🚨 BREAKING
🇯🇵 BANK OF JAPAN CALLS AN "URGENT" MEETING TODAY AT 7:50 PM ET!
HAWKISH = 0.25% RATE HIKE
NEUTRAL = NO CHANGE
DOVISH = 0.25% RATE CUT
THIS IS HUGE FOR THE MARKETS...
This deal between SpaceX and Google isn't just another buzzword about AI.
Word is, Google is paying SpaceX $920M a month for AI compute through 2029.
That works out to about 110,000 NVIDIA GPUs sitting in SpaceX's data centers.
Here's what that tells me:
Even Google doesn't have enough compute power.
The real race in AI isn't about chatbots or models anymore.
It's about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX was always about rockets and satellites.
Now they're turning AI compute into a cash machine.
With the Anthropic deal, SpaceX's AI compute contracts could bring in around $26B in yearly revenue.
That's wild.
Stocks I'm keeping an eye on from this trend:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA
$TSLA isn't directly SpaceX, but the Elon AI infrastructure story still matters.
My take is simple:
AI isn't just software anymore.
It's becoming an infrastructure arms race.
Don't chase the hype.
Follow the compute.