Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n SpaceX’s S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks. <\/p>\n The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet’s Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For SpaceX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.\u00a0\u00a0 <\/p>\n Murmurings of a deal with the Pentagon <\/p>\n According to articles published by The Wall Street Journal and Reuters, SpaceX is in discussions with the Department of Defense about a potential multibillion-dollar capacity agreement<\/a>. Such a partnership would align logically with the company’s existing government relationships, which include deals with NASA and the U.S. Space Force. <\/p>\n Both the Biden and Trump administrations have emphasized advancing American technological leadership. That premise supports the plausibility of closer collaboration between the government and SpaceX for managing AI workloads. The company’s proven ability to deliver on high-stakes national security projects makes it a reasonable choice for handling classified AI needs alongside legacy providers. <\/p>\n SpaceX has shown some AI-driven growth, but uncertainty remains <\/p>\n Over the last month, SpaceX has signed capacity agreements worth up to $82 billion with Anthropic, Google Cloud, and Reflection AI. Against this backdrop, adding the Pentagon as an AI customer could be a natural extension of its existing services. <\/p>\n However, the Defense Department maintains long-standing partnerships with the cloud hyperscalers, and any new deal it might ink with SpaceX remains speculative. <\/p>\n Even so, SpaceX has demonstrated that it can compete credibly in the AI infrastructure arena. Should a Defense Department deal come to fruition, it would significantly strengthen the company’s credentials and accelerate its efforts to become a leading sovereign AI platform. <\/p>\n Should you buy stock in Space Exploration Technologies right now? <\/p>\n Before you buy stock in\u00a0Space Exploration Technologies, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Space Exploration Technologies\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $364,562!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,247,668!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 21, 2026. <\/p>\n Adam Spatacco<\/a> has positions in Alphabet, Amazon, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: The Motley Fool. AI infrastructure is an expensive pursuit <\/p>\n