SpaceX Eyes 5-10 GW AI Push With Nvidia Partnership

SpaceX's CFO Bret Johnsen said that the company's 'very strong' relationship with Nvidia could support its access to key AI processors as it prepares to expand its terrestrial computing capacity from just over 2 gigawatts at the end of 2026 to between five and 10 gigawatts in 2027.

SpaceX will rely exclusively on Nvidia hardware for its expanding AI infrastructure, with Johnsen saying 'we came out and talked about the fact that we're NVIDIA exclusive.'

The company has visibility into the power, facilities, and permits needed to support its 2027 target, with electricity emerging as a key constraint in the industry.

SpaceX does not expect the AI boom to slow next year, with Johnsen predicting demand will continue 'up and to the right in a meaningful way.'