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SpaceX’s initial public offering (IPO) could raise as much as $75 billion. While there are already ways to invest in SpaceX today, those approaches largely involve buying shares that have already been issued. An IPO, by contrast, issues new shares, meaning the proceeds—after underwriting and other fees—would go directly to SpaceX’s bank account.
Overall, the SpaceX IPO could net the company between $50 billion and $75 billion. With that scale of new capital, SpaceX would be positioned to put the funds to work quickly, supporting plans that include scaling up its Starship rocket and establishing a moon base. The company could also pursue initiatives such as building AI data centers in space.
The article expects that much of the IPO spending would flow to other companies. It highlights two AI-related stocks that could benefit most from a spending spree that could total up to $75 billion.
SpaceX is a major buyer of specialized AI chips, including GPUs. Nvidia is described as the largest GPU maker globally, and the article cites estimates that Nvidia controls roughly 85% of the AI chip market.
SpaceX is also reportedly planning to produce some of these chips in-house, with billions of dollars earmarked over the next few years to scale manufacturing infrastructure. Until that infrastructure is operational, the expectation is that SpaceX will continue buying Nvidia chips at scale. The article also notes that Elon Musk has emphasized that SpaceX will keep purchasing Nvidia’s chips for some time.
The article points to multiple areas where Nvidia’s chips are used, including:
In short, the article frames SpaceX as already a substantial consumer of Nvidia products, and argues that fresh IPO capital of $50 billion to $75 billion could translate into significant demand for Nvidia post-IPO.
The article also connects the SpaceX IPO to Tesla (TSLA) through xAI. Tesla is described as having a stake in xAI, investing $2 billion into the venture before SpaceX’s takeover earlier this year. The stake is described as intended to give Tesla direct access to xAI’s models, which the article says may be important for Tesla’s path toward fully autonomous self-driving.
The article notes that Tesla’s valuation is tied in part to its robotaxi division, which some experts believe could be linked to a $10 trillion opportunity. It also states that it is not yet clear how tightly Tesla’s technology is integrated with xAI’s, but argues that an influx of capital should strengthen xAI’s models. As a supplier of AI to Tesla, the article concludes that xAI’s progress could support Tesla’s growth plans.
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