SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
THE SO WHAT
A projected $64 billion in SpaceX capex with a heavy AI tilt is Wall Street’s reminder that frontier models are now an infrastructure line item, not a software experiment. If you’re building anything compute- or bandwidth-intensive, assume capital markets will scrutinize AI spend like power plants and launch systems — you’ll need a story that ties model burn to durable cash flow.
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