Aug. 4 at 10:05 PM
$SMCI
Elon Musk reportedly said that SpaceX will build its AI infrastructure exclusively with Nvidia, identifying Nvidia as the AI chip supplier.
For SMCI, however, the impact is only indirect. As one of Nvidia’s largest AI server partners, SMCI could potentially benefit if it is selected to supply the servers. However, until SpaceX or SMCI officially confirms such a relationship, any benefit remains purely speculative.