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Business Insider·3 min read·medium

Elon Musk and Nvidia are taking their relationship exclusive — here's what he said about their new status

Elon Musk and Nvidia are taking their relationship exclusive — here's what he said about their new status
✦AI Summary

Elon Musk announced that SpaceX will exclusively use Nvidia GPUs for its AI and computing needs, citing the superiority of Nvidia's architecture. This move consolidates SpaceX's supply chain and deepens the partnership between the two companies.

Why it matters

This exclusive commitment signals a major shift in AI infrastructure strategy, potentially impacting the competitive landscape for other chipmakers like AMD and Intel.

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Elon Musk says SpaceX is going all in on Nvidia's GPUs. Bloomberg/Getty Images Elon Musk said that SpaceX will only buy GPUs from Nvidia. "We think it's the best AI computer," Musk said. Musk and SpaceX have received those compliments from Jensen Huang in return. SpaceX says it's ready to be a one-chip supplier company. On SpaceX's highly anticipated earnings call on Wednesday, CEO Elon Musk said his company was committed to buying graphics processing units from only one place. "Going forward, we've decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture," Musk said on the call, talking about his company's compute capacity. "We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia. So we're exclusive to Nvidia."

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