Personal Tech — Wednesday, October 7, 2026

SpaceX raising $40B to buy Nvidia chips (Apollo-led, ~$10B bank loans + ~$30B investment-grade debt)

• Colossus target up to 1.44M Nvidia chips
• SpaceX AI revenue modeled at $60B in 2027.

SpaceX AI compute leasing filings

• Anthropic ~325,000 GPUs at ~$1.25B/month through May 2029
• Google ~110,000 GPUs at ~$920M/month Oct 2026-Jun 2029
• Reflection AI ~$150M/month
• unnamed customer ~$1.11B/month from Dec 1 2026.

Anthropic plans ~$518B AI infrastructure spend over next decade across six partners (80% non-cancelable)

• Alphabet at least $111.1B, Amazon at least $110B, Microsoft $31.4B
• Nvidia up to $84.5B via Anthropic/xAI/AMD-linked agreements.

Microsoft + Nvidia unveil Surface Laptop Ultra in San Francisco (Oct 7) with RTX Spark chips

• Nadella and Huang on stage
• Windows as on-device AI agent platform for coding/tasks without cloud
• agent containment/safety as key challenge vs Apple.

Intel/Terafab clarification

• Musk says SpaceX will build and run Terafab, TSMC at most a sublease
• CEO Lip-Bu Tan confirms Intel continues on project
• Intel shares defied chip slump, up ~205% in 2026.

Marvell Investor Day (Oct 6)

• raises FY2028 revenue target to ~$20B, FY2029 custom-chip goal to $12B (from $10B), long-range FY2031 revenue ~$70B-$90B on custom AI silicon and data-center connectivity.

Lambda raising up to $4B final pre-IPO round at ~$14.5B valuation (Blackstone + Coatue led)

• backlog $15B in June to $50B in September
• IPO targeted 2027
• CEO Michel Combes (since May), AT&T's John Donovan director, CFO Charles Fisher.

Flai raises $27M Series A (Base10 led

• Friedkin Group, Findlay Automotive, Toyota Ventures, YC, First Round): AI dealership software booking 50,000 appointments/month, 20x revenue, 10+ of top 50 dealer groups.

Carta Law launches Venture Financing fixed-fee priced seed rounds end-to-end (term sheet to close, first drafts in 24h)

• Carta processes ~75% of VC priced rounds / 55,000+ transactions.

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