SpaceX’s ambitious compute goals could require over two million Nvidia Rubin GPUs

SpaceX plans to more than 5x its compute capacity by the end of 2027, betting exclusively on Nvidia's Vera Rubin platform. The expansion could require well over a million new GPUs. Meanwhile, the company's AI segment posted $2.56 billion in Q2 revenue, driven mostly by leasing out its own server capacity.

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