SpaceX IPO Frenzy Gets Fresh AI Fuel: Elon Musk Cheers Nvidia Vera CPU For Training Smarter AI Models

• Nvidia said SpaceX was among the first companies evaluating the Vera CPU.
• SpaceXAI is evaluating Vera for reinforcement learning and simulation workloads for its AI training stack.
• SpaceX is reportedly targeting a June Nasdaq debut under the ticker SPCX at a valuation of $1.75 trillion.

As SpaceX races towards the largest IPO in market history, CEO Elon Musk’s endorsement of Nvidia’s new Vera CPU is adding fresh fuel to the company’s rising AI ambitions beyond rockets and Starlink.

Musk Cheers Nvidia’s New Vera CPU 

Musk said “Vera nice, Vera nice …” on X after Nvidia confirmed that SpaceX was among the first companies evaluating the new Vera CPU platform, which can train smarter AI models and support complex AI workloads for “agentic AI” systems.

The timing is notable as investors are increasingly betting on SpaceX as an AI and infrastructure play alongside its core aerospace business. The company is reportedly targeting a June Nasdaq listing under the ticker SPCX at a valuation that could reach $1.75 trillion. 

Nvidia’s AI Infrastructure handle said on X that it was “excited” for SpaceX to try the Vera CPU and called the rollout “just the beginning” for its latest AI infrastructure push. According to Nvidia, the first Vera CPU systems were delivered to leading AI labs including Anthropic, OpenAI and SpaceXAI, the combined AI entity for Musk’s xAI and SpaceX ecosystem.

SpaceXAI Evaluates Vera For AI Training

Nvidia said SpaceXAI is evaluating Vera for reinforcement learning workloads and agent-based simulation pipelines that support its AI training stack. The company said Vera is its first custom CPU specifically designed for “agentic AI,” referring to AI systems capable of independently handling complex tasks instead of simply responding to prompts. Nvidia said that the processor is optimized for orchestration, tool-calling, simulation workloads, long-context retrieval, data analytics and other AI operations.

The chip features 88 custom-designed Olympus cores, 1.2 TB/s memory bandwidth and 50% faster per-core performance under sustained workloads. Nvidia CEO Jensen Huang first unveiled Vera during GTC San Jose in March.

Tesla Doubles Down On Nvidia AI Chips

Musk’s latest comments also reinforce Nvidia’s growing importance across his broader AI ecosystem, even as Tesla develops its own in-house chips. In March, Musk said both SpaceX and Tesla will continue ordering Nvidia chips “at scale.” At the same time, Musk outlined Tesla’s AI chip roadmap, saying that the upcoming AI5 processor would “punch far above its weight” thanks to tight hardware-software integration.

Musk said Tesla’s AI5 chips are mainly optimized for edge AI tied to Optimus humanoid robots and Robotaxi systems, while still being usable for data-center AI training.

The development also comes as Tesla pushes plans around its “Terafab Project,” a large-scale semiconductor manufacturing initiative to address AI bottlenecks. Tesla previously warned that AI and memory supply could become a major constraint within several years as demand for robotaxis, humanoid robots and AI systems rises sharply. Morgan Stanley has estimated that Tesla could eventually require more than 200 million chips annually if Optimus production scales as planned.

Musk Says SpaceX Could Lead AI Race

Earlier this year, xAI completed a $20 billion Series E funding round that exceeded its initial $15 billion target, with Nvidia participating as an investor alongside other backers.

The funding was aimed at scaling infrastructure largely powered by Nvidia hardware, including the  expansion of xAI’s Colossus data-center systems and GPU clusters totaling over one million H100 equivalents. xAI said that the capital would support future AI model development, including Grok 5. Huang previously said that he was “delighted” to invest in xAI. Musk has also said SpaceX could “far exceed everyone combined” in AI as integration between xAI and SpaceX deepens.

The SpaceXAI branding itself emerged after SpaceX acquired xAI in an all-stock transaction earlier this year, tightening the links between Musk’s space, satellite and AI businesses. 

SpaceX IPO Frenzy Builds

SpaceX’s imminent listing has become one of Wall Street’s most closely watched IPOs as investor appetite for AI infrastructure companies continues to surge. The company is targeting a share sale as early as June 11, with plans to publicly file its prospectus as soon as this week and launch a roadshow ahead of the offering.

SpaceX is expected to seek $75 billion in fresh capital at a valuation near $1.75 trillion.  Nasdaq has also aggressively pursued the listing as exchanges compete to attract large AI and technology companies through newly introduced fast-track index inclusion rules.

The IPO is also expected to deliver massive windfalls for early SpaceX backers. According to the Financial Times, hedge funds including D1 Capital Partners and Darsana Capital Partners could see their SpaceX stakes swell to $20 billion and $15 billion, respectively, if the company hits its targeted $1.75 trillion valuation. 

How Do Retail Traders Feel About SpaceX And TSLA?

On Stocktwits, retail sentiment around SpaceX remained “extremely bullish” with message volume at “extremely high” levels, while sentiment around Tesla stayed “neutral” amid ‘normal’ chatter. 

One user said, “$TSLA Bought some ….. they do own a small % of Space x. But I wonder if TSLA will have a bigger role$$$$$”

Another user speculated saying, “after [SpaceX] IPO Tesla becomes part of space x before end of the year.”

So far this year, TSLA stock has lagged its “Magnificent Seven” peers, making it the group’s second-worst performer, with a 9% decline.    

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