Musk pulls SpaceX's orbital AI data center to Q4 2027, riding Nvidia's Vera Rubin
Musk moved SpaceX's first orbital AI data center launch up to Q4 2027, built on a space-optimized Nvidia Vera Rubin NVL72 rack. The orbital version has to be reworked for radiation, radiator-based cooling, and zero hands-on servicing. SpaceXAI is now the second hyperscaler after Meta to adopt Nvidia's Vera, undercutting AMD and Intel on chip turf. JPMorgan sees orbital compute undercutting terrestrial cost by 2029.