AI 基础设施稀缺到 Google 都要向 SpaceX 租算力，做云服务和 AI 部署的团队值得关注——这揭示了算力市场的供需格局和未来趋势。
据 SEC 文件，SpaceX 以每月 9.2 亿美元向 Google 租赁 AI 计算能力，提供约 11 万块 Nvidia 芯片，以满足 Google Gemini Enterprise 平台的需求。这笔交易凸显了 AI 基础设施的极度稀缺，即使是全球最大云服务商之一也需要外部租用算力。这也反映了大型科技公司之间业务的高度交织。SpaceX 在 IPO 前签署此协议，可能为其估值和业务多元化提供支撑。
SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO
SpaceX is leasing AI computing capacity to Google for $920 million per month, according to an SEC filing. The deal gives Google access to about 110,000 Nvidia chips to meet demand for its Gemini Enterprise platform. That one of the world's largest cloud providers needs to rent capacity externally shows how scarce AI infrastructure has become, and how tightly big tech companies' businesses are now intertwined. The article SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO appeared first on The Decoder .