--- title: "马斯克表示,SpaceX 在与 Anthropic 达成协议后,正积极寻求更多的 AI 计算客户" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/287569604.md" description: "SpaceX 的 xAI 子公司在与 Anthropic 达成 12.5 亿美元的 Colossus I 数据中心交易后,正在积极寻求更多的 AI 计算客户。首席执行官埃隆·马斯克表示,他们正在与其他公司进行讨论,以提供 AI 计算服务。SpaceX 计划于 6 月 12 日上市,目标筹集超过 750 亿美元,并在 AI 基础设施方面进行了大量投资。该公司还在开发 Colossus 2,并计划发射多达一百万颗空间数据中心卫星" datetime: "2026-05-26T02:17:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287569604.md) - [en](https://longbridge.com/en/news/287569604.md) - [zh-HK](https://longbridge.com/zh-HK/news/287569604.md) --- # 马斯克表示,SpaceX 在与 Anthropic 达成协议后,正积极寻求更多的 AI 计算客户 _By Sebatsian Moss of Data Center Dynamics_ SpaceX's xAI subsidiary is looking to score more data center compute lease deals, after itsold all of the capacityof Colossus I to Anthropic. That deal will see Grok's competitorpay $1.25 billion a monthover the next three years for the 300MW facility. The deal can be terminated by either party, with 90 days' notice. "As the recently expanded partnership with Anthropic demonstrates, SpaceX is offering AI compute as a service at significant scale," CEO Elon Musk said. "We are in discussions with other companies to do the same. "Over time, especially with orbital data centers, we expect to serve AI at extremely high scale." In April, AI code editing startup Cursor announced that it would also be using space at xAI data centers - although SpaceX is set to acquire the business within 30 days of its IPO. SpaceX is expected to go public on June 12, with the company looking to raise upwards of $75 billion. IPO documents reveal that xAI spent $12.7bn on AI infrastructure in 2025, and has already invested $7.7bn in the first quarter of 2026. Alongside the first Colossus data center, xAI is developing Colossus 2. It acquired the land lastMarch, and the data center came online in January. Despite Musk claiming it offered 1GW of capacity at launch, satellite imagery taken in Januaryreportedlyshowed it had cooling equipment installed capable of managing 350MW. The IPO document makes multiple mentions of the 1GW of data center capacity at SpaceX’s disposal, but describes it as “nameplate compute draw.” It explains this is calculated by taking “the number of GPUs installed in our data centers at the end of the period multiplied by their respective all-in power draw. According toa chart in the IPO filing, the company’s nameplate compute draw was 1GW in March 2026, up from 300MW a year before. However, it also notes that this figure “reflects installed capacity and does not represent actual power consumption or utilization.” So while the GPUs are installed, they may not yet be powered up, suggesting the company’s actual useful compute power could be significantly less than 1GW. How much capacity at the xAI data centers is actually reserved for Grok, the company's own generative AI effort, is unclear. The platform has seen dwindling usage, while increasing numbers of staff have left the company - including all non-Musk co-founders. SpaceX, meanwhile, plans to launch up toone millionspace data center satellites in the years to come. ### 相关股票 - [UFO.US](https://longbridge.com/zh-CN/quote/UFO.US.md) - [ROKT.US](https://longbridge.com/zh-CN/quote/ROKT.US.md) - [ITA.US](https://longbridge.com/zh-CN/quote/ITA.US.md) - [ARKX.US](https://longbridge.com/zh-CN/quote/ARKX.US.md) - [SPCX.US](https://longbridge.com/zh-CN/quote/SPCX.US.md) ## 相关资讯与研究 - [马斯克称为 SpaceXAI 招募世界一流的工程师和物理学家](https://longbridge.com/zh-CN/news/287170444.md) - [SpaceX IPO:史上最大上市,2 万亿美元的定价难题](https://longbridge.com/zh-CN/news/287202165.md) - [外媒:马斯克或成史上首位万亿美元富翁](https://longbridge.com/zh-CN/news/287291422.md) - [还有三周,马斯克就要成为人类首个 “万亿富豪”](https://longbridge.com/zh-CN/news/287183350.md) - [SpaceX 自曝:最大资产和最大风险都是同一个人——马斯克](https://longbridge.com/zh-CN/news/287318417.md)