# 英伟达披露持有SpaceX约210亿美元股份，SpaceX数据中心将独家采用英伟达

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-08-15 08:47
- AIHOT 分数：50
- AIHOT 链接：https://aihot.virxact.com/items/cmstnwejn0cyhro0xvjm7vzg0
- 原文链接：https://x.com/rohanpaul_ai/status/2088427314145345830

## AI 摘要

英伟达披露持有SpaceX 1.228亿股，价值约210亿美元，源于其投资xAI后因SpaceX收购xAI而获得股权。SpaceX同时成为英伟达大客户，马斯克称其数据中心将独家采用英伟达，算力容量到2027年底或接近10GW。

## 正文

Nvidia disclosed 122.8M SpaceX shares, i.e. around $21B stake.

The position traces back to Nvidia's investment in xAI, whose shareholders received SpaceX equity when SpaceX acquired the AI company.

SpaceX is simultaneously becoming a large Nvidia customer, with Musk saying its data centers will be built exclusively on Nvidia and compute capacity could approach 10GW by end-2027.

To note, Alphabet (Google) also is hugely exposed to SpaceX on both sides of the transaction.

Google has agreed to pay SpaceX $920M per month for access to roughly 110,000 Nvidia GPUs, while Alphabet itself owns about $94.1B of SpaceX at June-end, so Google can outsource the infrastructure risk while Alphabet still participates in the economics of the supplier.

AMD is in a strangely asymmetric position.
It owns SpaceX equity (3.31M shares, worth about $565.5M at June-end), yet SpaceX has committed its future data-center buildout to Nvidia, so AMD can participate in SpaceX's valuation upside while Nvidia captures the accelerator revenue.