SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI.

SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether Wall Street has any idea what a CPU-hungry agentic AI era could mean for Nvidia's next act.

BNP Paribas said SpaceX's (SPCX) commentary around AI capacity expansion and cloud monetization has broader implications for the AI infrastructure ecosystem.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Nvidia CEO Jensen Huang said that "all of the interdependencies" of supercomputing reside in one head: Elon Musk's.

Optimism over a Strait of Hormuz deal pushed the Dow to a record high and its fifth positive day in a row, while oil extends a cooling trend.

What if satellites could analyse data before sending it to Earth? SpaceX and Nvidia's new AI-powered orbital platform aims to do exactly that, potentially transforming Earth observation and future dee

SpaceX’s SEC filings describe lunar satellite factories, electromagnetic launchers, and robotic mineral mining. The founders building space equipment say the science checks out—even if the timeline doesn’t.