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 回落逾 3%，首个解禁大考算过了吗？

SpaceX 二级份额今日回落约 3.33%，但市场焦点是它"以 5000 亿美元级别的反弹通过了首个锁定期解禁(lockup)大考"——最忠实的买家虽有所犹豫，马斯克持股价值仍突破 9000 亿美元。解禁抛压的最大不确定性阶段性落地，但高估值下的分歧依旧。闯过解禁关的 SpaceX，估值能站稳吗？

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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