SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

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AI Summary

SpaceX is reported to have a deal with Nvidia that could prioritize its access to limited Nvidia chips, potentially disadvantaging competitors like CoreWeave and Nebius. Analysts indicate this could impact the competitive landscape in the neocloud market.

Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.

Markets Deals AI & Tech SpaceX Nvidia chip supply neocloud CoreWeave Nebius deal technology

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