SpaceX is providing $920 million/month in AI processing services, leveraging Nvidia GPUs and Starlink for growth.

The entities involved

• SpaceX →

  American private aerospace company

  • The UK defence ministry has adopted and begun using SpaceX's Starshield and Starlink services.Mon 17:54
  • Starship tests are currently being conducted, involving the vehicle's return to Earth.Mon 16:52
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• Starlink business is reportedly subsidizing investments made by SpaceX into various high-tech and AI companies, including Anthropic, OpenAI, and Nvidia.Jun 22
• Starship is enabling cheaper satellite deployment, while Starlink remains SpaceX's primary revenue driver and is tied to broader AI work via direct-to-cell efforts.Jul 14
• Nvidia secured a $9 billion compute deal for AI services, utilizing infrastructure derived from former Bitcoin mining operations.Aug 16
• Nvidia, Amazon, Chewy, and an unnamed infrastructure provider are involved in specialized infrastructure needed for AI chips.Sep 8
• Nvidia is supplying GPUs for SpaceX's AI segment, while financial partners like Goldman Sachs mobilize capital for the AI buildout.Aug 17