Elon Musk May Be Quietly Becoming One of Nvidia’s Biggest Customers—Gene Munster Says SpaceX Accounts for 5% of NVDA Revenue (UPDATED)
SpaceX now accounts for 5% of Nvidia's revenue, up from 3%, with Deepwater Asset Management’s Gene Munster estimating $4.8B in sales.
SpaceX is buying a lot of Nvidia computer chips for its space projects, and this big customer now makes up 5% of Nvidia's total sales. When a company relies heavily on one customer, it's worth watching whether that customer stays happy and keeps buying.
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