local time, Musk's Space Exploration Technology Company (SpaceX) issued a statement signed by Musk on its official website, announcing that it had acquired xAI, an artificial intelligence company owned by Musk.
In his statement, he stressed that the integration of xAI into SpaceX aims to create a "vertically integrated innovation engine" covering the complete technology chain from the ground to space. At the same time, he announced in a statement that he would launch a constellation of millions of satellites, build it into an on-orbit data center, and build a giant photovoltaic power station in orbit that is more efficient than on Earth, and combine it with an artificial intelligence data center.
According to Bloomberg, the merger is in preparation for SpaceX's planned listing this year, which plans to raise $50 billion through the listing, with a valuation of about $1.25 trillion, or the largest listing project in history.
Musk's statement once again triggered A shares. On February 3, the photovoltaic industry chain strengthened across the board, and the concept of space photovoltaic led the rise. As of the close of the day, 20CM shares such as Ottway and Dike rose and stopped, Junda shares, Guosheng Technologies and other shares rose and stopped, and photovoltaic 50ETF rose more than 5%.
Musk's big move, pointing to the "end of the universe"
Musk said in a statement that the merged company will integrate AI, launch vehicles, space-based Internet, mobile devices directly connected communications and other businesses, with the aim of creating a "vertically integrated innovation engine".
He believes that the current technological breakthroughs in AI are highly dependent on large ground data centers, which consume huge amounts of electricity, and the demand for supporting heat dissipation is even more astonishing. He believes that from a long-term perspective, space AI (space-based AI) is the only way to achieve large-scale expansion of computing power.
In Musk's plan, solar photovoltaic has become the most critical link, " even if only one millionth of the solar energy is used, the total energy required will exceed the total energy consumption of human civilization by more than one million times!" He believes that the only logical solution is to transfer these resource-intensive industries to space, which has unlimited energy and vast space. " By directly utilizing nearly uninterrupted solar energy with little additional operation and maintenance costs, such satellites will completely reconstruct human computing capacity ." In a statement,
Musk announced the company's goal: to launch a constellation of millions of satellites into an on-orbit data center, which will make the space-based Internet a reality by fully controlling all the energy of the sun. He predicts that in the next two to three years, space-based computing power will become the lowest cost way to generate AI computing power.
At the same time, he announced that he would establish a permanent base on the surface of the moon, carry out scientific research, exploration, and industrial manufacturing, and use the moon's indigenous resources to produce satellites through a lunar factory. And launch it farther into space, "build a permanent self-circulation base on the moon, build a complete civilization settlement on Mars, and ultimately promote the expansion of human civilization to the entire universe."
Musk said that through the combination of electromagnetic mass projectors and indigenous manufacturing on the moon, AI computing satellites with power of 500 to 1000 terawatts can be deployed to deep space every year, "enabling human civilization to achieve a substantial leap in the level of Kadashov civilization." A considerable part of the solar energy is really exploited and utilized.
If the future battlefield of Musk's dream is in space, then photovoltaic is all its core and source power.
Especially since the end of last year, Musk's "exposure rate" in the photovoltaic industry has risen sharply because of its "space program". If Musk's remarks in 2025 are still theoretical ideas, then in 2026, his "Dream Plan" seems to be beginning to interact more frequently and closely with China's photovoltaic industry. On November 19,
2025, in a dialogue with Huang Renxun at an investment forum, Musk shared his bold idea for the first time in public: to launch AI data centers into space, to use solar energy to solve the ultimate idea of computing power and energy crisis, and to plan to deploy 100GW solar AI satellites in space. And publicly affirmed the development of China's photovoltaic industry. On December 25,
2025, Musk publicly praised the latest world record of 27.79% conversion efficiency of Jinko Solar TOPCon battery on social media.
At the Davos Forum on January 22, 2026, Musk "stood up" for space photovoltaics. He judged that the goal of deploying a computing power center in space would soon become a reality after solving the problem of space energy. He even asserted that "the lowest cost place to deploy AI will be space." And it will be realized in two years, not more than three years at most. "
Another unconfirmed source said that Musk's team intensively inspected Chinese photovoltaic enterprises in late January, focusing on HJT, perovskite stack and space photovoltaic technology routes, covering equipment, batteries and materials.".
If we say that in previous remarks, Musk's focus on photovoltaics is to equip his grand "space program" with energy support systems. Since the end of 2025, Musk has changed from a "user" to a "peer" in China's photovoltaic industry .
Also at the Davos Forum, Musk announced that SpaceX and Tesla will build a total of 200 GW/year photovoltaic capacity (100 GW each) in the United States within three years. Part of the production capacity is directed to serve the production of space photovoltaic modules , to supply energy for space satellites and data centers, and to support the demand for AI computing power on the ground, so as to build an energy closed-loop of "ground capacity-space application".
Earlier, Musk's Tesla announced the resumption of production at its photovoltaic module factory in Brofa, New York, USA, with an initial capacity target of 300 MW per year. At the end of December, the company officially launched a new all-black household photovoltaic module.
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