Elon Musk said that he is building his $SpaceX(SPCX)$ entire next generation AI computing clusters exclusively on NVIDIA's Vera Rubin architecture. Analysts said that this is worth USD 100 billion in revenue for NVIDIA.
CEO Jensen Huang said that the multi year AI supercycle is just beginning. With NVIDIA's earnings call scheduled for August 26 2026, options chains are bracing for absolute fireworks.
NVIDIA isn't just selling chips anymore. Lao Huang is quietly buying up the land, the water rights, the power grid & the very sky above. He is building an empire.
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