SpaceX's Nvidia tie-up signals AI spending is moving beyond hyperscalers, expert says, 'these sectors matter as.'
New Delhi, Aug. 11 -- SpaceX's earnings call last week took a bigger turn as Elon Musk unveiled a major Nvidia tie-up.
Musk said SpaceX will deploy Nvidia's Vera Rubin NVL723 AI systems both in space and on the ground. SpaceX will also work with Nvidia to develop the Starmind AI1 satellite computing payload. "Each of the Starmind satellites will include Nvidia Rubin GPUs and Vera CPUS for data centre-class space compute"
Noting that SpaceX will go exclusive with Nvidia, Musk noted that it would mark the next step in SpaceX's plans to put AI-centric data centres in orbit.
"Now, that's exactly the kind of signal Wall Street loves because it shows AI demand is expanding beyond the usual hyperscaler," Sidharth Sogani is CEO of Blue Aster C...
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