Nvidia's $21 Billion Stake in SpaceX Amid Exclusive AI Partnership
Nvidia becomes SpaceX's exclusive AI infrastructure provider.
1Nvidia's Significant Stake in SpaceX
As of June 2026, Nvidia holds approximately 123 million shares in SpaceX, valued at $21 billion. SpaceX has designated Nvidia as its exclusive provider for AI computations. This partnership deepens the collaboration between the two companies. Nvidia's AI solutions will be used in SpaceX's data centers, enhancing their computational capabilities.
2SpaceX's Post-IPO Value Decline
Following its IPO, SpaceX's stock value experienced a decline. Nvidia's SpaceX shares dropped to around $17 billion. Elon Musk emphasized their reliance on Nvidia's technology in his post-IPO statement. SpaceX's IPO marked one of the largest public offerings in the tech industry's history.
3Major AI Infrastructure Deals
SpaceX has signed significant deals for AI infrastructure. Anthropic will pay $45 billion over three years for access to SpaceX's infrastructure. Google secured a $920 million monthly deal, including 110,000 GPUs. These agreements bolster SpaceX's position in the AI sector.
4Nvidia's AI Investment Spree
Nvidia has invested over $100 billion in AI projects in the last two years. Companies like CoreWeave, Thinking Machines, and Safe Superintelligence have benefited. Nvidia plans to raise $500 billion from a consortium including Apollo Global and Blackstone. This funding will expand Nvidia's AI ecosystem.
5SpaceX's IPO and Early Investors
SpaceX's IPO was a milestone for the tech industry. Google owns about 7% of SpaceX, from a $900 million investment in 2015. By July 2026, this stake was valued at $94 billion. SpaceX's market cap peaked at $2.64 trillion post-IPO but later fell to $1.63 trillion.
6Nvidia's Credit Guarantee Plans
Nvidia plans to launch a credit guarantee program to support its clients. The program will use the value of Nvidia's chips as collateral. The $500 billion consortium funds will drive Nvidia's AI ecosystem expansion. This move solidifies Nvidia's industry leadership.
7SpaceX's AI Strategy with Nvidia
SpaceX has formed an exclusive partnership with Nvidia to strengthen its AI infrastructure. This collaboration will enhance SpaceX's data center capabilities. Nvidia's GPUs will play a critical role in SpaceX's AI projects. The partnership could set new industry standards.
8SpaceX's Future Potential
SpaceX is seen as the first company potentially reaching a $10 trillion valuation. Despite post-IPO fluctuations, its long-term growth prospects remain strong. Nvidia's investment and partnership reinforce SpaceX's AI ambitions. This collaboration will shape both companies' future success.
Original article: INCRYPTED — Nvidia'nın SpaceX'te 21 Milyar Dolarlık Payı ve Yapay Zeka İş Birliği