Analyst: SpaceX IPO Could Propel Nvidia and Select Chipmakers as xAI, Terafab Spend Ramps
Lynx Equity Strategies believes the recently completed SpaceX IPO - which aggregates an AI data center (xAI) and an advanced fabrication facility (Terafab) - will provide durable tailwinds for AI-focused chipmakers and semiconductor equipment suppliers. The firm highlights Nvidia as the standout beneficiary on the AI compute side and names Lam Rese…