According to CoinMeta, market research firm SemiAnalysis states that SpaceX is developing its own AI rack design, which will enable this rocket and satellite company to directly purchase NVIDIA chips while also sourcing most of the surrounding components on its own. This rack, named Kessel, is expected to serve both ground-based and orbital data centers. SemiAnalysis points out that this product will allow SpaceX to become less dependent on NVIDIA’s finished racks, giving it more autonomy in choosing suppliers for other components. This attempt may represent a breakthrough in the industry's purchasing model regarding NVIDIA. The report indicates that SpaceX plans to directly purchase AI accelerators, CPU, switches, and network components from NVIDIA, but to source other components from third-party suppliers.