SpaceX 每月从 Google 赚取 9.2 亿美元换取 11 万块 Nvidia 芯片 — 泡沫要破裂了吗
spacex 与 google 签署了一份价值 9.2 亿美元/月的协议，提供 11 万块 nvidia 芯片，这表明即使是超大规模云服务商也面临硬件短缺。
spacex secured a $920 million per month contract with google, providing access to 110,000 nvidia chips to support google's gemini enterprise agent platform. the deal runs from october 2026 through june 2029, potentially generating $30 billion for spacex amid its upcoming $1.7 trillion ipo. this move confirms that top-tier ai compute capacity is the industry's primary bottleneck, forcing major players to lease infrastructure. spacex previously struck a similar deal with anthropic, positioning itself as a key infrastructure provider for its own xai division and competitors.