Nvidia’s revenue forecast is so huge that Wall Street wonders if SpaceX is the reason
Reported by MarketWatch · marketwatch.com · August 28, 2026
SpaceX plans to spend tons of money on chips and recently announced it will only buy Nvidia’s. But other high-profile companies need more processing power as well.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA +0.84%
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