Future Stories

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

SpaceX Starlink can get a billion customers. Their total market is not only 50 million or their current 12 million. They can get 100X as many customers. This will drive more customers, revenue and profits. For the poorest people in rural India and Africa, SpaceX can match the $5 per month charge for a few ... Read more

The S&P Dow Jones Indices has officially proposed rule changes where megacaps like SpaceX will be included into the index in 6 months instead of 12 months. This would align also with the unlocking of shares of many SpaceX SPV investors after 6 months. When Tesla was included into the SP500 the shares went up ... Read more

Torrance, United States / California, 1st May 2026, CyberNewswire

Tesla and Elon have huge partnerships to deliver a surge in tens of millions of chips needed for AI domination. They also have increased their AI and model competitiveness. Tesla and SpaceX tying up with Intel for the most advanced 14nm process chips. This will deliver AI6 and AI7 chips. Tesla TERAFAB and TERALAB will ... Read more

Q1 Earnings and AI Surprises for Google, Amazon, Microsoft, Meta and TESLA Semi Mass Production. Google EPS of $5.11 beat expectations of $2.63. Revenue of $109.9B beat expectations of $107.2B Search: +16% YoY Q1 Youtube: +11.7% YoY Q1 Cloud: +50% YoY FY26 Capex 175B – 185B FY26 EPS: $11.7 Amazon Bedrock had 170% growth instead ... Read more

Commissioned in May 2015, the Edmonton Rail Terminal is one of the largest crude oil loading facilities in North America. It will accommodate up to three unit trains per day comprised of 150 railcars each. The facility is capable of loading 76 individual railcars at one time, achieving an ultimate capacity of approximately 250,000 barrels ... Read more

Tesla is up to at least 25 Unsupervised vehicles in Texas per the robotaxitracker. Robotaxi tracker is crowdsourced. This means someone who took a ride in a Tesla robotaxi in Texas has to report the license plate to the app or website. They miss over half of the known Waymo vehicles. Austin 19 Dallas 3 ... Read more

Tesla Semi mass production has officially begun. Long Range •⁠ ⁠Range: ~500 miles •⁠ ⁠4680 cells •⁠ ⁠Fully electric steering assist (vs hydraulic before) •⁠ ⁠Uses beefed up Cybertruck actuators •⁠ ⁠48 volt architecture •⁠ ⁠Powertrain: 3 independent motors on rear axles •⁠ ⁠Drive Power: Up to 800 kW •⁠ ⁠Curb Weight: 23,000 lbs •⁠ ... Read more