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5 Stocks Poised to Win Big as SpaceX Ramps Up AI Infrastructure
The Motley Fool·
SpaceX plans to increase AI computing capacity by 10-20 gigawatts next year, positioning several semiconductor and infrastructure companies as major beneficiaries. Nvidia will be the primary winner as SpaceX's exclusive chip supplier, while SK Hynix, Amphenol, Vertiv, and TSMC are also expected to see significant revenue boosts from increased demand for memory, interconnects, cooling systems, and advanced logic chips.
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