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Melius Research
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Melius Research analyst turns bullish on Microsoft's AI pivot, calling it just the beginning
Melius Research's Ben Reitzes, who has long warned about AI disrupting legacy software providers, now expresses strong confidence in Microsoft's position in the AI race, stating that Wall Street's pos
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Melius Analyst Projects Nvidia Could Reach $1 Trillion Revenue if SpaceX Delivers on AI Compute, Citing Potential $100 Billion Boost from 2-3 GW Capacity
Melius Research analyst Ben Reitzes stated that if SpaceX executes even 2-3 gigawatts (GW) of its planned AI compute deployment in 2027, it could add approximately $100 billion in incremental revenue
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Melius Research analyst turns bullish on Microsoft's AI pivot, calling it just the beginning
Melius Research's Ben Reitzes, who has long warned about AI disrupting legacy software providers, now expresses strong confidence in Microsoft's position in the AI race, stating that Wall Street's pos
-
Melius Analyst Projects Nvidia Could Reach $1 Trillion Revenue if SpaceX Delivers on AI Compute, Citing Potential $100 Billion Boost from 2-3 GW Capacity
Melius Research analyst Ben Reitzes stated that if SpaceX executes even 2-3 gigawatts (GW) of its planned AI compute deployment in 2027, it could add approximately $100 billion in incremental revenue
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Melius Research
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