SpaceX is reported to be locking in Nvidia for AI infrastructure, with 10GW compute and 20GW power targets

Axios reported Musk said on SpaceX's Q2 earnings call that the company decided to build out AI infrastructure with Nvidia chips, citing Vera Rubin; Chinese market-media relay (财闻 via Sina) added that Musk described an exclusive Nvidia relationship and expected a large share of Nvidia GPU supply next year. CNBC, citing SpaceX financial filings, reported $295 million of Tesla Megapack purchases in Q2 2026 (H1 total $329 million) to help power the Colossus data centers near Memphis; on the call Musk set a tentative target of 20 GW of power and cooling online by end of next year, about 15 GW at the power-plant level. The relay also cites Q2 compute expansion to 1.4 GW, targets of 2 GW by end-2026 and 10 GW by end-2027, and Q2 capex of $18.4 billion ($15.8 billion AI). SpaceX's August 4 Form 8-K confirms the Q2 release but includes no complete call transcript or Nvidia purchase terms.