Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a 1-gigawatt terrestrial center. This shift benefits companies like NVIDIA, which supplies chips for these centers, Alphabet, which may lease orbital capacity from SpaceX, and Tesla, which is closely linked operationally and financially with SpaceX. The success of SpaceX's orbital data centers depends on rapid rocket reuse and partnerships, potentially reshaping AI infrastructure investment.
On June 16, retail investors heavily bought SpaceX shares during its IPO debut, marking the largest retail net buying day for any recent IPO, while selling other stocks including major tech names like NVIDIA and Microsoft. SpaceX's market cap surged ...
SpaceX debuted on the public market with a strong price jump, pushing Elon Musk's net worth past $1 trillion. Experts on the Prof G Markets podcast argue the IPO was engineered to create scarcity, with only 5% of shares issued and $3.75 billion reser...
SpaceX stock, after a strong IPO debut with a 25% rise from its opening price, has eased 2.5% to around $197. The company is valued near $1.48 trillion, with some experts like Perplexity CEO Aravind Srinivas highlighting SpaceX's unique position as a...
The Procure Space ETF (UFO) has added SpaceX as its top holding at 6.17% following SpaceX's highly anticipated Nasdaq IPO. This inclusion was enabled by a new “Fast-Track” rule in UFO’s benchmark, the VettaFi Space Index, which allows immediate inclu...
Jim Chanos, a noted short seller, compares the current AI infrastructure spending surge to the telecom build-out bubble of 1999-2000, warning of a potential sharp market correction. He highlights risks for companies like NVIDIA, CoreWeave, Nebius, an...
