SpaceX Stock Chases 3-Week Winning Streak: CFO Says ‘Very Strong’ Nvidia Alliance Could Fuel 10-GW AI Push - Stocktwits

SpaceX CFO Bret Johnsen highlighted the company's 'very strong' partnership with NVIDIA during the Goldman Sachs Communacopia + Technology Conference, suggesting that this collaboration will support S... Read original →

The deepening alliance between SpaceX and NVIDIA is reshaping the AI computing infrastructure landscape. NVIDIA’s Vera Rubin architecture is driving SpaceX’s terrestrial compute capacity from 2GW at year-end 2026 to 5–10GW in 2027, significantly boosting demand for advanced chips, especially those fabricated using 3nm and EUV processes. This move strengthens NVIDIA’s dominance in data centers and accelerates demand for leading foundries like TSMC and Samsung. From a regulatory perspective, this collaboration may prompt stricter U.S. export controls on semiconductor supply chains, particularly affecting Taiwan, China and Hong Kong, China. Competitors such as AMD and Google may respond with accelerated in-house chip development or strategic alliances. Over the next 12–24 months, AI compute capacity will become a core investment theme, with SpaceX’s expansion setting a new benchmark for industry growth.