Musk's comment reinforces a theme that has already moved both stocks once this year, when Nvidia rose more than 4% after SpaceX confirmed it would build exclusively on Nvidia hardware for its AI ambitions, while SpaceX shares initially fell over 10% before paring losses on investor uncertainty about execution risk and capital intensity. A reaffirmed 2027 launch timeline for the Starmind AI satellite keeps the Nvidia read through intact and gives some support to the idea that space based compute demand could become a durable, if still early stage, source of orders for Nvidia's Vera Rubin platform. For SpaceX specifically, the market's reaction is likely to hinge less on today's confidence signal and more on whether Starship's launch cadence and reliability can plausibly support the scale Musk is describing, given analyst modelling already extends capacity projections out to 2031 and the plan remains contingent on unresolved engineering questions around cooling, radiation hardening, and heat dissipation in orbit.---Earlier:Tesla's flying Roadster demo to land after years of missed reveal dates----Musk is reaffirming an aggressive timeline to put Nvidia powered AI computers into orbit next year, a bet on space based compute that keeps both companies' fortunes increasingly intertwined.Summary:Elon Musk said in a post on X that he is highly confident SpaceX will be launching Nvidia Vera Rubin NVL72 AI computers into space next yearThe comment reaffirms SpaceX's Starmind program, an orbital AI data centre initiative targeting an initial satellite launch in the fourth quarter of 2027 and significant scale by 2028.On SpaceX's first earnings call in August, Musk said the company will build exclusively on Nvidia going forward, calling the Vera Rubin architecture the best available AI computer design.Nvidia shares rose more than 4% on that August announcement, while SpaceX shares initially fell more than 10% before recovering some of the decline.Musk has described an eventual goal of deploying up to a million orbital data centres, with JPMorgan analyst Doug Anmuth modelling SpaceX building toward approximately 75 gigawatts of orbital computing capacity between 2029 and the end of 2031.The first Starmind satellite, referred to as AI1, is reportedly designed at 20 metres high with a 70 metre wingspan, supporting peak power of around 150 kilowatts and roughly 120 kilowatts of average compute.The plan depends heavily on the success of SpaceX's Starship rocket system, and skeptics including Microsoft president Brad Smith have questioned whether companies will actually shift compute from land to low Earth orbit.Elon Musk said he is highly confident that SpaceX will be launching Nvidia Vera Rubin NVL72 AI computers into space next year,.The comment reaffirms the timeline behind SpaceX's Starmind program, an ambitious plan to build AI data centres in orbit rather than on Earth. SpaceX has said it expects to begin launching the first Starmind satellite, a space optimised version of Nvidia's Vera Rubin NVL72 rack scale system, in the fourth quarter of 2027, with the platform reaching what Musk has called significant scale by 2028. That represents roughly a year earlier than the timeline SpaceX had previously presented to investors before its public listing.The orbital AI push follows a broader commitment SpaceX made to Nvidia during its first ever earnings call in August, when Musk said the company would build its AI infrastructure exclusively on Nvidia hardware going forward. Musk described the Vera Rubin architecture as the best AI computer design available, citing its cable free rack system as a meaningful improvement in serviceability and reliability over traditional data centre layouts. Nvidia shares rose more than 4% on that announcement, while SpaceX shares fell more than 10% initially before recovering some ground, reflecting investor uncertainty about the capital intensity and execution risk of the orbital compute strategy even as the Nvidia partnership itself was well received.Musk has framed the long term ambition in sweeping terms, previously stating that SpaceX could eventually deploy up to a million orbital data centres, arguing that space based compute avoids the land acquisition and community opposition constraints that increasingly complicate Earth based data centre construction, while also offering cheaper cooling and continuous solar power. Wall Street has begun modelling what that could mean in practice, with JPMorgan analyst Doug Anmuth projecting SpaceX could build toward approximately 75 gigawatts of orbital computing capacity between 2029 and the end of 2031, a scale that would represent a substantial share of the AI compute buildout currently concentrated in terrestrial data centres.The first Starmind satellite, referred to internally as AI1, is reportedly designed at 20 metres high with a 70 metre wingspan, supporting peak power around 150 kilowatts and average compute output of roughly 120 kilowatts, with latency in the range of 3 milliseconds. The broader plan remains contingent on unresolved engineering challenges, including how high performance processors will withstand radiation exposure, extreme temperature swings, and the difficulty of dissipating heat in a vacuum environment. It also depends heavily on the reliability and launch cadence of SpaceX's Starship rocket system, which has faced its own developmental setbacks. Not every industry leader is convinced the shift will materialise at the pace Musk envisions, with Microsoft president Brad Smith saying he would be surprised if companies moved meaningfully from land based to low Earth orbit data centres in the near term. This article was written by Eamonn Sheridan at investinglive.com.