WS #13420
Holding: newest synthesis is 98d 8h old
AMD and SpaceX both beat earnings but sold off on AI capex concerns, signaling investor scrutiny on AI spending intensity. Texas halts new data center grid connections amid overwhelming demand, a potential headwind for AI infrastructure buildout. SpaceX CEO Musk says going forward they will build exclusively on Nvidia, a bullish signal for NVDA.
AI capex intensity scrutiny
AMD and SpaceX both beat earnings but sold off on AI capex concerns, signaling investor scrutiny on AI spending intensity.
Texas halts new data center grid connections amid overwhelming demand, a potential headwind for AI infrastructure buildout.
SpaceX CEO Musk says going forward they will build exclusively on Nvidia, a bullish signal for NVDA.