Space computing attracts attention; industry ecosystem is gradually taking shape

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Recently, “space compute” has attracted widespread attention in the market.

Zhao Ce, deputy director of the Information and Communications Development Department of the Ministry of Industry and Information Technology, said at the 2026 Space Compute Industry Conference held on April 3 in Beijing Economic-Technological Development Area that space compute is giving rise to new opportunities, but it also faces many new challenges that urgently need to be addressed. We need to strengthen overall planning, make forward-looking arrangements, deepen industrial cultivation, further coordinate and tackle key problems, and steadily and in an orderly manner promote the development of the space compute industry. Earlier, at the 2026 “StarSat·Smart Network” space compute symposium held on January 26, the China Academy of Information and Communications Technology, together with representatives from more than 10 research institutes and enterprises, jointly released the “Compute Star Network” space compute cooperation initiative.

Zhang Xiaorong, president of the Institute of Deep Technology Research, said in an interview with reporters from the Securities Daily that as all parties focus on space compute and take positive action, it is conducive to breaking through constraints related to space and energy, providing strong support for achieving new progress on topics such as artificial intelligence, the digital economy, and national security, helping our country better respond to international competitive pressure, and further seize the commanding heights of scientific and technological development.

Space compute refers to deploying computing resources such as servers, AI chips, and storage devices in space environments like low Earth orbit and geostationary orbit to build space data centers, so that the entire process of data acquisition, processing, storage, and output is completed in orbit.

Compared with ground computing centers, by networking through satellite constellations, a space compute center can provide globally covered computing services, greatly enhancing real-time data processing capabilities. Specifically, space compute mainly includes three computing modes, from simple to complex: days-in-space computing, ground-in-space computing, and integrated space-and-ground cooperative computing (also known as “space-based master computing”).

Days-in-space computing means that after data is collected in space, it is processed directly in space, with only the processing results sent back to the ground; ground-in-space computing means leveraging the low cost and high efficiency advantages of space compute to upload data generated on the ground to space for processing; integrated space-and-ground cooperative computing means that the space compute center and the ground compute center work together to form a globally covered distributed computing network, with the two complementing each other.

On the policy front, the release of documents such as the National Space Administration’s Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025–2027) and Beijing’s Several Measures on Promoting the Development and Utilization of Commercial Satellite Remote Sensing Data Resources (2026–2030) provides institutional safeguards for the evolution of space compute. On the technology front, efforts to tackle key technologies are accelerating, such as onboard intelligent computing chips and inter-satellite laser communication. The reliability of energy systems is gradually improving. On the capital front, the National Venture Capital Guidance Fund began operation on December 26, 2025, playing the role of guiding and driving central funds, attracting social capital to participate together, serving to cultivate and grow emerging industries and future industries, and sending positive signals to the outside world.

Benefiting from the above multiple factors, at this stage, China is densely launching satellites, related satellite constellation networking plans are being carried out in an orderly manner, in-orbit deployment of large models is progressing steadily, and the ecosystem for the space compute industry is being gradually built.

When discussing key focus work going forward, Chen Xiaohua, executive director of the Academy of Education and Science and Technology Research Institute under China Mobile Communications Association, told reporters from the Securities Daily that all parties need to conduct research and judgment on industry trends and coordinate and plan policy support; strengthen breakthroughs in core technologies, continue to reduce satellite launch costs and the deployment costs of space energy systems, and promote coordinated efforts across industry, academia, and research; encourage localities with the right conditions to pilot first and proceed ahead of others, and make forward-looking deployments for the space compute industry; explore application scenarios, and support space compute to penetrate other industries.

（Source: Securities Daily）

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