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Analysis Says SpaceX Could Become Biggest AI Cloud

A newsletter analysis from SemiAnalysis argues that SpaceX will become the biggest AI cloud. The claim is a forecast rather than confirmed news, and it has drawn little attention so far on Hacker News. It is a look at where the computing power used to run AI models may be sold in the future.

Quick glossarySpaceX, AI cloud
SpaceX
A rocket and satellite company founded by Elon Musk, based in the US and best known for Falcon rockets and Starlink internet.
AI cloud
Rented computer servers that run AI models, sold to businesses over the internet instead of owned in-house.
newsletter.semianalysis.com
Burning Potato score: 57%

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