Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTAditya RaghunathSun, August 9, 2026 at 7:30 PM GMT+2 4 min readElon Musk just made a big call about where SpaceX (SPCX) is putting its computing dollars, and it says a lot about who is winning the AI race. The billionaire's rocket and satellite company is walking away from a mixed approach to AI hardware. Instead, it is betting everything on one chipmaker. That decision, paired with a string of other recent moves across the industry, points to something bigger than a single contract. It suggests Nvidia (NVDA) is the default choice for companies that need serious computing power, whether they build rockets, run AI labs, or manage massive data centers.More News from Barchart