SpaceX to use Nvidia chips exclusively for AI infrastructure

SpaceX, led by Elon Musk, announced it will exclusively utilize Nvidia chips to develop its artificial intelligence (AI) infrastructure. The company aims to achieve over 2 gigawatts of computing capacity by the end of 2026 and approach 10 gigawatts by 2027, significantly expanding its AI capabilities.

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We value our close cooperation and partnership with Nvidia enormously, on many levels.

During a shareholder conference, Musk emphasized the deep cooperation with Nvidia, praising its Vera Rubin platform as the "best AI computer." He also revealed plans for "spatial computing," which involves integrating AI hardware onto satellites in orbit. This strategic move underscores SpaceX's commitment to advancing AI technology across its various ventures, including its satellite internet service, Starlink.

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The best AI computer.

SpaceX's Chief Financial Officer, Bret Johnsen, defended the company's substantial capital expenditures, which reached $18.37 billion in the second quarter. A significant portion, $15.828 billion, was allocated to AI infrastructure investments, more than doubling from the previous quarter and increasing by 2,000% year-over-year. Johnsen noted that these AI compute investments have a payback period of less than a year due to their rapid monetization.

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Not all capital expenditure is equal.

Financially, SpaceX reported a net loss of $5.488 billion in the first half of the year, a 257% increase year-over-year. However, the second quarter saw a net loss of $541 million, half of that in the same quarter of 2025. The company's revenue grew 92% year-over-year to $7.814 billion, exceeding analyst expectations. Despite a more than 20% drop in its stock value since its record-breaking IPO on June 12, SpaceX continues to invest heavily in future technologies.

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AI compute capacity has a payback period of less than a year.