Jensen Huang didn't just sell chips to SpaceX. He took a seat at the table. Nvidia appears as a $21 billion shareholder in SpaceX, a stake built through the deal to equip SpaceX's data centers with Nvidia GPUs. This isn't passive investment. It's a structural alignment between the two most important private infrastructure bets of the decade. AI compute and space infrastructure are now the same trade. What this means: $NVDA gains exposure to SpaceX's valuation upside beyond the chip revenue. SpaceX gets guaranteed GPU access. The capex cycle between AI and space just became circular, Nvidia funds SpaceX, SpaceX buys Nvidia, Nvidia grows. $TSM sits underneath both, manufacturing every chip that makes it possible. The chart confirms the momentum: $NVDA at $225 today, breaking above the $208–216 purple resistance zone on the 2D chart. RSI at 63, MACD green and building. The cuña descendente from the $236 ATH has resolved to the upside, $236 is the next target. $216 is the floor. Lose it and the breakout fails. Hold it and the $SPCX stake adds a new valuation layer the market hasn't fully priced. Is $NVDA 's $21B SpaceX stake genius diversification or Jensen betting on everything at once? 👇
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