NEWS: SpaceX has secured about $40 billion in the largest GPU financing ever. The company signed a binding commitment for a master finance lease covering GPUs and related equipment, backed by an entity managed by Apollo Global Management. The deal brings NVIDIA's next-generation Vera Rubin chips to SpaceX's terrestrial compute buildout, the backbone of its Super Intelligence push. Who is backing it: • Apollo is leading the financing • Goldman Sachs served as sole structuring agent • BlackRock, Goldman Sachs Asset Management and KKR made anchor commitments The timeline: • Expected to close before year-end 2026 • GPU deliveries begin in the first half of 2027 SpaceX's CFO: "SpaceX aims to deploy the largest compute infrastructure in the world." The CFO added the company is seeing payback periods of under a year on its compute, with the new lease helping bring capacity online faster to power Grok. Source: SpaceX investor relations

NEWS: Tesla Robotaxi has expanded its Houston service area. The new zone is far bigger than the old one. Its shape also happens to look a lot like a rocket. Robotaxi's caption: "Houston, we have liftoff." Elon Musk quote-posted the map and added: "I swear it's just a coincidence 😂" Source: robotaxi and elonmusk on X

NEWS: The big three US carriers are pressing the FCC on satellite-to-phone rules. AT&T, Verizon and T-Mobile, through their trade group CTIA, met with FCC leaders on October 20 to shape how direct-to-device satellite service gets regulated. Their main asks: • Keep the key 5G bands (2.5 GHz and 3.45 GHz) out of the satellite framework, arguing satellite service is not feasible there • Protect the exclusive rights of terrestrial license holders • Keep the consent-based system, so satellite operators still need to partner with carriers to use their spectrum • Hold off on a proposed signal-strength limit until it is studied further The filing lands as SpaceX pushes to expand Starlink Direct to Cell and lock up more spectrum, including its recent 800 MHz deal. The bottom line: the carriers want satellite-to-phone service to keep running through their networks. Source: CTIA ex parte filing, FCC (October 22, 2026)

NEWS: Tesla has launched a new safety page for Robotaxi. The page tracks how the driverless fleet is doing on real roads. The early numbers stand out. Safety record so far: • 0 people injured by Robotaxi • 0 airbag deployments • 0 pedestrians or cyclists hit Tesla says that over the same number of miles, human drivers would have caused about 9.1 injury collisions, 4.1 airbag deployments and 0.52 pedestrian or cyclist collisions. Robotaxi is currently running in 7 US cities. Miles driven: • More than 3.4 million miles driven autonomously • 862,000 miles after dark • 113,000 miles in the rain • 575,000 miles in rush hour Robotaxi is also expanding. Coming soon to: • Las Vegas, Nevada • Jacksonville, Florida • Phoenix, Arizona • San Antonio, Texas Source: Tesla, tesla.com/robotaxi/safety

NEWS: What Anthropic's $450 billion compute bet means for SpaceX Anthropic plans to spend enormous sums on computing power in the years ahead. SpaceX is positioned to take a cut. In a draft of its IPO filing, the AI company said it could spend as much as $750 billion on computing capacity over time. It has already committed to about $450 billion in cloud deals over the next seven to 10 years. Most of those contracts cannot be cancelled. SpaceX matters here because it is already one of Anthropic's suppliers. Last year Anthropic agreed to pay SpaceX up to $84.5 billion for computing capacity through 2029. The catch is that most of that money is cancellable on 90 days' notice, so for now it reads more like reserved capacity than guaranteed income. The new filing changes the picture. Anthropic is signing far larger deals that are locked in for years. That raises the stakes for every supplier it uses, SpaceX included. What it could mean for SpaceX: - A much bigger customer. Anthropic's compute budget is heading into the hundreds of billions, so even a steady share grows fast in absolute terms. - Firmer, longer revenue. If SpaceX moves part of its cancellable capacity into Anthropic's locked contracts, soft bookings turn into predictable income. That is the kind investors pay up for. - A vote of confidence. A leading AI lab spending at this scale backs SpaceX's own push into large data centers and selling compute. Source: Anthropic draft S-1 (via WSJ)

NEWS: SpaceX's launch pace is relentless. So far in 2026, the company has flown 113 times and lifted 1,517 tons to orbit. Source: SpaceX Q3 2026 results

NEWS: SpaceX closed its biggest acquisition yet. Cursor added $608 million in revenue in about six weeks. The company completed its $60 billion purchase of Cursor on August 14, folding the AI coding tool into its compute business. SpaceX also agreed to buy 800 MHz spectrum to power Starlink Mobile. That deal is set to close in the first half of 2027. Source: SpaceX Q3 2026 results

