The top stories in the fields you follow, at 06:00 your time.
Elon Musk's comments during SpaceX's Q3 earnings call about rapidly expanding AI computing capacity sparked a premarket rally in chip stocks including NVIDIA, Intel, and SanDisk. Musk expects to increase SpaceX's AI compute power to 2.5-3 gigawatts by year-end and add up to 13 gigawatts in 2027, signaling strong future demand for AI chips. Despite this, the rally's sustainability remains uncertain as Musk leases compute capacity on spot market rates without long-term contracts. The market will…
OpenAI explains ChatGPT Ads' LLM orchestrator, stateful sessions, retrieval, ranking, auctions, timeouts and service separation.
Read more →Many companies cannot say what their AI agents did yesterday. Two former Doppel engineers built an open-source tool that records what agents do, and a Wall Street trading firm discovered them while testing it on its own machines. Asymptote Labs just raised $5.5M to turn that record into real-time defense.
Read more →SpaceX just told investors its AI compute pays back faster than almost anyone expected, and now Michael Burry is betting that confidence will crack. Two earnings reports in the coming weeks will decide who is right.
Read more →One quote from Elon Musk sent chip stocks surging in premarket trading, but whether that momentum signals a real turning point or just a brief relief rally is what the rest of October will decide.
Read more →Rises show once there are 4 weeks of history (from mid-November).
