Elon Musk says SpaceX will use Nvidia GPUs exclusively. Jim Cramer responded, "and there it is," as JPMorgan sees it receiving a significant share of Nvidia's 2027 shipments.
SpaceX commits exclusively to Nvidia Vera Rubin GPUs, scaling AI compute from 2GW (2026) to 5-10GW (2027) as one of Nvidia's largest customers. Musk's endorsement signals Nvidia's AI infrastructure dominance despite AMD competition, underlining sustained demand for GPU capacity across enterprises.
Space Exploration Technologies Corp.
(NASDAQ:SPCX) is going all-in on Nvidia Corp.
(NASDAQ:NVDA), and for CNBC's Jim Cramer, the announcement reinforces his long-standing bullish thesis.
Earlier this year, Elon Musk had indicated that his companies, SpaceX and Tesla (NASDAQ:TSLA), would use both AMD and Nvidia chips.
The move to an Nvidia-exclusive strategy underscores Nvidia's continued dominance in AI accelerators, even as rivals have won major customers and attempted to gain share.
SpaceX and Nvidia are taking their relationship exclusive
Elon Musk says SpaceX will build exclusively on NVIDIA
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Elon Musk afirma que SpaceX usará exclusivamente chips de Nvidia para su infraestructura de inteligencia artificial - EFE
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