Google Is Paying $920 Million Per Month to SpaceX. Here's Why Nvidia Is the Quiet Winner Nobody's Talking About.
Key takeaways
- Both agreements will help Space X offset its AI infrastructure costs with recurring revenue streams.
- In the background, however, these deals highlighted the AI industry dominance of another company: Nvidia (NASDAQ: NVDA).
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
Jack Delaney, The Motley Fool Sun, June 14, 2026 at 11:01 PM GMT+7 3 min read NVDA GOOG SPCX In the weeks ahead of its June 12 initial public offering, Space X racked up a couple of big deals to rent out parts of its data center capacity; one with artificial intelligence (AI) start-up Anthropic and one with Alphabet-owned Google. Both agreements will help Space X offset its AI infrastructure costs with recurring revenue streams.
In the background, however, these deals highlighted the AI industry dominance of another company: Nvidia (NASDAQ: NVDA).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »