#Nvidia21BSpaceXStake

About Nvidia21BSpaceXStake

Musk says AI could drive 99% of SpaceX's value and targets 10 GW of compute by end-2027. Filings show Nvidia held ~122.8M SpaceX shares worth ~$21B at June-end. The stake likely came from an earlier xAI investment converted in the merger, not a new purchase at today's valuation. Nvidia is both AI-chip supplier and major shareholder, extending ties from compute to capital. Can this alignment accelerate AI revenue, or amplify concerns over related-party dealings, capex and circular valuations?