Nvidia news
On October 20, 2026, NVIDIA shares rose more than 2% in after--hours trading following disclosures by SpaceX Chief Executive Officer Elon Musk during SpaceX's third--quarter earnings call. Musk confirmed that SpaceX is scaling its AI compute capacity by deploying approximately 200,000 NVIDIA GB300 GPUs per month through the end of 2026. Musk further stated that SpaceX's infrastructure buildout will transition primarily to NVIDIA's Vera Rubin architecture in 2027, outlining plans to establish a 440,000--chip Vera Rubin training cluster by the end of the second quarter of 2027 alongside adding 10 gigawatts of incremental compute capacity.