Elon Musk'sSpace Exploration Technologies Corp.(NASDAQ:SPCX) has ramped up its artificial intelligence infrastructure with $40 billion in graphics processing units, or GPUs, financing. Dan Ives warns that technology companies are heading into an intense battle to secure computing capacity. Dan Ives Predicts Up to 1,000 New US Data Centers On Sunday, Ives, a partner and senior managing director at Yorkville Ives, said on X that the U.S. could see another 800 to 1,000 data centers built over the next several years. "This will be a Game of Thrones battle in the tech world to secure compute power," Ives wrote. He added that SpaceX is aggressively expanding its hyperscaler infrastructure to compete with neocloud providers and established cloud companies.
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