SpaceX 正斥资 28 亿美元为其人工智能数据中心采购燃气轮机。
内容来源：https://www.wired.com/story/elon-musk-spacex-spending-gas-turbines-grok/
内容总结：
马斯克旗下SpaceX豪掷28亿美元采购燃气轮机 为AI数据中心供电
据美国证券交易委员会最新披露文件显示，埃隆·马斯克旗下的太空探索技术公司SpaceX近期已承诺投入超过28亿美元，用于采购燃气轮机以支持其人工智能业务的数据中心电力供应。这一大规模投资表明，即便此前因使用燃气轮机引发公众投诉、诉讼及监管调查，马斯克仍在该领域持续加码。
当前美国数据中心建设热潮中，电力短缺成为最大制约因素。便携式燃气轮机因无需依赖电网供电，被视为连接更稳定能源前的快速过渡方案。据悉，SpaceX除运营火箭发射和卫星互联网业务外，还持有马斯克的人工智能公司xAI（开发Grok聊天机器人）。xAI在田纳西州孟菲斯和密西西比州绍斯海文运营“巨像1号”与“巨像2号”两座数据中心，SpaceX正向开发Claude聊天机器人的初创公司Anthropic出租部分服务器，年租金达150亿美元。马斯克周三表示，SpaceX计划签署更多此类协议。
此次披露的能源开支细节源自SpaceX的IPO招股说明书。该公司拟于数周内在纳斯达克上市，这份旨在帮助投资者了解公司财务状况与长期风险的文件包含大量新信息。文件显示，今年3月，SpaceX与一家匿名企业签署协议，计划在2029年前采购价值8.05亿美元的涡轮机；4月底，又达成一项价值20亿美元的移动燃气轮机及相关设备交易，目前该交易仍在推进中。
值得关注的是，美国全国有色人种协进会等组织此前已起诉xAI，指控其在未获适当许可的情况下运行27台燃气轮机，危害公众健康与气候。SpaceX利用便携式涡轮机可在无清洁空气许可证状态下运行一年的规则规避限制。截至3月，两座数据中心的服务器总电力消耗已达约1吉瓦（相当于美国一座大型城市用电量）。根据文件，SpaceX正在进行的建设项目（含未投产数据中心设备）总价值超过140亿美元，未来电力需求将持续增长。
中文翻译：
| 埃隆·马斯克旗下的SpaceX公司于周三在一份监管文件中披露，近几个月来该公司已承诺投入超过28亿美元，用于采购燃气轮机，为其人工智能部门的数据中心供电。 这一数额可观的投资表明，尽管SpaceX使用燃气轮机的行为已引发公众投诉、一起诉讼以及监管机构对其可能排放碳污染空气并规避环保要求的调查，但马斯克仍在继续加码燃气轮机投入。 电力短缺是目前制约全美数据中心建设热潮的主要瓶颈。便携式燃气轮机——即无需接入电网即可运行的发电设备——被视为在更可靠的能源供应上线之前的快速临时解决方案。 除了发射火箭和销售卫星互联网服务，SpaceX还拥有马斯克旗下的人工智能公司xAI（负责开发Grok聊天机器人）。为支持该聊天机器人及其他人工智能项目，xAI在田纳西州孟菲斯运营一座名为“巨像1号”的数据中心，并在密西西比州南黑文运营“巨像2号”数据中心。SpaceX目前以每年150亿美元的价格，向人工智能初创公司Anthropic（开发Claude聊天机器人）出租“巨像”数据中心的部分服务器使用权限。马斯克周三表示，SpaceX计划签署更多此类协议。 |
有线索吗？ |
|---|---|
| 您是否曾或正在为SpaceX工作，并希望讨论相关情况？我们期待您的反馈。请使用非工作手机或电脑，通过Signal安全联系记者，账号：peard33.24。 |
关于SpaceX能源支出的新细节，是该公司为首次公开募股（IPO）而发布的长篇招股说明书中的多项信息披露内容之一。这份文件旨在帮助潜在投资者了解公司的财务状况和长期风险。SpaceX计划在未来几周内在纳斯达克证券交易所上市。
根据IPO文件，2024年3月，SpaceX同意在2029年前向一家未具名公司购买价值8.05亿美元的涡轮机。随后在4月下旬，马斯克的公司又与某未披露供应商达成协议，采购价值20亿美元的移动式燃气轮机及相关设备。该交易目前仍在推进中。
据《连线》杂志上周报道，过去两个月内，“巨像2号”数据中心已新增19台便携式涡轮机，总数达到46台。根据规定，便携式涡轮机可在无需获得清洁空气许可证的情况下运行一年，SpaceX正是利用了这一规则。部分涡轮机是在全美有色人种协进会（NAACP）及其他倡导组织起诉xAI后安装的——这些组织指控该公司在未取得适当许可的情况下运行27台燃气轮机，对公众健康与气候构成威胁。
截至2024年3月，SpaceX在两座数据中心拥有的服务器总用电功率已达约1吉瓦，相当于美国一座大型城市的用电量。但该公司预计业务将继续扩张，从而推高电力需求。根据周三提交的文件，SpaceX在建工程总价值超过140亿美元，其中包括尚未投入运营的数据中心设备价值。
英文来源：
| Elon Musk’s SpaceX committed to spending over $2.8 billion in recent months to buy gas turbines to power data centers for its artificial intelligence unit, the company revealed in a regulatory filing on Wednesday. The relatively large investment shows that Musk is continuing to double down on gas turbines, even after SpaceX’s use of them prompted public complaints, a lawsuit, and regulatory inquiries into whether the company may be polluting the air with carbon emissions and dodging environmental requirements. A shortage of electricity is the leading constraint on an