SpaceX's Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
MarketWatch·2026-08-08 19:00芯片供应优先级 - 伯恩斯坦认为英伟达可能将SpaceX的芯片供应优先级提升至“队伍前列”[1] - 此举表明英伟达在有限芯片供应中调整分配策略[1]
MarketWatch·2026-08-08 19:00 MarketWatch·2026-08-08 19:00