Daily Summary 2026-10-27 — Anthropic SpaceX $120.5B · NVDA Capex to $130B · FSD on Turo · $3,284/sec · MSFT 60k cuts
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Anthropic S-1 revealed historic compute commitments: SpaceX $120.5B, Amazon $110B, AMD $20B+, totaling $250B+. SpaceX quarterly capex: Q4'26 $40B guide → Q4'27 $130B est, NVDA takes 89%. Turo host hub: FSD (Supervised) in US search/listings from Oct 28. Tesla revenue per second hit $3,284 (514x in 15 yrs). Microsoft offers buyouts to 60,000 workers citing AI.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.