The Zhitong Finance App notes that BNP Paribas said that SpaceX (SPCX.US) management's comments on the expansion of artificial intelligence computing power and monetization of cloud services have a broad impact on the entire AI infrastructure ecosystem, including new cloud service providers CoreWeave (CRWV.US) and Nebius (NBIS.US), as well as Nvidia's major customers Microsoft Oracle (MSFT.US) and Oracle Oracle (ORCL.US).

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