SpaceX, IREN Both Buy Nvidia Chips: Their AI Margins Couldn't Be More Different
SpaceX and IREN both use Nvidia chips, but their AI economics differ sharply. Here's what the margin gap means for investors.
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SpaceX and IREN both use Nvidia chips, but their AI economics differ sharply. Here's what the margin gap means for investors.
https://x.com/SemiAnalysis_/status/2107848521638416506?s=46&t=dtUiyC3dUs5yGRgT9qYHWg