Today, everyone is talking about the nice report of NVDA, there is no need for me to repeat. When every one is talking about the economic indicators like Non-Farm, Trade Deficit and Initial Claims, no points for me to repeat. We must look forward and farther than the market. That is put your concentration on Kardashev Type II Civilization (Space AI).
Please refer to The Express of 20250804. I have already pointed out that GOOG is the Lord of Lords, you can see that recently investors are worrying over the fall of the market, some afraid a long bear market is coming. The Fear & Greed Index on Tuesday was at 11 points, and Wednesday was 12 points but GOOG is at record high. Normally such a low point will make the market rebound in the next few weeks.
NVDA is the King of Kings, not just of the nice report, but of the “US-Saudi Investment Forum” in Washington. It was arranged by Donald Trump to be on the same day of financial result announcement of NVDA. The Crown Prince and Prime Minister Mohammed bin Salman promised to invest US$1 trillion and also a planned purchases of 600,000 Nvidia AI chips by HUMAIN, a government-backed Saudi AI firm.
Mind that Elon Musk of TSLA and Jensen Huang of NVDA also attended such a meeting and gave their speech on AI. Musk emphasized that the deployment of AI in space is an inevitable result for the continued advancement of human civilization. He pointed out that in order to reach a higher level of “Kardashev Type II civilization,” that is; to be able to utilize solar energy, humanity must venture into deep space and deploy solar-powered AI satellites.
From a chip technology perspective, Jensen Huang provided crucial engineering support for this vision of space AI. He pointed out that the space environment offers unparalleled heat dissipation advantages compared to Earth. Huang mentioned that in today’s supercomputers, a rack weighing up to two tons may have as much as 1.95 tons dedicated to cooling. He humorously remarked that in space, it would be “just hung up,” because space doesn’t require water; heat dissipation through radiation would be sufficient to effectively cool the chips.
So, AI is developing, first stage is in internet like Chat GPT, SORA; second stage is going into real life like Full Self Driving and humanoid robot. The third stage is coming which is Space AI.
At first, I have special emphasis on Artemis Mars Landing project, the target year is 2030. Later on, because of the Pay and Performance Scheme of Elon Musk is a 10-year project so our target year should be 2035. Now because of Space AI, there is something beyond the above two projects, maybe they really want to Colonize Mars or the Moon. Or even some crazy projects. So, our stocks of Mars Landing should have a broader scope and wider eyesight, a lot of AI development can be merged into stage 2 and stage 3 of AI development. Besides monthly purchase of TSLA and NVDA, can buy ARKX, RTX, LMT, NOC, RKLB, BA, LUNR, UFO and DXYZ at low. Anyway, it proves AI is not a bubble, because it has incessantly development, even though sometimes it may be overestimated and lead a retreat. Anyway, market is not a linear scale. Inside the path, everything is Dust in the Wind.