Musk says SpaceX is adding roughly 200,000 Nvidia GB300 chips per month

On SpaceX's third-quarter earnings call on October 20, Elon Musk said the company is tracking toward bringing roughly 200,000 Nvidia GB300 chips online each month for the rest of 2026, with next year's buildout relying mainly on Vera Rubin compute. Analysts cited in the coverage estimate this implies about 600,000 GPUs from SpaceX alone in the fourth quarter. A separate Reuters report, citing the Financial Times, says SpaceX is seeking about $40 billion in loans led by Apollo to purchase those chips. Nvidia shares closed slightly lower that day and rose about 2% in extended trading. The item bears on how concentrated Nvidia's large-buyer demand has become.

1. Musk said on SpaceX's Q3 earnings call that it is tracking to bring roughly 200,000 Nvidia GB300s online per month through year-end.
2. Musk said next year's buildout will be primarily Vera Rubin compute.
3. Benzinga cited an analyst estimate of about 600,000 GPUs from SpaceX in Q4.
4. Reportedly, SpaceX is seeking about $40 billion in loans and debt led by Apollo to buy Nvidia chips, per Reuters citing the FT.
5. NVDA closed down 0.29% at $216.47 on October 20 and rose about 2% in extended trading.