SpaceX's Nvidia Deal Could Pressure Neoclouds Like CoreWeave and Nebius, Bernstein Says

3-line summary

• Nvidia could move SpaceX to 'the front of the line' for its limited chip supply under a new deal, according to Bernstein cited in a MarketWatch report.
• Analysts said the arrangement could pressure neocloud providers such as CoreWeave and Nebius, according to the report.

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