WS #13453
Holding: newest synthesis is 97d 11h old
SpaceX exclusive Nvidia deal, Anthropic in-house chip team, and Nvidia's $750B AI financing plans underscore sustained AI capex, boosting NVDA and pressuring AMD.
AI Infrastructure Boom Continues
SpaceX exclusive Nvidia deal, Anthropic in-house chip team, and Nvidia's $750B AI financing plans underscore sustained AI capex, boosting NVDA and pressuring AMD.