Aug. 5 at 3:39 PM
$NVDA Elon Musk just validated the ultimate bull thesis. Not
$INTC Not
$AMD Not
$CBRS Not AVGO Not Google TPU, Not AMZN Trainium. ONLY
$NVDA
Musk confirmed SpaceX uses Nvidia GPUs exclusively.
THE WORLDS MOST DEMANDING HARDWARE OPERATOR ELON, DEMANDS =
$NVDA
First principles: Hardware without software is a paperweight.
Competitors tout raw specs, but miss the real moat: CUDA. Nvidia spent 15+ years building a software ecosystem millions rely on. Switching means massive friction, code rewrites, & risks.
SpaceX is deploying Nvidia's Vera Rubin NVL72 for terrestrial & orbital data centers via flawless software-hardware integration. Silicon is potential energy; CUDA is kinetic force. Until rivals build a software ecosystem, NVDA is the choice for enterprise AI.
https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-spacex-will-exclusively-use-nvidia-gpus-because-they-are-the-best-says-optimized-vera-rubin-nvl72-will-be-launched-into-space-next-year
$SPY