ARK analysis points out that SpaceX will shift its business focus from aerospace to artificial intelligence, and utilize the advantages of integrating the entire industry chain to reduce space launch and data center operating costs. SpaceX acquires xAI, Grok Big Model, and two data centers, indicating to investors that over 90% of the future market growth space will come from the artificial intelligence business. SpaceX independently controls the entire chain of rocket launches, computing power data centers, and artificial intelligence, and rents computing power to companies such as Anthropic, Google, and Reflection AI. ARK estimates that after large-scale operation, the cost of space launch can be reduced to less than $100 per kilogram, the construction cost of in orbit space data centers is 25% lower than on the ground, and the energy cost is almost zero.
