Small margin business on their

Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years).

The only one winning from this AI cycle is NVIDIA!

SpaceX in Talks to Provide Computing Power to Pentagon

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All the while their NVIDIA assets are depreciating fast (some say in 2-3 years).</p>\n<p>The only one winning from this AI cycle is NVIDIA!</p></body></html>","htmlText":"<html><head></head><body><p>Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years).</p>\n<p>The only one winning from this AI cycle is NVIDIA!</p></body></html>","text":"Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years). The only one winning from this AI cycle is NVIDIA!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/587411010302136","repostId":2652874872,"repostType":2,"repost":{"id":"2652874872","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784315528,"share":"https://ttm.financial/m/news/2652874872?lang=en_US&edition=fundamental","pubTime":"2026-07-18 03:12","market":"us","language":"en","title":"SpaceX in Talks to Provide Computing Power to Pentagon","url":"https://stock-news.laohu8.com/highlight/detail?id=2652874872","media":"Reuters","summary":"SpaceX in talks to provide computing power to Pentagon, WSJ reportsJuly 17 (Reuters) - Elon Musk's SpaceX SPCX.O is in talks to provide the U.S. Department of Defense with access to billions of...","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>SpaceX in talks to provide computing power to Pentagon, WSJ reports</title></head><body><p><span>July 17 (Reuters)</span><span> - </span>Elon Musk&#39;s SpaceX <span>SPCX.O</span> is in talks to provide the U.S. Department of Defense with access to billions of dollars worth of data center capacity to run AI models, the Wall Street Journal reported on Friday, citing people familiar with the matter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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