Musk Says SpaceX Only Uses Nvidia GPUs Because They Are the Best
Elon Musk stated that SpaceX is committed to using only Nvidia GPUs because they are "the best," indicating the company's clear bet on the Nvidia ecosystem for AI computing power procurement.
Recently, SpaceX has signed several large agreements related to computing power and hardware, including renting approximately 110,000 Nvidia GPUs from Google and forming a computing power partnership with Anthropic, further solidifying its path towards AI infrastructure.
From a market perspective, this means SpaceX is no longer just an aerospace company, but is integrating its computing resources, data centers, and the Nvidia supply chain into tradable AI infrastructure assets.
Source: Public Information
ABAB AI Insight
SpaceX's exclusive preference for Nvidia is not merely a brand choice, but rather views GPUs as universal industrial components in the AI era: whoever controls the best GPU supply can satisfy both self-training and external rental revenue models.
Similar cases can be compared to the AI cloud expansion routes of CoreWeave, Microsoft, and Oracle—they are essentially competing for the same chain: GPU procurement, data center power, cabinet delivery, and long-term customer lock-in. SpaceX has simply moved this chain from "cloud vendors" to the "aerospace company" category.
On the capital path, SpaceX has already monetized its computing power assets through GPU rentals, and "only using Nvidia" means that its hardware procurement, operations, and customer leasing will further standardize, reducing the scheduling complexity and performance uncertainty brought by heterogeneous chips.
This essentially belongs to industry chain reconstruction: AI infrastructure is no longer centered around a single cloud vendor, but is evolving into a three-tier structure of "computing power landlords + GPU suppliers + end model customers"; the mechanism behind this is that Nvidia remains the default option with dual leadership in performance and software stack, and larger players tend to lock in delivery capabilities with the most stable standard components.
ABAB News · Cognitive Law
The best chip is not a choice, but the default answer.
The moat of the computing power era is called standardized procurement.
When a company starts renting out GPUs, it is no longer just a company.