记忆，编辑记忆等。

译Grok 推出“记忆”层，能记录用户之前的对话细节（项目、偏好、目标等），避免每次聊天从头开始。用户完全掌控：可查看 Grok 记住了什么、随时编辑或删除不需要的记忆。启用方式：打开 Grok 设置 → 记忆 → 开启。该功能旨在让 AI 越来越了解用户，提供更个性化的辅助体验。

xAI@xai · 6月11日73

The Grok Build Plugin Marketplace is now in beta. Build with MongoDB, Vercel, Sentry, Cloudflare, and Chrome DevTools plugins from your terminal. Read more https://x.ai/news/grok-plugin-marketplace

译Grok Build 插件市场现已进入 Beta 测试阶段。 从终端使用 MongoDB、Vercel、Sentry、Cloudflare 和 Chrome DevTools 插件进行构建。 了解更多 https://x.ai/news/grok-plugin-marketplace

Chubby♨️@kimmonismus · 6月11日56

Iran threatens Elon Musk’s companies in Middle East via Iranian state media. Data Center and Starlink factory aimed for. Donald Trump recently wrote on TruthSocial that "The United States will be hitting Iran (whose Navy, Air Force, radar, anti-aircraft capabilities, and all other forms of defense, together with most of its offensive capability, are GONE!), VERY HARD TONIGHT." In response, Iran sent a clear message to the US, targeting Elon Musk's companies. Musk's largest asset in the region is the xAI data center in Saudi Arabia: a 500 MW AI data center built in partnership with HUMAIN, the Saudi state's AI vehicle, with NVIDIA as its primary chip supplier. This would make it the largest xAI data center outside the US - for comparison, the Colossus-1 data center in Memphis delivers around 300 MW. We are in for a very difficult night.

译伊朗通过官方媒体威胁马斯克在中东的公司，目标指向xAI在沙特阿拉伯的500 MW AI数据中心与Starlink工厂。该数据中心与沙特国家AI机构HUMAIN合作建设，NVIDIA为主要芯片供应商，是目前xAI在美国以外最大的数据中心（对比孟菲斯Colossus-1约300 MW）。此举是回应特朗普在TruthSocial发文称“美国今晚将狠狠打击伊朗”。局势紧张。

Elon Musk@elonmusk · 6月11日62

Grok

译xAI 的 Grok 推出记忆（Memory）功能。Grok 可记住用户之前对话中的有用细节，以提供更好的上下文和更个性化的帮助。用户能查看 Grok 记住了什么、随时编辑或删除不想要的记忆，从而改善未来对话的上下文。这使 Grok 能逐步构建对用户目标、兴趣、项目和偏好的深入理解，避免每次对话都从零开始，体验越用越好。

🚨 AI News | TestingCatalog@testingcatalog · 6月11日51

A new AI lab called River AI has been established in US by former folks from xAI. River AI will be focused on building “personal AI that is owned and shaped by you” Curious to test what’s coming 👀

译前xAI成员在美国成立新AI实验室River AI，致力于构建“由你拥有和塑造的个人AI”。River AI指出当前最优秀的AI被少数大公司控制，他们将打造全新的个人化AI堆栈，让AI完全为你工作、分享你的价值观、按你的方式运行。该实验室目前未透露具体产品细节，但已引发行业关注。

Elon Musk@elonmusk · 6月11日20

Based Grok 🤣🤣 https://x.com/i/grok/share/32212cc499ae467ebb1f8db2b77d314a

译说得对，Grok 🤣🤣 https://x.com/i/grok/share/32212cc499ae467ebb1f8db2b77d314a

Elon Musk@elonmusk · 6月11日32

Video made with Grok Imagine

译《巴比伦蜜蜂》用AI模拟了AOC被迫学习经济学的情景，该视频由Grok制作。

xAI@xai · 6月11日74

Grok Voice offers state-of-the-art performance with human-like timing, tone, and warmth. And it's a fraction the price of competitors. Check it out: http://x.ai/api/voice

译Grok Voice 提供最先进的性能，具有类人的时机、语调和温暖感。而且价格仅为竞争对手的一小部分。 查看详情：http://x.ai/api/voice

xAI@xai · 6月11日64

Read more about how Tori, eToro's agent, leverages models and real-time data from SpaceXAI to help consumers analyze market sentiment https://x.ai/news/grok-etoro

