Stratechery by Ben Thompson Follow Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC. https://stratechery.com/2026/google-buys-compute-from-spacex-broadcoms-outlook-apples-ai-politics/ stratechery.com
