ZERUN(301636.SZ)

Launch 1 million satellites, what does Musk want to do?

Elon Musk announced that his artificial intelligence company xAI will be acquired by SpaceX, aiming to create a global innovation engine. SpaceX plans to apply to the FCC to launch 1 million satellites, forming a globally covered space computing network to support the application of AI large models. This move marks the layout of space computing, aiming to address the computing power bottleneck of ground AI infrastructure. The merger will provide xAI with stable launch capabilities and create a closed loop of "rocket launch + space computing power + AI large models."

Google Bets Big on Power Generation to Fuel AI

Google's parent company, Alphabet, has agreed to acquire renewable energy developer Intersect Power for $4.75 billion, marking a significant shift in how tech companies manage energy for AI. This acquisition allows Google to control a 3.6-gigawatt pipeline of solar and wind projects, addressing the growing energy demands of AI technologies. Unlike competitors, Google is bringing power generation in-house, aiming to secure energy for its data centers directly. This strategic move comes amid challenges in the U.S. electricity sector, driven by increased energy consumption from AI and electric vehicles.

Elon Musk Touts 'Optimus Academy' To Train Robots — Says SpaceX, Tesla Have '100 GW A Year' Mandate On Solar Energy Generation

Elon Musk announced plans for an 'Optimus Academy' to train thousands of Tesla's humanoid robots, aiming for 10,000 to 30,000 units for self-play and task testing. He emphasized the importance of solar energy, stating that both Tesla and SpaceX have a mandate to generate 100 GW of solar energy annually. Musk's vision includes using robots for building civilizations on other planets and scaling domestic solar cell production.

Elon Musk's 3-hour in-depth interview: The lowest-cost AI in space within three years, Optimus is an "infinite money printer"

Musk: Earth's electricity will become the biggest bottleneck for AI. Within 36 months, the cheapest place to deploy AI will be in space. In 5 years, there will be 10,000 Starship launches per year, with the space computing power exceeding the total on Earth. Unlocking digital humanity through xAI will reach a trillion-dollar revenue. Mass production of humanoid robots Optimus will lead to exponential growth in self-manufacturing of robots, achieving a scale of economic growth. Plans to build its own wafer factory and energy equipment to rapidly expand the supply chain

The A-share space photovoltaic concept has risen again, with Jinko Solar hitting the 20% daily limit, and multiple stocks such as Shuangliang Eco-Energy, Grand Sunergy Tech, ZERUN, and Jolywood previously hitting the limit. Scenergy, JSG, and Haitai New Energy have all risen over 10%