SpaceX CFO Bret Johnsen said AI compute demand is extraordinary and pricing is at the high end of the $30-$50 per watt range. CEO Elon Musk said compute per watt value will increase. Melius analyst calls comments 'insanely good' for CoreWeave and neocloud pricing. CoreWeave stock fell 1% Wednesday after last week's 25%+ drop on bond selloff. Piper Sandler lowered targets but says use pullback to build positions.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
