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SpaceX and Nvidia Just Deepened Their Compute Alliance. 1 Stock Offers Far Greater Upside Before 2028.

Jensen Huang and Elon Musk have expanded their relationship.

SpaceX and Nvidia Just Deepened Their Compute Alliance. 1 Stock Offers Far Greater Upside Before 2028.

Published September 24, 2026 · Category: Finance

Overview

Space Exploration Technologies (NASDAQ: SPCX) and Nvidia (NASDAQ: NVDA) may not seem like related companies, but they are. SpaceX also owns xAI, which makes the Grok AI model. It needs a lot of computing power to run the operation, and it's turned to none other than Nvidia to supply it. SpaceX Chief Executive Officer Elon Musk also made some bold claims regarding Nvidia's hardware, and they further cement Nvidia's place at the top of the compute leaderboard.

But of these two, which makes for the better buy? Let's take a look at where they're heading and determine which stock will provide better returns during the next year and a half.

Image source: Getty Images.

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Originally published at www.fool.com.

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