WS #13676
Nvidia to invest up to $3B in Lancium, Amazon finances 7.65GW Texas gas plant, and Tesla/SpaceX plan Terafab chip plant, all reinforcing the AI capex supercycle. Apple reported record Q3 revenue of $109.4B (+16.4% YoY) and India proposed extending tax exemptions to 2041 for contract manufacturing, supporting AAPL's supply chain diversification.
AI infrastructure buildout: Nvidia, Amazon, Tesla/SpaceX
Nvidia to invest up to $3B in Lancium, Amazon finances 7.65GW Texas gas plant, and Tesla/SpaceX plan Terafab chip plant, all reinforcing the AI capex supercycle.
Apple reported record Q3 revenue of $109.4B (+16.4% YoY) and India proposed extending tax exemptions to 2041 for contract manufacturing, supporting AAPL's supply chain diversification.