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P Equity Research ๐Ÿ“ฐ
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Research ๐Ÿ“ƒ & News ๐Ÿ—ž๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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BofA: 1GW of a orbital data center currently costs $160-$180 billion compared to a terrestrial data center at $40-$60 billion, with the cost of launch being ~$50 billion. $NVDA $SPCX $TSLA $AMD $GOOGL $MSFT
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