SpaceX/Nvidia $500B AI Infrastructure Plan and GPU Supply Dynamics

SpaceX's $500B data center plan with Nvidia commitment tightens GPU supply for neoclouds and DePIN. Nvidia earnings preview shows $92B revenue, $1T order book. GPU prices surging (B200 $4/hr) but oversupply risk flagged by analysts comparing to railway/fiber bubbles. 90-day cancellation clause and Nvidia financing platform further constrain hardware access. Rumble's affiliate signed a $13.7B GPU services deal, reinforcing non-traditional player entry. Bitcoin miners pivot to AI, with BlockchAIn Digital Infrastructure securing 65MW capacity, adding to supply dynamics.