On August 14, 2026, NVIDIA, the global leader in graphics processing units and artificial intelligence chips, revealed details of its strategic investments in the space industry. According to documents filed with the U.S. Securities and Exchange Commission (SEC), by the end of the second quarter of 2026, NVIDIA held shares in Elon Musk's SpaceX worth approximately $21 billion. This makes SpaceX the second-largest equity stake in NVIDIA's portfolio, surpassed only by its investments in Intel.
Strategic Shift: From Chips to Space
NVIDIA's investment in SpaceX became possible thanks to a complex financing scheme that began in January 2026. As part of a $20 billion funding round for xAI (Elon Musk's AI developer), NVIDIA invested $10 billion. In February 2026, SpaceX completed the acquisition of xAI in a deal valued at $1.25 trillion, which automatically made NVIDIA a major shareholder in the space corporation. According to a FactSet report, NVIDIA currently ranks sixth among SpaceX investors, trailing only Elon Musk himself and Alphabet Inc.
Asset Valuation Dynamics and Current Valuation
While the value of the stake was estimated at $21 billion as of the end of June 2026, the market situation changed by August. NVIDIA owns approximately 122.8 million shares of Class A SpaceX stock. With a closing price on August 14 of $140 per share, the current market value of these assets is approximately $17.2 billion. This decline is due to a correction in SpaceX's stock price, which reached $170.86 per share in June. Despite the volatility, NVIDIA's stake in Intel, valued at $22 billion, remains its largest investment, although it has also decreased from $30 billion in the second quarter.
Technological Alliance and Exclusive Supply
Financial investments are backed by deep technological agreements. During a second-quarter earnings call, SpaceX's Elon Musk confirmed that the company would use NVIDIA chips exclusively in its AI data centers. Musk noted that NVIDIA's GPU architecture is best suited for training and running complex artificial intelligence models. Furthermore, SpaceX expects to receive a "significant quota" of NVIDIA's latest Vera Rubin processors, production of which is scheduled for 2027, guaranteeing the space company's technological leadership in the coming years.
Contradictory Data
During fact-checking, discrepancies were found in the estimates of the total value of NVIDIA's assets mentioned in various sources. The main SEC report and data from Vietnamplus indicate an investment amount in SpaceX of $21 billion (as of the end of June) and a current valuation of $17.2 billion. However, headlines from some news aggregators (e.g., MSN) operate with a figure of $50 billion, combining the SpaceX and Intel equity stakes into one number. The XAB.info editorial team clarifies: $50 billion is the combined value of NVIDIA's two largest assets (SpaceX + Intel), not the sum of investments solely in the space company. The exact ownership amount in SpaceX is $21 billion (historical) or $17.2 billion (current).
The Future of the AI Ecosystem
NVIDIA's announcement highlights the formation of a powerful alliance between two technological giants. SpaceX is expanding its investments in the computing infrastructure necessary for managing space missions and processing data, while NVIDIA is strengthening its position in the microchip supply chain. The interdependence of the companies is growing: the success of Musk's AI projects depends directly on the availability of NVIDIA chips, while NVIDIA gains a guaranteed major client in the form of SpaceX, capable of absorbing significant volumes of its produced processors.
