WS #10443
Multiple high-profile AI researchers depart Alphabet for rivals, causing a $269B market cap loss and signaling structural disadvantage in AI competition. SpaceX signs $150M/month compute deal with Reflection AI for Nvidia GB300 chips through 2029, signaling strong AI infrastructure demand.
GOOGL AI Talent Exodus
Multiple high-profile AI researchers depart Alphabet for rivals, causing a $269B market cap loss and signaling structural disadvantage in AI competition.
SpaceX signs $150M/month compute deal with Reflection AI for Nvidia GB300 chips through 2029, signaling strong AI infrastructure demand.