--- title: "Fidelity Tracks Starship as Musk Targets Space-Based AI Data Centers" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/280380713.md" description: "Fidelity Investments is exploring Elon Musk's plan for AI data centers in space, viewing it as a long-term opportunity despite execution risks. Karin Fronczke highlighted the potential to overcome terrestrial limitations and utilize solar energy. However, investor focus remains on the economic viability, hinging on SpaceX's Starship program. The upcoming launch of a third-generation Starship is crucial, with reusable boosters potentially lowering costs. Fidelity, which invested in SpaceX in 2015, is modeling metrics to assess the feasibility of space-based data centers, linking this to Musk's Terafab project for chip manufacturing." datetime: "2026-03-24T23:04:32.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280380713.md) - [en](https://longbridge.com/en/news/280380713.md) - [zh-HK](https://longbridge.com/zh-HK/news/280380713.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/280380713.md) | [English](https://longbridge.com/en/news/280380713.md) # Fidelity Tracks Starship as Musk Targets Space-Based AI Data Centers Fidelity Investments is beginning to frame Elon Musk's latest ambitionplacing AI data centers in spaceas a longer-term opportunity that could reshape how computing infrastructure is deployed, though execution risks remain front and center. Karin Fronczke, who oversees global private equity investments at the firm, said the concept may make strategic sense over time, particularly as it could bypass terrestrial constraints like power grids and local opposition while tapping solar energy in orbit. Still, investor focus appears firmly anchored on whether the underlying economics can work, with SpaceX's Starship program emerging as the critical gating factor. The near-term milestone comes with SpaceX preparing to launch a third-generation Starship next month, designed to carry around 100 tons of cargo. Fronczke indicated that while the technical roadmap is advancing, the key unlock for investors could be the ability to reliably reuse Starship boosters, which may reduce launch costs in a meaningful way. Fidelity, which first invested in SpaceX in 2015, is closely tracking these developments, internally modeling metrics such as cost per kilowatt to assess when space-based data centers could become economically viable. The broader initiative ties into Musk's Terafab project, which is expected to focus on manufacturing chips for robotics, artificial intelligence, and potential space-based data centers, with operations planned in Austin through a collaboration between Tesla and SpaceX. Investors may also look to SpaceX's execution history for context, as the company has scaled from just 13 Falcon 9 launches to a cadence of launches every other day, now carrying an estimated 80% to 90% of global space payloads, while its Starlink service has grown to roughly 10 million subscribers. That trajectory could provide some confidence, though the next phase may depend on whether Starship can translate technical progress into a commercially viable platform. ### 相關股票 - [SPDR S&P Aerospace & Def (XAR.US)](https://longbridge.com/zh-HK/quote/XAR.US.md) - [ISHRS Aero & Def (ITA.US)](https://longbridge.com/zh-HK/quote/ITA.US.md) - [Invesco Aero & Defense ETF (PPA.US)](https://longbridge.com/zh-HK/quote/PPA.US.md) - [Tianhong CNI Aerospace ETF (159241.CN)](https://longbridge.com/zh-HK/quote/159241.CN.md) - [SPDR S&P Kensho Final Frontiers ETF (ROKT.US)](https://longbridge.com/zh-HK/quote/ROKT.US.md) - [ARK Space Exploration & Innovation ETF (ARKX.US)](https://longbridge.com/zh-HK/quote/ARKX.US.md) - [Procure Space ETF (UFO.US)](https://longbridge.com/zh-HK/quote/UFO.US.md) - [Huatai-PB CSI All Share Aviation & Aerospace ETF (563380.CN)](https://longbridge.com/zh-HK/quote/563380.CN.md) ## 相關資訊與研究 - [BREAKINGVIEWS-SpaceX IPO will gauge market moxie more than depth](https://longbridge.com/zh-HK/news/281406751.md) - [BUZZ-Procure Space ETF surges ahead of SpaceX's closely watched IPO filing](https://longbridge.com/zh-HK/news/281384204.md) - [SpaceX targets more than $2 trillion valuation in IPO, Bloomberg News reports](https://longbridge.com/zh-HK/news/281568949.md) - [Planet Labs (PL) and Rocket Lab (RKLB) Stocks Surge after SpaceX Confidentially Files for IPO](https://longbridge.com/zh-HK/news/281410106.md) - [3 Reasons SpaceX May Be a Risky Investment](https://longbridge.com/zh-HK/news/281549726.md)