与「Starmind」相关的搜索结果

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas →

马斯克最近爆种了，昨天就发了56条推特。推特bio也改了。 近期讲了 很多 $SPCX 和 $tsla 新估值的叙事 1.最近跟Walter Isaacson做播客时说得很直白：DOGE跑完一圈下来，并不是人事关系然他放弃了，是他确认省钱解决不了美债，美债每年的利息比全年军费开支还要多，省是省不出来的。唯一出路是AI和机器人把生产力拉上去。这里马斯克断言，通货膨胀是因为产能不够，而不是产能过剩。他认为只要生产速度大于货币增发速度，就会通缩。物价就会降下来。 对赌那块他没拿到顶薪，特斯拉那个万亿激励计划里程碑目前一个都没触发。SpaceX和特斯拉已经在谈合并了。 2.这几天他把推特bio改成了space和特斯拉的最新业务Terafab。Terafab的叙事是他要自己把逻辑、存储、封装尽量垂直整合的芯片厂，和intel合作目标把AI算力产能直接拉到太瓦级别。用来服务特斯拉汽车和机器人。 芯片如果真能从一年迭代压到一个月，后面所有应用的成本结构都会变。 3. Starmind和Terafab是同一件事的上下游。Terafab负责把芯片做出来，Starmind负责通过把一系列的算力卫星把扔到晨昏太阳同步轨道上跑——对着太阳发电，背对着太阳散热。用激光相连，形成一个太空超级算力中心，全太阳能发电，把算力能源成本降到0 前几天荷兰乌特勒支大学的Jan Broersen教授发帖说真空是最好的隔热体，根本散不了热 马斯克直接回怼，官网发了算力卫星的设计图，展示他用的太空热辐射散热方案 （我也是第一次知道因为太空没有空气和水，热量无法对流和传导，只能热辐射） 马斯克的太空算力中心方案从火星到月球，到现在的环地球轨道方案，越来越靠谱了。 Terafab、Starmind、机器人和星链放进同一个叙事里，估值锚点从汽车和火箭切到超级智能基础设施上。

Grok Bot summary: IAC 2026 presentation by SpaceXAI President Michael Nicolls. 🎯 The main message - SpaceX was founded in 2002 to make life multi-planetary and "extend the light of consciousness to the stars." - He said the biggest risk as constellations grow is not debris. It's satellite operators not sharing data with each other. 🌍 How Starlink grew - Starlink began in 2019 with 60 V0.9 satellites. User service started in late 2020 as the "Better Than Nothing Beta." - V1.5 added space lasers, which let the satellites link into a mesh. That's when Starlink really took off, reaching oceans, Antarctica and airplanes. - V2 (2023) has 4x the capacity of V1. Falcon launches V2 satellites 2–3 times a week, and each launch adds about 3 terabits of capacity. - V3 launched on Starship about a week before the talk. Each V3 satellite has another 10x capacity, and each Starship launch carries 20–30x what a Falcon launch does. - Starlink now has over 11,000 satellites, about 60% of all active satellites in low Earth orbit. - It serves more than 13M customers in about 170 markets, plus ships and planes. - The laser mesh means Starlink doesn't depend on local ground infrastructure. During last year's fires and power outages in Spain, it kept tens of thousands of customers and emergency responders online. 🚀 The life of a Starlink satellite - **Before launch:** SpaceX checks that deploying the satellites won't bring them close to anything else, and shares where they'll be. - **Deploy:** satellites are released below 300 km, where almost no other operators fly. - **Orbit raising:** each climb path is checked against other satellites and crewed space stations, and SpaceX publishes the satellites' positions every hour on the way up. - **Lower orbits for safety:** the original plan was about 1,000 km. Now every satellite flies below 500 km, and V3 will fly at about 350–360 km. At these heights a dead satellite falls back to Earth within months instead of staying up for centuries. 🛡️ How they avoid collisions - Each satellite makes small station-keeping moves about once a day and a collision-avoidance move about every 10 days. - Across the fleet, that's about 1,000 avoidance moves a day. - Starlink's threshold for moving is nearly 100x more cautious than the industry standard, so the whole fleet's collision risk is about the same as a much smaller constellation's. - "Ducking" moves turn the satellite so it presents a smaller target during a close pass, cutting the collision risk about 10x more. - Automated software makes these decisions, which is why Starlink tries to stay in contact with every satellite at all times. 📡 Always connected - Starship's live launch video was streamed over Starlink. - The new V3 satellites connected to the network within 2 minutes of release, because Starlink terminals are built into the satellites. Their lasers link into the mesh within tens of minutes. - The goal is to make contact right away and never lose it. 🌬️ Space weather - During a 2024 solar storm, air density in orbit jumped 5x in a few hours, which throws off predictions of where satellites will be. - Starlink is "probably one of the best sensors" for this. It measures density in real time and automatically corrects its position forecasts. 🔭 Working with astronomers - **Optical:** SpaceX tried Vantablack paint and sun visors. What finally worked was a mirror-like film that reflects sunlight away from the ground, combined with careful steering. A V2 satellite now looks about as bright as a sheet of paper. This was done with groups like the Vera Rubin Observatory. - **Radio:** working with observatories like the US National Radio Astronomy Observatory (NRAO), Starlink steers its beams and frequencies around where the telescopes are pointing. As a result, the telescopes can now observe more often. ♻️ End of life - SpaceX uses statistics to predict when parts will fail and deorbits satellites early. Many of those satellites would have kept working. - Retired satellites are steered down within weeks, not left to drift for the 5 or 25 years regulations allow. - They're built to burn up completely, and reentry is aimed over the ocean. - Of about 10,000 satellites launched by early 2026, only a few dead ones remain in orbit. The goal is zero. - "Reliability and rate go together." ⚠️ The biggest danger: other operators - Tracked debris is like obstacles on a road: if you can measure it, you can avoid it. - What you can't avoid is a satellite that maneuvers without telling anyone. Starlink has had passes as close as tens of meters this way. - Starlink has maneuvered around satellites from about 650 operators in recent months, but shares position data with only about half of them. "That number is too low." - SpaceX shares data with China's space station and some Chinese operators. Many operators don't share at all, including some in the US, Europe and Japan. ⭐ Stargaze: Starlink's own space tracking - Over 30,000 star trackers on Starlink satellites spot passing objects as streaks against the stars. - Stargaze now tracks over 17,000 objects, including about 90% of the maneuvering satellites that cross Starlink's orbits. - In one example, an untracked satellite's predicted 9 km miss shrank to about 60 m after it maneuvered toward Starlink. Stargaze caught the move and the Starlink satellite dodged in time. - He said it's still no substitute for operators sharing their plans in advance. 🤝 The ask: share your data - SpaceX runs its own space safety data platform, and over 100 operators have signed up. - Operators can upload their satellite positions and check them against Starlink and against Stargaze tracking. - His message to every operator was to join the platform and share their positions. 🧠 StarMind: AI compute in space - StarMind is SpaceX's planned AI satellite constellation, starting launches and scaling next year. - The goal is to move AI compute off Earth. He expects StarMind to drive demand for Starship launches the way Starlink did for Falcon. - On the ground, SpaceX is building over 2 GW of compute in Memphis. He said AI demand will be nearly limitless, and Earth's resources make that hard to keep scaling there. - In space, the satellites run on solar power and shed heat through large radiators. - Each satellite is simpler than a Starlink: basically a computer with big solar panels and radiators. - Each one has about 250 kW, roughly one NVL72 rack of compute. - They'd fly in tight clusters of about 10 satellites linked by about 10 terabits of bandwidth, then connect to Starlink. - SpaceX has filed for up to **1 million satellites**, in low-inclination and sun-synchronous orbits. Building them could mean thousands of satellites a week. - New challenges include much higher reliability and redundancy, flying in close formation, and micrometeoroids. Dead satellites might be sent away from Earth instead of burning up in the atmosphere. 🌙 Beyond Earth - Starlink is developing very high-bandwidth lasers to connect the Moon, then Mars, building an "interplanetary mesh." - All of that depends on getting safety right in low Earth orbit first. 💡 Key takeaways - Starlink is the world's biggest constellation, and it's moving lower to be safer. - It makes about 1,000 collision-avoidance moves a day, with nearly 100x more caution than the industry standard. - The biggest risk is operators who don't share where their satellites are going. - StarMind could scale to 1 million AI satellites, with launches starting next year. - "Coordination is a key element for realizing all of our ambitions."

