Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

Imagine sitting in a room where Google just struck a deal to buy compute capacity from SpaceX — yeah, SpaceX. That’s a total game-changer. According to Ben Thompson, this move signals Google’s deepening commitment to space-based infrastructure, and it’s a strategic shot across the bow for competitors. Meanwhile, Broadcom’s latest earnings show a surprisingly strong outlook, which is good news for Nvidia — more demand means more chips, more AI, more everything. But here’s where it gets wild: at WWDC, I’ll be watching how Apple’s pushing its AI politics, trying to carve out a bigger slice of the future. As Thompson points out, these shifts aren’t just about gadgets or earnings; they’re shaping the entire landscape of compute and AI dominance. And get this — if Google’s partnering with SpaceX to tap into space-based compute, the next decade could see data centers floating in orbit. That shift is subtle now, but it’s exactly the kind of signal that usually defines the next cycle.