Elon Musk's next target: Space AI satellites?

Musk has hinted at launching a new initiative called "Galaxy Mind," aimed at integrating the core capabilities of SpaceX, Tesla, and xAI to deploy solar-powered AI satellites into deep space.

Written by: Long Yue

Source: Wallstreetcn

The next grand goal of Elon Musk's business empire may be to bring artificial intelligence into deep space.

The latest signal comes from a recent interview Musk had with investor Nikhil Kamath. Musk hinted that in the future, the core technologies of SpaceX, Tesla, and xAI might be integrated to deploy solar-powered AI satellites in deep space.

In the interview, Musk explicitly stated that he sees an "increasing convergence" between SpaceX, Tesla, and xAI. He believes that the key to the future lies in solar-powered AI satellites, and that to harness the sun's energy on a large scale, it is necessary to venture into deep space.

Musk then appeared to confirm the name of this integration concept—"Galaxy Mind"—on social platform X, a platform designed to use solar energy to power AI computing beyond Earth's orbit. According to discovered trademark documents, an entity named "Galactica" has also been registered.

For the market, this vision is not only a bold technological exploration but also represents a potential business model. It aims to package Tesla's energy technology, SpaceX's launch capabilities, and xAI's cutting-edge models into a brand-new space AI solution, potentially opening up a huge growth area driven by synergies.

Tesla + SpaceX + xAI = Space AI Disrupts Everything?

Musk's core idea is that large-scale artificial intelligence computing in the future will rely on solar energy in space. He pointed out in the interview: "If you want to harness a significant portion of the sun's energy, you have to turn to solar-powered AI satellites in deep space." He believes this is the "convergence point" of the expertise of Tesla, SpaceX, and xAI.

Specifically, the realization of this blueprint depends on the clear division of labor and collaboration among the three companies:

• SpaceX: Provides mature rocket launch and spacecraft manufacturing capabilities, responsible for deploying AI satellites into deep space orbits.
• Tesla: With its accumulation in solar and battery technology, provides efficient and long-lasting energy solutions for the satellites.
• xAI: Responsible for developing cutting-edge AI models that can operate on a large scale on the satellites.

Musk expressed pride in the work of his teams and added: "Over time, it really feels like there is a certain degree of convergence."

"Galaxy Mind" and "Galactica": The Emergence of a New Entity?

"Galaxy Mind" is not only a technological concept but may also become a future business entity. According to Musk's statements on platform X last month, one of the goals of the plan is to back up copies of human knowledge in space, and even on other planets and satellites, as a hedge against the risk of the collapse of Earth's civilization.

Market observers have already spotted relevant clues. Online information shows that trademarks for "Galaxy Mind" and "Galactica" have been submitted. Among them, the application for "Galactica" even includes an official logo. Although Musk has mentioned "Galaxy Mind" more frequently in public, trademark documents suggest that "Galactica" may become the final official company name for the project.

The Business Logic Behind Synergy

This latest move by Musk continues his consistent business strategy of seeking and maximizing synergies within his investment portfolio. This is not mere speculation but is built on the solid foundations already established by each company.

Tesla's energy division has already taken the lead in the field of efficient solar panels and energy storage systems; SpaceX has completely changed the landscape of commercial spaceflight and satellite deployment through its Starlink network; meanwhile, xAI is working hard to build large language models with scalable operational capabilities, with Musk recently predicting that the probability of its Grok 5 model achieving artificial general intelligence (AGI) is "10% and rising."

From an investor's perspective, this integration plan is about reorganizing mature technologies to open up new markets. It combines SpaceX's physical transportation capabilities, Tesla's energy capabilities, and xAI's intelligent computing capabilities, aiming to solve Earth's energy limitations and open up new physical space for AI development. This strategic synergy provides new room for imagination for the long-term growth of Musk's companies.