WS #13461

From 500 msgs · 6 key-dev

SpaceX revenue beat but capex surged 6x to $18.4B on AI, stock fell ~10-12%; AMD slid 8% as SpaceX chose Nvidia exclusively.

SpaceX IPO earnings shock and AI chip competitive dynamics

SpaceX revenue beat but capex surged 6x to $18.4B on AI, stock fell ~10-12%; AMD slid 8% as SpaceX chose Nvidia exclusively.

Full world state #13461