How Nvidia Is a Big Winner If SpaceX Stock Soars

The article argues Nvidia could benefit long term from SpaceX’s public-market debut and broader expansion into orbital data centers. SpaceX is already a major buyer of Nvidia hardware through xAI, and its cloud-style GPU business is meaningful on Earth: Google reportedly pays $920 million per month for access to about 110,000 Nvidia GPUs, while Anthropic pays $1.5 billion per month for 325,000 GPUs. The piece says SpaceX’s plans for orbital data centers could further increase demand for Nvidia chips if the economics work, though the idea remains highly speculative and faces major technical and cost hurdles, especially around cooling and launch costs. Nvidia’s recent space-computing module announcement also supports the strategic narrative. Overall, the article frames SpaceX’s IPO and future compute ambitions as a potential long-term demand catalyst for Nvidia rather than an immediate earnings driver.