AI 导读
据 Gene Munster 估算，SpaceX 现在可能贡献 NVIDIA 季度营收的 5%，接近 48 亿美元，高于上季度的约 3%。若如此，SpaceX 将成为 NVIDIA 最大的客户之一，与 Meta 和 Amazon 相当，其明年将建设 8 GW 的 AI 算力。
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, on par with Meta and Amazon. https://t.co/ShHfGsmcUz
来源：@cb_doge · x.com