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Elon Musk states Tesla and SpaceX will continue large-scale Nvidia chip procurement
Thursday, March 19, 2026 at 04:20 AM
Elon Musk confirmed that both SpaceX and Tesla intend to maintain large-scale orders for Nvidia chips to support their AI infrastructure needs, expressing continued confidence in Nvidia's technology and leadership.
Context
On March 18, 2026, Elon Musk confirmed that Tesla and SpaceX intend to continue procuring Nvidia chips at a massive scale. During a public statement, Musk expressed high praise for the chipmaker and its CEO, Jensen Huang, describing himself as a "huge admirer" of the company's success. This reaffirmation of demand follows Nvidia’s recent forecast of reaching $1 trillion in AI chip revenue by 2027, driven by the transition of global data centers to accelerated computing.
While continuing its partnership with Nvidia, Tesla is simultaneously advancing its internal silicon roadmap. Musk noted that Tesla's proprietary AI5 chip, primarily optimized for edge computing in the Optimus humanoid robot and Robotaxi fleet, is nearing a launch through the company’s Terafab project. Despite these in-house developments and previous investments in the Dojo supercomputer, the ongoing reliance on Nvidia hardware underscores the immense computational requirements for training Tesla’s Full Self-Driving (FSD) systems and SpaceX’s AI initiatives.
Sources (9)
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems | NVIDIA NewsroomMusk says SpaceX AI, Tesla will keep ordering Nvidia chips at scale | ReutersElon Musk told Nvidia to ship AI chips reserved for Tesla to X, xAINvidia (NVDA) Sees $1 Trillion in AI Chip Revenue by 2027, CEO Says - BloombergSpaceX, Tesla to continue ordering Nvidia chips at scale- Musk By Investing.comThis is what $1 billion worth of AI GPUs look like — Elon Musk publishes video tour of Cortex, X's AI training supercluster powered by Nvidia's now obsolete H100 | TechRadarA deeper look at the tightened chipmaking supply chain, and where it may be headed in 2026 — "nobody's scaling up,” says analyst as industry remains conservative on capacity | Tom's HardwareTesla's New FSD Training Cluster With 10,000 GPUs Comes Online
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