Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia

The article compares Nvidia and SpaceX as AI investments and concludes Nvidia is the stronger buy. Nvidia’s core AI business is growing much faster, with latest-quarter revenue up 85% year over year and Wall Street expecting 96% growth in the current quarter. SpaceX’s AI-related division, which now includes xAI and X, generated about $3.2 billion in 2025 revenue and grew 22%, but the piece argues that is far less compelling than Nvidia’s AI momentum. The article also says SpaceX is more diversified, with Starlink and rocket-launching operations providing growth options beyond AI. However, Nvidia is presented as more attractively valued: its $5 trillion market cap is backed by more than $250 billion in trailing revenue and about $160 billion in net income, while SpaceX’s 2025 revenue was below $20 billion and adjusted EBITDA was $6.6 billion. Overall, the market takeaway is bullish for NVDA relative to SPCX, with Nvidia favored on both growth and valuation.