SpaceX, 110k Nvidia 칩을 위해 Google로부터 월 $920M 확보 — 버블이 꺼지고 있는가
SpaceX는 110,000개의 Nvidia 칩에 접근하기 위해 Google과 월 $920M 규모의 계약을 체결했으며, 이는 하이퍼스케일러조차 하드웨어 부족에 직면해 있음을 보여줍니다.
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.