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

Reported by MarketWatch · Published 8 Aug 2026, 7:00 PM MYT (1 hr ago)

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

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