Elon Musk Bets Big on Nvidia: SpaceX to Standardize on 'Vera Rubin' Architecture
During a recent SpaceX earnings call, Elon Musk announced that the company will shift to an exclusive development strategy built entirely on Nvidia hardware. Musk identified Nvidia's 'Vera Rubin' architecture as the superior AI computing platform, highlighting the strong partnership between the two companies.
SpaceX is scaling its computational power significantly, aiming to reach two gigawatts of capacity by the end of this year. Looking further ahead, the company plans to multiply this infrastructure several times over by the close of 2027, signaling an aggressive push into AI-driven operations.
Following the announcement, Nvidia's stock reacted positively, climbing 1.67% in after-hours trading to reach $215.47.
Personal take & trading angle
Musk’s endorsement serves as a major vote of confidence in Nvidia’s technological roadmap, effectively validating the Vera Rubin architecture as the industry benchmark. For market participants, this shift suggests that high-performance AI compute demand from private sector giants remains a massive tailwind, potentially stabilizing Nvidia’s valuation even amidst broader market volatility. While this move cements a strong symbiotic relationship, traders might view this as a signal that the AI infrastructure arms race is far from peaking, though one should carefully weigh how much of this growth is already priced into the stock.