Analyst: If SpaceX Delivers Even a Quarter of Elon Musk's Promised Compute, Nvidia Could Hit $1 Trillion in Revenue

Elon Musk used SpaceX‘s (NASDAQ:SPCX | SPCX Price Prediction) first-ever public earnings call on August 4, 2026 to commit that the company will build its AI computing platform exclusively on NVIDIA‘s (NASDAQ:NVDA) Vera Rubin architecture, and floated a tentative target of 20 gigawatts of power and cooling capacity online by the end of 2027.