Future Stories

Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference ... Read more

Tesla now has at least 38 unsupervised robotaxi. Austin is up to 27 unsupervised, which is over half of the 53 robotaxi. The count from robotaxitracker is likely only 70% or less of the actual based upon how many Waymo vehicles have been confirmed out of 200 expected vehicles. Tesla FSD 14.3.2 is rolling out ... Read more

XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will ... Read more

Cambridge, MA, 5th May 2026, CyberNewswire

Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 ... Read more

During a high-volume deluge test on the new Orbital Launch Pad 2 one of the methalox gas generators that supplies high-pressure nitrogen for the deluge system exploded. The explosion sent roof panels and debris flying. There was the target launch of May 12 for the 12th SpaceX Starship flight. This could be delayed by 1-2 ... Read more

Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments ... Read more

SpaceX Starship Flight 12 is scheduled to launch May 12, 22:30 UTC / 17:30 CDT An advisory has appeared on the CADENA Operational Information System. – NEW Trajectory – Afternoon Launch Window.

Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory SOCAMM contract pricing paid by Nvidia at ~$8/GB in 1Q26, a sharp step-up from 4Q25 to 1Q26. ... Read more