韦德布什：SpaceXAI(SPCX)拟于德州建大型数据中心计算需求强劲持续利好英伟达

金吾财讯07-24 20:30

金吾财讯 | 韦德布什证券分析师马特·布莱森在最新的客户报告中表示，关于SpaceXAI(SPCX)正在考察德克萨斯州数据中心选址的报道，印证了业内对该公司将在2027年及以后采购大量硬件零配件以支持其算力扩张的预期。布莱森指出，SpaceXAI的大规模算力建设对关键芯片供应商英伟达而言是明显的积极信号。虽然此前有传闻称该公司向富士康下了价值520亿美元的服务器订单(后被马斯克否认)，且SpaceXAI存在为了锁定供应链产能而适度夸大新数据中心需求的前科，但其算力部署的真实落地节奏依然惊人。目前，SpaceXAI的算力核心集中于田纳西州孟菲斯的超级计算机集群“Colossus”。其中，Colossus 1号于2024年7月仅用时四个月即建成上线，Colossus 2号则于2025年3月动工。除了在孟菲斯筹建第三个数据中心及在密西西比州收购81万平方英尺的物流设施外，本次进军德克萨斯州将标志着其算力版图的进一步扩张。分析人士认为，面对巨额的AI基础设施投入，供应链跟进情况及能源供应问题仍将是后续值得关注的核心变量。

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