Prediction: SpaceX Won’t Merge With Tesla. It’s Going to Buy This Nvidia-Backed Artificial Intelligence (AI) Company Instead.
Publish Date: 2026-06-07 21:00:00
Source Domain: www.theglobeandmail.com
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IPO Proceeds from SpaceX: SpaceX plans to use part of its IPO proceeds, which is expected to raise $75 billion, to buy additional GPUs from Nvidia for training and inference infrastructure, and to construct its own Terafab fabrication facility.
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Acquisition Interest: Following the IPO, SpaceX intends to acquire new businesses to build a vertically integrated technology stack encompassing compute, AI model development, and software tools.
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Potential Acquisition Target – Nokia: SpaceX considers acquiring Nokia, a dominant player in radio access networking (RAN), to complement its current offerings. Nokia’s AI-RAN platform potentially enhances SpaceX’s reach towards complete network infrastructure from orbit to ground.
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Nvidia Connection: The potential acquisition of Nokia makes strategic sense due to its ongoing partnership with Nvidia, which aims at developing AI-RAN solutions and aligns well with SpaceX’s existing relationship with and dependence on Nvidia products.
