Elon Musk has placed one of the AI industry’s largest infrastructure bets on a single square of silicon.
During SpaceX’s first public earnings call, Musk said the company plans to build its computing infrastructure “exclusively” on Nvidia hardware, praising the chipmaker’s forthcoming Vera Rubin architecture as the best AI computing platform available. He also suggested SpaceX could receive a significant share of Nvidia’s GPU output next year, according to Business Insider.
The announcement sent Nvidia shares higher, but its significance stretches beyond another market-moving Musk endorsement.
SpaceX’s decision illustrates how the AI…
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