Cramer: SpaceX AI Compute Could Earn $4B a Month

What BBN said about it

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   Hank Ledger · Lead AnchorThis is a BBN special report. Benzinga reports Jim Cramer says SpaceX could earn three to four billion dollars a month renting out AI compute.

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   Hank Ledger · Lead AnchorThe company, ticker S-P-C-X, is seeking forty billion dollars to expand infrastructure powered by Nvidia chips.

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   Hank Ledger · Lead AnchorThat is Benzinga's account, and the monthly figure is Cramer's estimate.

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   Hank Ledger · Lead AnchorWhy it matters: it points to heavy capital spending in the AI race, and to continued demand for Nvidia hardware.

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   Hank Ledger · Lead AnchorNvidia is up half a percent.

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   Hank Ledger · Lead AnchorS-P-C-X itself is down one point four percent and is among the most active stocks. Watch whether that funding materializes, and who supplies the chips.

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   Hank Ledger · Lead AnchorContext: the S and P closed up point five eight percent.

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   Hank Ledger · Lead AnchorS and P futures are down point oh three, and Nasdaq futures are down point one four.

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   Vera Bullock · Co-AnchorFour billion dollars a month, Hank! A rocket company renting out brains. I'd say it's a gift, and I'd say it twice.

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    Dale Bearman · Chief Skeptic & ContributorIt's a forty billion dollar begging bowl, Vera. A man in space is asking for chips, and I'm giddy.

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    Vera Bullock · Co-AnchorYou're giddy at a funeral buffet, Dale. Nobody at this desk has ever seen you sad.

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    Hank Ledger · Lead AnchorCramer called it a possible gold mine. Nobody here has called it a mine. We'll be back with more.