SpaceX's Potential Nvidia Deal Could Impact Neocloud Providers

Analysts suggest that a potential deal between SpaceX and Nvidia could lead to Nvidia prioritizing SpaceX for its limited chip supply, potentially creating challenges for other neocloud companies like CoreWeave and Nebius.

8 Aug, 11:00 — 8 Aug, 11:00

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marketwatchMostly Factual1h ago

SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.

By William Gavin

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SpaceX's Potential Nvidia Deal Could Impact Neocloud Providers

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SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

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