otherwise roaring data center boom happening across the US. Portable gas turbines—generators that can run without drawing power from the grid—have been viewed as quick and temporary solutions until more robust sources of energy come online. In addition to launching rockets and selling satellite internet, SpaceX also owns Musk’s xAI unit, which develops Grok. To support the chatbot and other AI efforts, xAI operates a pair of data centers known as Colossus 1 in Memphis, Tennessee and Colossus 2 in Southaven, Mississippi. SpaceX is leasing access to some of the servers at the Colossus data centers for $15 billion annually to Anthropic, the AI startup that develops the Claude chatbot. Musk said on Wednesday that SpaceX plans to sign additional deals. |
Got a Tip? |
|---|---|
| Are you a current or former SpaceX employee who wants to talk about what's happening? We'd like to hear from you. Using a nonwork phone or computer, contact the reporter securely on Signal at peard33.24. |
The new details about SpaceX’s energy spending are part of a wave of disclosures in the company’s prospectus for its initial public offering, a lengthy document that is designed to help potential investors understand the company’s financial health and long-term risks. SpaceX is aiming to debut on the Nasdaq stock exchange in the coming weeks.
In March, SpaceX agreed to buy $805 million worth of turbines from an unnamed company through 2029, according to the IPO filing. Then in late April, Musk’s company struck a deal for $2 billion worth of mobile gas turbines and related items from an unnamed vendor. That deal is still pending.
Last week, WIRED reported that 19 new portable turbines had been added to Colossus 2 over the past two months, for a total of 46 units. Portable turbines can be operated without a clean air permit for a year, a rule that SpaceX has used in its favor. Some of the turbines were added after the NAACP and other advocacy groups sued xAI, alleging that the company had been operating 27 gas turbines without appropriate permits, posing a risk to public health and the climate.
As of March, SpaceX had enough servers between the two data centers to use about 1 gigawatt of power, which is about as much electricity as is used by a large US city. But the company expects to keep growing, which will increase its power needs. SpaceX has more than $14 billion in construction that is in progress, including the value of data center equipment that’s not yet operational, according to Wednesday’s filing.
文章标题：SpaceX 正斥资 28 亿美元为其人工智能数据中心采购燃气轮机。
文章链接：https://news.qimuai.cn/?post=4137
本站文章均为原创，未经授权请勿用于任何商业用途