{"slug": "elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai", "title": "Elon Musk says SpaceX will build exclusively with Nvidia, touts space-based AI servers", "summary": "SpaceX CEO Elon Musk announced during the company's first earnings call that SpaceX will build its AI services exclusively on Nvidia systems, citing the Vera Rubin architecture as the best AI computer. SpaceX expects to end the year with more than 2 gigawatts of compute and nearly 10 gigawatts by the end of next year, and plans to launch Nvidia's Vera Rubin NVL72 rackscale systems into orbit as part of its Starmind satellite program starting next year. The company reported Q2 AI revenues of $2.6 billion, up 213% quarter-over-quarter and 247% year-over-year, driven by cloud service agreements and increased Grok and X subscriptions.", "body_md": "SpaceX ([SPCX](https://finance.yahoo.com/quote/SPCX/)) is all-in on Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA/)).\n\nCEO Elon Musk told investors [during the company's first-ever earnings call](https://finance.yahoo.com/technology/article/spacexs-q2-results-top-estimates-in-first-ever-quarterly-report-132323178.html) that going forward, SpaceX will build its AI services exclusively on Nvidia's systems.\n\n\"We think the Vera Rubin architecture is the best architecture. We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,\" Musk said. \"So we're exclusive to Nvidia.\"\n\nAccording to the CEO, SpaceX expects to end the year with more than 2 gigawatts of compute and anticipates having close to 10 gigawatts of computing capacity by the end of next year.\n\nMusk also said that the company plans to launch Nvidia's Vera Rubin NVL72 rackscale system both on the ground and in space as part of its Starmind satellite program.\n\nAccording to Musk, SpaceX will begin launching Starmind satellites next year.\n\nOrbiting data centers are seen as a potential solution to building massive data centers on Earth. Unlike their Earth-based counterparts, space-based solutions don't require companies to purchase large swaths of land. Cooling is also less of an issue in space than on the ground.\n\nBut launching the servers into orbit and getting them set up and connected could prove more difficult than constructing facilities on Earth.\n\nMusk made his remarks during SpaceX's first earnings report since going public in June. The company topped expectations on both the top and bottom lines with Al revenues climbing 213% quarter-over-quarter and 247% since the same period last year to $2.6 billion\n\nSpaceX attributed the growth to cloud service agreements and increased Grok and X subscriptions.\n\nSpaceX entered into multi-billion dollar leasing agreements with [Google](https://finance.yahoo.com/sectors/technology/article/spacex-to-rent-ai-capacity-to-google-for-920-million-per-month-200639544.html) and [Anthropic](https://finance.yahoo.com/news/anthropic-to-rent-all-ai-capacity-at-spacexs-colossus-data-center-180327774.html) that will see the companies rent out SpaceX's data center capacity to power their AI services.\n\n*Email Daniel Howley at dhowley@yahoofinance.com. Follow him on X at **@DanielHowley**.*\n\n**Click here for the latest technology news that will impact the stock market****.**\n\n**Read the latest financial and business news from Yahoo Finance**", "url": "https://wpnews.pro/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai", "canonical_source": "https://ca.finance.yahoo.com/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-211803293.html", "published_at": "2026-08-04 21:18:03+00:00", "updated_at": "2026-08-04 21:23:38.050555+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-chips"], "entities": ["SpaceX", "Elon Musk", "Nvidia", "Vera Rubin", "Starmind", "Google", "Anthropic", "Grok"], "alternates": {"html": "https://wpnews.pro/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai", "markdown": "https://wpnews.pro/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai.md", "text": "https://wpnews.pro/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai.txt", "jsonld": "https://wpnews.pro/news/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai.jsonld"}}