반도체·하드웨어 · 리포트

SpaceX는 Anthropic 및 Google과의 계약을 뒷받침하기 위해 Nvidia Vera Rubin 공급물량을 확보한 것으로 전해졌다.

사실이라면, SpaceX가 광범위한 출시에 앞서 Vera Rubin 물량을 확보한 셈이며, 이는 Nvidia의 차세대 플랫폼이 이미 대형 AI 구매자들에게 할당되었음을 시사합니다.

업계 전문지Slicast · 2026년 10월 29일 11:19 UTC · 미국 · 출처: Coinpedia

중요도 72

SpaceX is turning into one of the biggest suppliers of AI computing power. Anthropic's IPO filing shows the Claude maker has agreed to spend up to $120.5 billion on capacity from SpaceXAI, the rocket company's AI arm, under contracts running into 2029. Payments would reach about $3.1 billion a month once all capacity is in place, which Anthropic expects by December 2026.

A separate Google contract could bring SpaceX roughly $30 billion through June 2029 for access to around 110,000 Nvidia GPUs.

To meet that demand, SpaceX signed a $40 billion equipment lease on October 24, led by Apollo and Goldman Sachs, covering Nvidia's Vera Rubin systems. Deliveries start in early 2027.

SpaceX's AI unit earned $7.56 billion in third-quarter revenue, up from $813 million a year earlier.

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