SpaceX will rely exclusively on Nvidia chips to build its artificial intelligence infrastructure, Elon Musk announced Tuesday.
The decision locks in Nvidia as the sole supplier for the aerospace company’s expanding compute capacity, reinforcing the chipmaker’s position as the default engine for next-generation AI workloads across industries.
Nvidia shares rose in the session, reflecting investor confidence in the breadth of demand for its data-center products.
The move by SpaceX adds another high-profile customer to Nvidia’s roster, signaling that even vertically integrated tech giants are opting for proven silicon over in-house designs for critical AI tasks.
The announcement comes as other major technology firms navigate their own AI hardware strategies.
Meta Platforms, for instance, is preparing to begin manufacturing its proprietary AI chip, codenamed "Iris," in September, according to recent reports.