Herbert Ong(@herbertong):New restrictions on US AI data centers could strengthen SpaceX's compute business rather than stop the broader buildout. @thejefflutz sees two outcomes if political resistance delays construction. Projects that can move would take their demand and supply chains overseas. Scarcer supply could also raise the cost per unit of compute, benefiting sellers such as SpaceX. @CernBasher points to SpaceX's projects across Mississippi, Arizona and Starbase, Texas. Politics will change where compute gets built and who profits from it, not eliminate demand. $SPCX

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.11.06 16:31

New restrictions on US AI data centers could strengthen SpaceX's compute business rather than stop the broader buildout. @thejefflutz sees two outcomes if political resistance delays construction. Projects that can move would take their demand and supply chains overseas. Scarcer supply could also raise the cost per unit of compute, benefiting sellers such as SpaceX. @CernBasher points to SpaceX's projects across Mississippi, Arizona and Starbase, Texas. Politics will change where compute gets built and who profits from it, not eliminate demand. $SPCX