According to market research firm SemiAnalysis, SpaceX is developing its own AI rack design, which will enable the rocket and satellite company to directly purchase Nvidia chips while procuring most of the peripheral components themselves. SpaceX's frame, called Kessel, is expected to serve both terrestrial and orbital data centers. SemiAnalysis notes that this product will allow SpaceX to no longer rely on Nvidia's finished racks, giving it greater autonomy in selecting suppliers for other parts.

According to market research firm SemiAnalysis, SpaceX is developing its own AI rack design, which will enable the rocket and satellite company to directly purchase Nvidia chips while procuring most of the peripheral components themselves. SpaceX's frame, called Kessel, is expected to serve both terrestrial and orbital data centers. SemiAnalysis notes that this product will allow SpaceX to no longer rely on Nvidia's finished racks, giving it greater autonomy in selecting suppliers for other parts.