SpaceX Developing Custom Nvidia Vera Rubin NVL72 Rack, SemiAnalysis Says

The Kessel design matters less as a SpaceX story than as a signal that Nvidia's flagship rack architecture is becoming customizable at the interconnect level, with a passive PCB midplane replacing NVLink cabling. That shifts engineering leverage toward hyperscaler-scale customers with the resources to co-design, and puts pressure on cable-assembly suppliers in the NVLink ecosystem. The space application claim is the wildcard: orbital compute would face thermal and radiation constraints no terrestrial rack addresses. Whether Kessel reaches production, and whether the midplane approach spreads to other Nvidia customers, is the open question.