译了解更多关于Tori（eToro的智能体）如何利用来自SpaceXAI的模型和实时数据来帮助消费者分析市场情绪

meng shao@shao__meng · 6月10日20

自己的平台，做起广告来就是这么肆无忌惮 😂 Grok Build...

xAI@xai · 6月10日59

Learn more about our work with @gopuff to build a personalized shopping assistant with chat, voice, and image models https://x.ai/news/grok-gopuff

译了解更多关于我们与 @gopuff 合作，利用聊天、语音和图像模型构建个性化购物助手的信息

DogeDesigner@cb_doge · 6月9日18

Sam Altman wants to be Elon Musk so badly.

译Sam Altman 非常想成为 Elon Musk。

meng shao@shao__meng · 6月9日25

你测的是 Gork @gork，关我 Grok @grok 什么事！

译中国考生很厉害。 你测的是 Gork @gork，关我 Grok @grok 什么事！

DogeDesigner@cb_doge · 6月9日36

Elon Musk just explained the 3 things humanity needs to become a Kardashev-scale civilization: 01. Mass to orbit 02. Power generation 03. AI chips Humanity is still barely registering on the Kardashev Scale. We currently use only a tiny fraction of the energy available from the Sun. To become a truly advanced civilization, three major bottlenecks must be solved: 01. Mass to orbit We need the ability to move millions of tons of infrastructure into space. Solar arrays, radiators, factories, and data centers cannot scale without dramatically reducing launch costs. Musk says Starship is the breakthrough that makes this possible. 02. Power generation A civilization powered by terawatts of energy will eventually need massive solar power systems in space. The goal is to harness a meaningful share of the Sun’s energy rather than relying solely on Earth’s limited resources. 03. AI chips Terawatt-scale power requires terawatt-scale computing. Future AI systems will need enormous amounts of compute, making advanced chips one of the key ingredients of a spacefaring civilization. If humanity wants to become a multi-planetary, Kardashev-scale civilization, we must massively increase our ability to launch payloads, generate energy, and deploy AI compute. That’s why Starship matters.

译Elon Musk 指出人类要成为卡尔达舍夫文明需突破三大瓶颈：一、质量到轨道——借助 Starship 实现将数百万吨基础设施（太阳能阵列、散热器、工厂、数据中心）送入太空，大幅降低发射成本；二、发电——在太空部署太瓦级太阳能系统，获取太阳能量的可观份额，而非仅依赖地球资源；三、AI 芯片——太瓦级能源需要太瓦级计算力，先进芯片是星际文明的关键要素。当前人类在卡尔达舍夫尺度上还几乎未入级。

Artificial Analysis@ArtificialAnlys · 6月9日68

Grok debuts grok-imagine-video-1.5-preview, achieving #2 in Image to Video (With Audio) in the Artificial Analysis Video Arena, behind only ByteDance's Seedance 2.0! grok-imagine-video-1.5-preview is @xAI's latest video generation model, currently supporting only Image to Video with native audio, and durations up to 15s. It ranks #2 in the Image to Video (With Audio) Leaderboard, trailing only ByteDance's Seedance 2.0. In the Without Audio Leaderboard it places #3, behind Seedance 2.0 and xAI's own grok-imagine-video, which it performs very closely to. grok-imagine-video-1.5-preview costs $8.40 per minute of generated video, and is available now via xAI's API, with a broader rollout across the Grok app and X in progress. Congratulations to @xAI and @elonmusk on the release! See below for comparisons between grok-imagine-video-1.5-preview and other leading models in the Artificial Analysis Video Arena 🧵

译xAI推出视频生成模型grok-imagine-video-1.5-preview，目前在Artificial Analysis Video Arena的Image to Video (With Audio)排行榜中排名第二，仅次于字节跳动Seedance 2.0。该模型支持图像转视频并原生生成音频，最长可生成15秒视频。在无音频排行榜中位列第三，紧随Seedance 2.0和自家的grok-imagine-video。模型定价为每分钟视频$8.40，现已通过xAI API提供，并将逐步在Grok app和X上线。

DogeDesigner@cb_doge · 6月9日37

BREAKING: Grok has now surpassed 3.5 BILLION website visits. 🔥 3,500,000,000 - these are just the web numbers. Millions more are actively using it every single day across other platforms. 🚀

