谷歌每月向SpaceX支付9.2亿美元——巨头的资本支出策略失效了吗？
谷歌将在2029年前每月向spacex支付9.2亿美元以获取11万张英伟达gpu，以满足激增的ai需求，这表明即使是最大的算力拥有者也无法足够快地扩建产能。
google agreed to pay spacex $920m monthly from 2026 to 2029 for 110k nvidia gpus, citing unexpected surges in demand for gemini enterprise that its current capacity cannot meet. this mirrors spacex's recent $1.25b deal with anthropic and suggests that despite over $180b in annual capex, the largest tech labs cannot secure chips quickly enough. the reliance on a competitor's infrastructure, built originally for xai's colossus 1 data center, highlights a critical supply-demand imbalance in the ai hardware market.