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

TechFlow reports, August 5, 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 may establish a competitive moat stronger than Anthropic and OpenAI. Shulman believes that xAI's strategic layout combining artificial intelligence, aerospace infrastructure, and satellite communications may form a unique advantage, and future space computing infrastructure may become a new direction for AI competition, enabling xAI to obtain 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 commercial aerospace and satellite communications fields, and remains optimistic about the company's long-term value. As AI computing power demand continues to grow, companies capable of mastering energy, computing infrastructure, and data transmission networks may occupy an advantage in the next stage of AI competition.