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pitch to voters on Election DayDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsSigns point to a big BioWare N7 Day celebration planned before the studio 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a potentially massive dwarf planet candidate beyond PlutoEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on Qeshm
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Musk • 2026-11-03, 01:34 ET • ~1 min read

SpaceX's AI plans could swallow almost all of Nvidia's expected growth

اسپیس ایکس کے اے آئی منصوبے این ویڈیا کی متوقع ترقی کا بیشتر حصہ کھا سکتے ہیں

स्पेसएक्स की एआई योजनाएं एनवीडिया की अपेक्षित वृद्धि का लगभग पूरा हिस्सा खा सकती हैं

SpaceX's AI plans could swallow almost all of Nvidia's expected growth

Key points

اہم نکات

मुख्य बातें

  • Elon Musk's SpaceX plans to add about 10 gigawatts of AI computing power next year, built only on Nvidia hardware, according to an analysis reported by Benzinga.
  • Priced at Nvidia's own figure of about $40 billion per gigawatt, the full plan would mean roughly $400 billion of equipment purchases — more than the $292 billion rise in annual sales Wall Street expects for Nvidia in fiscal 2028.
  • Even a smaller 7-gigawatt build would account for about 70% of that expected growth, leaving far less for Nvidia's other big customers, including Microsoft, Amazon, Google, Meta and Oracle.
  • ایلون مسک کی اسپیس ایکس اگلے سال تقریباً 10 گیگاواٹ اے آئی کمپیوٹنگ طاقت بڑھانے کا ارادہ رکھتی ہے، جو صرف این ویڈیا کے ہارڈویئر پر بنے گی، بینزنگا کی رپورٹ کردہ ایک تجزیے کے مطابق۔ این ویڈیا کے اپنے تقریباً 40 ارب ڈالر فی گیگاواٹ کے حساب سے، مکمل منصوبے کا مطلب تقریباً 400 ارب ڈالر کی خریداری ہوگی — جو مالی سال 2028 میں این ویڈیا کی سالانہ فروخت میں متوقع 292 ارب ڈالر کے اضافے سے زیادہ ہے۔ 7 گیگاواٹ کی چھوٹی تعمیر بھی اس متوقع ترقی کا تقریباً 70 فیصد ہوگی، جس سے مائیکروسافٹ، ایمیزون، گوگل، میٹا اور اوریکل سمیت این ویڈیا کے دیگر بڑے گاہکوں کے لیے بہت کم بچے گا۔ تجزیے میں خبردار کیا گیا ہے کہ یہ اعداد تخمینے ہیں، کمپنی کی رہنمائی نہیں، اور وقت کے فرق سے تصویر بدل سکتی ہے۔
  • बेंज़िंगा द्वारा रिपोर्ट किए गए एक विश्लेषण के अनुसार, एलोन मस्क की स्पेसएक्स अगले साल लगभग 10 गीगावाट एआई कंप्यूटिंग क्षमता जोड़ने की योजना बना रही है, जो केवल एनवीडिया हार्डवेयर पर बनेगी। एनवीडिया के अपने लगभग 40 अरब डॉलर प्रति गीगावाट के आंकड़े के हिसाब से, पूरी योजना का मतलब लगभग 400 अरब डॉलर की उपकरण खरीद होगी — जो वित्त वर्ष 2028 में एनवीडिया की वार्षिक बिक्री में वॉल स्ट्रीट द्वारा अपेक्षित 292 अरब डॉलर की वृद्धि से अधिक है। 7 गीगावाट का छोटा निर्माण भी उस अपेक्षित वृद्धि का लगभग 70% होगा, जिससे माइक्रोसॉफ्ट, अमेज़न, गूगल, मेटा और ओरेकल सहित एनवीडिया के अन्य बड़े ग्राहकों के लिए बहुत कम बचेगा। विश्लेषण में चेतावनी दी गई है कि ये आंकड़े अनुमान हैं, कंपनी का मार्गदर्शन नहीं, और समय के अंतर से तस्वीर बदल सकती है।

Elon Musk's SpaceX plans to add about 10 gigawatts of AI computing power next year, built only on Nvidia hardware, according to an analysis reported by Benzinga. Priced at Nvidia's own figure of about $40 billion per gigawatt, the full plan would mean roughly $400 billion of equipment purchases — more than the $292 billion rise in annual sales Wall Street expects for Nvidia in fiscal 2028. Even a smaller 7-gigawatt build would account for about 70% of that expected growth, leaving far less for Nvidia's other big customers, including Microsoft, Amazon, Google, Meta and Oracle. The analysis warns the figures are estimates, not company guidance, and timing differences could change the picture.

ایلون مسک کی اسپیس ایکس اگلے سال تقریباً 10 گیگاواٹ اے آئی کمپیوٹنگ طاقت بڑھانے کا ارادہ رکھتی ہے، جو صرف این ویڈیا کے ہارڈویئر پر بنے گی، بینزنگا کی رپورٹ کردہ ایک تجزیے کے مطابق۔ این ویڈیا کے اپنے تقریباً 40 ارب ڈالر فی گیگاواٹ کے حساب سے، مکمل منصوبے کا مطلب تقریباً 400 ارب ڈالر کی خریداری ہوگی — جو مالی سال 2028 میں این ویڈیا کی سالانہ فروخت میں متوقع 292 ارب ڈالر کے اضافے سے زیادہ ہے۔ 7 گیگاواٹ کی چھوٹی تعمیر بھی اس متوقع ترقی کا تقریباً 70 فیصد ہوگی، جس سے مائیکروسافٹ، ایمیزون، گوگل، میٹا اور اوریکل سمیت این ویڈیا کے دیگر بڑے گاہکوں کے لیے بہت کم بچے گا۔ تجزیے میں خبردار کیا گیا ہے کہ یہ اعداد تخمینے ہیں، کمپنی کی رہنمائی نہیں، اور وقت کے فرق سے تصویر بدل سکتی ہے۔

बेंज़िंगा द्वारा रिपोर्ट किए गए एक विश्लेषण के अनुसार, एलोन मस्क की स्पेसएक्स अगले साल लगभग 10 गीगावाट एआई कंप्यूटिंग क्षमता जोड़ने की योजना बना रही है, जो केवल एनवीडिया हार्डवेयर पर बनेगी। एनवीडिया के अपने लगभग 40 अरब डॉलर प्रति गीगावाट के आंकड़े के हिसाब से, पूरी योजना का मतलब लगभग 400 अरब डॉलर की उपकरण खरीद होगी — जो वित्त वर्ष 2028 में एनवीडिया की वार्षिक बिक्री में वॉल स्ट्रीट द्वारा अपेक्षित 292 अरब डॉलर की वृद्धि से अधिक है। 7 गीगावाट का छोटा निर्माण भी उस अपेक्षित वृद्धि का लगभग 70% होगा, जिससे माइक्रोसॉफ्ट, अमेज़न, गूगल, मेटा और ओरेकल सहित एनवीडिया के अन्य बड़े ग्राहकों के लिए बहुत कम बचेगा। विश्लेषण में चेतावनी दी गई है कि ये आंकड़े अनुमान हैं, कंपनी का मार्गदर्शन नहीं, और समय के अंतर से तस्वीर बदल सकती है।

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