Musk Commits SpaceX to Nvidia Chips Exclusively, Targeting 10 Gigawatts of AI Compute

On the SpaceX earnings call, Elon Musk said the company will build its AI infrastructure only on Nvidia hardware, scaling from 2 gigawatts by the end of 2026 to 10 gigawatts by late 2027 across ground and orbital data centers. Nvidia shares rose on the endorsement.