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SpaceX Commits to Exclusive Nvidia Partnership for AI Infrastructure

By Stocks Desk · 2026-09-12 · Updated 2026-09-12 21:42 UTC
A dense rack of black server units with glowing green indicator lights
Illustration: Tradingbird

SpaceX has committed to an exclusive AI infrastructure partnership with Nvidia, citing the superiority of the Vera Rubin architecture. This move transforms the company into a major compute provider, locking in massive revenue through multi-year leases with Anthropic and Google Cloud while further cementing Nvidia's dominance over AMD in the data center market.

  • New details from GN markets/earnings (en-US) reveal that SpaceX is leasing its Nvidia clusters to third parties, including a $1.25 billion monthly deal with Anthropic and a $920 million monthly contract with Google Cloud, rather than using the hardware solely for internal model training.

    Source: Yahoo Finance

  • Elon Musk declared SpaceX will build exclusively on Nvidia hardware, citing the Vera Rubin architecture. This decision locks in demand for Blackwell and future accelerators while highlighting the widening gap between Nvidia and AMD in the data center market.

    Source: fool.com
Based on reporting by fool.com and Yahoo Finance, compiled by the Tradingbird desk.

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