NVIDIA Announces SpaceXAI Deployment of Vera CPUs and Vera Rubin Platform for Agentic AI and Orbital Computing

SpaceXAI will leverage NVIDIA Vera CPUs for advanced AI workloads, expanding its infrastructure for future orbital computing projects.

Quiver AI Summary

SpaceXAI will utilize NVIDIA Vera CPUs to enhance its next generation of agentic AI applications as it expands its AI infrastructure for Grok, aiming for gigawatts of computing capacity. The partnership includes the deployment of the NVIDIA Vera Rubin platform, which is specifically designed to optimize AI workloads by integrating accelerated computing across various environments, from terrestrial data centers to space. SpaceXAI is also developing its first-generation Starmind AI satellite, featuring an optimized NVIDIA Vera Rubin NVL72 system, to facilitate advanced AI capabilities in orbit. This collaboration will allow AI agents to execute tasks in real-time, improving performance and efficiency while maintaining high GPU utilization.

Potential Positives

SpaceXAI is deploying NVIDIA Vera CPUs, which are specifically designed for AI agents, marking a significant advancement in their AI infrastructure.
The partnership with NVIDIA promises to enhance the performance and efficiency of SpaceXAI's AI agents, particularly as they scale towards gigawatts of computing capacity.
SpaceXAI is extending its computational capabilities into space with the first-generation Starmind AI satellite, which is expected to push the boundaries of AI technology in orbital environments.
The collaboration with NVIDIA allows for a unified computing architecture that can operate across terrestrial data centers and space, potentially leading to breakthroughs in both fields.

Potential Negatives

SpaceXAI's expansion into orbital AI computing may face unprecedented challenges related to power, thermal management, and reliability, which have not been fully addressed in their current strategy.
The reliance on NVIDIA's technologies could expose SpaceXAI to risks associated with dependency on a single supplier, potentially impacting its operational autonomy and flexibility.
The forward-looking statements disclaim any guarantees of future performance and indicate that many products and features are still in development, which could raise concerns about the readiness and viability of SpaceXAI's initiatives.

FAQ

What is the purpose of NVIDIA Vera CPUs for SpaceXAI?

NVIDIA Vera CPUs will accelerate the development of next-generation agentic AI applications at SpaceXAI.

How does SpaceXAI's AI infrastructure utilize NVIDIA Vera Rubin?

SpaceXAI uses NVIDIA Vera Rubin to expand its AI infrastructure, enhancing Grok and achieving gigawatts of computing capacity.

What role will the Starmind AI satellite play?

The Starmind AI satellite will extend NVIDIA's accelerated computing architecture into space, based on the Vera Rubin NVL72 system.

What makes NVIDIA Vera unique for AI agents?

NVIDIA Vera is the first CPU specifically designed for AI agents, enhancing tasks like code execution and data processing.

How is SpaceXAI adapting computing for orbital environments?

SpaceXAI is tailoring NVIDIA's architecture for the unique power and thermal management needs of orbital computing.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

MARK A STEVENS has made 0 purchases and 7 sales selling 2,106,682 shares for an estimated $445,605,062.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 600,000 shares for an estimated $109,432,183.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 21 sales selling 62,650 shares for an estimated $10,956,705.
AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 6 sales selling 5,396 shares for an estimated $942,944.
JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.

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$NVDA Revenue

$NVDA had revenues of $81.6B in Q1 2027. This is an increase of 85.23% from the same period in the prior year.

You can track NVDA financials on Quiver Quantitative's NVDA stock page.

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$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 23 times in the past 6 months. Of those trades, 9 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE SAM LICCARDO sold up to $50,000 on 07/21.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
SENATOR SHELDON WHITEHOUSE has traded it 3 times. They made 0 purchases and 3 sales worth up to $550,000 on 06/30, 05/08.
REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $45,000 on 06/26 and 0 sales.
REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
REPRESENTATIVE DANIEL MEUSER has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 05/27, 04/24, 03/25, 02/25.
REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 04/15.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/13 and 2 sales worth up to $30,000 on 04/14, 03/25.
REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $115,000 on 03/30, 03/27 and 0 sales.
REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.

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$NVDA Hedge Fund Activity

We have seen 3,227 institutional investors add shares of $NVDA stock to their portfolio, and 2,556 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 6,970,761,172 shares (+18999.7%) to their portfolio in Q2 2026, for an estimated $1,394,779,602,905
JPMORGAN CHASE & CO added 449,404,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $89,921,362,012
INVESCO LTD. added 186,832,782 shares (+130.9%) to their portfolio in Q2 2026, for an estimated $37,383,371,350
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 160,214,733 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,057,365,925
SG AMERICAS SECURITIES, LLC added 62,298,007 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,465,208,220
FMR LLC added 32,198,580 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $6,442,613,872
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM removed 22,264,066 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $4,454,816,965

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$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/21/2026
Benchmark issued a "Buy" rating on 03/31/2026

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 26 analysts offer price targets for $NVDA in the last 6 months, with a median target of $308.5.

