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涨停工作室（牛来）
#SpaceX获400亿美元融资承诺，我更想知道这笔钱多久能赚回来
10月26日，SpaceX公布约400亿美元GPU融资租赁承诺，预计年底前交割，设备明年上半年交付后起租。这一步让我对它获取算力的能力更有信心，但也会把注意力转向回款：设备装上之后，客户能否持续付费，收入能否覆盖租赁付款？AI行业现在很容易用融资规模证明实力，我更愿意用设备利用率和现金回收速度检验这份实力。
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