Here’s the full IAC 2026 presentation by SpaceXAI President @michaelnicollsx : 0:00 Walk-on and opening 1:40 Growth of the Starlink constellation 4:00 Global growth 5:40 Life of a Starlink satellite 6:40 Launch and deploy 7:40 Orbit raise 8:20 Starlink altitudes 10:00 On-station ops 12:20 Constant communication 14:00 Space weather and prediction 15:20 Protecting the night sky 17:40 Protecting radio astronomy 19:00 Controlled and targeted reentry 22:00 Biggest risk 23:00 Close approaches 24:20 Stargaze 25:40 Unannounced maneuvers 27:00 International satellite ephemeris 28:40 space-safety .com 29:40 The future 30:00 Starmind 32:40 Laser links 34:00 Orbital mesh view 34:40 Interplanetary — Moon and Mars 35:40 Walk-off

not sure that people really grok the revenue generation potential of starship + starlink/starmind on our expectations each launch could drive $700+ million in incremental annual revenue (and growing, as SpaceXai crosses into AI software revenue monetization)

Data centers on the ground are limited by permits and power. SpaceX's answer is Starmind, orbital AI data centers with about 72 Nvidia chips and up to 175 kW per satellite. That's about 5,700 satellites per gigawatt. Terafab builds the chips, and Starship launches them. @JOBhakdi thinks it goes from gigawatts to terawatts by 2028 or 2029. $SPCX

Blue Origin is great and if we had nothing to compare it with, we'd be incredibly impressed with what they built, having raised just $30B. But let's just use BO to put SpaceX's capital efficiency into perspective; — SPCX invented the orbital class reusable booster — flew + landed it like 650 times — built Starlink; 10M+ customers — built Dragon; launched like 60 humans to the ISS — got ~95% of the way to making a fully reusable Starship operational — acquired xAI, positioning them to do Starmind All of this on just $10B worth of private equity Like what the fuck

马斯克的SpaceX计划在太空部署AI卫星“STARMIND”（星脑） 单颗卫星翼展75米，高30米，最高提供250kW电力。卫星搭载英伟达Rubin GPU和英伟达Vera CPU，卫星之间通过激光互联，计算结果通过星链发送到地球。卫星运行在太阳同步轨道，24小时太阳能不间断。 在美国，太空算力中心的建设效率可能比陆地更高，不用电网审批、不用土地审批、不用考虑散热耗水、没有周边社区的民众反对，纯纯就是技术和资本问题。 这事只有马斯克能干成，卫星制造、可重复的火箭发射、星链网络，都只有SpaceX有完整的体系。能成为荒坂集团的，目前只有SpaceX。 官方介绍：

AI compute is going to orbit. 🚀 @SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars. The next chapter of AI infrastructure boldly goes where no AI compute has gone before.

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →