SpaceX has bought $329M worth of Tesla Megapacks so far this year

SpaceX has bought $329M worth of Tesla Megapacks so far this year

SpaceX 今年已购买价值 3.29 亿美元的特斯拉 Megapack

SpaceX has ramped up purchases of Tesla Megapack, spending $295 million on the battery storage devices in the second quarter and $329 million so far this year, according to the company’s earnings report released on Tuesday. 根据周二发布的财报显示,SpaceX 已加大对特斯拉 Megapack 的采购力度,第二季度在这些电池储能设备上花费了 2.95 亿美元,今年迄今为止的总支出已达 3.29 亿美元。

The purchase illustrates just how interconnected Elon Musk’s universe of companies are. Musk, who is the CEO and largest shareholder of SpaceX, also runs Tesla. Musk’s artificial intelligence business xAI acquired his social media platform, X, in 2025. Earlier this year, SpaceX gobbled up xAI. 此次采购凸显了埃隆·马斯克(Elon Musk)旗下公司之间紧密的关联性。马斯克不仅是 SpaceX 的首席执行官和最大股东,同时也掌管着特斯拉。马斯克的人工智能公司 xAI 在 2025 年收购了他的社交媒体平台 X。今年早些时候,SpaceX 又将 xAI 收入囊中。

The industrial-scale batteries are likely being deployed at the company’s xAI data centers. Before xAI merged with SpaceX, the AI company bought $430 million worth of Megapacks for its data centers. In the first quarter of this year, xAI had purchased only $34 million worth of the equipment. 这些工业级电池很可能被部署在公司的 xAI 数据中心。在 xAI 与 SpaceX 合并之前,这家人工智能公司曾为其数据中心购买了价值 4.3 亿美元的 Megapack。而在今年第一季度,xAI 仅购买了价值 3400 万美元的相关设备。

SpaceX also reported that as of December 2025, it had acquired $131 million worth of Tesla Cybertrucks at manufacturer’s suggested retail price, according to its regulatory filing. 根据监管文件显示,SpaceX 还报告称,截至 2025 年 12 月,公司已按制造商建议零售价购买了价值 1.31 亿美元的特斯拉 Cybertruck 电动皮卡。

Though xAI has leaned heavily on natural gas to power its data centers — including dozens of unpermitted turbines at a site in Mississippi not far from the Colossus data center project — large batteries like the Megapack are still a critical part of data centers. 尽管 xAI 在为其数据中心供电时严重依赖天然气——包括在密西西比州距离 Colossus 数据中心项目不远处的一处地点安装了数十台未经许可的涡轮机——但像 Megapack 这样的大型电池仍然是数据中心的关键组成部分。

In addition to providing substantial backup power that can be tapped in a second or less, batteries can provide extra power to GPUs when they demand it. AI data centers don’t draw power consistently. Rather, their power demand ramps up and down depending on the demands of training AI models and running inference. 除了能在一秒或更短时间内提供大量备用电力外,电池还能在 GPU 有需求时提供额外电力。人工智能数据中心的用电量并非恒定不变,而是根据训练 AI 模型和运行推理任务的需求而波动。

Such peaks can incur significant charges from a local utility or overwhelm on-site generators. Batteries help smooth out those peaks, lowering costs while ensuring that the data center can operate consistently. 这种用电高峰可能会导致当地公用事业公司收取高额费用,或使现场发电机不堪重负。电池有助于平抑这些峰值,在降低成本的同时确保数据中心能够持续稳定运行。