#Nvidia
StartupsReflection AI Is Paying SpaceX $150 Million a Month. No Model Has Shipped.
Reflection AI started paying SpaceX $150 million a month on July 1 for Nvidia GB300 access at Colossus 2. No model has shipped yet.
Micron Revenue Quadrupled to $41 Billion. Wall Street Is Calling It the Next Nvidia.
Micron revenue quadrupled to $41 billion last quarter as AI data centers ran out of HBM. Wall Street briefly pushed Micron past Meta's market cap and is calling it the next Nvidia.