Here’s What $10,000 Invested Equally in SpaceX and Nvidia Could Be Worth in 2030 | The Motley Fool

Nvidia (NVDA -4.22%) and Space Exploration Technologies (SPCX -6.37%) 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.

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 gigawatts of computing power and end 2027 with at least 13 gigawatts. Meanwhile, it has a long-shot goal of adding up to an incremental 20 gigawatts of computing capacity next year.

One gigawatt of power costs approximately $50 billion to build on Nvidia’s Vera Rubin platform, so SpaceX is looking to spend at least $500 billion in capital expenditures (capex) next…