$SpaceX(SPCX)$SpaceX Just Pick-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SpaceX(SPCX)$SpaceX Just Picked a Side in the AI Chip Race
The battle for AI infrastructure spending is increasingly becoming a battle over which chips power it.
SpaceX has now made its choice clear. Elon Musk said the company will build its AI computing platform exclusively on NVIDIA $英偉達(NVDA)$ , calling the Vera Rubin architecture the best AI computer available.
SpaceX also expects to receive a significant share of NVIDIA’s GPU output next year as it rapidly expands its compute capacity.
The announcement lands at an awkward moment for AMD $美國超微公司(AMD)$ . Its shares fell sharply despite reporting record quarterly revenue, while NVIDIA gained as investors digested SpaceX’s decision.
AMD is still winning major AI deployments elsewhere, but SpaceX choosing a single supplier reinforces NVIDIA’s position at the top end of the market.
As AI infrastructure spending accelerates, the next contest is not just who builds the most compute, but who supplies the silicon underneath it.

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Elon Musk said the company will build its AI computing platform exclusively on NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> , calling the Vera Rubin architecture the best AI computer available. \n<br>\nSpaceX also expects to receive a significant share of NVIDIA’s GPU output next year as it rapidly expands its compute capacity. \n<br>\nThe announcement lands at an awkward moment for AMD <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$</a> . Its shares fell sharply despite reporting record quarterly revenue, while NVIDIA gained as investors digested SpaceX’s decision. \n<br>\nAMD is still winning major AI deployments elsewhere, but SpaceX choosing a single supplier reinforces NVIDIA’s position at the top end of the market. \n<br>\nAs AI infrastructure spending accelerates, the next contest is not just who builds the most compute, but who supplies the silicon underneath it.<img src=\"https://community-static.tradeup.com/news/0db615cb493847c312ebc74d72947ce7\" tg-width=\"800\" tg-height=\"1000\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>SpaceX Just Picked a Side in the AI Chip Race \n<br>\nThe battle for AI infrastructure spending is increasingly becoming a battle over which chips power it. \n<br>\nSpaceX has now made its choice clear. Elon Musk said the company will build its AI computing platform exclusively on NVIDIA <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> , calling the Vera Rubin architecture the best AI computer available. \n<br>\nSpaceX also expects to receive a significant share of NVIDIA’s GPU output next year as it rapidly expands its compute capacity. \n<br>\nThe announcement lands at an awkward moment for AMD <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$</a> . Its shares fell sharply despite reporting record quarterly revenue, while NVIDIA gained as investors digested SpaceX’s decision. \n<br>\nAMD is still winning major AI deployments elsewhere, but SpaceX choosing a single supplier reinforces NVIDIA’s position at the top end of the market. \n<br>\nAs AI infrastructure spending accelerates, the next contest is not just who builds the most compute, but who supplies the silicon underneath it.<img src=\"https://community-static.tradeup.com/news/0db615cb493847c312ebc74d72947ce7\" tg-width=\"800\" tg-height=\"1000\"></body></html>","text":"$SpaceX(SPCX)$SpaceX Just Picked a Side in the AI Chip Race The battle for AI infrastructure spending is increasingly becoming a battle over which chips power it. SpaceX has now made its choice clear. Elon Musk said the company will build its AI computing platform exclusively on NVIDIA $英偉達(NVDA)$ , calling the Vera Rubin architecture the best AI computer available. SpaceX also expects to receive a significant share of NVIDIA’s GPU output next year as it rapidly expands its compute capacity. The announcement lands at an awkward moment for AMD $美國超微公司(AMD)$ . Its shares fell sharply despite reporting record quarterly revenue, while NVIDIA gained as investors digested SpaceX’s decision. AMD is still winning major AI deployments elsewhere, but SpaceX choosing a single supplier reinforces NVIDIA’s position at the top end of the market. As AI infrastructure spending accelerates, the next contest is not just who builds the most compute, but who supplies the silicon underneath it.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/597733557716432","repostId":0,"isVote":1,"tweetType":1,"viewCount":480,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SPCX","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":843,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/597733557716432"}