Nvidia is mentioned as a supplier for SpaceX's chip allocation needs, particularly for orbital compute.
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Elon Musk's SpaceX: THIS Interview Left me SPEECHLESS
Sep 12, 2026
The creator discusses bullish comments made by the CFO of SpaceX regarding the company's vertical integration in rockets and data centers, highlighting potential cost advantages and a competitive moat. The discussion also touches on Starlink V3 satellites and the feasibility of 5G from low-earth orbit satellites, with the creator expressing confidence in SpaceX's ability to overcome technical challenges.
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Microsoft is making a significant move to 3x its data center exposure, with a substantial increase in AI compute capacity, indicating a more bullish stance from its leadership.
The creator references commentary from the T-Mobile CEO regarding the physical impossibility of 5G working from low-earth orbit satellites.
The creator mentions Coreweave as a competitor to SpaceX in the data center space, noting that SpaceX has greater financing capabilities.
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MSFTbuy opened Sep 12, 2026
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