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SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
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FOMOGRAM Editorial Desk
Aug 8, 2026
EXECUTIVE SUMMARY
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.
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