NEWS: SpaceXAI is the first recipient of Supermicro’s NVIDIA Vera Rubin NVL72 systems, shipped from its expanded U.S. manufacturing in San Jose. Each liquid-cooled rack packs 72 Rubin GPUs and 36 Vera CPUs. Elon Musk is building at the frontier of AI compute.

NEWS: Aer Lingus has completed its @Starlink rollout across the airline’s entire narrow-body transatlantic fleet. Passengers flying to 10+ North American destinations can now stream movies and TV and stay connected with family and friends at 35,000 feet.

News out of Europe that will not be welcomed by the ECB: The latest inflation prints (3.4% for France, 4.1% for Italy, and 5.0% for Spain). French sovereign spreads now trading 120 basis points over Germany. #economy# #europe# #markets# #inflation# #France# #Italy# #Spain#

News Nation: State Department Considering Passport Records “The State Department is ‘assessing’ how to share passport information with state and local governments, as well as some nonprofit groups, ahead of the midterm elections.” “According to a department spokesperson, the goal is to share the information in a way that ‘protects Americans’ data, deters fraud and supports the integrity of U.S. citizenship.”

NEWS: @elonmusk was at the White House state dinner tonight, so he sent this message to the Tesla Semi production launch 🚛⚡️ • “A revolutionary truck” that can carry the heaviest loads over very long distances • Megacharger capable of a megawatt of power • “It’s almost like a sports car in truck form” • Self-driving features are coming “in the very near future” • Electricity costs much less per mile than diesel “I’d recommend placing more orders if you haven’t already. The waiting list is already pretty significant.” — @elonmusk

NEWS: Tesla Semi by the numbers, per Tesla at tonight's launch 🚛⚡ • 500 mi range fully loaded (82,000 lb) • 600 mi at about half load • 325 mi Standard Range • 60% charge in ~30 min • 30+ Megacharger sites by end of 2026 • >98% fleet uptime • 50,000 / year capacity

NEWS: Grok Bot handled a 175% surge in support tickets without new hires. * Resolved 99% of refund requests autonomously at $0.20–$0.30 per ticket. * Trained on 1M+ customer interactions. * Analyzes 20,000+ daily feedback items for engineering insights. * Could potentially eliminate the need for 200 additional support roles. AI agents are moving deeper into real-world business operations.