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CITIC Securities pointed out that according to Fox News, OpenAI is seeking to establish, invest in, or acquire a rocket company with the aim of competing with Musk in the field of space computing power. American tech giants have begun to deploy spatial computing power one after another, and the investment community has begun to recognize its huge commercial value. As China Starnet and the G60 Thousand Sails Constellation have successively entered the batch launch stage, and the Hainan commercial space launch site and commercial launch vehicles are being put into use, the trend of high capacity and low cost is leading the beginning of a new era of commercial space. At the same time, spatial computing power is also further opening up the industry ceiling. A new trillion-dollar market track is about to set sail, bringing huge opportunities for development to related industrial chains.

Zhitongcaijing·12/09/2025 00:57:00
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CITIC Securities pointed out that according to Fox News, OpenAI is seeking to establish, invest in, or acquire a rocket company with the aim of competing with Musk in the field of space computing power. American tech giants have begun to deploy spatial computing power one after another, and the investment community has begun to recognize its huge commercial value. As China Starnet and the G60 Thousand Sails Constellation have successively entered the batch launch stage, and the Hainan commercial space launch site and commercial launch vehicles are being put into use, the trend of high capacity and low cost is leading the beginning of a new era of commercial space. At the same time, spatial computing power is also further opening up the industry ceiling. A new trillion-dollar market track is about to set sail, bringing huge opportunities for development to related industrial chains.