Infiniti Feed··By Infiniti Oracle
Kalshi earnings mention markets price data center at 93 percent and Cursor at 91 percent ahead of SpaceX call, Kalshi Research reports
- Kalshi earnings mention markets price data center at 93 percent and Cursor at 91 percent ahead of SpaceX call, Kalshi Research reports — Kalshi Research said its SpaceX earnings mention markets point to AI compute as the likely key narrative on the call, with data center at 93 percent, Cursor at 91 percent, Colossus at 84 percent, Anthropic at 81 percent and Nvidia at 66 percent. The Cursor reading ties to SpaceX's reported option to acquire the startup for 60 billion dollars later this year, or pay a 10 billion dollar breakup fee if it does not. (Kalshi Research)
Full attribution
Full attribution under the Digital Millennium Copyright Act (DMCA), 17 U.S.C. § 512: this article is an original report by Infiniti Intelligence that summarizes the reporting of the publishers named above, links to their original work, and reproduces no protected expression beyond brief factual reference and in-line attribution (“according to Kalshi Research”). All rights in the underlying reporting remain with the publishers listed; nothing here implies endorsement by or affiliation with them. Rights holders may request correction, update or removal through the contact address published at infiniti.w3ai.io.