Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

Short summary

Stratechery's Ben Thompson examines Google's compute partnership with SpaceX and Broadcom's earnings as bullish indicators for Nvidia, reflecting massive AI infrastructure demand. These moves reveal the capital-intensive race shaping Big Tech's AI competition. Apple's WWDC presentation will show how the company plans to position itself in this strategic landscape.

• •Google-SpaceX compute deal signals significant infrastructure investment
• •Broadcom's earnings indicate strong demand for AI-enabling hardware
• •Apple's WWDC expected to reveal major AI positioning and capability announcements

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