Musk to Build SpaceX AI Exclusively on Nvidia

1. 1On SpaceX's (SPCX) first earnings call, Musk said the company will build all of its future AI services exclusively on Nvidia (NVDA) systems
2. 2Targets over 2 gigawatts of computing by year-end and roughly 10 gigawatts by late next year, deploying Vera Rubin NVL72 for both terrestrial and orbital Starlink networks
3. 3Orbital data centers require less land and have lower cooling demands, but launching, installing and connecting servers in space can be more challenging than terrestrial construction

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