SpaceX's IPO filing estimates a $26.5 trillion AI opportunity within a $28.5 trillion total addressable market. Nvidia and Tesla could benefit. Nvidia already supplies over 220,000 GPUs for a SpaceX data center, with Anthropic leasing its compute power for $1.2 billion monthly through May 2029.
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Summary by ByteBrief
SpaceX IPO at $1.77 Trillion: Buy or Skip?