SpaceX Potential GPU Buying Could Add $100B+ to Nvidia's 2027 Revenue
nwilliams030 · x · 2026-08-05
Melius Research estimates that if SpaceX purchases 6 GW of GPU compute in 2027, it would boost Nvidia's revenue by more than $200 billion for that year.
Even under a more realistic scenario of 2–3 GW, the purchase would still add approximately $100 billion to Nvidia's 2027 revenue. Following this news, Nvidia shares jumped over 4%.
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