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Nvidia

SpaceX Recasts Itself as an AI‑Compute Provider With Major Google and Anthropic GPU Leases

Selling large, long‑term GPU capacity to cloud customers, SpaceX is pitching a $26.5 trillion AI opportunity to investors as it prepares to list.

AI Spending Wave Delivers Record TSMC Profit and Stronger ASML Orders

Nvidia and Fujitsu to Build Full-Stack AI Infrastructure for Japan by 2030