SpaceX正让星舰项目的一名高管负责其规模庞大的孟菲斯数据中心运营。《商业内幕》看到的一份备忘录显示,埃隆·马斯克旗下的人工智能与火箭公司已任命SpaceX发射业务老将凯文·霍兰德,负责建设其人工智能算力基础设施。xAI总裁迈克尔·尼科尔斯9月初发布的一份备忘录称,霍兰德的任务是在年底前“启用后续6个算力阶段”。
SpaceX is turning to a Starship executive to head up its massive Memphis data center operations. Elon Musk's AI and rocket company has placed Kevin Holland, a veteran of SpaceX's launch business, in charge of building out its AI compute infrastructure, according to a memo viewed by Business Insider. The early September memo from xAI president Michael Nicolls said that Holland would be tasked with "bringing up the next 6 phases of compute by end of year."
霍兰德的LinkedIn资料显示,他于8月在孟菲斯开始担任新职务,职衔为“超级计算副总裁”。这位SpaceX长期员工自2013年起曾两度在公司任职,此前曾任SpaceX卡纳维拉尔角发射场的高级总监,参与星舰项目工作。备忘录称,SpaceX猎鹰火箭和星链卫星互联网部门的另外两名高级高管韦斯利·萨兰德罗和亚历山德拉·诺埃将直接向霍兰德汇报。
Holland's LinkedIn profile says he started a new role as "VP, Supercompute," based in Memphis, in August. The longtime SpaceX employee, who has worked at the company across two spells since 2013, was previously a senior director at SpaceX's launch site in Cape Canaveral, working on Starship. The memo said Wesley Salandro and Alexandra Noe, two other senior executives from SpaceX's Falcon rocket and Starlink satellite internet divisions, would report directly to Holland.
《The Information》此前报道称,萨兰德罗已从特斯拉前工程师丹·罗兰手中接手SpaceX数据中心的领导工作。在xAI于今年早些时候并入SpaceX之前,罗兰已担任该职;合并后的公司于7月更名为“SpaceXAI”。此前从未报道过霍兰德和诺埃所负责的具体工作。置评请求是在正常工作 hours之外发出的,SpaceX和霍兰德均未予回应。
The Information previously reported that Salandro had taken over leadership of SpaceX's data centers from Dan Rowland, a former Tesla engineer. Rowland took on the role before xAI was merged with SpaceX earlier this year, with the company becoming "SpaceXAI" in July. Holland and Noe's roles have not previously been reported. SpaceX and Holland did not respond to a request for comment, sent outside normal working hours.
SpaceX在田纳西州孟菲斯以及紧邻州界的密西西比州索法恩运营着两座庞大的“巨兽”人工智能超算集群。这些大型数据中心位居全球最大之列,对SpaceX的业务至关重要。除训练和运行公司的Grok人工智能模型外,SpaceX还将多余的英伟达GPU出租给Anthropic和Google等算力紧张的竞争对手,将其打造为一项利润丰厚的收入来源。
SpaceX operates two massive "Colossus" AI supercomputing clusters in Memphis, Tennessee, and just across the state border in Southaven, Mississippi. The huge data centers, which are among the largest in the world, are critical to SpaceX's business. In addition to training and running the company's Grok AI model, SpaceX has turned them into a lucrative revenue stream by renting out excess Nvidia GPUs to compute-strapped rivals like Anthropic and Google.
根据 SpaceX 在 6 月份提交的上市申请文件,Anthropic 公司同意每月支付 12.5 亿美元,以使用其拥有的 Colossus 数据中心来满足其对人工智能模型日益增长的需求。作为 SpaceX 的主要投资者之一,谷歌在同年 6 月份的文件中表示,它将每月向 SpaceX 支付 9.2 亿美元用于购买计算资源。这些巨额交易帮助 SpaceX 在第二季度的人工智能收入增长了两倍多;马斯克上个月还告诉员工,到 9 月份时,人工智能业务带来的收入很可能会超过公司其他所有收入来源的总和。
Filings for SpaceX's record-breaking public listing in June revealed that Anthropic has agreed to pay $1.25 billion a month to use the Colussus sites to meet growing demand for its AI models. Google, a major investor in SpaceX, said in a June filing that it would pay SpaceX $920 million per month for compute capacity. Those massive deals helped SpaceX more than triple its AI revenue in the second quarter, with Musk telling employees last month that AI would likely outpace all other revenue sources by September.
SpaceX 提升了三位火箭研发及 Starlink 项目的高管职位,让他们负责管理该公司位于孟菲斯的数据中心(这些数据中心最初是由 xAI 公司建设的),这表明自两家公司在 2 月份合并以来,它们之间的合作关系已经变得非常紧密。据《Business Insider》此前报道,SpaceX 的 Starlink 项目高级副总裁 Nicolls 于 4 月份被任命为 xAI 公司的总裁,这是该公司重组的一部分;在此之前,xAI 公司经历了重大变革,其所有联合创始人均已离职。
The elevation of three rocket and Starlink executives to oversee the company's Memphis data centers, which were originally built by xAI, is a sign of how entangled the two companies have become since they merged in February. Business Insider previously reported that Nicolls, the senior vice president of Starlink at SpaceX, had taken on the title of xAI president in April as part of a broad reorganization of the AI startup, which had seen significant upheaval and the departures of all its remaining cofounders in the months prior.
另据《Information》杂志的报道,过去一年中 xAI 公司的数据中心团队有多名负责人离职,取而代之的是来自 SpaceX 发射与通信部门的高管。此次组织架构调整正值 SpaceX 加快扩张孟菲斯数据中心业务的之际。马斯克确认公司正在 Colossus 数据中心附近建设第三个数据中心,该数据中心被命名为“Minihard”。
The Information previously reported that multiple leaders of xAI's data center team have departed over the past year, with the division seeing an influx of executives from SpaceX's launch and connectivity organizations. The organizational reshuffle comes as SpaceX races to expand its Memphis operation. Musk has confirmed the company is building a third data center near the Colossus sites, dubbed "Minihard."
这位亿万富翁目前住在孟菲斯的一辆 Airstream 露营车里,负责监督数据中心的建设工作;他在 X 平台上表示,SpaceX 计划本周将再部署 22 万个 Nvidia 制造的人工智能芯片,如果运气好的话,到 12 月底还能再部署 22 万个芯片。如果你在 SpaceX 工作并掌握任何相关信息,请通过 Signal(联系号码:tcarter.41)或电子邮件(tcarter@businessinsider.com)与本报记者联系。
The billionaire, who is living in an Airstream trailer in Memphis while overseeing the buildout, posted on X last week that SpaceX aims to bring another 220,000 Nvidia AI chips online this week. The company could add a further 220,000 by late December, Musk added, "if we get lucky." Do you work at SpaceX and have any information to share? Get in touch with this reporter at tcarter.41 on Signal or tcarter@businessinsider.com.
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