Daily Summary 2026-10-28 — Tesla Robotaxi 1,051 · SpaceX $40B GPU · Anthropic S-1 $16.3B · NVDA Neocloud $67.7B
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Tesla Robotaxi Texas: 1,051 units (Cybercab 544 > Model Y 507), ~12 days to Waymo. SpaceX $40B GPU (Apollo/Goldman). Anthropic S-1: H1 rev $16.3B +1,300% YoY, $131.7B cash, $265.6B future commitments. NVDA Neocloud: $67.7B contracted (783K GPUs), $216B upside by 2027E. SPCX DB $250. NVDA: Meta $3B + Oracle NVL72.
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.