Elon Musk says SpaceX will build exclusively on NVIDIA

Elon Musk has announced that SpaceX will exclusively use NVIDIA technology, expecting to reach over 2 gigawatts of computing power by the end of the year. This decision highlights SpaceX’s increasing reliance on NVIDIA’s hardware for its AI-compute buildout. Recent data indicates that SpaceX’s infrastructure already includes over 220,000 NVIDIA GPUs, reflecting significant investment in NVIDIA’s technology for large-scale AI applications. The move is perceived as a substantial endorsement of NVIDIA, potentially influencing its market position. Key Takeaways The announcement suggests a significant increase in confidence in NVIDIA’s growth and market position. Market pricing reflects a substantial increase in the likelihood of NVIDIA becoming the largest company by market cap by August 31. The decision underscores SpaceX’s commitment to NVIDIA’s technology for its AI infrastructure needs. What to Watch Observers will be monitoring NVIDIA’s performance and market response in the coming weeks, particularly any updates on its AI-infrastructure orders. The market will also be attentive to NVIDIA’s financial reports and guidance, which could further influence its standing in prediction ma...