Tag: SpaceX
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.'
SpaceXSI
NASA Shows the Inside of SpaceX’s Moon Lander for the First Time, and Trims the Tanker Math
At its Artemis Acceleration briefing on Oct. 23, NASA released the first images of Cabin 1, the crew cabin of SpaceX's Starship lunar lander, plus a milestone list running to a 2028 landing. Officials said the tanker count should land nearer the high single digits.
SpaceXSI
Tesla and SpaceX Form Merger Committees, and Musk Calls It an ‘Odd Kabuki Dance’
Musk says Tesla and SpaceX have each formed special committees of independent directors to weigh a merger. He likes the idea, but no terms are agreed and Tesla would need 50% of all shares.
SpaceXSI
SpaceX’s Earnings Call Roadmap: Catch Both Stages Next Month, Weekly Starship in 2027
Flight 15 will try to catch both Starship stages next month, weekly flights are targeted for the first half of 2027, Starlink hit 13.6 million users and SpaceX guided $33-37 billion in Q1 2027 revenue.
SpaceXSI
Musk Pledges a SpaceX Share to Every Kid in America: The $10.5 Billion Allowance
Elon Musk says he'll give one of his SpaceX shares to every kid in America next year. At Friday's close, that's about $10.5 billion, and he says it's only the first of many.
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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.