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SpaceX正以超乎市场预期的速度向超大规模算力供应商转型。 研究机构Semianalysis最新报告指出，SpaceX有望在2027年底前新增逾10GW算力，并由此撬动高达3000亿美元的年度经常性收入（ARR），微软将成为其最大客户。 此前，马斯克在SpaceX首次业绩发布会上宣布，公司"保守"目标是在2027年单年新建并交付6至8GW增量算力，上行空间可能超过10GW。按每GW 500亿美元

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