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Bullish on NVIDIA driven by massive AI data center infrastructure spending

Bullish+1.37%

AI Summary

The author uses SpaceX's massive $160B server rack expenditure to highlight the enormous scale of AI infrastructure buildout, implicitly positioning NVIDIA as a primary beneficiary.

VR200 is ~$8M. SpaceX is spending $160B on these racks alone. Lol. $NVDA

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