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SpaceX expanding computing infrastructure for AI advantage

MarketWatch reports an Oppenheimer analyst links SpaceX’s stock upside to rapid buildup of computing infrastructure and high-paying technology partnerships for compute power.

Reported · Written up by our desk · Fund Industry

SpaceX is building out computing infrastructure quickly, a move an Oppenheimer analyst cited as a key driver of the company’s AI advantage, according to MarketWatch.

The outlet also reports that SpaceX is bringing in large technology players that pay for its computing power.

MarketWatch further notes the analyst view that SpaceX’s AI compute strategy could support strong upside for the stock.

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Sources

MarketWatchSpaceX’s big AI advantage is why this analyst thinks the stock could double
MarketWatchSpaceX’s big AI advantage is why this analyst thinks the stock could double

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