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Jefferies says SpaceX (SPCX) and CoreWeave (CRWV) plans to source their AI servers directly from Taiwanese ODMs, rather than purchasing 100% from Dell (DELL)

StockNow breaking-news AI analysis

SpaceX and CoreWeave are bypassing Dell to source AI servers directly from Taiwanese ODMs Foxconn and Quanta, signaling increased competition for traditional OEMs in the high-end AI infrastructure market.

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