Musk Says SpaceX Will Launch NVIDIA Vera Rubin AI Computers Into Orbit Next Year

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Elon Musk said in a September 13 post on X that he is highly confident Space Exploration Technologies Corp. will transport NVIDIA Corporation Vera Rubin NVL72 AI computers into orbit next year, reinforcing SpaceX's Starmind plan to build AI data centers in space. The first satellite, Starmind AI1, will carry a space-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system, with SpaceX targeting a fourth-quarter 2027 launch and substantial scale by 2028. Musk has argued that orbital solar power could make space the lowest-cost location for AI computing within two to three years, though Microsoft President Brad Smith has publicly questioned whether computation will actually move from the ground to low-Earth orbit. The plan depends on SpaceX's Starship rocket proving its launch frequency and reliability, and when Musk said in SpaceX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4% while SpaceX shares fell more than 10% before paring losses. According to some analyst models, SpaceX accounts for approximately 5% of NVIDIA's revenue, and hedge fund holdings in NVIDIA rose from 275 in the first quarter to 285 in the second, while 119 funds held stakes in SpaceX as of the second quarter.

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SpaceX will launch NVIDIA Vera Rubin NVL72 AI computers into orbit, and Musk said SpaceX will build future AI infrastructure exclusively on NVIDIA.

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