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SMCI is co-building another new Gigawatt AI datacenter for Elon Musk / SpaceX
Investor summaryBullish
SMCI is co-building a gigawatt AI datacenter with SpaceX, explaining funding needs for $39B in upcoming orders.
Bull points
- Co-building a new gigawatt AI datacenter with Elon Musk/SpaceX.
- Massive upcoming order backlog of $39 billion.
- Recent funding was likely secured to support this massive scale of orders.
SMCIAI 资本开支
Post body
This must be the reason why they needed that funding for the upcoming $39 billion in orders
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