Tag: Nvidia
AI
Anthropic Will Pay SpaceX Up to $120.5 Billion for Compute, and SpaceX Puts Its $40 Billion GPU Lease in Writing
Anthropic's S-1 says it agreed to spend up to $120.5 billion on SpaceX compute through 2029, about $3.1 billion a month once all capacity arrives in December. The same day, SpaceX filed the details of its $40 billion Vera Rubin GPU lease with an Apollo-managed entity.
AI
Musk Says SpaceX Closed $40 Billion in GPU Debt, and the Neoclouds Are in for ‘Guppy-Level’ Pain
Elon Musk says SpaceX has closed $40 billion of debt to buy GPUs, mostly callable debt for chips arriving in Q1 and Q2 2027. He credits Starlink and launch revenue for keeping lenders on board while, in his words, more than 200 neoclouds face 'guppy-level death and consolidation.'
AI
Four Robot Ducks Stole Jensen Huang’s GTC Berlin Keynote, Mostly by Not Listening
Four of Hugging Face and Pollen Robotics' $399 Microduck robots joined Jensen Huang on stage at GTC Berlin, sitting, standing and mostly napping on cue. The sold-out robot was NVIDIA's demo for agent-driven robot training on Isaac Sim and RTX Spark.
AI
SpaceXSI Launches a Partner Network to Sell Grok to Big Business, With Nvidia, Bain and NTT DATA on Board
SpaceX Super Intelligence launched its Partner Network for companies building and deploying Grok. More than 130 companies joined early access, including Bain, Nvidia, Databricks, Snowflake, MongoDB and NTT DATA, and Tech Mahindra signed a separate Grok Build deal.
AI
Nvidia’s Nemotron 3.5 Super VL Sees, Reads and Runs 5x Faster, and It’s Open
Nvidia expands its open Nemotron family with Super VL, a 120B multimodal model for enterprise agents, and Bolt, a 24GB model that runs AI agents on your own machine.
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EV Industry
BYD’s Q3 Profit Jumps 28% as Overseas Sales Do the Heavy Lifting
BYD's third-quarter net profit rose 28.08% to 10.02 billion yuan (about $1.50 billion) on revenue up 13.59%, while nine-month profit still fell 4.24%. Overseas sales are up 92.66% this year, and Japan's RACCO kei EV is part of that push.
Starlink
FCC Votes to Put 482 MHz More on the Table for Satellite-to-Phone Service, and Starlink Mobile Is Listening
The FCC adopted a proposal to open an extra 482 MHz of licensed spectrum to direct-to-device service and drop region-wide lease rules, a potential win for SpaceX's Starlink Mobile. AT&T, Verizon and T-Mobile want two 5G bands left out.
Tesla
Tesla Model Y Sets Green NCAP’s Lowest-Ever Life-Cycle Emissions Mark, and Tesla Showed Its Homework
Green NCAP gave the Berlin-built Model Y RWD five stars and 93%, with life-cycle emissions of 95 g CO2-eq/km, the lowest it has ever published. Tesla's verified factory and battery data made the difference.
Stock Watch
Alphabet Has Its Worst Day Ever, and Tesla Barely Blinks at $403
Alphabet sank 12.64% to $283.82, its worst day as a public company, and the Nasdaq lost 1.38%. Tesla slipped just 0.23% to $403.30, Mobileye fell 9.21%, Ford and GM rallied, and Advantest led Tokyo up 6.01%.
Japan
Toyota Develops a Smaller Next-Gen Hybrid So One Platform Can Be an EV, PHEV or Hybrid
Toyota's new 1.5-liter four-cylinder hybrid is small enough to fit a BEV-first multi-pathway platform, letting one body be an EV, PHEV or hybrid with 15%+ better fuel economy.