译BREAKING: Grok 现已超越 35 亿次网站访问量。🔥 3,500,000,000——这只是网页端数据。每天还有数百万用户在其他平台上活跃使用。🚀

swyx@swyx · 6月7日49

idea - universal basic ai: 1 share of xai, oai, and ant to each US citizen. cost SpaceXai: $135.00 × 349 million = $47B OpenAI: $733.54 × 349 million = $256B Anthropic: $930.45 × 349 million = $325B total $628B cost is 8.5% of US Govt budget, 62% of defense budget, roughly same as ~$700B of TARP program during the Financial Crisis (mostly given to big banks, this would be a lot more decentralized)

译想法 - 全民基本AI： 给每位美国公民一份xAI、OpenAI和Anthropic的股份。 成本 SpaceXai：$135.00 × 3.49亿 = $470亿 OpenAI：$733.54 × 3.49亿 = $2560亿 Anthropic：$930.45 × 3.49亿 = $3250亿 总计$6280亿，占美国政府预算的8.5%，国防预算的62%，大致与金融危机期间约$7000亿的TARP计划相当（该计划大部分给了大银行，而这次会去中心化得多）

Elon Musk@elonmusk · 6月7日42

Grep timeout issue fixed in latest Grok Build

译最新Grok Build中已修复Grep超时问题

Elon Musk@elonmusk · 6月7日24

Join Tesla if you want to solve real-world AI

译真实世界的AI在于解决边缘案例，而非平均案例。马斯克号召：想解决真实世界AI，加入特斯拉。

Rohan Paul@rohanpaul_ai · 6月6日70

Rreuters: SpaceX’s $75B IPO is already seeing about $150B in demand (2x oversubscribed) SpaceX has said its AI business could chase a $23 trillion market, that it can use space to build AI compute capacity beyond the limits of Earth-based companies. "By dramatically reducing the cost of access to space, we have been able to expand our mission to address some of the Earth's most pressing challenges, including bridging the digital divide ​by aiming to connect over three ‌billion unconnected people to the internet and humanity's collective knowledge," SpaceX said in the roadshow ​presentation. SpaceX said U.S. electricity generation and computer-capacity growth have fallen behind China, partly due to barriers around major U.S. projects. SpaceX thinks that shortfall can ‌be remedied by putting data centers and ​other infrastructure in space using ​SpaceX launches. --- reuters. com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05

译据路透报道，SpaceX 750亿美元IPO已获约1500亿美元需求（2倍超额认购）。SpaceX在路演中表示，其AI业务可瞄准23万亿美元市场，通过太空建设AI算力突破地球限制。公司称美国电力与算力增长落后于中国，计划用SpaceX发射将数据中心等送入太空弥补差距。此前SpaceX披露与Google的云服务协议，Google每月支付9.2亿美元（约110亿美元/年）用于xAI数据中心算力。

Elon Musk@elonmusk · 6月6日46

Join our AI recommendations & advertising engineering team!

译若你曾从事广告相关工作（任何环节），希望获得10倍影响力，请通过链接申请。当前团队仅18名工程师。加入xAI的AI推荐与广告工程团队！

Rohan Paul@rohanpaul_ai · 6月6日36

Elon Musk explains Moon advantages for scaling AI infra: electromagnetic accelerators can use Moon materials for solar panels/radiators and compute, while vacuum/low gravity of Moon will let mass drivers launch AI data centers deep space, rocket-free.

译Elon Musk 解释月球用于扩展 AI 基础设施的优势：电磁加速器可以利用月球材料制造太阳能板/散热器和计算设备，而月球的真空/低重力将使质量驱动器将 AI 数据中心发射到深空，无需火箭。

DogeDesigner@cb_doge · 6月6日27

Grok will be able to create cinema-level movies, and that day is coming sooner than many expect.

译Grok 将能够创作电影级别的影片，这一天将比许多人预期的更早到来。

Rohan Paul@rohanpaul_ai · 6月6日77

SpaceX just disclosed a new Cloud Service Agreement with Google. Google to pay SpaceX $920 million a month (about $11B a year) for compute capacity at xAI data centers Shows again AI compute is becoming a strategic commodity like launch capacity or energy, and the companies that can finance, power, cool, and operate giant GPU fleets may gain leverage far outside their original business.

