Musk’s SpaceX Eyes GPU Manufacturing as Nvidia’s Supply Becomes a Headache

SpaceX said in its IPO filing it may invest heavily in making its own GPUs and other compute hardware.

The company says current chip supply would cover only a small fraction of future demand, and it lacks secure long-term supply deals.

Elon Musk’s AI and orbital data center ambitions could be constrained by Nvidia shortages and broader semiconductor bottlenecks.

A move into GPU manufacturing would give SpaceX more control over its AI hardware supply chain, but it would be costly and technically difficult.