SpaceX Rises 3% as Musk Pulls the NVIDIA Orbital Data Center Into 2027, JPMorgan Sees 75% Upside

SpaceX Rises 3% as Musk Pulls the NVIDIA Orbital Data Center Into 2027, JPMorgan Sees 75% Upside

SpaceX stock is surging on a timeline shift that has nothing to do with rockets and everything to do with AI compute in orbit, but a looming share unlock and an unproven launch vehicle complicate the bull case heading into a critical week.

SpaceX Plans to Launch First Nvidia-Powered AI Satellites in 2027

SpaceX plans to launch its first satellites equipped with Nvidia AI chips as early as the fourth quarter of 2027, according to MarketWatch. The news comes as the company advances plans to build data centers in orbit. SpaceX CEO Elon Musk said Monday that the company is working to launch its first Starmind AI1 satellites in the fourth quarter of 2027 and significantly expand the project in 2028. The timeline is earlier than the 2028 deployment ta…

SpaceX's orbital data centers to hit 'significant scale' in 2028

Using a design powered by Nvidia chips, SpaceX's deployment of orbital AI data centers will start in Q4 2027 and reach 'significant scale' in 2028, predicts Elon Musk.

Semianalysis Deep Dive on the SpaceX 10 GW 2027 AI Data Center Build – NextBigFuture.com

SemiAnalysis talk about SpaceX’s 10 GW AI compute ambitions. SpaceX can fund the build, they have the power for it, they have the sites and they will get the chips. The Frontier labs [Anthropic, OpenAI and Microsoft] can generate ~$100 million of revenue per megawatt per year today on API inference with GB300-class systems. Cost ...