The Zhitong Finance App learned that SemiAnalysis, an independent research institute focusing on artificial intelligence and semiconductors, revealed on X that SpaceX (SPCX.US) is doing what only hyperscale cloud vendors have tried before: keep the NVDA.US (NVDA.US) chip, but redo the frame surrounding the chip itself. The internal code name for this self-developed rack is Kessel.

The Zhitong Finance App learned that SemiAnalysis, an independent research institute focusing on artificial intelligence and semiconductors, revealed on X that SpaceX (SPCX.US) is doing what only hyperscale cloud vendors have tried before: keep the NVDA.US (NVDA.US) chip, but redo the frame surrounding the chip itself. The internal code name for this self-developed rack is Kessel.