NEWS: Starlink keeps brought in $5.2 billion in revenue, up 69% from a year ago. • 13.6 million consumer subscribers, up 1.6 million in the quarter • Coverage in 174 countries • 11,100 satellites in orbit • More than 3,800 aircraft now flying with Starlink Source: SpaceX Q3 2026 results

NEWS: SpaceX's AI arm is now its largest business. The Super Intelligence segment brought in $7.6 billion in revenue, up 830% from a year ago. It now earns more than Starlink and the rocket business combined. • SI revenue: $7.6 billion, up 830% • Compute capacity: 1.7 GW, as Colossus II scales • Growth driven by cloud deals, the Cursor acquisition and rising Grok use Source: SpaceX Q3 2026 results

NEWS: SpaceX is sitting on a mountain of cash. After going public this year, the company raised about $86 billion and closed the quarter with $51 billion in the bank. - IPO proceeds: ~$86 billion - Cash on hand: $51 billion - Total assets: $254 billion - Cash from operations: $13 billion so far this year Source: SpaceX Q3 2026 results

NEWS: SpaceX has reported its Q3 2026 results. Revenue hit $14.6 billion, up 161% from a year ago. The headline numbers: - Revenue: $14.6 billion, up 161% - Net income: $4.4 billion, up from a $1.1 billion loss a year earlier - Adjusted EBITDA: $8.8 billion, up 306% By segment: - Super Intelligence: $7.6 billion, up 830% - Connectivity: $5.2 billion, up 69% - Space: $1.8 billion, up 6% Other milestones: - Starship Flight 14 flew, delivering 26 Starlink V3 satellites - Starlink passed 13.6 million subscribers across 174 countries - Compute reached 1.7 GW as Colossus II scales Source: SpaceX Q3 2026 results

NEWS: Ferrari's CEO has praised Tesla's new Roadster. Benedetto Vigna reacted to the unveil in glowing terms. Benedetto Vigna: "It certainly shows that also in the automotive world there's still a lot to be done. We have to keep dreaming." He added: "As a European, thank you for showing us how that, even in an old world, you can still innovate and dare." On the presentation: "I give it 10 for technology and 10 for communication: it was a sensational presentation." Source: Benedetto Vigna, Ferrari CEO

NEWS: Tesla now owns SpaceX stock. Tesla's new proxy traces how the stake came together. The timeline: • Jan 16, 2026: Tesla agrees to invest ~$2 billion in xAI Holdings • Feb 2, 2026: SpaceX acquires xAI Holdings, and the stake converts to SpaceX stock • Mar 12, 2026: Tesla completes its purchase of SpaceX Class A common stock No merger and no stock split are on the December 3 ballot. Source: Tesla 2026 proxy statement (SEC DEF 14A)

NEWS: Tesla's filing shows what it earns from Elon Musk's other companies. In 2025, xAI (aka currently SpaceXAI) paid Tesla ~$430 million, mostly for Megapacks. A further ~$78 million came from xAI through February 2026. SpaceX paid Tesla ~$143 million, mostly for vehicles. Source: Tesla 2026 proxy statement (SEC DEF 14A)

NEWS: Tesla has sent shareholders a new letter on its 2026 progress. The annual meeting is set for December 3 at Gigafactory Texas. Tesla is asking shareholders to re-elect Elon Musk, Robyn Denholm and JB Straubel to three-year board terms. 2026 highlights: • More than 10 million vehicles delivered to date • Model Y on track to be the world's best-selling vehicle in 2026 • Robotaxi service now in 7 US cities • Cybercab production started at Gigafactory Texas, with units in the Robotaxi fleet • Nearly 1.5 million paid FSD (Supervised) customers and over 15 billion cumulative miles • Tesla Semi launched and the next-gen Roadster unveiled • More than 130 GWh of energy storage deployed to date • Megapack 3 production started in Texas, with record deployments from Megafactory Shanghai • Optimus V3 readied for mass production • New investments in batteries, chips and AI training, including Terafab • A free, voluntary voting program for individual shareholders Source: Tesla shareholder letter

NEWS: Elon Musk says he will give every kid in America a SpaceX share. He announced the gift for next year. Elon Musk: "Next year, I will give one of my SpaceX shares to every kid in America." He added: "This will be the first of many." Source: elonmusk on X, October 19, 2026

NEWS: Tesla FSD is now approved in Slovakia. Regulators have cleared Full Self-Driving for the country. Rollout begins soon. Slovakia joins Tesla's growing list of FSD-approved markets in Europe. Source: Tesla Europe, Middle East & Africa

NEWS: SpaceX has set its Q3 2026 earnings date. The company will post its financial and operational results on Tuesday, October 20, after market close. A live audio-only webcast follows at 3:30pm CT. Investors can submit questions in advance through SpaceX's investor relations site. Source: SpaceX

The Tesla Roadster. A car that actually flies. Engineered by Tesla and SpaceX.