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SpaceX Jumps After Musk Advances NVIDIA Orbital Compute to 2027

NVIDIA logoNVIDIA
Sig2.48Sen+3.10Env0.00Soc0.00Gov0.00
JPMorgan Chase logoJPMorgan Chase
Sig1.15Sen+2.20Env0.00Soc0.00Gov0.00
SpaceX logoSpaceX
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SpaceX shares rose 3% as Elon Musk said the Vera Rubin NVL72 platform is being co-designed with NVIDIA for orbital deployment at significant scale in 2028. JPMorgan expects SpaceX to pursue orbital compute toward ~75GW by end-2031 at lower cost than on Earth. The Cursor deal is still expected to close in Q3 2026, and traders watch levels into NVIDIA’s earnings.

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