SpaceX Can't Find Spare Nvidia, Google or Amazon Chips Despite Billions to Spend, Strategist Terms It 'Pretty Insane'

On Tuesday, Futurum Equities chief market strategist Shay Boloor highlighted comments from Elon Musk during Space Exploration Technologies Corp.'s(NASDAQ:SPCX) third-quarter earnings call, raising questions about whether the industry has enough infrastructure to meet surging demand. SpaceX Struggles to Find Available Chips During the earnings call, Musk stated that he expects the shortage of superintelligence computing capacity to persist for years, adding that SpaceX's short-term compute contracts are renewing at higher prices. "We are also frankly hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute.