Strategist says SpaceX can't find spare Nvidia, Google or Amazon chips despite billions to spend, citing Musk's Q3 call comments

Futurum Equities chief market strategist Shay Boloor highlighted comments from Elon Musk on SpaceX's Q3 earnings call, saying SpaceX cannot find spare Nvidia, Google or Amazon chips despite billions to spend, raising questions about whether the industry has enough infrastructure to meet surging AI demand.

Detected & updated continuously · Source: Nebula