SpaceX targets 10 GW of Nvidia Vera Rubin compute by 2027

finance.yahoo.com

SpaceX announced an exclusive Nvidia Vera Rubin commitment, targeting 10 GW compute by 2027, the largest AI compute deal ever, making it the world's biggest compute landlord. Q2 revenue hit $7.8 billion, up 92% year-over-year, beating forecasts; 95% of AI revenue comes from GPU rental. Google pays $920 million monthly, Anthropic $1.25 billion, though the AI division posted a $1.26 billion operating loss. SpaceX also plans orbital compute: Starmind AI1 with Nvidia's Space-1 Vera Rubin offers 25x more AI compute per GPU than H100, backed by FCC filing for up to one million satellites.


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SpaceX targets 10 GW of Nvidia Vera Rubin compute by 2027 | News Minimalist