Google Is Paying $920 Million Per Month to SpaceX. Here's Why Nvidia Is the Quiet Winner Nobody's Talking About. - The Motley Fool

As SpaceX prepares for its June 12 IPO, two major deals have emerged for its data center capacity: one with AI startup Anthropic and another with Google. These agreements not only provide SpaceX with ... Read original →

SpaceX’s massive compute leases with Google and Anthropic aren’t just about orbital data centers—they cement NVIDIA’s role as the unavoidable tollgate in AI infrastructure. Despite Google’s TPU investments and Anthropic’s custom silicon ambitions, the CUDA ecosystem and parallel compute dominance force near-term reliance on NVIDIA GPUs, now extending into space via the AI1 satellite. Tightening U.S. export controls on advanced chips raise compliance costs for SpaceX’s planned foundry with Tesla and Intel, complicating supply chain localization. Intel may push Gaudi 3 for edge AI, but can’t breach CUDA’s moat quickly. Over the next 12–24 months, NVIDIA won’t just dominate terrestrial data centers—it could quietly set the de facto standard for low-Earth-orbit computing, compelling rivals to shift from chip-level competition to full-stack ecosystem warfare.