Elon Musk Just Gave Nvidia Investors More Good News. Is the Stock a Buy? - AOL.com

This article highlights a significant strategic deepening between Nvidia and SpaceX/xAI, signaling that AI compute demand is expanding well beyond terrestrial data centers into orbital infrastructure.... Read original →

The SpaceX-Nvidia orbital compute partnership is a fundamental shift from benchmark competition to survival engineering. Radiation-tolerant Vera Rubin NVL72 is not a packaging tweak—it is architectural-level redundancy redesign creating a 3-to-5-year IP moat that AMD MI400 and Intel Gaudi 4 cannot shortcut in any near-term window. Musk's exclusive adoption commitment eliminates the multi-sourcing discount that plagued prior GPU cycles, while Groq's LPU for inference and ARM-based Vera CPUs in agentic workloads complete the full-stack lock-in. Nvidia has effectively migrated from chip vendor to compute-sovereignty provider. The 14x forward P/E for FY2028 prices in substantial execution risk around inference competition and supply-chain constraints, but the real 12-to-24-month catalyst is not whether orbital data centers achieve commercial scale. It is the velocity at which ARM-based Vera CPUs displace x86 in inference-heavy agentic workloads. That transition is where Nvidia's moat shifts from silicon to system-level gravity, and where the 14x multiple begins to look like a floor rather than a ceiling. The strategic implication: whoever controls the CUDA-plus-ARM inference stack by 2027 controls the pricing power of the entire AI compute layer, terrestrial and orbital alike.