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SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say

vm_adminAugust 8, 2026

By William Gavin
Publication Date: 2026-08-08 11:00:00

Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.

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Nvidia

Tagged Analysts, Bad, CoreWeave, Deal, Nebius, Neoclouds, news, NVIDIA, SpaceXs

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