- Nvidia owns nearly 123 million SpaceX shares.
- In the filing, that stake was valued at $21 billion.
- SpaceX recently made the company its exclusive AI partner.
Nvidia has disclosed ownership of nearly 123 million SpaceX shares worth about $21 billion as of the end of June 2026. The data appeared in Nvidia’s filing with the SEC amid closer cooperation between the companies in artificial intelligence, and after SpaceX announced Nvidia as the exclusive provider of AI compute for its data centers.
At the same time, after SpaceX shares fell since the June IPO, the value of Nvidia’s stake dropped to roughly $17 billion.
During SpaceX’s first public report after the IPO, Musk said the company had decided to rely entirely on Nvidia’s technology to equip its data centers.
In parallel, the company signed major deals to supply AI computing capacity. In particular, Anthropic agreed to pay SpaceX nearly $45 billion over three years for access to its infrastructure, while Google signed a deal worth $920 million per month to rent computing capacity, including 110,000 GPUs.
Nvidia Invests Tens of Billions in the AI Ecosystem
The investment in SpaceX is part of Nvidia’s broader strategy of using its financial resources to expand its own ecosystem and accelerate the development of AI infrastructure.
Over the past two years, the company has invested more than $100 billion in AI projects. Recipients include cloud infrastructure provider CoreWeave, AI labs Thinking Machines and Safe Superintelligence, and the startup Cursor.
The latter was acquired by SpaceX itself this week for $60 billion.
In addition to direct investments, Nvidia plans to raise more than $500 billion from a consortium of investors, including Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR. The funds are expected to be used to finance Nvidia’s customers, while the company itself will partially guarantee loans backed by the value of its chips.
For SpaceX itself, the IPO became one of the largest tech company debuts on the public market. The company raised substantial capital, and early investors secured significant returns. In particular, Google owns about 7% of SpaceX, having invested $900 million back in 2015. In July, the company valued its stake at about $94 billion.
At the same time, after SpaceX’s market capitalization surged at the start of trading, its shares fell sharply. Earlier, following the IPO, the company’s market value reached $2.64 trillion, but later it dropped to $1.63 trillion.
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