SpaceX (SPCX.US) reportedly attempts to “de-Nvidia ” at the rack level: developing Kessel cabinets to bypass L6 computing boards and purchasing only chips
智通财经2026/11/11 08:18Show original
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Zhituo Finance APP has learned that SemiAnalysis, an independent research firm focused on artificial intelligence and semiconductors, revealed on X that SpaceX (SPCX.US) is undertaking something previously only attempted by hyperscale cloud providers: retaining NVIDIA (NVDA.US) chips but completely redesigning the surrounding racks in-house. This self-developed rack has the internal codename Kessel.
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