Semiconductor research firm SemiAnalysis revealed on X that SpaceX is doing something that only hyperscale cloud vendors have tried before: keep Nvidia's chip, but redo the frame around the chip itself. The internal code name for this self-developed rack is Kessel. According to SemiAnalysis, SpaceX plans to purchase chip packages directly from Nvidia and purchase the rest of the components themselves, thereby skipping Nvidia's L6 calculation board. The agency wrote, “It also changed who buys what parts: SpaceX plans to buy chip packages from Nvidia and directly procure the rest, bypassing Nvidia's L6 computing board. This will give SpaceX more control over supplier selection and parts procurement.” Skipping L6 means SpaceX has obtained design and procurement rights for the board layer — PCB, connectors, power supply, and heat dissipation, and changed from “designated by Nvidia” to “SpaceX's own choice.”

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