Market Watch
07 Oct 2026, 09:15 UTC · 2h ago
SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips
Impact · against what's priced in
The report of SpaceX seeking $40 billion for Nvidia chips provides concrete evidence for the exact revenue catalysts the market has previously refused to price in. It directly supports the declined assumptions regarding massive incremental revenue from SpaceX and the overall $1 trillion Blackwell/Rubin projection.
- NVDA+0.70
Challenges what's priced in
- The price assumes





