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SpaceX has committed to using Nvidia GPUs exclusively because they are the best August 4, 2026
"Going forward, we have decided to build exclusively on Nvidia, because we think the Vera Rubin architecture is the best architecture," Elon Musk said during SpaceX's earnings call. "We think it is the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia. We are exclusive to Nvidia. […] We think the design of the NVL72 VR[200] computer is a much better design than, say, having a standard rack style design."
Historically, xAI has exclusively used Nvidia's Hopper and, more recently, Blackwell hardware to train multiple generations of Grok. Although AMD has used Grok-1 on its Instinct MI300X accelerators, there has never been a public announcement or credible evidence that xAI has evaluated or used AMD Instinct, or other non-Nvidia accelerators in production. xAI's Colossus supercomputers have been using Nvidia's accelerators for years, so the official exclusivity looks more like a formality that gives a strong testament for Nvidia rather than a decision that was hard to make.
When it comes to the praise of the cable-less design of compute trays in Nvidia's Vera Rubin NVL72 VR200 rack system, then Musk's admiration of this architecture is understandable, as while expensive, such trays greatly improve serviceability, assembly speed, and reliability by eliminating a large number of manual cable and hose connections that are common sources of installation errors and failures.
Interestingly, but Musk's SpaceX plans to deploy Vera Rubin not only in its own and xAI's data centers, but also in space.
SpaceX admits it can't find enough chips for orbital AI, requires 'significantly more than are currently available to us'
Behind the scenes at Nvidia's Engineering SuperLab
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-spacex-will-exclusively-use-nvidia-gpus-because-they-are-the-best-says-optimized-vera-rubin-nvl72-will-be-launched-into-space-next-year#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.