Key Points SpaceX is planning to buy 440,000 more Blackwell GPUs from Nvidia. Companies like Anthropic and Alphabet are renting compute capacity from SpaceX's data centers. In the nearer term, SpaceX can lease the additional capacity it's bringing online, but it could eventually use that infrastructure to support its own needs as its AI division scales. 10 stocks we like better than Space Exploration Technologies › As soon as October, Space Exploration Technologies (NASDAQ: SPCX) could have close to 450,000 additional Nvidia (NASDAQ: NVDA) graphic processing units (GPUs) at its disposal.
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