连叶_1603
08-05
不去火星了？
SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案
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。
分享至
微信
复制链接
精彩评论
阿宝ab
08-06
阿宝ab
火星现在看太近了
什么也没有了～
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":593291872546912,"tweetId":"593291872546912","gmtCreate":1785888574018,"gmtModify":1785890645746,"author":{"id":3566301405017835,"idStr":"3566301405017835","authorId":3566301405017835,"authorIdStr":"3566301405017835","name":"连叶_1603","avatar":"https://static.tigerbbs.com/c82eb1cf12a390d9fc36ec701d175311","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>不去火星了？</p></body></html>","htmlText":"<html><head></head><body><p>不去火星了？</p></body></html>","text":"不去火星了？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/593291872546912","repostId":1191087211,"repostType":2,"repost":{"id":"1191087211","kind":"news","pubTimestamp":1785887444,"share":"https://www.laohunote.com/m/news/1191087211?lang=zh_CN&edition=full","pubTime":"2026-08-05 07:50","market":"us","language":"zh","title":"SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1191087211","media":"华尔街见闻","summary":"马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。SpaceX的轨道算力愿景远不止于此。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。","content":"<html><head></head><body><p style=\"text-align: left;\">SpaceX称正与英伟达合作，设计卫星算力部署方案。</p><p style=\"text-align: justify;\">华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，<strong>公司已决定在AI算力建设上独家采用英伟达技术。</strong></p><p style=\"text-align: justify;\"><strong>马斯克称，SpaceX认为英伟达的Vera Rubin架构"是目前最好的AI计算机"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。</strong></p><p style=\"text-align: justify;\">受此消息提振，英伟达盘后股价上涨超2%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f6a9dace8a01665fb45ea654624657b\" data-align=\"center\" tg-width=\"720\" tg-height=\"210\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>独家押注英伟达，Starmind卫星明年启动发射</strong></h2><p style=\"text-align: justify;\">马斯克在电话会议上明确表态，SpaceX未来所有AI数据中心建设将独家采用英伟达系统。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们与英伟达在多个层面建立了紧密的合作与伙伴关系，我们选择独家使用英伟达。</p></blockquote><p style=\"text-align: justify;\">两家公司于8月4日宣布，将联合开发Starmind AI1卫星的算力载荷，这是一颗专门在近地轨道执行AI计算任务的航天器，将搭载英伟达的Vera CPU和Rubin GPU。</p><p style=\"text-align: justify;\"><strong>马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。</strong></p><p style=\"text-align: justify;\">SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。</p><p style=\"text-align: justify;\"><strong>此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>算力扩张提速，目标直指20吉瓦</strong></h2><p style=\"text-align: justify;\"><strong>在算力规模上，马斯克给出了更为激进的扩张目标。</strong></p><p style=\"text-align: justify;\">他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们希望通过一系列项目，在明年底累计达到20吉瓦。</p></blockquote><p style=\"text-align: justify;\"><strong>马斯克同时指出当前的资源投入重点将落在电力和冷却设备上</strong>，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但<strong>预计到2027年底可实现约15吉瓦的在线算力规模。</strong></p><p style=\"text-align: justify;\">轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 07:50 北京时间 <a href=https://wallstreetcn.com/articles/3778687><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX称正与英伟达合作，设计卫星算力部署方案。华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，公司已决定在AI算力建设上独家采用英伟达技术。马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3778687\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"SPAX":"2倍做多SPACEX ETF-T-REX","07788":"南方两倍做多英伟达","NVDB":"ProShares Ultra NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","SNK":"2倍做空SpaceX ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达","SPCU":"2倍做多SpaceX ETF-Defiance","NVDU":"2倍做多NVDA ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","SPAL":"2倍做多Space X ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","SPCF":"2倍做多SpaceX ETF-ProShares","NVDX":"2倍做多NVDA ETF-T-Rex","07388":"南方两倍做空英伟达","SPCG":"2倍做空SpaceX ETF-Tradr","NVDG":"2倍做多NVDA ETF- Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3778687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191087211","content_text":"SpaceX称正与英伟达合作，设计卫星算力部署方案。华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，公司已决定在AI算力建设上独家采用英伟达技术。马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。受此消息提振，英伟达盘后股价上涨超2%。独家押注英伟达，Starmind卫星明年启动发射马斯克在电话会议上明确表态，SpaceX未来所有AI数据中心建设将独家采用英伟达系统。他说：我们与英伟达在多个层面建立了紧密的合作与伙伴关系，我们选择独家使用英伟达。两家公司于8月4日宣布，将联合开发Starmind AI1卫星的算力载荷，这是一颗专门在近地轨道执行AI计算任务的航天器，将搭载英伟达的Vera CPU和Rubin GPU。马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。算力扩张提速，目标直指20吉瓦在算力规模上，马斯克给出了更为激进的扩张目标。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。他说：我们希望通过一系列项目，在明年底累计达到20吉瓦。马斯克同时指出当前的资源投入重点将落在电力和冷却设备上，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但预计到2027年底可实现约15吉瓦的在线算力规模。轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。","news_type":1,"symbols_score_info":{"SPCX":2,"NVDL":0.6,"SPCG":0.6,"LOFF":0.6,"07388":0.6,"SNK":0.6,"NVII":0.6,"ANV":0.6,"07788":0.6,"NVD":0.6,"NVDB":0.6,"NVDO":0.6,"NVDS":0.6,"NVDU":0.6,"NVDX":0.6,"SPCH":0.6,"NVDQ":0.6,"SPAX":0.6,"SPAL":0.6,"SSPC":0.6,"NVDG":0.6,"NVDY":0.6,"SPCM":0.6,"SPCF":0.6,"NVDA":2,"DIPS":0.6,"NVDW":0.6,"SPCQ":0.6,"SPCU":0.6,"NVDD":0.6,"NVYY":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":593734156976952,"commentId":"593734156976952","gmtCreate":1785971312964,"gmtModify":1785979352148,"authorId":3540026004892523,"author":{"id":3540026004892523,"idStr":"3540026004892523","authorId":3540026004892523,"name":"阿宝ab","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593291872546912,"objectIdStr":"593291872546912","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"火星现在看太近了","text":"火星现在看太近了","html":"火星现在看太近了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593291872546912"}
精彩评论