SpaceX的宏伟目标是每年在轨道上部署100吉瓦的太阳能人工智慧数据中心，这项计划每年将需要数千次发射并向轨道运送约一百万公吨的物资，这对地球的供应链带来了巨大压力。

然而，制造这些太空太阳能电池板所需的关键原材料（如砷化镓和多晶矽）大部分由中国主导，特别是中国自2024年起限制了对美国的镓出口，且全球约有93%的太阳能多晶矽产能集中在中国工厂。

这使SpaceX面临严重的地缘政治矛盾：尽管它承载著美国国防和技术领先的战略野心，但若其实现太空基础设施的关键硬体和制造设备仍依赖主要竞争对手中国，其通往轨道的道路将变得无比艰难。

SpaceX's ambitious plan to deploy 100 gigawatts of solar-powered artificial-intelligence data centers into orbit annually will require thousands of launches and the transport of approximately one million metric tons of materials each year, placing an immense strain on terrestrial supply chains.

However, the manufacturing of these space solar panels relies on critical raw materials like gallium and polysilicon, both of which are heavily dominated by China, which has blocked gallium exports to the US since 2024 and controls 93% of the world's solar polysilicon capacity.

This creates a geopolitical contradiction for SpaceX: while it serves as a key vehicle for US defense contracts and technological leadership ambitions, its dependence on China for critical hardware and manufacturing equipment will make its journey to orbit much more difficult.