Elon Musk’s SpaceX will be a major buyer of NVIDIA’s latest Vera Rubin AI GPUs in 2027, says analyst Jeff Pu of Korean financial firm GF Securities. SpaceX, which has positioned itself as a cloud computing services provider, will account for roughly one-third of the 2027 VR200 GPU demand, as other service providers such as CoreWeave account for a much smaller share of the total supply of 96,000 NVL72 racks. SpaceX To Account For Nearly 21% of 2027 Expected NVIDIA Vera Rubin NVL72 AI GPU Rack Consumption, Says Analyst Today’s report comes after Musk made a series of strong remarks […]
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