以后真的也要把SpaceX看作New Cloud领头羊了_老虎社区_美港股上老虎 - 老虎社区

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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上市倒计时，太空股集体跳水，做多or做空？

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
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