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Musk says superintelligent compute capacity will be in long-term shortage, SpaceX plans to expand compute to 13 gigawatts by end of 2027

At SpaceX's Q3 2026 earnings call, Musk said superintelligent compute capacity will face a long-term shortage, with power, cooling and infrastructure constraining supply more than chips. SpaceX's superintelligence business revenue for the quarter was $7.56 billion, surpassing the connectivity business led by Starlink; compute scale rose from 0.6 gigawatts a year earlier to 1.7 gigawatts, with plans to reach 13 gigawatts by the end of 2027. Musk said paid weekly active users of Grok Bot reached 800,000 in early October, and the company also plans to build its own gas turbine blade casting and chip factories to ease bottlenecks.

Cloudflare acquires Rust-based TypeScript compiler tsrs

Cloudflare and its acquired VoidZero announced they are taking over the open-source project tsrs, a TypeScript compiler rewritten in Rust that has been merged into the Oxc toolchain. Cloudflare claims that at the same thread count, tsrs type checking is up to 8 times faster than TypeScript 7.0 with about 70% less memory usage, while the project founder's own tests show 2.5 to 5 times faster with about one-third the memory. The current version 0.18 is still experimental, uses the Apache 2.0 license, provides native binaries for macOS ARM and Linux, and has no Windows version yet.

a16z crypto rebrands as a16z Frontier, crypto VCs collectively pivot to AI

On October 22, Chris Dixon announced that a16z crypto is being renamed a16z Frontier; the new fund will invest in emerging technologies such as AI and robotics while continuing to invest in Crypto. Five months earlier, a spokesperson for the fund had said it was 100% focused on crypto founders. The article notes that leading crypto VCs including Paradigm, Haun Ventures, and Framework also expanded into AI, robotics, and energy during the same period, and that of the $510 billion in global venture capital in the first half of 2026, Crypto accounted for only $10.8 billion.

Uber rolls out ChatGPT Work to all 30,000 employees

Uber and OpenAI announced an expanded partnership under which all of Uber's roughly 30,000 employees worldwide will use ChatGPT Work. The product, launched in July this year, is positioned as an enterprise-facing AI agent; Uber had previously piloted it with 1,000 employees across departments including finance, operations and product, where about 80% of early users were not engineers, using it to analyze operational data, localize training materials and build interactive dashboards. Uber did not disclose the cost of the rollout, saying it will track how employees use the tool and their output to guide future AI deployments.

Fortinet Issues Emergency Update Due to AI-Discovered Critical Vulnerabilities

Fortinet announced unscheduled security updates for FortiOS, FortiManager, FortiAnalyzer, FortiMail, and FortiAuthenticator to fix critical and high-risk vulnerabilities discovered by the Frontier-AI model during security testing, and urged customers to install them as soon as possible. Affected versions include FortiOS 8.0.2, 7.6.8, 7.4.13, 7.2.14, and others; FortiSASE will update automatically by this Thursday. Fortinet also warned that similar AI capabilities could be used by attackers to reverse-engineer patches and construct working exploits within hours or days.

Nvidia, Microsoft and others warn UK has one year to defuse data center protest risk

AI infrastructure companies including Nvidia, Microsoft and Cisco have submitted recommendations to the UK government, saying the UK has about 12 months to establish a "compact" that benefits communities, or it may face protests similar to those in the US that threaten data center construction. The SAIL working group recommends letting councils that approve data centers retain more tax revenue and establishing a local benefit framework. Organizations such as PauseAI UK and Foxglove criticized this approach as buying off communities with benefits, and noted that 15 community groups in Scotland are already opposing related projects.

Code testing startup Blacksmith raises $66 million Series C at a $1 billion valuation

Continuous integration cloud service provider Blacksmith has raised a $66 million Series C round led by Sequoia Capital, with participation from Peak XV Partners, Y Combinator and GV, at a company valuation of $1 billion, bringing total funding to $125 million. The company offers CI cloud services on its own servers; more than 10,000 enterprises currently use it, and weekly code checks have grown from about 5 million in early 2026 to about 90 million, while annual recurring revenue grew 17-fold over the same period. CEO Aditya Jayaprakash said AI coding tools have made writing code easy and the bottleneck has shifted to code verification; this round's funds will mainly be used to buy servers to expand the global CI cloud and to grow the team from about 40 people to 75 by the end of the year.

SpaceX and Tesla Discuss Merger, Valued at About $3.5 Trillion

SpaceX's third-quarter revenue was $14.6 billion and net profit was $4.4 billion; AI and computing power business revenue was $7.56 billion, up more than ninefold year-on-year, surpassing the connectivity business for the first time. Musk confirmed that SpaceX and Tesla have each established independent special committees of the board of directors to discuss a merger, with a merger valuation of about $3.5 trillion. The article points out that Tesla's free cash flow is negative, and that the merger would change the financing method and capital allocation authority, and the transaction would also need to pass antitrust, national security and foreign investment reviews.

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OpenAI Acquires Orchestra Bio to Advance Life Sciences Rosalind Models and Tools

OpenAI announced the acquisition of Orchestra Bio, a platform that helps biopharma teams coordinate the complex process of drug development. The two sides will continue development based on OpenAI's Rosalind models and tools for life sciences research, in order to streamline these processes and help new treatments reach patients sooner.

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US Department of Homeland Security Orders Ban on DeepSeek in Government Systems

The US Department of Homeland Security has prohibited civilian government agencies from using DeepSeek and technology derived from its models. The order was announced on October 19 but had already taken effect at the end of July. The ban applies to civilian agencies such as the Treasury Department, the State Department, and the Department of Justice, while agencies under the Department of Defense are not covered. BBC has contacted the Department of Homeland Security, DeepSeek, and the Chinese Embassy in the United States to request comment.

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