Sunday, September 13, 2026Vol. XII · No. 214

Finance

Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger

SpaceX plans to use some of its IPO proceeds to procure additional GPUs from Nvidia.

Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger
Wire / Centuries Mutual

SpaceX may also build on its prior acquisition history and pursue new businesses to buy following the IPO. SpaceX could be interested in acquiring an Nvidia-backed telecom equipment and infrastructure company. According to freshly published details, SpaceX is pricing its upcoming initial public offering (IPO) at $135 per share and plans to offer 555.6 million shares. This implies that the SpaceX IPO would raise $75 billion -- the largest of any company in history. Investors already know that some of SpaceX's IPO proceeds are earmarked for chip procurement from Nvidia and for the build-out of its own Terafab fabrication facility. Moreover, the company's S-1 filing also references a clear appetite for acquisitions. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing…

Let's unpack why acquiring Nokia could make strategic sense for SpaceX as the company pursues its goal of building an end-to-end sovereign AI platform. Regarding advanced computing capabilities, SpaceX's procurement playbook is already clear. The company is building its own custom silicon through the Terafab initiative while also maintaining a relationship with Nvidia for training and inference infrastructure. In addition, SpaceX acquired xAI -- the maker of the Grok generative model -- to further consolidate artificial intelligence (AI) development under one roof. Lastly, the company is also in the process of potentially acquiring Cursor to extend its reach toward developer tooling. As a former mergers and acquisitions (M&A) analyst, I do not find SpaceX's pattern random. Elon Musk is swiftly building a vertically integrated technology stack across compute, model dev…


The Centuries Mutual Times
© 2026 Centuries Mutual. Printed for members and neighbors.