Stratechery@stratechery
6-8-2026 ($)
•Google Buys Compute From SpaceX •Broadcom’s Outlook •Apple’s AI Politics
https://stratechery.com/2026/google-buys-compute-from-spacex-broadcoms-outlook-apples-ai-politics/
3:00 AM · Jun 8, 2026 · 13.7K Views
Ben Thompson, Stratechery creator, argues Google's SpaceX compute deal and Broadcom's earnings signal positive tailwinds for Nvidia
The piece also analyzes Apple's AI strategy before WWDC.
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