Musk stated in response to a question from a netizen that he is "highly confident" SpaceX will launch the NVIDIA Vera Rubin NVL72 AI computer next year. This is his latest statement following the announcement on August 4 during the SpaceX earnings call that the company will "fully transition to NVIDIA architecture". He referred to the "Vera Rubin architecture as the best architecture" and specifically praised its wireless rack design over traditional rack solutions.

In terms of hardware details, the Vera Rubin NVL72 single rack configuration consists of 36 Vera CPUs and 72 Rubin GPUs, with the entire system code-named "NVL72 VR200", paired with ConnectX-9 super network cards and BlueField-4 DPUs, composed of 18 computing trays and 9 NVLink switching trays. A single rack weighs about 1,800 kilograms and has a power consumption of 120 kilowatts.

The satellite platform's power supply relies on a 210-kilowatt solar array, and cooling is achieved through a liquid cooling system that directly dissipates heat into the vacuum of space via liquid heat exchangers. For the launch vehicle, the Falcon 9 can carry a payload of 22,800 kilograms to low Earth orbit, with a fairing height of 13.1 meters and a diameter of 5.2 meters, allowing for multiple racks to be launched in a single mission.

This project is externally code-named "Starmind AI1", a satellite computing power project jointly designed by SpaceX and NVIDIA. Netizen Sawyer Merritt previously disclosed that each Starmind satellite will be equipped with NVIDIA Rubin GPUs and Vera CPUs for "data center-level" space computing power. In terms of the timeline, the first system is planned to be in orbit by Q4 2027, with "large-scale deployment" expected in 2028.

The capital ties are also close: NVIDIA invested $10 billion in xAI's Series E financing in January this year; in February, SpaceX acquired xAI in an all-stock transaction valued at $1.25 trillion, with NVIDIA's stake in xAI subsequently converted into Class A shares of SpaceX. After SpaceX completed its IPO in June, NVIDIA held approximately 122.8 million shares of SpaceX, which, based on the closing price of $170.86 on June 30, had a market value of about $21 billion, making it NVIDIA's second-largest holding after Intel (with a $30 billion stake), accounting for 33.1% of its disclosed stock portfolio; however, as of August 15, SpaceX's stock price fell back to $140, reducing this holding to about $17.2 billion.

In terms of market mechanisms, NVIDIA's stock price rose after Musk announced the "full transition to NVIDIA", as the market viewed SpaceX's exclusive procurement commitment as a certainty for incremental orders in NVIDIA's data center business. The buying logic is event-driven rather than fundamentals-driven. The beneficiaries are NVIDIA—locking in long-term hardware orders while holding equity in SpaceX; the pressured parties are other GPU manufacturers excluded from SpaceX's supply chain and short sellers skeptical of the timeline: according to external statistics, only 19% of Musk's previous 602 public commitments were fulfilled on time, while 35% were severely delayed or unfulfilled, and this record is being used by the market as a pricing reference for whether the Starmind AI1 launch timeline can be met.

Additional information: xAI previously trained the Grok series models exclusively using NVIDIA Hopper and Blackwell chips, with no credible evidence found for procuring alternative acceleration cards like AMD Instinct, consistent with this "full transition to NVIDIA" statement historically.

Source: Public Information