Wedbush: SpaceX's computing power rental may indicate the construction of a new Colossus data center, AI supply chain tensions may worsen.
According to the financial news app Zhtng Cijng, after completing its historic IPO, Elon Musk's SpaceX (SPCX.US) is rapidly expanding its commercial reach from interstellar exploration to the most basic infrastructure of global artificial intelligence at an unimaginable speed. According to the latest information from investment banks and the supply chain, SpaceX has successfully rented out its massive computing power to three top tech companies. The latest research report from Wedbush Securities indicated that these aggressive moves to monetize computing power are likely a precursor to SpaceX secretly building another new "Colossus" giant data center.
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