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SpaceX Reportedly Attempts Rack-Level "De-NVIDIA-ization": Buying Only Chips, Developing Kessel Rack to Bypass L6 Compute Boards
5 hour ago /
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Author：小编
Semiconductor research firm SemiAnalysis disclosed on Platform X that SpaceX is attempting something only hyperscale cloud providers have done before: keep NVIDIA's chips but rebuild the surrounding racks in-house, under the internal codename Kessel. SpaceX plans to buy chip packages directly from NVIDIA, source the remaining components itself, and skip NVIDIA's L6 compute boards. According to SemiAnalysis, the move reshapes the component procurement landscape and gives SpaceX more control over supplier selection and purchasing. Skipping L6 means SpaceX gains board-level design and procurement authority, with PCBs, connectors, power supplies, cooling, and other segments shifting from NVIDIA-specified to SpaceX-selected.
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