【AI+SpaceX】Elon Musk Makes Another Bold Claim: SpaceX Will Become the New AI Leader in a Few Years, Surpassing "Everyone Else Combined"

Tesla (TSLA) CEO Elon Musk sparked renewed market discussions about the future landscape of artificial intelligence (AI) with a brief reply on social media platform X. Addressing the public’s belief that Google DeepMind will win the AI race, Musk directly responded on Monday (16th), “First a few years, then SpaceX will far surpass everyone combined.”

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He later clarified in another post that “everyone” refers to “everyone else combined.”

SpaceX has long been viewed as a rocket launch and satellite communications company. However, Wall Street analysts point out that Musk’s ambitions are not unfounded, closely aligning with SpaceX’s recent major strategic move. In early February, SpaceX officially completed the acquisition of Musk’s AI startup xAI, with a total deal value of $1.25 trillion, marking the largest corporate acquisition in history. According to the transaction documents, SpaceX is valued at about $1 trillion, xAI at $250 billion, and the combined new entity becomes the world’s most valuable private company.

Aiming to shift AI computing power to space

The core purpose of the acquisition, as outlined in an internal SpaceX memo, is to create “the most ambitious vertically integrated innovation engine on and off Earth.” Musk has long argued that the power demands of ground data centers are nearing their limits, and future AI computing must move to space. By leveraging the Starlink satellite network, unlimited solar energy, and the low-cost launch capabilities of Starship rockets, the goal is to establish orbital data centers.

This concept could significantly reduce computing costs and potentially transform SpaceX from a rocket and satellite company into the world’s largest AI infrastructure provider, directly challenging the current ground computing dominance led by Google, OpenAI, and NVIDIA.

Market insiders note that this acquisition and Musk’s latest statements are also paving the way for SpaceX’s potential initial public offering (IPO). The public market expects SpaceX’s IPO valuation could reach as high as $1.75 trillion. The integration of AI and space in the post-acquisition phase is expected to further boost investor confidence in its long-term growth.

However, analysts also caution that xAI is still in the burn phase, and whether the “space AI” vision can be successfully realized depends on the full reusability of Starship technology and regulatory approvals.

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