Nvidia Stock Investors Just Got Good News From SpaceX. Wall Street Says It’s Time to Buy
Trevor Jennewine, The Motley Fool
Sat, August 15, 2026 at 2:38 PM GMT+5:30
4 min read
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Nvidia (NASDAQ: NVDA) is the cornerstone of the artificial intelligence infrastructure build-out. The company not only dominates the market for data center accelerators, with nearly 90% market share, but also has booming businesses in networking solutions and central processing units (CPUs)
Nvidia shareholders recently got some good news from Space Exploration Technologies (NASDAQ: SPCX). Here are the important details
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia shareholders got good news from SpaceX
In the second quarter, SpaceX reported 247% revenue growth in the artificial intelligence (AI) segment, driven in large part by cloud services deals with Alphabet and Anthropic and, to a lesser extent, enterprise AI tools. SpaceX plans to invest heavily in AI infrastructure in the coming quarters. CEO Elon Musk told analysts:
We expect to end this year with over 2 gigawatts of compute. And probably our cumulative compute online by the end of next year will be several times higher. It may, let’s say, be closer to 10 gigawatts of compute than 5 gigawatts of compute
Additionally, Elon Musk said SpaceX would only use Nvidia systems in the future. “We’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture,” he told analysts. “We think it’s the best AI computer.”
Vera Rubin is Nvidia’s next-generation superchip. It features Vera CPUs and Rubin GPUs paired with chip-to-chip interconnects called NVLink. Compared to its predecessor Grace Blackwell, the Vera Rubin module delivers about 10 times more performance per watt, meaning it is far more efficient
Today, the top five hyperscalers — Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle — account for a substantial portion of data center capital expenditures (capex). Collectively, those hyperscalers are forecast to invest about $800 billion in AI infrastructure in 2026, while total AI-related capex is projected to top $1 trillion
In the years ahead, SpaceX may become a sixth major hyperscaler. The company reported $13 billion in AI-related capex in 2025, but it has already surpassed that figure through the first half of 2026. Morgan Stanley estimates SpaceX’s investments in AI infrastructure will hit $110 billion in 2028, representing annual growth of about 100%
