SpaceX Jumps After Musk Advances NVIDIA Orbital Compute to 2027
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.