SpaceX benefits from a close relationship with Nvidia, which provides priority allocation to GPUs due to significant GPU purchases by SpaceX and Tesla.
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Massive News for SpaceX Stock Investors! | SPCX Stock Analysis
Sep 14, 2026
SpaceX has secured significant new deals to rent out its excess computing capacity, generating billions in annual recurring revenue. While this provides a much-needed revenue stream to offset losses, the news is considered neutral for investors as the company's AI development lags behind competitors. The company is benefiting from high demand for compute power and a strong relationship with Nvidia for GPUs.
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Coreweave, a similar business that rents out computing capacity, is sold out with customers waiting in line, highlighting the high demand in the market.
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