The article says SpaceX plans to increase its AI computing capacity by about 10 gigawatts next year, with a stretch goal of 20 gigawatts. Nvidia is named the biggest beneficiary, since SpaceX will build its data centers exclusively on Nvidia's Vera Rubin architecture, which could mean more than $400 billion in revenue at roughly $40 billion per gigawatt. SK Hynix is highlighted as the HBM leader with over 50% market share and a $500 billion long-term supply deal with Nvidia. Vertiv and Amphenol are cited for cooling, power and interconnect products, though Vertiv is not confirmed as a direct SpaceX supplier. TSMC benefits from AI capital spending, but its longer-term role is uncertain given the planned Terafab chip facility, which Elon Musk said could produce chips in volume by Q3 2028.
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