According to Cai Lian She on August 5,

Elon Musk, CEO of SpaceX, made a commitment during the company's first earnings conference call on August 4 (Eastern Time), stating that SpaceX will fully build its artificial intelligence (AI) services based on NVIDIA’s systems in the future, due to the superior performance of such products compared to their competitors.

Musk also said: “We believe the Vera Rubin architecture is the best. We consider it the premier AI computer, and we highly value our close collaboration and partnership with NVIDIA across multiple levels.”

“So we are working exclusively with NVIDIA.”

Musk’s announcement of an “exclusive binding” with NVIDIA during SpaceX’s first earnings call is not only a strategic upgrade in commercial cooperation between the two companies but also a landmark event reshaping the global AI compute market landscape.

Musk clearly stated, “We will work exclusively with NVIDIA,” with the core logic being that NVIDIA’s Vera Rubin architecture holds an absolute generational performance advantage over comparable products. This exclusivity means that all future AI compute expansion by SpaceX—both on the ground and in space orbit—will completely exclude competitors like AMD and Intel, placing a full bet on the NVIDIA ecosystem. This marks NVIDIA’s successful securing of one of the most visionary and ambitious top-tier clients globally.

Beneath this exclusive partnership lies SpaceX’s extremely aggressive compute expansion plan.

Even more disruptive is the joint development of the “Starmind AI1” satellite, powered by NVIDIA’s Rubin GPU and Vera CPU, scheduled for launch next year. This signifies SpaceX’s move to bring data center-grade AI compute capabilities into low Earth orbit, aiming to construct a distributed “space-based AI supercomputer” composed of millions of satellites—effectively bypassing physical constraints faced by terrestrial data centers, such as power supply, land availability, and cooling requirements.

SpaceX’s exclusive alignment has directly triggered significant turbulence in the AI chip market. Following the announcement, NVIDIA’s after-hours stock rose over 2%, while AMD’s after-hours stock plummeted more than 9%. Although AMD recently launched competing products and secured some orders, SpaceX’s exclusive choice has cost it a crucial foothold in the race for top-tier AI compute clients. NVIDIA has thus extended its compute advantage from the ground into space, establishing a “space-level reliability validation” barrier that other vendors cannot overcome in the short term, further solidifying its dominant position.

In summary, Musk’s decision is a real-world vote of confidence in NVIDIA’s technical roadmap, backed by substantial investment. This will not only accelerate SpaceX’s transformation from a communications service provider into an orbital cloud computing platform but also signal the beginning of a new, fully dimensional era in global AI infrastructure competition—one led by NVIDIA across both “space and ground” domains.

Original source: toutiao.com/article/1872656278385034/

Disclaimer: The views expressed in this article are those of the author alone.