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NVIDIA Dominates AI Chip Market with SpaceX and OpenAI Deals
NVIDIA Corporation (NVDA) has solidified its position as a leading provider of artificial intelligence (AI) chips, securing key deals with major players in the industry. One notable partnership is with SpaceX, which will exclusively use Nvidia Blackwell chips for its AI compute workloads.
Additionally, NVIDIA is reportedly arranging a massive financing guarantee to support OpenAI's Ohio data center lease, aiming to secure project financing and bolster long-term demand for its AI processors.
NVIDIA has also supplied its Blackwell HGX B200 GPUs and Quantum-2 InfiniBand to Corvex for liquid-cooled AI clusters. Initial deliveries are expected in Q1 2026, with the remaining capacity set for Q2-Q3 2026.