{"id":62170,"date":"2026-05-20T18:38:25","date_gmt":"2026-05-20T22:38:25","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-reaffirms-1-trillion-roadmap-as-spacex-unveils-orbital-ai-ambitions\/62170\/"},"modified":"2026-05-20T18:38:25","modified_gmt":"2026-05-20T22:38:25","slug":"nvidia-reaffirms-1-trillion-roadmap-as-spacex-unveils-orbital-ai-ambitions","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-reaffirms-1-trillion-roadmap-as-spacex-unveils-orbital-ai-ambitions\/62170\/","title":{"rendered":"Nvidia Reaffirms $1 Trillion Roadmap as SpaceX Unveils Orbital AI Ambitions"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) reiterated its massive $1 trillion revenue target<\/strong> for the Blackwell and Rubin architectures through calendar 2027, signaling sustained dominance in the AI infrastructure market.<\/li>\n<li><strong>The company revealed $20 billion in visibility for standalone CPU revenue<\/strong> this year, positioning itself as a major threat to traditional chipmakers with a <strong>$200 billion total addressable market (TAM)<\/strong> for its Vera CPU.<\/li>\n<li><strong>Nvidia&#39;s board authorized a massive $80 billion increase to its share repurchase program<\/strong>, bringing total buyback capacity to over <strong>$100 billion<\/strong> alongside a 25x increase in its quarterly dividend.<\/li>\n<li><strong>SpaceX disclosed plans to deploy orbital AI compute satellites by 2028<\/strong> and revealed a <strong>1 billion share performance-based grant<\/strong> for Elon Musk as the company moves toward a highly anticipated public offering.<\/li>\n<li><strong>U.S. equity futures slipped in after-hours trading<\/strong>, with <a href=\"https:\/\/stockmarketwatch.com\/indices\/sp500\/today\" data-internallinksmanager029f6b8e52c=\"3\" title=\"snp500 today\">S&amp;P 500<\/a> futures down <strong>0.3%<\/strong> and Nasdaq futures falling <strong>0.4%<\/strong> as Nvidia shares experienced a slight dip despite the record-breaking financial results.<\/li>\n<\/ul>\n<h2>Nvidia Solidifies AI Dominance with $1 Trillion Outlook<\/h2>\n<p>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) delivered a blockbuster Q1 earnings report, posting record revenue of <strong>$81.6 billion<\/strong>, an <strong>85% increase<\/strong> year-over-year. The company\u2019s Data Center segment remains the primary engine of growth, accounting for <strong>$75.2 billion<\/strong> of total sales. Despite the record figures, the stock saw a slight post-market dip, dragging down <strong>S&amp;P 500 and Nasdaq futures<\/strong> as investors digested the high expectations baked into the current valuation.<\/p>\n<p>Chief Financial Officer Colette Kress confirmed that Nvidia has <strong>&quot;full confidence&quot;<\/strong> in hitting its <strong>$1 trillion revenue forecast<\/strong> through 2027, driven by the rollout of the Blackwell and Rubin chip architectures. To reward shareholders, the board approved an additional <strong>$80 billion in buyback authorization<\/strong>, bringing the total to over <strong>$100 billion<\/strong>. The company also signaled a shift toward regular dividend growth, raising its quarterly payout to <strong>$0.25 per share<\/strong>.<\/p>\n<h2>Vera CPU and the &quot;Niche&quot; SRAM Market<\/h2>\n<p>A major highlight of the earnings call was Nvidia&#39;s aggressive expansion into the CPU market. The company reported visibility into nearly <strong>$20 billion in CPU revenue<\/strong> for the current year. CEO Jensen Huang clarified that this figure reflects <strong>standalone CPU sales<\/strong> rather than bundled units, emphasizing that the Vera CPU gives the company access to a new <strong>$200 billion TAM<\/strong>.<\/p>\n<p>Huang also addressed the competitive landscape for specialized AI hardware, specifically <strong>SRAM-based AI chips<\/strong>. While startups have touted SRAM for its low-latency benefits, Huang expects these designs\u2014including Nvidia&#39;s own specialized offerings\u2014to remain <strong>&quot;a niche product for some time.&quot;<\/strong> He noted that Nvidia will continue to prioritize <strong>R&amp;D and supply chain scaling<\/strong> to maintain its lead over hyperscale competitors who are increasingly developing in-house silicon.<\/p>\n<h2>SpaceX Eyes 2028 for Orbital AI Compute<\/h2>\n<p>In a separate but equally significant development, SpaceX disclosed in its latest filings that it expects to begin deploying <strong>orbital AI compute satellites<\/strong> as early as 2028. This move suggests a strategic pivot toward providing space-based processing power for advanced AI models. The disclosure came as part of the paperwork for its looming initial public offering, which also revealed a massive governance milestone.<\/p>\n<p>The SpaceX board approved a grant of <strong>1 billion performance-based Class B restricted shares<\/strong> to Elon Musk on January 13, 2026. The filing noted that locked-up shares may be released early under certain conditions, a detail closely watched by potential IPO investors. SpaceX also revealed a cloud services agreement with Anthropic PBC, which is set to pay the aerospace giant <strong>$1.25 billion per month<\/strong> for compute capacity through 2029.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Nvidia (NVDA) reiterated its massive $1 trillion revenue target for the Blackwell and Rubin architectures through calendar 2027, 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