SpaceX Is Spending Big on AI. The Biggest Winner From That Could Be Nvidia
Yahoo Finance ·
Space Exploration Technologies Corp ( SPCX +5.46% ) , also known as SpaceX, is investing heavily in artificial intelligence (AI). While the business may be known for its rockets, it's actually the AI segment of its operations that takes up the lion's share of its capex. While that can lead to significant growth potential for SpaceX and help the stock become more valuable in the future, there's plenty of risk involved with it. The stock that might inevitably be the biggest winner from SpaceX's feverish AI spending is none other than chipmaking giant Nvidia ( NVDA +0.15% ) . Here's why. On SpaceX's most recent earnings call, CEO Elon Musk stated that the company is going to rely on Nvidia's chips for its AI build-out. Going forward, we've decided to build exclusively on Nvidia, because we think the Vera Rubin architecture is the best architecture. We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia. Spending on AI has been massive for SpaceX, whose capex on that area of its business during just the past three months totaled $15.8 billion, more than doubling from the March quarter, when it totaled $7.7 billion. AI is far and away the biggest component of its capex, accounting for 86% of its expenditures last quarter.
AI 시장 분석
SpaceX has executed a massive capital expenditure of 15.8 billion USD in the artificial intelligence (AI) sector over the past three months, concentrating 86 percent of its total spending on AI. CEO Elon Musk officially announced during the earnings conference call that future AI infrastructure development will be carried out entirely centered around NVIDIA chips and the Vera Rubin architecture. As a result, NVIDIA is expected to benefit on a large scale, and the growth of related semiconductors and the AI ecosystem is anticipated.
상승 영향
- Semiconductors — SpaceX spent 15.8 billion USD on AI over the past three months and exclusively adopted NVIDIA chips, directly linking to earnings growth.
- AI — The high growth trend of the entire industry has been proven as even the aerospace company SpaceX injected massive capital into building AI infrastructure.
DYAX 전담 분석
As SpaceX's AI-related capital expenditure more than doubled from 7.7 billion USD in the previous quarter to 15.8 billion USD, demand for NVIDIA's core chips is exploding. This acts as a direct positive factor for NVIDIA's revenue and profitability, serving as an opportunity to further solidify its monopoly in AI hardware.
In the bullish scenario, this could lead to expanded AI infrastructure investments by other major corporations beyond SpaceX, driving earnings surprises for NVIDIA, while in the bearish scenario, concerns over big tech adjusting the speed of AI investments could act as a risk. Attention should be paid to the scale of SpaceX's subsequent investments and NVIDIA's next-generation chip shipments.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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