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SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

MarketWatch

BusinessMarketWatch·Aug 8, 2026·1 min read

SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.

View original source — MarketWatch ↗

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