Analyst cites SpaceX AI and computing deals as potential upside
An Oppenheimer analyst says SpaceX is adding computing infrastructure quickly and signing AI computing deals that are collectively worth tens of billions of dollars.
By William GavinThe company is adding computing infrastructure quickly, an Oppenheimer analyst notes.
SpaceX is also getting large tech players to pay handsomely for its computing power.SpaceX has artificial-intelligence computing deals that are collectively worth tens of billions of dollars.SpaceX…