Elon Musk says SpaceX will exclusively use Nvidia GPUs 'because they are the best'

Elon Musk announced during SpaceX's earnings call on August 4, 2026, that both SpaceX and xAI will exclusively use NVIDIA GPUs due to their superior performance. He particularly praised the design of ... Read original →

SpaceX and xAI’s exclusive reliance on NVIDIA GPUs underscores a decisive shift toward NVIDIA’s dominance in AI accelerators, particularly with the Vera Rubin NVL72 architecture gaining traction in both terrestrial and orbital computing. This move accelerates NVIDIA’s ecosystem expansion, especially in high-density, low-latency applications, while further entrenching its lead in 3nm and EUV fabrication. AMD’s Instinct lineup faces mounting pressure, as NVIDIA’s process advantages and software stack create a moat. From a geopolitical standpoint, this decision bolsters NVIDIA’s strategic positioning amid global supply chain scrutiny, though it may prompt tighter controls on AI compute resources in key markets. Competitively, AMD may pivot toward cloud partnerships to offset market share loss. In the longer term, the integration of AI chips into space systems—such as the Starmind satellite—will likely cement NVIDIA’s role as the pioneer in orbital AI infrastructure, reshaping the architecture of future space-based intelligent systems.