SpaceX’s Nvidia Alliance Could Stretch From Earth To Orbit And Beyond GPUs, Investor Says

• Goldberg said SpaceX’s relationship with Nvidia goes beyond chip purchases.

• Nvidia-powered AI systems could support SpaceX’s ground facilities, Starmind satellites, and expanding computing network.

• Goldberg sees TeraFab and Nvidia’s $500 billion AI funding plan as potential signs of a deeper alliance between SpaceX and Nvidia.

Investor Larry Goldberg sees a potentially major shift underway between SpaceX (SPCX) and Nvidia Corp. (NVDA), arguing that their relationship could extend far beyond GPU purchases, as Elon Musk’s space company pursues massive AI computing capacity on Earth and in orbit.

Musk’s Nvidia Bet Points Toward A New Space-Age Computing Alliance

In an X post, Goldberg said SpaceX and Nvidia appear to be moving toward a far deeper relationship than a conventional chip-supplier arrangement, based on recent developments in orbital computing, terrestrial data centers, and semiconductor manufacturing.

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Following SpaceX’s August 4 earnings call, Goldberg pointed to comments from Elon Musk indicating that SpaceX plans to use Nvidia’s Vera Rubin architecture for its AI infrastructure both on Earth and in space.

“Going forward, we’ve decided to build exclusively on Nvidia, because we think the Vera Rubin architecture is the best architecture. We think it’s…