Nvidia Discloses $21B Stake in SpaceX; Musk Commits Exclusively to Nvidia for Future Data Centers
rohanpaul_ai · x · 2026-08-15
Nvidia disclosed a stake in SpaceX worth approximately $21 billion, stemming from its investment in xAI. Concurrently, SpaceX is becoming a major Nvidia customer, with Elon Musk committing that its data centers will be built exclusively on Nvidia hardware, potentially reaching 10GW of capacity by late 2027. Alphabet is paying SpaceX $920M monthly for access to 110,000 Nvidia GPUs while holding $94.1B in SpaceX equity. AMD holds $565.5M in SpaceX shares but loses out on accelerator revenue as SpaceX commits to Nvidia for its buildout.
Related event: Nvidia Reveals $21 Billion Stake in SpaceX(3 posts)→
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