SpaceX commits to exclusive deployment of NVIDIA's Vera Rubin AI systems

SpaceX announced plans to build exclusively on NVIDIA's Vera Rubin architecture, according to remarks by CEO Elon Musk during the company's first earnings call as a public company on August 4. Musk highlighted the Vera Rubin as the superior AI architecture and noted SpaceX intends to deploy thousands of NVIDIA's NVL72 systems starting next year. The company targets over two gigawatts of cumulative online compute by year-end, with expansion to potentially 10 gigawatts by the end of 2027. This represents a substantial vote of confidence from a major customer undertaking rapid infrastructure expansion.

1. SpaceX CEO Elon Musk stated the company decided to build exclusively on NVIDIA on the August 4 earnings call.
2. SpaceX plans to deploy NVIDIA's Vera Rubin NVL72 systems starting in 2027.
3. SpaceX intends to end 2026 with over two gigawatts of compute capacity.
4. Musk said SpaceX expects to have several times higher compute by end of 2027, potentially closer to 10 gigawatts than five gigawatts.