AI 导读
据 Gene Munster 估算，NVIDIA 季度营收中可能有 5% 来自 SpaceX，金额接近 48 亿美元，高于上季度的约 3%。推文称随着 SpaceX 明年建设 8 GW 的 AI 算力，这会使 SpaceX 成为 NVIDIA 最大的客户之一。
正文
BREAKING: 5% of NVIDIA’s quarterly revenue may now come from SpaceX, nearly $4.8B, up from about 3% last quarter, according to Gene Munster.
That would make SpaceX one of NVIDIA’s biggest customers as it builds 8 GW of AI capacity next year. https://t.co/sjfuNoOu6W
来源：@cb_doge · x.com