SpaceX Joins a Club It Was Missing From In New Nvidia Deal: How Will Stocks React?

NewsTue, 04 Aug 2026 19:40:56 UTC1 hour ago

SpaceX has picked Nvidia to design the compute payload inside its Starmind AI1 satellites. Both stocks rose Tuesday. The news landed hours before SpaceX reported its first quarterly results as a public company.

Starmind is SpaceX's plan to put data centers in orbit. Each satellite will carry Nvidia Rubin GPUs and Vera CPUs, the chipmaker's newest generation. Nvidia calls the market space computing.

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload.

Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute → https://t.co/4MOQv0DvTQ pic.twitter.com/rC7UBAznAO
- SpaceX (@SpaceX) August 4, 2026

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SpaceX Taps Nvidia for Starmind AI

Nvidia launched its space computing line on March 16. It named six early partners that day. Aetherflux, Axiom Space, Kepler Communications, Planet Labs, Sophia Space and Starcloud all made the list.

SpaceX did not. That gap closed on Tuesday, and it closed with the biggest customer on the board.

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SpaceX Joins a Club It Was Missing From In New Nvidia Deal: How Will Stocks React?

SpaceX Taps Nvidia for Starmind AI

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