以后真的也要把SpaceX看作New Cloud领头羊了

以后真的也要把SpaceX看作New Cloud领头羊了

看报道Google同意在2026年10月到2029年6月之间，每月向SpaceX支付9.2 亿美元，租用约11万颗NVIDIA GPU，以及 SpaceX数据中心中心内的CPU、存储和其他系统。

加上之前跟Authropic签的协议、加起来SpaceX的数据中心每月能21.2亿美金的营收，已经3倍CRWV的业务量，10倍于Nebius业务量，接近甲骨文云业务的一半体量了。

15年SpaceX整体营收186亿美金，亏损49亿美金，AI业务亏损63亿美金。云业务是全新的业务，如果加上来整体营收能到400亿美金，完全cover亏损甚至AI业务也能大幅度盈利。

不得不说老马旗下工程能力，随手就做出了一个遥遥领先的新云厂商。

$英伟达(NVDA)$ $美光科技(MU)$ $闪迪(SNDK)$ $迈威尔科技(MRVL)$ $博通(AVGO)$

SpaceX逆势涨2.6%，特朗普为商业火箭发射开绿灯？

SpaceX今日逆势上涨2.56%，Yahoo报道特朗普政府将"加快商业火箭发射审批"，SPCX、RKLB、ASTS、LUNR等太空股集体受益，为连日回落的板块注入暖风。此外公司将于8月4日发布上市后首份季报，成为下一个关键验证点。在多日破发阴影后，监管松绑能否成为SpaceX的反转起点，还是仅是短线反弹？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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tc_Jesse
06-07
tc_Jesse
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