Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
SemiAnalysis says SpaceX already has 3.6GW under construction toward 13GW, and Damnang frames Marvell's Lumentum deal as possibly NVIDIA-directed.
SemiAnalysis: SpaceX has 3.6GW under construction toward a 13GW AI cloud
SemiAnalysis says SpaceX will be the world's biggest AI cloud, making 13GW in 1.5 years a reality, and that two months after it argued 10GW in 2027 was feasible, 3.6GW is already under construction across multiple sites.
SemiAnalysis earlier tied the 10GW plan to $300B+ of ARR.
Watch Further SpaceX data-center capacity under construction.
Source →Damnang lays out four scenarios in which NVIDIA set up Marvell's Lumentum deal
Damnang draws four scenarios on the assumption that NVIDIA directed Marvell's Lumentum deal, and when each one shows up in the numbers.
The post says parts of the deal that look odd have reasons that become clear on a closer look.
Watch When each scenario shows up in the numbers.
Source →