SpaceX 每月從 Google 賺取 9.2 億美元換取 11 萬塊 Nvidia 晶片 — 泡沫要破裂了嗎
spacex 與 google 簽署了一份價值 9.2 億美元/月的協議，提供 11 萬塊 nvidia 晶片，這表明即使是超規模雲服務商也面臨硬體短缺。
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.