Elon Musk Endorses Nvidia Over AMD for SpaceX AI Infrastructure
During SpaceX’s first earnings call as a public company, CEO Elon Musk publicly endorsed Nvidia (NVDA) over Advanced Micro Devices (AMD), stating that the Vera Rubin architecture is superior and that SpaceX will exclusively use Nvidia's chips moving forward. This decision aligns with existing partnerships between Tesla and Nvidia for autonomous vehicle training and reflects Musk’s long-standing admiration for Nvidia CEO Jensen Huang. SpaceX is leveraging clusters of Nvidia GPUs to develop orbital data centers, support Starlink operations, plan Starship missions, and simulate AI workloads similar to those used in Tesla's self-driving systems. The company has also begun leasing large GPU clusters from Nvidia as part of a growing AI infrastructure business. Notably, SpaceX recently signed major deals with Anthropic and Google Cloud for access to its supercomputers powered by tens of thousands of Nvidia GPUs. The endorsement highlights the ongoing dominance of Nvidia in the AI chip market despite AMD's competitive offerings like MI300 and upcoming MI400 accelerators.
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Topics: AI infrastructure AMD Elon Musk GPU market Nvidia SpaceX