NewsMV
SpaceX's second-quarter earnings call put $NVDA in focus after Elon Musk stated the company would build exclusively on Nvidia, naming the Vera Rubin architecture as the reason.
The declaration places SpaceX in a different position from most hyperscalers, who have kept AMD ($AMD) in the stack alongside Nvidia because supply is tight and different workloads favor different silicon.
For AMD, losing even one high-profile name to a single-vendor commitment tightens the positioning math.
The numbers behind the gap Nvidia reported second-quarter data center revenue of $89 billion, up 117% year over year.
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