Here are some recent targets:

Jack Zhou from China Renaissance set a target price of $319.0 on 06/05/2026
N. Quinn Bolton from Needham set a target price of $270.0 on 06/02/2026
Gil Luria from DA Davidson set a target price of $300.0 on 06/01/2026
Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
Timothy Arcuri from UBS set a target price of $280.0 on 05/21/2026
William Stein from Truist Securities set a target price of $307.0 on 05/21/2026

Full Release

News Summary:

SpaceXAI will deploy NVIDIA Vera CPUs to accelerate the work behind its next generation of agentic AI workloads.
SpaceXAI is expanding its AI infrastructure for Grok with the NVIDIA Vera Rubin platform as it scales toward gigawatts of computing capacity.
SpaceXAI plans to extend its use of NVIDIA accelerated computing into space, with the first-generation Starmind AI satellite based on an optimized NVIDIA Vera Rubin NVL72 system.

SANTA CLARA, Calif., Aug. 24, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate its next generation of agentic AI applications, bringing the first CPU built for AI agents to one of the world’s most ambitious AI deployments.

Agentic AI applications increasingly rely on CPUs to orchestrate tools, execute code, process data and run simulations between model calls. SpaceXAI will use Vera to accelerate these application workloads, helping AI agents act faster while keeping GPUs fed and fully utilized.

SpaceXAI plans to expand its AI infrastructure behind Grok on NVIDIA Vera Rubin , while extending an optimized Vera Rubin NVL72 into space with its first-generation Starmind satellite.

“Agentic AI requires a new kind of computing system — one built not only to generate answers, but to take action,” said Ian Buck, vice president of hyperscale and high-performance computing at NVIDIA. “Vera gives AI agents the CPU performance to act in real time — executing code, processing data and coordinating complex tasks. SpaceXAI is taking this architecture from massive AI factories to the next frontier of computing in orbit.”

“Vera gives us the CPU performance and memory bandwidth to run enormous amounts of orchestration, code and data processing while keeping GPUs doing what they do best,” said Mike Nicolls, president of SpaceXAI. “That means higher-performance AI agents and more useful work from every watt of compute.”

NVIDIA Vera — The CPU for Agents
NVIDIA Vera is the first CPU built for AI agents, designed to accelerate the CPU-intensive work that surrounds model inference — from tool use and code execution to data processing, orchestration and simulation.

Vera features 88 NVIDIA-designed Olympus cores, NVIDIA Spatial Multithreading technology and high-bandwidth LPDDR5X memory, delivering up to 1.2TB/s of bandwidth. Vera enables up to 1.8x faster task completion compared with x86 CPUs across workloads including agentic AI, reinforcement learning and data processing.

SpaceXAI Scales AI Infrastructure With NVIDIA Vera Rubin
At massive scale, AI infrastructure must support demanding training, reasoning and inference workloads while maximizing performance, power efficiency and utilization. NVIDIA Vera Rubin is codesigned across compute, networking and software to optimize the AI factory as a whole.

The platform brings together NVIDIA accelerated computing, NVIDIA NVLink™ interconnect technology, NVIDIA Spectrum-X™ Ethernet networking, NVIDIA BlueField ^® data processing and NVIDIA software in an integrated architecture designed to deliver high performance and energy efficiency at scale while driving down cost per token.

As SpaceXAI expands toward gigawatts of computing capacity, Vera Rubin provides a common architecture to efficiently scale its next generation of AI factories — a foundation SpaceXAI plans to take beyond terrestrial data centers and into orbital computing.

NVIDIA Accelerated Computing, From Earth to Orbit
SpaceXAI’s work with NVIDIA is moving beyond AI factories on Earth.

SpaceXAI is developing AI computing infrastructure for orbit, where power, thermal management, bandwidth, reliability and physical integration impose dramatically different constraints from conventional data centers.

SpaceXAI’s planned first-generation Starmind AI satellite will be based on the optimized NVIDIA Vera Rubin NVL72 rack-scale system, extending the same accelerated computing architecture powering next-generation AI factories on Earth into space.

NVIDIA and SpaceXAI are working to adapt that foundation to the requirements of orbital computing while preserving a common NVIDIA architecture and software ecosystem.

This delivers one computing foundation across a wide range of environments: Vera CPUs accelerating increasingly sophisticated AI agents, Vera Rubin powering the AI infrastructure behind Grok and gigawatt-scale AI factories on Earth, and NVIDIA accelerated computing extending into orbital AI infrastructure.

Learn more about the NVIDIA Vera Rubin platform and NVIDIA Vera CPU .

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Kacie Thomas
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: SpaceXAI deploying Vera for these new application workloads while building its AI infrastructure on Vera Rubin — from AI factories on Earth to computing in orbit; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to third parties’ business plans and third parties’ adoption of NVIDIA technology; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, BlueField, NVIDIA Spectrum-X and NVLink are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

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