SpaceX to Exclusively Use Nvidia Vera Rubin by Year-End as Musk Calls It Best AI Computer
Updated
Updated · Yahoo Finance · Aug 8
SpaceX to Exclusively Use Nvidia Vera Rubin by Year-End as Musk Calls It Best AI Computer
3 articles · Updated · Yahoo Finance · Aug 8
Summary
By the end of 2026, SpaceX plans to run exclusively on Nvidia’s new Vera Rubin architecture, with Elon Musk saying Nvidia makes the “best AI computer.”
That endorsement matters more than the revenue impact: SpaceX spent $28.5 billion on capital expenditures in the first six months, but that scale still trails AI hyperscalers budgeting roughly $100 billion to over $200 billion this year.
For Nvidia, the deal adds another major customer and reinforces its position against rising AI chip rivals, including AMD, which had previously supplied SpaceX’s AI chips.
The broader takeaway is that SpaceX’s selection of Vera Rubin signals continued confidence in Nvidia’s leadership even as markets debate whether the chipmaker can defend share.