- SpaceX is in discussions to borrow $40 billion to purchase Nvidia chips
- Yorkville Ives analysts view the plan as a smart strategic move
- Analysts say it fuels the flywheel between launch, Starlink, and AI
- AI segment seen as next growth leg as contracted cloud capacity converts to revenue
- Move would likely be well received by investors
- Yorkville Ives analysts commented on reports that SpaceX is in discussions to borrow $40 billion to purchase Nvidia chips. They called it a smart strategic move that fuels the flywheel between SpaceX's launch, Starlink, and AI businesses. The AI segment is seen as the next growth leg as contracted cloud capacity converts to revenue. The analysts said the move would likely be well received by investors given the scale of the AI cloud buildout ahead.
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