Jointly building space computing power? As soon as SpaceX went public, Elon Musk called on Jensen Huang: Cooperation upgrade!

SpaceX has just gone public, and Musk has set his sights on the next big thing—working with NVIDIA to create space AI. On June 12 local time, SpaceX officially landed on the NASDAQ exchange. On its first day of trading, the stock price surged more than 19%, closing with a market value of $2.11 trillion. This increase propelled Musk to the top of the global billionaire list, making him the first to break the trillion-dollar threshold. On the same day as the stock’s meteoric rise, NVIDIA posted on X, warmly congratulating the SpaceX team for their “historic IPO debut.” Musk quickly responded, saying he would take the “exciting collaboration with NVIDIA to a new level.” Clearly, the two companies are brewing something new. AI Satellites: A New Track for Space Computing Power According to wccftech, the “new level” Musk mentioned is likely referring to SpaceX’s newly disclosed business—AI1 satellites. This is SpaceX’s first dedicated AI computing satellite. Each satellite supports up to 150 kW peak computing power, equipped with liquid cooling, a meteoroid protective layer, centralized computing modules, and expandable solar panels. These satellites will be mass-produced at SpaceX's Gigasat factory in Texas. Simply put: the AI1 satellite is equivalent to moving a data center into orbit, allowing computing power to break free from ground-based infrastructure constraints. As the world's leading AI chip supplier, NVIDIA naturally fits with this direction. Cloud Computing Orders: NVIDIA GPUs Already Standard for SpaceX In fact, NVIDIA GPUs have already been deeply embedded in SpaceX’s commercial roadmap. On the eve of IPO, SpaceX signed a cloud service agreement with Google to provide computing power equivalent to "110,000 NVIDIA GPUs, CPUs, memory, and related components," charging $920 million per month. The agreement with Anthropic is even larger: SpaceX offers this AI company access to "220,000 NVIDIA GPUs (including H100, H200, GB200 models)," charging $1.25 billion per month, or $15 billion per year. These two contracts point to one fact: SpaceX is no longer just a rocket company—it is becoming an AI computing power provider based on NVIDIA chips. Terafab: Tesla and Intel Are Also in the Game Beyond satellites and cloud computing, SpaceX is also working with Tesla and Intel to speed up a project called “Terafab.” While details have not been disclosed, this move further shows that SpaceX is building a multi-layered ecosystem spanning space, computing power, and manufacturing. The relationship between Musk and NVIDIA has evolved from simple chip procurement to a deeper strategic partnership. Risk Warning and Disclaimer The market carries risks, and investments must be made cautiously. This article does not constitute personal investment advice, nor does it take into account any individual user’s specific investment goals, financial situation, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific situation. Investing based on this information is at your own risk.