SpaceX、Nvidiaチップ110k個と引き換えにGoogleから月額$920Mを獲得——バブルは弾けるのか
SpaceXはGoogleと月額$920Mの契約を結び、110,000個のNvidiaチップへのアクセスを確保した。ハイパースケーラーでさえハードウェア不足に直面していることを示す動きだ。
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.