Elon Musk commits SpaceX to exclusive Nvidia hardware partnership to power orbital data center ambitions
Elon Musk announced that SpaceX will now use Nvidia hardware exclusively for its AI infrastructure, citing the Vera Rubin architecture as the best available option. This commitment marks a significant shift from traditional diversification strategies, as SpaceX will now rely on Nvidia's Rubin GPUs and Vera CPUs to power its Starmind AI constellation. The goal is to move AI workloads directly into orbit, potentially making terrestrial data centers obsolete. During the first earnings call for SpaceX as a public company, Elon Musk noted that the company aims to reach a $100 billion annual revenue run rate by the end of the year. While SpaceX reported a revenue beat, investors remained cautious regarding the high capital spending required for these AI ambitions. The partnership ensures that SpaceX will receive a significant percentage of Nvidia's GPUs next year, solidifying a close cooperation between the two tech giants.