SpaceXAI will deploy NVIDIA Vera CPUs to accelerate its next generation of agentic AI applications. This collaboration brings the first CPU built specifically for AI agents to one of the world’s most ambitious AI deployments.

The move expands SpaceXAI’s infrastructure for Grok using the NVIDIA Vera Rubin platform. The architecture supports scaling toward gigawatts of computing capacity while extending optimized systems into space.

Agentic AI Infrastructure

Agentic AI applications increasingly rely on CPUs to orchestrate tools, execute code, process data and run simulations between model calls. SpaceXAI uses Vera to accelerate these workloads. This helps AI agents act faster while keeping GPUs fed and fully utilized.

NVIDIA Vera features 88 NVIDIA-designed Olympus cores, Spatial Multithreading technology and high-bandwidth LPDDR5X memory. The CPU delivers up to 1.2TB/s of bandwidth. It enables up to 1.8x faster task completion compared with x86 CPUs across agentic AI, reinforcement learning and data processing workloads.

"Vera gives us the CPU performance and memory bandwidth to run enormous amounts of orchestration, code and data processing while keeping GPUs doing what they do best," said Mike Nicolls, president of SpaceXAI.

Scaling With Vera Rubin

NVIDIA Vera Rubin is codesigned across compute, networking and software. The platform integrates NVIDIA accelerated computing, NVLink interconnect technology, Spectrum-X Ethernet networking, BlueField data processing and NVIDIA software.

This integrated architecture aims to deliver high performance and energy efficiency at scale. It drives down cost per token as SpaceXAI expands toward gigawatts of computing capacity. Vera Rubin provides a common architecture to efficiently scale next generation AI factories.

Orbital Computing Expansion

SpaceXAI plans to extend its use of NVIDIA accelerated computing into space. The first-generation Starmind AI satellite will be based on an optimized NVIDIA Vera Rubin NVL72 system.

Orbital computing imposes different constraints regarding power, thermal management, bandwidth, reliability and physical integration. NVIDIA and SpaceXAI are adapting the foundation to these requirements while preserving a common architecture and software ecosystem.

This delivers one computing foundation across environments. Vera CPUs accelerate AI agents on Earth. Vera Rubin powers the AI infrastructure behind Grok. NVIDIA accelerated computing extends into orbital AI infrastructure.

Nvidia (NASDAQ: NVDA) shares have declined for six consecutive days, reaching their lowest level since August 4. The stock has fallen nearly 6% from its monthly high as traders await the company’s earnings report on August 26.

Analysts estimate Nvidia’s revenue rose 96% to $92 billion in the second quarter, driven by escalating demand for its GPUs. Earnings per share are expected to move to $2.09 from $1.05 in the same quarter last year. Guidance for the third quarter is projected to reach $103 billion.

Valuation and Buyback Potential

Nvidia is trading at a forward price-to-earnings ratio of 23, significantly lower than its five-year average of 42. Its Rule-of-40 multiple stands at 121%. This valuation gap may prompt the company to escalate its share repurchase program.

In its last earnings report, management announced an $80 billion buyback and boosted its share repurchase program. Nvidia has been reducing its share count in recent years, with outstanding shares dropping to about 24.22 billion from the 2022 high of over 25 billion. These buybacks have helped push earnings per share in the past few years.

What the Numbers Show

The divergence between the current forward P/E of 23 and the five-year average of 42 suggests a compressed valuation relative to historical norms. This compression coincides with a projected 96% revenue increase, indicating that market sentiment may be pricing in near-term volatility despite strong operational growth estimates.

Technical Outlook

The daily chart shows NVDA stock peaked at $227.88 on August 17 before falling to the current level of $214. This price aligns with the strong pivot/reverse level of the Murrey Math Lines tool and the 25-day Exponential Moving Average (EMA). The Relative Strength Index (RSI) has continued falling.

Options market data supports a potential rebound, with the put/call volume ratio at 0.52 and the put/call open interest ratio at 0.67. If the stock rebounds after earnings, the next resistance level to watch is $225.

Analysts remain optimistic, with the average estimate among 31 analysts standing at $315, up by 46% from the current level.