WS #14206
Nvidia's $21B SpaceX stake and $3B SB Energy investment signal continued AI capex, but reduced OpenAI guarantee may temper expectations. Apple developing China-specific AI with Alibaba, first Western AI in China, bullish for AAPL's China market position.
Nvidia AI infrastructure investments
Nvidia's $21B SpaceX stake and $3B SB Energy investment signal continued AI capex, but reduced OpenAI guarantee may temper expectations.
Apple developing China-specific AI with Alibaba, first Western AI in China, bullish for AAPL's China market position.