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SpaceX (SPCX) is moving into the telecom market, and the article says it throttled many wireless carriers including AT&T, T-Mobile and Verizon last week, leaving their shares slow to recover. The view that Starlink will quickly crush these carriers is unrealistic, since building a wireless network would likely cost hundreds of billions of dollars. Pivotal Research argues the deeper reason is that this push helps fund a private mesh network for Tesla's cyber cabs, robots and other devices, with each added fixed Starlink customer making that mesh denser. The host suggests Musk wants control over his own broadband capacity and must buy spectrum to support a future of millions of robots and cyber cabs.
- Delta Highlights Collaboration with NVIDIA in Advancing Energy-efficient 800 VDC Power and Cooling Solutions for AI Data Centers at OCP Global Summit 2026
Delta Electronics is showcasing 800 VDC power and cooling solutions for AI factories at the OCP Global Summit 2026, developed with NVIDIA for its MGX platform. Highlights include an 800 VDC In-Row Power Rack delivering 660 kW with 480 kW of backup power for Vera Rubin NVL72 and other MGX racks, and a new 800 VDC Liquid-to-Liquid CDU with up to 2.5 MW of cooling capacity. Delta's HVDC Power Distribution Board reaches up to 98% conversion efficiency, while the CDU's three hot-swappable pumps deliver a combined flow of up to 3,850 LPM. According to the company, these solutions help existing data centers scale AI compute performance and power density. Ted Shyy, Executive Vice President of Power Electronics Business, said scaling AI requires power and cooling infrastructure that evolves alongside computing platforms.
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- Tesla's Cybercab Robotaxi Fleet Jumped Eightfold in a Month to More Than 300 Vehicles in Austin, With Dallas Up Next. Is Elon Musk's Robotaxi Bet Finally Scaling?
Tesla says its Cybercab fleet in Austin, Texas, grew eightfold in 30 days, from fewer than 40 vehicles to more than 300, and Dallas is indicated as the next city though no launch date has been announced. Public Cybercab rides began in Austin in September using a two-seat vehicle with no steering wheel or pedals. Texas registration data showed about 319 Cybercabs and 420 Model Y robotaxis as of Oct. 10, but registration does not confirm that every vehicle is carrying paying passengers. Tesla has not disclosed how many vehicles operate at once, how many rides they complete, or whether the service is profitable. The article also notes competition from Alphabet's Waymo and two federal reviews, one of alleged speeding in school zones and one of the Cybercab's compliance with vehicle safety standards.
- Elon Musk Blames Trump for Ukrainian Satellite Restrictions
Ukraine was caught off guard by new limits on satellite connectivity inside the country, which hampered its ability to use military drones and defend against Russian attacks. The post also cites Elon Musk blaming Trump, with finger-pointing over Starshield.
- SpaceX CEO Elon Musk Teases ‘X Shop’ After Amazon Shuts Out Grok Agents
After users reported that Amazon is blocking Grok Bot agents from placing orders, SpaceX CEO Elon Musk wrote on X, 'Maybe we should start a competitor to Amazon,' responding to a suggestion of an 'X Shop.' Musk also promoted Grok Bot's purchasing ability and said SpaceX will cover any losses if the bot makes a purchasing error or leaks information, noting this has not happened yet. Amazon previously blocked AI agents, including Meta's Muse agent in September, over concerns about identification, terms of use and account access. SPCX fell 3.5% and AMZN was down 0.3% during the session, with SPCX trading near $147, above its $135 IPO price but below its all-time high near $226. The two companies also compete in satellite broadband, where SpaceX has more than 11,000 Starlink satellites while Amazon's Leo service is still in beta.
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JPMorgan has already committed half of its $10 billion investment pool to hypersonic-missile maker Castelion and defense manufacturer Hadrian. The bet reflects America's push to rebuild its defense industrial base.
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X-energy and American Electric Power (AEP) announced a joint development agreement to evaluate the feasibility of a proposed 960-megawatt small modular reactor project in Indiana, with Amazon supporting development through a milestone-based funding agreement. The plant would feature 12 Xe-100 units near the former Breed Generating Station in Sullivan County, redeveloping an AEP-owned brownfield site. It is the second commercial project under the X-energy and Amazon collaboration, which aims to bring more than 5 gigawatts of new nuclear capacity to the U.S. grid by 2039. At the time of writing, XE was up 2%, AMZN gained 3.75%, and AEP fell 1.13%.
- Waymo Will Be “a Trillion Dollar Business. Easy” per VC Investor
Bessemer Venture Partners' Sameer Dholakia says Waymo could become a trillion-dollar business by expanding from ride-hailing into personal car ownership, trucking and logistics. The article notes Bessemer invested in Waymo's $16 billion February round, which valued the company at $126 billion. Waymo reached 500,000 paid rides a week in March, but Sacra estimates its annualized revenue at only $355 million in February, under 0.1% of Alphabet's $403 billion in 2025 revenue. Alphabet trades at 25.0x forward earnings, within its usual range, while Uber trades at 18.2x, a level analyst Walter Piecyk links to the threat from Waymo and Tesla's Robotaxi.
- Jensen Huang Declares NVIDIA Can Win “in the Absence of Any AI Labs”
NVIDIA CEO Jensen Huang said on the BG2 podcast that about a third of the business, classical computing unrelated to AI labs, is growing 30% to 40% a year, while frontier labs account for roughly 25% to 30% of compute. In the three months to July 26, 2026, revenue rose 106% to $96.2 billion, with AI clouds, industrial and enterprise revenue up 138%. Steve Eisman cited a 10-Q line showing 70% of NVIDIA's accounts receivable comes from five customers, though the article notes receivables are not the same as revenue share. NVIDIA trades at 17.7x forward earnings, near its three-year low of 17.5x and well below its 30.3x average.
- AWS Margin Expansion and Retail Execution Power Amazon (AMZN) in Q3
Wedgewood Partners reported that its Wedgewood Composite returned 2.5% net in the third quarter of 2026, compared with 2.3% for the S&P 500 and 0.9% for the Russell 1000 Growth. In its investor letter, the firm named Amazon a leading contributor, citing AWS revenue growth accelerating to 37% from 17% a year earlier and a 63% rise in the segment's operating income. AWS backlog of around $500 billion is more than double last year's level and up 37% from 90 days earlier, and Wedgewood said this demand supports a plan to double AWS capacity from circa 2025 levels by 2027. Advertising grew 26% and generated over $75 billion in revenue over the past 12 months. As of October 16, 2026, Amazon closed at $250.00, with a market capitalization of $2.7 trillion and a 21.22% gain over the past year.
- Bitcoin is rejected at $83K as US bond yields reverse higher with equities
Bitcoin failed to follow rising equities as a wall of sell orders above $83,000 across exchanges capped gains, and BTC slipped below $82,000 after Monday's Wall Street open. The Nasdaq Composite gained 1.5% and South Korea's KOSPI rose 1.76% to 5,768 points, while the US 10-year yield climbed to 5.13% and the 30-year to 5.46%, moving in step with stocks ahead of major tech earnings from Meta, SpaceX and Tesla. QCP Capital warned that a repeat of last week's tech sell-off could threaten the $80,000 support level. Crypto liquidations totaled $335 million over 24 hours, and the Binance whale ratio fell to 0.45 from 0.54 at the start of October.
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