Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The SpaceX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into space in 2027. SpaceX and Nvidia are working on a space-optimized version of Nvidia’s Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because SpaceX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. SpaceX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
