The Motley Fool
28 Sept 2026, 00:00 UTC · 2h ago
Verdict
Headline takes no side. We score NVDA +1.00 across four claims — strongly bullish.
+1.00strongly bullish
More positive than 99% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 2 new · 2 priced in
Elon Musk announced that the Colossus 2 supercomputer will add 660,000 Nvidia GPUs between next week and late December.
Newpost on X dated Friday Sept 25
So whatWith initial 550k GPUs costing $18B, this expansion likely adds >$20B in revenue for NVDA by Q1 2027.
More positive than 93% of claims this week
Nvidia and SpaceX have designed a Vera Rubin NVL72 system for orbital data centers, with launch planned for late 2027.
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Scored by the NIS engine · methodology.
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Newpost on X dated Friday Sept 25
So whatOpening a space-based market creates a new vertical beyond terrestrial data centers starting in FY2028.
More positive than 79% of claims this week
SpaceX aims to increase its computing power from 2 gigawatts at the end of this year to 10 gigawatts by the end of 2027.
Priced incomments from earlier this month
So whatThe delta of 8GW implies a potential $400B+ total capex, with Nvidia capturing ~$280B of that.
More positive than 66% of claims this week
SpaceX will exclusively use Nvidia chips for its AI computing moving forward.
Priced incomments from earlier this month
So whatEliminates the risk of xAI diversifying into internal silicon or competitors like AMD for the 2026-2027 ramp.
More positive than 53% of claims this week
Which stocks this story touches
More positive than 94% of relationship scores this week
[a_to_b] Nvidia supplies GPUs and chips to SpaceX for its AI computing clusters.
More positive than 94% of relationship scores this week
[b_to_a] SpaceX is an anchor customer that exclusively uses Nvidia chips.
More positive than 55% of relationship scores this week
[mutual] The companies are partnering to develop GPUs for future orbital data centers.
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NVDA hasn't traded since this ran. Last close $225.07 (Sep 25); the reaction starts at the next open.
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