马斯克：SpaceX 凭借火箭科学家的工程优势，将在 AI 算力竞赛中占据压倒性地位

马斯克：SpaceX 凭借火箭科学家的工程优势，将在 AI 算力竞赛中占据压倒性地位

2026-08-05 08:57

ChainThink 消息，8 月 5 日，据《财富》杂志报道，马斯克在 SpaceX 首次上市后的财报电话会议上表示，SpaceX 凭借火箭科学家的工程优势，将在 AI 算力竞赛中占据压倒性地位。

马斯克将这一优势比作“纽约洋基队对阵小联盟球队”。SpaceX 二季度 AI 营收达 26 亿美元，环比增长 213%，资本支出达 184 亿美元。

公司目前已签署 141 亿美元云服务合同，客户包括 Anthropic 和谷歌；同时宣布将全面采用英伟达 Vera Rubin 架构，目标于 2027 年底实现 20 吉瓦算力部署。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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