SpaceX has recently submitted a groundbreaking application to the U.S. Federal Communications Commission (FCC), aiming to launch approximately 1.2187 million low-orbit satellites. The core objective of this plan is not traditional satellite communication, but rather to build a large-scale "orbital data center" in space, using the advantages of the space environment to directly perform AI computing.

Core Strategy: An "AI Supercomputing Cluster" in Space

This plan is seen as a revolutionary challenge to the traditional ground-based data center model:

Remarkable Computing Power: The total computing power of the constellation is expected to reach up to 80 EFLOPS, which is sufficient to shake up the current global computing power market distribution.

Environmental Advantages: By utilizing the naturally low temperature and vacuum environment in space, it addresses the most challenging issues of energy efficiency and heat dissipation in ground-based data centers.

Timeline: It is expected to begin deployment in 2028 and be fully completed by 2030.

Industry Impact: Opportunities and Risks Coexist

This "space computing network" plan will deeply reshape the future of the aerospace and AI industries:

Supply Chain Benefits: Companies related to aerospace and technology, such as Guosheng Technology (Guosheng Shian Science and Technology Co., Ltd.), are expected to seize growth opportunities within this grand narrative.

IDC Challenges: IDC (Internet Data Center) providers that rely on traditional ground facilities may face a one-sided attack from "space-based computing power."

Resource Competition: Such a large-scale launch plan will inevitably trigger intense competition for limited low-orbit orbital resources and spectrum resources globally.

Future Outlook: A Struggle Between Idealism and Reality

Although the concept is grand, SpaceX still faces multiple severe challenges:

Regulatory Approval: Launching a million satellites requires going through extremely complex international and domestic regulatory reviews.

Technical Bottlenecks: Maintaining long-term and stable high-intensity AI computing in space imposes high requirements on chip radiation resistance and space maintenance technology.