SpaceX, OpenAI Windfall Fuels Bets on Next-Wave Asian AI Winners

Their thesis is that the billions of dollars that SpaceX, Anthropic PBC and OpenAI are set to raise will kick off a fresh round of technology spending -- with a good chunk of that finding its way to the makers of server parts, specialized materials, cooling components and power equipment. For stock markets in Asia, that could be the catalyst for the next leg of a historic rally.