谷歌每月向SpaceX支付9.2億美元——巨頭的資本支出策略失效了嗎？
谷歌將在2029年前每月向spacex支付9.2億美元以獲取11萬張英偉達gpu，以滿足激增的ai需求，這表明即使是最大的算力擁有者也無法足夠快地擴建產能。
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.