SPACEX $SPCX WANTS AT LEAST 80,000 CELL TOWER SITES ACROSS THE US It's in talks with at least one major tower company to get there, including Crown Castle $CCI, per Bloomberg. The deals could be worth billions. The goal is to turn SpaceX into a 4th nationwide wireless carrier. It already bought low-band spectrum this month and has FCC approval for 15,000 satellites that connect directly to phones.

Nvidia $NVDA CEO Jensen Huang said today “If you look at the fundamentals, the demand for the neo clouds is off the charts”