[新聞] SpaceX與Google簽署了人工智慧計算協議

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Google Translate 機翻在下面 https://bit.ly/4vrbHSl SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO By Reuters June 6, 20262:54 AM GMT+8Updated 1 hour ago June 5 (Reuters) - SpaceX said on Friday it has entered into a multi-year cloud services agreement with Alphabet's (GOOGL.O), opens new tab Google, locking in computing capacity as it prepares for its highly anticipated U.S. stock market debut next week. As part of the deal, Google will pay SpaceX $920 million monthly from October this year to June 2029, with capacity ramping up through September at a reduced fee, Elon Musk's space venture said in a regulatory filing. The compute capacity provided includes about 110,000 Nvidia (NVDA.O), opens new tab GPUs, CPUs, memory and other related components. The pact brings another high-profile customer to SpaceX, after Anthropic, strengthening its AI narrative as it targets a $75 billion raise in its upcoming initial public offering. Anthropic said in May it had reached a deal to use the full computing power of SpaceX's Colossus 1 facility in Memphis, Tennessee, which houses more than 220,000 Nvidia processors and will give the Claude chatbot maker 300 megawatts of new capacity within a month. On an annual basis, SpaceX's compute access deals with Anthropic and Google are worth roughly $26 billion combined. SpaceX's disclosed compute-capacity agreements with Anthropic and Google are worth more than $70 billion in aggregate, assuming neither contract is terminated before its scheduled end date. If SpaceX does not provide access to the agreed number of GPUs by September 30, then, after a one-month grace period, "Google may immediately terminate the agreement or accept the number of GPUs provided, with a corresponding pro-rata reduction in the monthly fees, " the company said. After December 31, either party may terminate the agreement by providing 90 days' notice. Google will retain ownership of, and all intellectual property rights in, its content, AI models and associated data. Reporting by Juby Babu in Mexico City; Editing by Shilpi Majumdar SpaceX在IPO前與Anthropic達成協議後，又與Google簽署了人工智慧計算協議路透社 2026年6月6日上午2:54 GMT+8 1小時前更新 6月5日（路透）—SpaceX週五表示，已與Alphabet（GOOGL.O）旗下的Google達成一項多年雲端服務協議，鎖定運算能力，為其下週備受矚目的美國股市上市做準備。根據協議，Google將從今年10月至2029年6月每月向SpaceX支付9.2億美元，並在 9月之前以較低的費用逐步增加運算能力。伊隆馬斯克的太空公司在一份監管文件中表示。此次提供的運算能力包括約11萬個英偉達（Nvidia，股票代號：NVDA.O）GPU、 CPU、記憶體和其他相關元件。繼Anthropic之後，這項協議為SpaceX帶來了另一位重量級客戶，進一步鞏固了其人工智慧領域的戰略地位，而SpaceX的目標是在即將進行的首次公開發行（IPO）中籌集750億美元。 Anthropic在5月表示，已達成協議，將使用SpaceX位於田納西州孟菲斯的 Colossus 1超級運算中心的全部運算能力。該中心擁有超過22萬個英偉達處理器，將在一個月內為Claude聊天機器人的開發商Anthropic提供300兆瓦的新增運算能力。 SpaceX與Anthropic和Google的年度運算資源共享協議總價值約260億美元。 SpaceX 已揭露與 Anthropic 和 Google 達成的運算能力協議總價值超過 700億美元，前提是兩份合約均未在預定到期日前終止。 SpaceX 表示，如果 SpaceX 未能在 9 月 30 日前提供約定數量的 GPU，那麼在一個月的寬限期後，“Google 可以立即終止協議，或者接受已提供的 GPU 數量，並按比例相應減少月費。” 12 月 31 日之後，任何一方均可提前 90 天通知對方終止協議。 Google 將保留其內容、人工智慧模型及相關資料的所有權和所有智慧財產權。 Juby Babu 在墨西哥城報道；Shilpi Majumdar 編輯 - Google 真的很缺即食蒜粒馬斯克真的很缺人， Grok人跑掉一大半，先當包租公用閒置的機器賺點錢每家公司都要搞一次砍光人(或自己跑光?)再全部重整的戲碼這對 SPCX IPO 到底是好是壞? -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.34.48.228 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1780696312.A.A02.html

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