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William Blair analyst Louis Depal argues that SpaceX's heavy AI-chip spending, funded by a large bond deal, is justified by scarce compute and strong demand. He also says orbital data centers are plausible, built on u...
Unknown · 0:00
William Blair analyst Louis Depal argues that SpaceX's heavy AI-chip spending, funded by a large bond deal, is justified by scarce compute and strong demand. He also says orbital data centers are plausible, built on u...
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