NVIDIA and SpaceX form a “match made in heaven”! Rubin computing power reaches space orbit, and Musk anchors SpaceX’s valuation to a Type II Kardashev civilization
In some parallel universe, NVIDIA CEO Jensen Huang and “Mr. All-Powerful” and world’s richest man Elon Musk might be a pair of cosmic super heroes.
Right after “AI chip superpower” $NVIDIA (NVDA.US)$ just released a strong earnings report further lifting global AI capex expectations and launching a new bull run across the AI compute supply chain, Musk is trying to push the expansion boundaries of AI infrastructure from ground level to space orbit—$SpaceX (SPCX.US)$, which he founded and leads, plans to launch its first batch of AI data-center satellites using NVIDIA’s next-generation compute cluster—an AI-dominant cluster led by the Vera Rubin architecture—into space in Q4 2027, and to achieve “significant scale” by 2028. This doesn’t mean ground data centers will be rapidly replaced; instead, it bets that compute in space orbit can bypass major bottlenecks such as terrestrial power grids, land, and water supply, becoming a new layer of AI compute supply.
For NVIDIA, this means expanding the potential market for Vera Rubin from “ground-based AI factories” to “orbital AI factories”; for SpaceX, it’s integrating Starship launches, orbital power, satellite networks, and AI cloud computing into a vertically integrated platform. However, Wall Street financial institutions like Evercore expect that meaningful revenue data won’t be available until as early as fiscal year 2029; thermal management, radiation, collisions, and regulation remain key constraints that will determine whether the concept can be commercialized.$NVDA.US
I invest in BNB and SPCX every day.
I suggest everyone invest according to their own allocation and, for those using contracts, trade with small positions!
$SPCX
In some parallel universe, NVIDIA CEO Jensen Huang and “Mr. All-Powerful” and world’s richest man Elon Musk might be a pair of cosmic super heroes.
Right after “AI chip superpower” $NVIDIA (NVDA.US)$ just released a strong earnings report further lifting global AI capex expectations and launching a new bull run across the AI compute supply chain, Musk is trying to push the expansion boundaries of AI infrastructure from ground level to space orbit—$SpaceX (SPCX.US)$, which he founded and leads, plans to launch its first batch of AI data-center satellites using NVIDIA’s next-generation compute cluster—an AI-dominant cluster led by the Vera Rubin architecture—into space in Q4 2027, and to achieve “significant scale” by 2028. This doesn’t mean ground data centers will be rapidly replaced; instead, it bets that compute in space orbit can bypass major bottlenecks such as terrestrial power grids, land, and water supply, becoming a new layer of AI compute supply.
For NVIDIA, this means expanding the potential market for Vera Rubin from “ground-based AI factories” to “orbital AI factories”; for SpaceX, it’s integrating Starship launches, orbital power, satellite networks, and AI cloud computing into a vertically integrated platform. However, Wall Street financial institutions like Evercore expect that meaningful revenue data won’t be available until as early as fiscal year 2029; thermal management, radiation, collisions, and regulation remain key constraints that will determine whether the concept can be commercialized.$NVDA.US
I invest in BNB and SPCX every day.
I suggest everyone invest according to their own allocation and, for those using contracts, trade with small positions!
$SPCX
