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SpaceX is rapidly scaling AI data center capacity, targeting 10GW by 2027. SemiAnalysis suggests Microsoft could become a major SpaceX customer to bridge compute gaps, complementing existing deals wi…
Broadcom's AI chip business surges 143% YoY, driving strong Q2 results. Long-term deals with Meta and Alphabet through 2029/2031 support growth, though customer concentration and valuation risks warr…
CoreWeave aims for 8GW of AI power by 2030, targeting a $1T valuation, but faces high capex, rising lease costs, and margin pressure. Competitors like Nebius and Iren, which own infrastructure, may h…