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Moment

A Buyer Starts Designing Nvidia Out

2026年11月12日 1 分钟阅读

SpaceX is reportedly reducing dependence at the rack level rather than the chip level, which is the harder substitution.

SpaceX is reportedly working to reduce its dependence on Nvidia at the rack level rather than by swapping individual chips, according to foreign reporting relayed on 11 November 2026. The company, which has acquired xAI and rents compute to Google and Anthropic among others, would be trading a single-vendor stack for a mixed one. The logic rhymes with Google expanding its TPU line and Microsoft reassessing Oracle capacity: the competitive threat to Nvidia is no longer a better chip but a system-level alternative, and the durability of its premium will depend more on software ecosystem lock-in than on benchmark leadership. Details should be checked against the original report.

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