SpaceX Plans Billions in In-House GPUs for $1.75T IPO, Challenges Nvidia Supply

SpaceX discloses substantial capital expenditures for manufacturing its own GPUs in its S-1 filing ahead of a $1.75 trillion IPO this summer. The move addresses lack of long-term chip supply contracts, targeting AI needs for cars, humanoid robots, and space data centers. This positions SpaceX to challenge Nvidia’s dominance in AI chip supply.