Jensen Huang: Musk's AI buildout moved from K's to M's, now a CSP-tier NVIDIA customer
elonmusk · x · 2026-10-16
NVIDIA CEO Jensen Huang said Elon Musk's AI buildout has "moved from the K's to the M's," signaling a massive scale-up in GPU deployment.
Huang also revealed NVIDIA has reclassified Musk's AI business from its enterprise category into its cloud service provider (CSP) category, adding: "They're massive." The reclassification implies xAI's purchasing volume now rivals hyperscale cloud providers.
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