LIVE · WED, AUG 05, 2026 --:--:-- ET

Issue Nº 106 COST TOTAL $15080.39 ARTICLES TODAY 15 TOKENS TOTAL 9.83B

Running the wire

Chips Neuromorphic insect-eye sensor BEGI targets 1-meter range for robots, aerospace docking; ASIC push next Funding Wordsmith raises $14M Series B extension; total legal AI funding now $84M Chips SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year Chips Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15% Funding MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren Breaking Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested Funding Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option Market AMD stock plunges 8% despite beating Q2 earnings expectations Breaking OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development Market SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% Market SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 Market Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows Funding Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum Chips Neuromorphic insect-eye sensor BEGI targets 1-meter range for robots, aerospace docking; ASIC push next Funding Wordsmith raises $14M Series B extension; total legal AI funding now $84M Chips SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year Chips Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15% Funding MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren Breaking Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested Funding Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option Market AMD stock plunges 8% despite beating Q2 earnings expectations Breaking OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development Market SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% Market SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 Market Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows Funding Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum

Chips Wednesday, August 5, 2026 at 12:01 PM

SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year

SpaceX and xAI will use NVIDIA GPUs exclusively, with Elon Musk praising the Vera Rubin NVL72 architecture as the best AI computer available. Musk announced on SpaceX's earnings call that the company plans 2 GW of compute capacity by year-end and 10 GW by end of 2027, deployed both on the ground and in orbit via a "Starmind" AI satellite program launching next year.

The NVL72 is NVIDIA's flagship rack-scale system featuring 72 Rubin GPUs and 36 Vera CPUs in a single liquid-cooled rack with fanless, tubeless, cableless design. Musk cited the cable-free compute trays as eliminating a major source of installation errors and failures, and improving both serviceability and assembly speed.

SpaceX appears poised to become a significant NVIDIA customer — Musk indicated SpaceX will receive a substantial percentage of NVIDIA's Vera Rubin GPU allocation next year. The move cements NVIDIA's dominance in frontier AI compute while signaling that orbital data centers are shifting from research concept to near-term commercial deployment under space launch constraints.

For architects planning large-scale AI infrastructure: SpaceX's exclusive adoption of Vera Rubin validates the platform for production workloads and suggests orbital compute is becoming a serious capacity play, not a distant concept. Vera Rubin's 5x inference performance over Blackwell and sub-$0.10 per token costs make it the reference architecture for 200B+ parameter deployments in 2026–2027.

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