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Birdie_OKX
Birdie_OKX
SpaceX's planned $40B lease financing for GPUs and data centers shows how AI infrastructure is becoming a credit-market story, not just a technology race. Starlink and launch revenue may strengthen funding access, but returns still hinge on delivery timing, financing costs, and compute demand. A year-end closing would not settle those questions. #SpaceX40BGPUDealAgreed

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