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Wall Street has officially decided that SpaceX (SPCX) is more than a rocket company with a satellite internet business attached. Morgan Stanley recently added SpaceX to its hyperscaler basket for the first time, putting its projected $159 billion capex spending alongside Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), and Oracle (ORCL).
The significance goes far beyond a change in an analyst spreadsheet. It is another sign that the artificial intelligence (AI) infrastructure boom is becoming much larger — and much harder to contain.
