Chips & Hardware · Report

SpaceX reportedly has locked in Nvidia Vera Rubin supply to support deals with Anthropic and Google.

If accurate, SpaceX has secured Vera Rubin allocation ahead of broad availability, indicating that Nvidia's next platform is already committed to large AI buyers.

Trade pressSlicast · October 29, 2026 at 11:19 UTC · US · Source: Coinpedia

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SpaceX is turning into one of the biggest suppliers of AI computing power. Anthropic's IPO filing shows the Claude maker has agreed to spend up to $120.5 billion on capacity from SpaceXAI, the rocket company's AI arm, under contracts running into 2029. Payments would reach about $3.1 billion a month once all capacity is in place, which Anthropic expects by December 2026.

A separate Google contract could bring SpaceX roughly $30 billion through June 2029 for access to around 110,000 Nvidia GPUs.

To meet that demand, SpaceX signed a $40 billion equipment lease on October 24, led by Apollo and Goldman Sachs, covering Nvidia's Vera Rubin systems. Deliveries start in early 2027.

SpaceX's AI unit earned $7.56 billion in third-quarter revenue, up from $813 million a year earlier.

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