By Jack Delaney
Publication Date: 2026-09-29 20:00:00
As soon as October, Space Exploration Technologies (SPCX +2.67%) could have close to 450,000 additional Nvidia (NVDA -0.47%) graphic processing units (GPUs) at its disposal. According to Barron’s, SpaceX expects a cluster of 220,000 Nvidia GB300 Blackwell GPUs to be operational over the next few days, with another 220,000 up and running by October.
That’s already on top of the 780,00 Blackwell and Hopper processors already running in SpaceX’s data center complex. Inking any deal with SpaceX is noteworthy, but ultimately, this news will be more significant for SpaceX’s shareholders than for Nvidia’s.
Image source: Getty Images.
New revenue opportunities for long-term plans
One thing this deal highlights is that most artificial intelligence (AI) roads still run through Nvidia. Big tech players like Alphabet, Amazon, Meta Platforms, and even SpaceX are developing their own application-specific integrated circuits (ASICs) to handle specialized AI workloads. But it’s unlikely that any of those hyperscalers will be completely removing Nvidia from their data center equations in the foreseeable future.
That said, acquiring 440,000 more GPUs will have more significance for SpaceX. That’s because while it’s a short-term revenue boost for Nvidia, it could serve as both a long-term revenue generator for SpaceX — funds that can support its expensive plans. Moreover, those chips could later be retasked for its internal needs, providing an additional source of compute capacity for…