译SpaceX 刚刚披露了一份与 Google 的新云服务协议。 Google 将每月向 SpaceX 支付 9.2 亿美元（约合每年 110 亿美元），用于 xAI 数据中心的计算能力。 这再次表明，AI 算力正成为一种战略性商品，就像发射能力或能源一样，而那些能够为庞大的 GPU 集群提供资金、电力、冷却和运营的公司，可能会在其原有业务之外获得巨大的杠杆优势。

DogeDesigner@cb_doge · 6月6日37

Claude is down. Grok is up. 😎🚬

译Claude 挂了。 Grok 上线了。😎🚬

Elon Musk@elonmusk · 6月5日67

Grok model improvement

译更新后的 Grok-build 模型（仍是 0.5T 那个）比以前好很多。它不那么偷懒、更自主、更准确。我们仍在改进长时任务。请期待并在我们漂亮的 TUI 中使用新的使用限制！🚀

Elon Musk@elonmusk · 6月5日64

Grok Build updates

译xAI 发布 Grok Build 0.2.20 更新，修复多项 Bug 并新增工具。修复包括：消除 Markdown 表格渲染中的鬼影单元格、使监控对模型可见且可终止、保留计划预览中的软换行、修复 image_edit 中的附件引用、优化 MCP 生命周期通知路由和鼠标滚轮滚动、改进压缩提示与去重子代理提醒、允许回滚时自动降级、修复 Windows 上本地 stdio MCP 服务器问题。新增 image_to_video 和 reference_to_video 工具，捆绑 imagine 技能，支持 ICO 转 PNG，以及 Search 和 ListDir 块按 Enter 打开全屏查看器。

Elon Musk@elonmusk · 6月5日66

Grok supports worktrees

译Grok 现已支持 worktrees。worktrees 是代码仓库的轻量级副本，允许在独立工作区中并行运行 AI 智能体，可通过主页或 `grok -w` 使用。

DogeDesigner@cb_doge · 6月5日61

Elon Musk on Terafab: "It's worth noting that there's not a single high volume computer memory fab in America right now, zero. There's one being built by Micron, but that will not reach volume production until I believe 2028 and there's something built in New York, but they are in, I think, 2029 and 2030, and this is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers and the logic makers, it is not enough to meet the demand that is anticipated, which is why you're seeing stocks of like Micron go to, I think, 1.2 trillion, or some quite high number, so there's just clearly a need for AI logic memory and packaging, AI computers, essentially, that is far beyond what even the best case assumptions of the existing fabricators can do, and that's why we need to do the Terafab. It seems essential, otherwise we will not, there will not be enough chips."

译马斯克在JPMorgan直播中表示，美国目前没有任何一条高产量计算机内存晶圆厂（zero），美光正在建设一座但预计2028年才量产，纽约的项目要到2029-2030年。他指出，即便以最乐观预期，现有存储和逻辑芯片制造产能也远无法满足AI对内存、逻辑、封装及AI计算机的需求。美光股价已涨至约1.2万亿，但芯片短缺仍严峻，因此Terafab项目势在必行，否则芯片供应将严重不足。

DogeDesigner@cb_doge · 6月5日65

Elon Musk on building data centers in Space: "We don't think this is a particularly difficult thing to do. In fact, we think it's easier than our communication satellites. The Starlink V3 communication satellite is an incredibly complex machine. The AI data center would be much simpler by comparison, because it's really just solar power plus radiator basic equipment for operating satellite, and then the laser links, which would connect to the Starlink communications constellation and then back to the ground the connection would happen no matter what the weather is because once you connect to the Starlink communication constellation the Starlink communicates the ground with frequencies that are cloud penetrating, so that in fact even roof penetrating some degree, so you would always be able to close link with the data centers."

译在摩根大通直播中，Elon Musk 谈到在太空建设 AI 数据中心时表示，这并非难事，甚至比 Starlink V3 通信卫星更简单。AI 数据中心只需太阳能供电、散热器及基本卫星设备，通过激光链接接入 Starlink 通信星座，再传回地面；由于 Starlink 使用可穿透云层甚至屋顶的频率，地面链接不受天气影响。