Recently, Elon Musk, CEO of Tesla and SpaceX, publicly confirmed that SpaceX's AI business (SpaceXAI) and Tesla are expected to continue maintaining a large-scale demand for NVIDIA chips.

Musk highly praised NVIDIA and its founder Huang Renxun on the social platform X, clearly stating that NVIDIA's current market valuation is well-deserved. This statement not only solidified the long-term supply relationship between two leading tech companies and the global computing power giant, but also further confirmed the strategic importance of high-performance computing resources in the current AI competition.

GPU chip (7)

As Tesla's FSD (Full Self-Driving) system continues to evolve and SpaceX deepens its exploration in aerospace AI, orders for advanced process GPUs have become a core guarantee for maintaining their technological competitive advantage.

Although there is a wave of self-developed chips in the industry, NVIDIA's integrated software and hardware advantages remain difficult to surpass when training ultra-large neural network models. This large-scale order expectation indicates that resource investment in autonomous driving and aerospace AI will enter a new phase of growth, and the scale effect of computing power reserves is becoming a key indicator of a tech company's core competitiveness.