SpaceX 的 IPO 不仅是一场资本盛宴，更揭示了 AI 算力从地球向太空迁移的宏大叙事——做 AI 基础设施或关注算力瓶颈的投资者、创业者值得关注，这可能是下一个十年最大的技术红利。
据路透社报道，SpaceX 的 IPO（估值 750 亿美元）已获得约 1500 亿美元的需求，超额认购 2 倍。SpaceX 在路演中表示，其 AI 业务可能追逐一个 23 万亿美元的市场，通过将数据中心和基础设施送入太空，突破地球上的电力与算力瓶颈。SpaceX 指出，美国电力与计算能力增长已落后于中国，而太空部署可弥补这一差距。该公司还强调，降低太空成本有助于连接超过 30 亿未联网人口，解决数字鸿沟问题。
Rreuters: SpaceX’s $75B IPO is already seeing abou…
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.
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reuters. com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05