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Financial Times
Nvidia discloses $21bn stake in SpaceX
Nvidia recently disclosed holding almost 123 million shares in SpaceX, worth around $21 billion as of June, but significantly less now due to a share price decline. This connection highlights Nvidia's financial strategy within the AI industry and its partnership with SpaceX, which relies on Nvidia’s AI computing technology. The chipmaker's significant investments in AI infrastructures, such as a consortium of financial backing for its customers, also illustrate its efforts to consolidate its position in the rapidly evolving sector.
MonitorConfidence: HighMid term horizon
Published 15 Aug 2026, 04:40 UTC2 min read
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Summary
TL;DR
- Nvidia owns nearly 123 million shares in SpaceX.
- The stake was valued at approximately $21 billion as of June.
- Elon Musk emphasized SpaceX's exclusive relationship with Nvidia for their AI infrastructure.
- Nvidia's investments in AI companies have exceeded $100 billion over two years.
- SpaceX plans to boost its computing capacity significantly by 2027.
Interesting facts
- Nvidia's stake in SpaceX decreased in value due to a drop in shares since the IPO.
- The partnership with SpaceX reflects Nvidia's strategy to bind customers to its technology.