The Motley Fool
24 Oct 2026, 20:17 UTC · 2h ago
Elon Musk Just Gave Fantastic News for Nvidia Investors
Impact · against what's priced in
The article acts as a bullish catalyst for Nvidia by providing concrete order volume (440,000 Vera Rubin computers) for a specific project (Colossus II), validating revenue-per-gigawatt assumptions that the market is currently ignoring. For Alphabet, the news is marginally positive but essentially confirms the cloud growth trajectory the market already accepts.
- NVDA+0.70
Challenges what's priced in
- The price assumes
The SpaceX 10-gigawatt partnership generating $120–230 billion in incremental revenue, which sits entirely outside the current price.
The market currently ignores the potential of the SpaceX partnership; the commitment to deploy 440,000 Vera Rubin computers for Colossus II provides concrete evidence for the revenue-per-gigawatt escalation the price currently declines.
