Jensen Huang’s resignation could matter as much to SpaceX as it does to Nvidia. Elon Musk said in August that SpaceX would build its AI operations exclusively on Nvidia’s Vera Rubin chips and expected to receive a large share of Nvidia’s GPU supply next year. Those chips now power SpaceX’s biggest business. Its AI computing unit earned $7.6 billion in the third quarter, more than half of total revenue of $14.6 billion. Musk’s goal of 10 gigawatts of capacity by 2027 could mean roughly $400 billion of Nvidia hardware, based on Nvidia’s estimate of $40 billion per gigawatt. SpaceX has already raised $40 billion in debt to buy GPUs and plans to put Nvidia chips in orbit through its Starmind satellite network from 2027. The ties run both ways, with Nvidia holding a SpaceX stake worth about $21 billion. Both companies have flagged risks. SpaceX warned it depends on a small number of chip suppliers, while Nvidia said it relies heavily on its long-serving leadership team.