ARK analysis points to a shift in the focus of SpaceX business to artificial intelligence

ARK analysis indicates that SpaceX shifts the focus of its operations from space to artificial intelligence and uses the advantages of industry-wide chain integration to reduce the operating costs of space launch and data centres. SpaceX acquired XAI, the Grok Large Model and two data centres, indicating to investors that more than 90 per cent of future market growth space is generated by artificial intelligence. SpaceX autonomously controls rocket launch, computing data centres and the full chain of artificial intelligence and rents computing power to companies such as Anthropic, Google, Reflection AI. ARK has calculated that the cost of space launch can be reduced to within $100 per kilogram after the scale operation, that the cost of construction of an on-orbit space data centre is 25 per cent lower than on the ground and that the cost of energy is close to zero。