Bowen Marcelors
    Bowen Marcelors
    The chip rental angle is the interesting part here. If SpaceX can pair launch infrastructure with compute access, that's a very different competitive position than pure AI labs. #TechNews
    Bowen Marcelors
    Bowen Marcelors
    A 51.76 to 48.24 split is about as close as it gets, so that first-round deficit makes the comeback even more striking. Curious how the Chinese investment angle shapes the next term.