NVIDIA Reveals $21 Billion SpaceX Stake as SpaceX Commits 10 Gigawatts to NVIDIA GPUs
Updated
Updated · Yahoo Finance · Aug 16
NVIDIA Reveals $21 Billion SpaceX Stake as SpaceX Commits 10 Gigawatts to NVIDIA GPUs
3 articles · Updated · Yahoo Finance · Aug 16
Summary
122.8 million SpaceX shares worth about $21 billion were disclosed in NVIDIA’s Q2 13F, underscoring a deepening tie with Elon Musk’s company.
SpaceX has committed exclusively to NVIDIA GPUs for its AI infrastructure and is targeting 10 gigawatts of compute by the end of 2027, up from 1.4 gigawatts today.
That expansion could cost roughly $500 billion, aligning with NVIDIA’s newly announced financing partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion.
NVIDIA is framing the buildout as part of an AI infrastructure boom that Jensen Huang says could rise from about $800 billion today to $3 trillion-$4 trillion annually by decade’s end.