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Recent reports say SpaceX is in discussions with banks and investment-management firms to borrow $40 billion to purchase chips from Nvidia, and the analysts accordingly view this as a smart strategic move. \"It fuels the flywheel between launch, Starlink, and AI: each business lowers the cost or expands the demand of the other two, and the AI segment is where the next leg of growth comes from as contracted cloud capacity converts into revenue,\" the analysts write. 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