The battle for AI infrastructure spending is increasingly becoming a battle over which chips power it.
SpaceX has now made its choice clear. Elon Musk said the company will build its AI computing platform exclusively on NVIDIA $英偉達(NVDA)$ , calling the Vera Rubin architecture the best AI computer available.
SpaceX also expects to receive a significant share of NVIDIA’s GPU output next year as it rapidly expands its compute capacity.
The announcement lands at an awkward moment for AMD $美國超微公司(AMD)$ . Its shares fell sharply despite reporting record quarterly revenue, while NVIDIA gained as investors digested SpaceX’s decision.
AMD is still winning major AI deployments elsewhere, but SpaceX choosing a single supplier reinforces NVIDIA’s position at the top end of the market.
As AI infrastructure spending accelerates, the next contest is not just who builds the most compute, but who supplies the silicon underneath it.
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