SpaceX epic IPO could benefit Microsoft (MSFT.US)? AI computing power shortage will push Azure towards a new growth window.

date
10/06/2026
Zhtng cijng APP hu zh, Fgu Bl ynhng (BNP Paribas) jnr fb ynbo chng, SpaceX y Alphabet qdo gg (GOOGL.US) jnq dchng de yxing zhngd AI yn jsun jch shh jio-yngu shj, gnj gi jioy, gg jing mi yu xing SpaceX zhf 9.2 y miyun y hud SpaceX tgng de AI sun l jch shh, knng xing qunqi tuzzhmen zhngmng lng y migu yn jsun lngjnli wirun (MSFT.US) qd zi shung shngxi xinkng jinc y b.