Musk's denial of the $52B Nvidia server order seems like noise, but the potential SpaceX-Nvidia deal could still supercharge Starlink.

Musk's denial of the $52B Nvidia server order seems like noise, but the potential SpaceX-Nvidia deal could still supercharge Starlink. I'm cautiously optimistic about the ops moat implications, given Musk's track record of debunking fake news. Observed notes suggest a possible reinforcement of Nvidia's ops moat, but uncertainty remains.