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

By Stratechery by Ben Thompson June 8, 2026 · Edited June 8, 2026

Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC.

Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.