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SpaceX announced Nvidia as its exclusive AI compute partner for xAI infrastructure, with CEO Musk citing it as 'the best AI computer.' AMD shares fell 8% on the announcement.

Major hyperscaler locks exclusive compute with Nvidia, eliminating alternative GPU suppliers and cementing Nvidia's market dominance across AI infrastructure deployment.
Trade pressSlicast · August 5, 2026 · US · Source: Google News
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SpaceX announced Nvidia as its exclusive AI compute partner for xAI infrastructure, with CEO Musk citing it as 'the best AI computer.' AMD shares fell 8% on the announcement.

Major hyperscaler locks exclusive compute with Nvidia, eliminating alternative GPU suppliers and cementing Nvidia's market dominance across AI infrastructure deployment.

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SpaceX announced Nvidia as its exclusive AI… · Slicast