GOOGL directional thesis
A reported orbital data center pact with SpaceX, on top of a SpaceX stake worth roughly $100B+ at IPO, hands Google a hidden asset markup and a differentiated AI infrastructure edge over cloud rivals.
“SpaceX, Google are in talks to launch data centers in orbit. Deal between the two tech titans would give a boost to SpaceX business ahead of a historic public listing.”32:41claim_id
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