Orbital GPU Deployments and Oracle’s $90–95B Capex Boost Signal Nvidia Demand
NVDA•Starcloud’s 60-kg Starcloud-1 satellite ran an Nvidia H100 GPU in orbit after a $170 million Series A and filed for an 88 000-satellite constellation, planning more H100 and Blackwell deployments. Oracle achieved 97.5% GPU utilization in fiscal 2026 and will raise capex to $90–95 billion in fiscal 2027, signaling strong Nvidia demand.
1. Orbital Deployment of Nvidia H100 GPU
On November 2, 2025, Starcloud launched its 60-kg Starcloud-1 satellite aboard a Falcon 9, becoming the first to operate an Nvidia H100 GPU in orbit and execute AI workloads such as training a Shakespeare language model.
2. Series A Funding and Constellation Plans
The company secured $170 million in Series A funding in March 2026 and filed for an 88 000-satellite constellation, with an October 2026 launch slated to carry multiple H100 chips alongside Nvidia’s next-gen Blackwell hardware.
3. Oracle’s GPU Utilization and Capex Strategy
Oracle reported a 97.5% utilization rate for its data center GPUs in fiscal 2026 and plans to increase capital expenditures to $90–95 billion in fiscal 2027, underscoring robust enterprise demand for Nvidia’s AI accelerators.
