Elon Musk says SpaceX is going all in on Nvidia's GPUs.
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SpaceX says it's ready to be a one-chip supplier company.On SpaceX's highly anticipated earnings call on Wednesday, CEO Elon Musk said his company was committed to buying graphics processing units from only one place."Going forward, we've decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture," Musk said on the call, talking about his company's compute capacity. "We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia. So we're exclusive to Nvidia."He added that SpaceX will receive a significant percentage of Nvidia's GPUs next year, indicating that the space company could make up a notable share of Nvidia's revenue.Nvidia has been a key technology partner for both of Musk's public companies, Tesla and SpaceX, supplying GPU platforms that support AI model training, simulation, and advanced computing. Although Tesla has invested heavily in custom AI chips, it continues to use Nvidia GPUs for various AI and data center workloads.Following the call, Musk reiterated his commitment to Nvidia, announcing it again on X.In a post on Wednesday night, he wrote: "SpaceX has committed to using Nvidia GPUs exclusively because they are the best."
