By Unknown
Publication Date: 2026-10-31 09:39:00
Key Points
SpaceX has a huge opportunity as it expands its compute power and gets strong payback periods.
Nvidia is getting a massive amount of high-margin revenue per 1 gigawatt of compute capacity.
Nvidia (NASDAQ: NVDA) and Space Exploration Technologies(NASDAQ: SPCX) are two of the most exciting artificial intelligence (AI) stocks, and with SpaceX deciding to build its data centers exclusively on Nvidia’s Vera Rubin platform, the two companies are inextricably linked. With $10,000 split between the two stocks, investors could buy 34 shares of SpaceX and 23 shares of Nvidia.
With SpaceX set to ramp up its compute capacity to levels never seen before, a $10,000 investment split between the two stocks could be worth over $52,000 by the end of 2030. Here’s how.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
SpaceX: The path to $3 trillion in revenue
SpaceX has seen some of the best returns on its AI infrastructure investments, with a payback breakeven in about a year. Meanwhile, CEO Elon Musk thinks the company can push that down to around six months.
With that type of return profile, SpaceX is set to embark on one of the largest AI infrastructure investments ever seen. Musk said the company plans to end this year with up to 3…
