Oct 16, 2026

On October 15, Nvidia CEO Jensen Huang said on the BG2 podcast that Nvidia moved Musk's AI business from its enterprise category into its cloud service provider group, citing training, deployment a...

Oct 15, 2026

On October 15, Elon Musk claimed the Star Mind computer SpaceX and Nvidia are co-engineering will reach volume production next year, calling it “far better than almost anyone expects” (Musk post). ...
Brief
The value of higher power depends on the hardware and the work it runs. We test several ways to reach the target, including designs that change the assumed limits.

Oct 7, 2026

Bloomberg's Ed Ludlow reported on October 7 that the price of SpaceX five-year credit default swaps had jumped to about 195 basis points, the highest since the contracts began actively trading in J...

Oct 6, 2026

The Financial Times reported on October 6 that SpaceX is looking to raise about $40 billion to buy Nvidia chips in an Apollo-led debt package, roughly $10 billion in bank loans and $30 billion in i...
Analysis
Premium
The value of higher power depends on the hardware and the work it runs. We test several ways to reach the target, including designs that change the assumed limits.

Sep 18, 2026

Elon Musk said on X on September 19, 2026 that each Gen3 Starlink satellite will draw 250 kW of power and carry a SpaceXAI-designed Nvidia Vera Rubin NVL72 computer. He put the connectivity of each...

Aug 24, 2026

NVIDIA announced on August 24, 2026 that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate agentic AI workloads and expand Grok infrastructure on the Vera Rubin platform as it scales toward gigaw...

Aug 4, 2026

SpaceX is partnering with Nvidia to design the Starmind AI1 satellite compute payload, which will include Nvidia Rubin GPUs and Vera CPUs for what the company calls datacenter class space compute.
Loading more items...