SpaceX vs. Nvidia: The Best AI Stock to Buy Now | The Motley Fool

SpaceX vs. Nvidia: The Best AI Stock to Buy Now | The Motley Fool

By Keithen Drury
Publication Date: 2026-10-29 19:00:00

Few companies are more synonymous with artificial intelligence (AI) investing than Nvidia (NVDA -1.12%). It’s been the leader in AI investing since the AI build-out kicked off in 2023, and nothing has changed since. However, there are many new investment options in the AI world, including Space Exploration Technologies (SPCX -1.27%). SpaceX has a major AI wing thanks to its acquisition of xAI before going public, and this division has delivered incredible growth.

In fact, it has some investors wondering if it’s one of the best AI investments on the market right now. But is it better than Nvidia?

Image source: Getty Images.

Nvidia and SpaceX are partners

One thing to note is that Nvidia and SpaceX aren’t competitors; they’re partners. Nvidia makes graphics processing units (GPUs), which are broad-purpose computing units that excel in nearly any environment. This makes them extremely flexible, and with Nvidia’s GPUs being recognized as the best available, they’re quite popular. In fact, SpaceX CEO Elon Musk said that Nvidia’s new Vera Rubin architecture is the best available and that SpaceX will exclusively deploy Nvidia’s products for its AI endeavors. That’s a pretty notable endorsement, and it solidifies the relationship between these two.

NVDA Nvidia

$212.96-$2.42 (-1.12%)

NASDAQ · As of 2:52 PM ET 10/29/26

SpaceX’s AI product centers around its Grok large language model. This has become a popular model to use because it’s connected to X, which helps it understand…