SpaceX has reportedly secured up to 20% of the early production capacity for NVIDIA's upcoming Vera Rubin chips.

Clark Tang stated that NVIDIA has successfully maintained its market share in AI accelerators over the last few years, contrary to expectations of a dramatic decline.

Clark Tang states that the monetization rate for AI compute has increased from approximately $20 billion per gigawatt at the beginning of the year to a range of $30 billion to $40 billion per gigawatt.