Weekly NVIDIA Update SPACEX GOES ALL-IN ON NVIDIA $SPCX will build its AI services exclusively on $NVDA systems, Elon Musk said on SpaceX's first earnings call. "We think the Vera Rubin architecture is the best AI computer, and we're exclusive to Nvidia." SpaceX expects to exit 2026 above 2 gigawatts of compute and approach 10 gigawatts by the end of 2027, deploying Vera Rubin NVL72 racks on the ground and in orbit through its Starmind satellite program launching next year. CIS REGION'S LARGEST AI FACTORY OPENS IN ARMENIA Firebird opened its Hrazdan AI factory built on $NVDA accelerated computing and $DELL PowerEdge servers, going from plan to operating capacity in just over six months. The company plans more than 70,000 Rubin and Blackwell GPUs and 300MW of capacity in Armenia by the end of 2027, part of a roughly 2-gigawatt roadmap spanning Armenia, Kazakhstan and additional markets. NVIDIA OPENS ITS ROBOTAXI MODEL TO COMMERCIAL USE $NVDA released Alpamayo 2 Super, a 34-billion-parameter open reasoning model for autonomous driving, for commercial use. Weights are on Hugging Face under the Linux Foundation's OpenMDW-1.1 license, covering fine-tuning, derivative models and commercial redistribution. Developers can train on their own fleet data, distill into in-vehicle compute and ship, all under one license. The Alpamayo family has passed 500,000 downloads and ranks first on the LingoQA driving-reasoning benchmark.