SpaceX Just Shared Great News for Artificial Intelligence (AI) Investors. Here Are 2 Stocks That Could Benefit
Space Exploration Technologies (NASDAQ:SPCX) reported strong third-quarter results on Oct. 20. The company's artificial intelligence (AI) segment -- dubbed Super Intelligence (SI) -- was particularly impressive. SpaceX's total revenue grew 161% year over year to $14.6 billion, while SI revenue soared 830% year over year to $7.6 billion. Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » During the third quarter, SpaceX's capex in its SI business was $16.4 billion, up 245.5% year over year. At least some of that money is likely landing right in Nvidia's pockets, as SpaceX continues to expand its capacity to meet the high demand for AI compute. This isn't just speculation either. SpaceX's…














































