Next-gen AI rack system delayed to 2028 due to manufacturing snags

SpaceXAI releases Grok 4.5, a coding-focused model trained on Blackwell GPUs

Collaborated with Hugging Face to release open-source robot models for physical AI

SpaceX Colossus 1 deal adds 220,000 NVIDIA H100-class GPUs for Anthropic inference capacity

Renting back GPU capacity from neoclouds due to softening demand

US export controls target NVIDIA A100 and H100 chips

NVIDIA claims Blackwell inference stack cut DeepSeek V4 token costs 5x in one month

Vera Rubin NVL72 cloud rollout expands to Europe with H2 2026 deployments

SpaceX IPO raised over $85 billion at ~$1.77 trillion valuation, shares later pulled back

Acquired Cursor for $60B in stock days after IPO to fix struggling AI division.