SpaceX Nvidia AI Chip Deal: Why $15B Went to Nvidia Not AMD
⚡ Key Takeaways The SpaceX Nvidia AI chip deal made Nvidia the exclusive supplier for the $15.8B Starmind orbital compute program — AMD was shut out completely. AMD stock dropped nearly 7% on the news despite posting record quarterly revenue of $11.54B. Elon Musk called Nvidia’s Vera Rubin architecture “the best available” — sealing the...
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