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

Impact · against what's priced in

Nvidia faces significant upside if SpaceX's ambitious 20 GW compute roadmap materializes, potentially adding $100B in revenue even at a fraction of the stated target. SpaceX shows explosive AI revenue growth but faces immediate margin pressure from massive infrastructure spending.

NVDA+0.70

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