是假新闻!马斯克否认SpaceX(SPCX.US)向富士康订购520亿美元英伟达(NVDA.US)AI服务器

智通财经
Jul 20

智通财经APP获悉,针对有关SpaceX(SPCX.US)向富士康订购价值约520亿美元英伟达(NVDA.US)AI服务器的报道,SpaceX首席执行官马斯克周一在社交平台上予以否认,直言相关消息“是假新闻”。

此前,媒体报道称,富士康母公司鸿海精密已获得SpaceX新一代AI服务器订单,SpaceX计划部署逾1.3万个基于英伟达GB300平台的服务器机柜。报道估算,若按每个机柜约400万美元计算,订单价值接近520亿美元。不过,这一数字并非合同金额,而是基于单机柜成本推算得出的理论规模。

截至发稿,鸿海及英伟达均未就相关报道置评。

Citrini分析师Jukan此前发文称,鸿海已打破戴尔(DELL.US)和超微电脑(SMCI.US)在AI服务器代工领域的双头垄断,首次获得SpaceX下一代GB300 AI服务器制造订单。

Jukan还表示,该订单尚未反映在鸿海现有业绩指引中,意味着公司AI业务增长动能可能远超市场预期。叠加旗下工业富联(FII)表现强劲,市场对鸿海下半年业绩的预期已明显升温。

受相关消息影响,SpaceX周一美股盘前上涨约1%,但开盘后抹去所有涨幅,现跌1.77%。随着马斯克公开否认报道真实性,市场也开始重新评估相关传闻的可信度。

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