SpaceX Compute Push Could Put Nvidia on a $1 Trillion Revenue Path
Analysts say SpaceX's pledge to run its AI compute on Nvidia's Vera Rubin GPUs and to scale toward 20 GW by 2027 could unlock outsized Nvidia revenue: even a small slice (2 GW) could add roughly $100 billion in incremental revenue, with the potential for Nvidia to reach about $1 trillion in cumulative Vera Rubin chip revenue by 2027. Nvidia's own data-center business is a large portion of its revenue, and the story hinges on SpaceX delivering on its targets; SpaceX's Q2 results and high capex underscore the opportunity, but this is not Nvidia guidance.