SpaceX to get 20,000 of 30,000 requested Nvidia Vera Rubin NVL72 racks in 2027

Analyst Jeff Pu of GF Securities says SpaceX requested 30,000 Nvidia Vera Rubin NVL72 racks but will receive only 20,000. That is about 21% of the expected 96,000 racks in 2027, making SpaceX the largest buyer.

• SpaceX requested 30,000 NVL72 racks but will get 20,000
• Expected NVL72 market in 2027 is 96,000 racks
• Six major neoclouds will take 34,000 racks, or 35%
• Foxconn to secure up to 45% of SpaceX data center orders