Analysis: If xAI Successfully Deploys Space-Based Data Centers, Grok's Long-Term Moat Will Be Stronger Than OpenAI's and Anthropic's

Odaily News: In a recent interview on 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 stronger competitive moat than Anthropic and OpenAI. Shulman believes that xAI's strategic combination of artificial intelligence, space infrastructure, and satellite communications could create a unique advantage, and that space-based computing infrastructure may become the new frontier in AI competition, granting xAI a long-term barrier distinct from traditional AI companies.

Meanwhile, Shulman is more bullish on SpaceX than Tesla, arguing that SpaceX has stronger growth potential in commercial aerospace and satellite communications, and remains optimistic about the company's long-term value. As AI computing demand continues to grow, companies that can control energy, computing infrastructure, and data transmission networks may gain an edge in the next phase of AI competition. (CNBC)