NVIDIA achieves strong gains this week, with direct support from a SpaceX announcement that will rely exclusively on NVIDIA technologies for the future AI infrastructure. q
The biggest bet is Vera Rubin.
Elon Musk described the Vera Rubin architecture as the best, as SpaceX prepares to use it not only in data centers, but also within its Starmind AI computing project in orbit.
For NVDA, the news strengthens the company’s image as a key provider of AI infrastructure, and opens up major demand from the space and orbital computing sector.
Summary:
SpaceX’s partnership gives NVIDIA a strong boost in the AI race, and more importantly, it adds a new use case for its chips that goes beyond traditional data centers to computing in space. 🛰️🤖
$NVDA $SPCX
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