WS #10603
Wedbush notes SpaceX's AI compute leasing deals with Google, Anthropic, Reflection signal another massive Colossus data center buildout, bullish for AI infrastructure. OpenAI and Broadcom unveil 'Jalapeño' AI inference processor, validating AVGO and potentially reducing NVDA's inference dominance. Rep. Nancy Pelosi reports purchase of up to $6M in Intel stock, a bullish signal for INTC.
SpaceX AI compute leasing signals Colossus buildout
Wedbush notes SpaceX's AI compute leasing deals with Google, Anthropic, Reflection signal another massive Colossus data center buildout, bullish for AI infrastructure.
OpenAI and Broadcom unveil 'Jalapeño' AI inference processor, validating AVGO and potentially reducing NVDA's inference dominance.
Rep. Nancy Pelosi reports purchase of up to $6M in Intel stock, a bullish signal for INTC.