A Sovereign spinoff is the most likely landing point for Musk. It would be crazy for him to battle with NVIDIA’s might. It’s his own fault if he didn’t see this coming, but the writing has been on the wall for a while.
Edit: on the other hand, i think possibly this ship has sailed. ICEYE/Nokia kept their cards close to their chest and Bell Labs have been developing the necessary innovations for years. This isn’t a new story!