Viewpoint: If xAI successfully deploys space data centers, Grok's long-term moat will be stronger than OpenAI and Anthropic

According to CNBC, Joel Shulman, co-founder of investment firm ERShares, stated that if xAI successfully deploys data centers in space, its AI model Grok could establish a competitive moat stronger than those of Anthropic and OpenAI. Shulman believes that xAI's strategic layout combining artificial intelligence, aerospace infrastructure, and satellite communications could create a unique advantage. In the future, space computing infrastructure may become a new direction for AI competition, enabling xAI to gain long-term barriers distinct from traditional AI companies. Meanwhile, Joel Shulman is more bullish on SpaceX than Tesla, believing that SpaceX has greater development potential in the fields of commercial aerospace and satellite communications, and remains optimistic about the company's long-term value. As demand for AI computing power continues to grow, companies capable of mastering energy, computing infrastructure, and data transmission networks may gain an advantage in the next stage of AI competition.