By Keithen Drury, The Motley Fool
Publication Date: 2026-09-24 09:35:00
Space Exploration Technologies (NASDAQ: SPCX) and Nvidia (NASDAQ: NVDA) may not seem like related companies, but they are. SpaceX also owns xAI, which makes the Grok AI model. It needs a lot of computing power to run the operation, and it’s turned to none other than Nvidia to supply it. SpaceX Chief Executive Officer Elon Musk also made some bold claims regarding Nvidia’s hardware, and they further cement Nvidia’s place at the top of the compute leaderboard.
But of these two, which makes for the better buy? Let’s take a look at where they’re heading and determine which stock will provide better returns during the next year and a half.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
SpaceX will run exclusively on Nvidia hardware
During SpaceX’s second-quarter earnings call, Musk had this to say about SpaceX’s relationship with Nvidia:
We’ve decided to build exclusively on NVIDIA because we think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with NVIDIA. So, we’re exclusive to NVIDIA.
That’s a pretty definitive statement. With xAI being a fairly