SpaceX Backs Nvidia Rubin Exclusively for AI Buildout Nearing 10 Gigawatts
Updated
Updated · Yahoo Finance · Aug 15
SpaceX Backs Nvidia Rubin Exclusively for AI Buildout Nearing 10 Gigawatts
3 articles · Updated · Yahoo Finance · Aug 15
Summary
SpaceX said it will build future AI infrastructure exclusively on Nvidia systems, with Elon Musk calling the Vera Rubin architecture the best AI computer.
247% AI-segment revenue growth in the second quarter helped drive that decision and underpins a rapid expansion plan to top 2 gigawatts of compute by year-end and approach 10 gigawatts by late 2027.
Vera Rubin combines Nvidia's Vera CPUs, Rubin GPUs and NVLink interconnects, delivering about 10 times the performance per watt of the prior Grace Blackwell generation.
SpaceX spent $13 billion on AI-related capex in 2025 and has already exceeded that in the first half of 2026; Morgan Stanley sees the figure reaching $110 billion in 2028.
That pace would push SpaceX toward hyperscaler scale in a market where Goldman Sachs expects the top five cloud players to spend about $800 billion on AI infrastructure in 2026.