Post

SpaceX冲刺IPO AI业务引发最大质疑

币界网
币界网
币界网消息，分析师Robert Cyran表示，马斯克的SpaceX准备以1.75万亿美元估值登陆公开市场，但其招股说明书深陷人工智能大话的“黑洞”。XAI带来了77亿美元的资本开支需求，较上年同期增长逾三倍，占SpaceX投资的四分之三以上，且一季度25亿美元的运营亏损拖累公司财务。此外，SpaceX与Anthropic达成协议，后者以每月约13亿美元租用Colossus数据中心的闲置算力。XAI过去12个月收入仅略高于30亿美元，主要业务变为出租服务器。SpaceX核心AI业务未见明显进展，Grok在基准测试中落后于竞争对手，第一季度收入同比增长不足13%。与此同时，Anthropic预计单季度增长速度将达到前者的五倍。
15:40 · 05/22/26·8.1K views·
Visit source
0
0

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!

Related Flash News

Source avatarBlockbeats•40m ago

Source: Qatari negotiators arrived in Tehran to help facilitate the US-Iran agreement

Source avatarBlockbeats•55m ago

Analysis: SpaceX's IPO may expand Nasdaq BTC exposure, but may be a short-term bearish factor for tech stocks and the siphoning of Bitcoin funds

Source avatarChainCatcher•1h ago

Michael Saylor, about 100 million people gain BTC exposure through MSTR common stock

Source avatarChainCatcher•1h ago

The US dollar remained firm, driven by strong economic data and safe-haven demand

Source avatarBlockbeats•1h ago

ICE partnered with OKX to launch perpetual crude oil contracts

Source avatarBlockbeats•2h ago

The UAE has joined Saudi Arabia and Qatar, urging Trump not to restart the war against Iran

Source avatarBlockbeats•2h ago

Trump: Stock market hits another all-time high

Source avatarBlockbeats•2h ago

Michael Saylor: Bitcoin is entering a 'spring' recovery phase, and the market is set to rebound

Source avatarChainCatcher•2h ago

Data: Hyperliquid's single-day USDC net inflow surpassed $173 million, marking a nearly 10-month high

Source avatarBlockbeats•3h ago

Economists have raised their expectations for U.S. inflation, as the war has delayed the timing of Fed rate cuts