SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale

PRESS RELEASE NVIDIA

11:00am ET

SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale

SpaceXAI is committing to Vera Rubin as it scales Grok's infrastructure toward gigawatts of capacity, and the Vera CPU win puts Nvidia silicon in the socket where x86 usually sits. SpaceXAI's first Starmind satellite will fly an optimized Vera Rubin NVL72, opening an orbital market for the same rack architecture.

Mentioned: NVDA

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Related Market Updates

PRESS RELEASE NVIDIA

11:00am ET

NVIDIA Groq 3 LPX Now in Full Production With World-Class Speed for Agentic AI

Full production means revenue timing: the LPX accelerator extends Vera Rubin NVL72 into the latency-sensitive agentic inference market, where Nvidia claims 4x faster agent responsiveness than the nearest alternative platform. Nebius is the first AI cloud deploying it via its Token Factory, with inference cloud Groq lined up next.

PRESS RELEASE NVIDIA

Aug 17, 8:33am ET

NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute

Nvidia is now underwriting its own demand: it is putting up credit support for the first 4.25 IT-GW of Ohio capacity in developer SB Energy, with OpenAI signing on as the tenant. Capacity phases in starting 2028, locking a multi-year DSX-based revenue channel to a single anchor customer.

Portfolio concentration NVIDIA

Aug 14

96.1% in the top 5 names · 8 long positions disclosed

INTCINTEL CORP
47.3%
SPACE EXPLORATION TECHN CORP
33.1%
CRWVCOREWEAVE INC
7.4%
COHRCOHERENT CORP
4.8%
NOKNOKIA CORP
3.5%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.

Portfolio concentration Brad Gerstner Altimeter Capital Management

Aug 14

56.3% in the top 5 names · 20 long positions disclosed

NVDANVIDIA CORPORATION
19.2%
CEREBRAS SYSTEMS INC
16.2%
METAMETA PLATFORMS INC
7.8%
TSMTAIWAN SEMICONDUCTOR MFG LTD
6.9%
CRWVCOREWEAVE INC
6.2%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.

THE WIRE Aug 13, 6:00pm ET

A $10,000 bet at Nvidia's 1999 close is worth $50 million today, 26 years later. Half of that fortune was created in just the last two years of the AI buildout.

NVDA NVIDIA

Regular session

Aug 12, 10:30am ET

$224.46

+3.20% open $217.50

A 3.2% day looks modest until you scale it to a $5.4 trillion company: that is roughly $170 billion in market value added in one session. At $224.46, the world's largest stock moves the index by itself.

PRESS RELEASE NVIDIA

Aug 10, 4:01pm ET

NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital

Six of the largest capital allocators on earth just agreed to underwrite demand for Nvidia's own product, creating dedicated pools of third-party money that let customers buy compute they could not otherwise finance. Huang casts GPUs as an investable asset class with long-duration, usage-linked revenue, though the memorandums still require final agreements.

AAPL Apple

Options positioning

Aug 10, 1:31pm ET

Put/call 0.65Balanced

CallsPuts

ATM implied vol: 14.2%
Expiry: Mon, Aug 10chain as of Fri, Aug 7

Apple's 0.65 put/call ratio into today's expiration says traders are leaning long, with call open interest stacked at the 315 and 317.5 strikes well above the 312.5 at-the-money line. That signals confidence, though crowded call positioning fades hardest when a move fails to show up. At 14.2% at-the-money implied vol, the options market is pricing a small move in either direction.

Open interest near the money · puts / calls

$305
2.9k / 3.6k
$307.5
1.3k / 5k
$310
762 / 3.7k
$312.5
587 / 2.6k
$315
662 / 7k
$317.5
59 / 6.8k

NVDA NVIDIA

Regular session

Aug 10, 12:55pm ET

$217.03

-3.10% open $223.96

Washington is reviewing how Chinese firms reach Nvidia silicon through offshore data centers, and $217 says traders are no longer treating China access as a rounding error for a $5.3 trillion company. Any formal restriction lands squarely on the AI trade's biggest weight.

Biggest movers · At the close Aug 5, 4:10pm ET

Gainers

APPSDigital Turbine$12.87+35.3%
SHOPShopify$146.1+18.5%
FUBOfuboTV$10.19+6.7%
ANETArista Networks$201.53+5.8%
NVDANVIDIA$221.88+4.7%

Losers

LCIDLucid$6.57-15.5%
ALABAstera Labs$326.99-9.6%
OPENOpendoor Technologies$3.73-9.5%
DKNGDraftKings$21.61-8.5%
SNAPSnap$5.33-8.0%

Digital Turbine's 35% close is the loudest move of the session, with buyers paying up for growth names delivering results, as Shopify also advanced. The pain was just as concentrated: Lucid gave back ground and Astera Labs slid even as AI peers Nvidia and Arista advanced.

Jim Cramer @jimcramer

Aug 3, 12:47pm ET

Cramer's read is that secondhand GPU pricing and scarcity headlines are driving the latest leg higher in Nvidia, with no new earnings behind the move.

you get a couple of reports that Nvidia chips are holding their value and are scarce and the stock soars.

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