Daily Summary 2026-11-02 — Colossus 2 World #1 · +420K GPUs | Cybercab 1,600 Daily Record | Starlink 11,184 Sats 66% | Cloud ARR | Semi Multiples
Published · Updated · By Investus editorial desk (SUNRYU Partners)
xAI Colossus 2 hits 1.11M H100-equiv GPUs, topping OpenAI Stargate (1.02M). Four more clusters (+420K GB300s) under construction. Tesla Cybercab Austin sets Oct. 31 record ~1,600 trips (~1,400 driverless), outrunning Waymo by 11 hours. Starlink: 11,184 sats = 66% of all 16,848 human satellites, 17× OneWeb. SpaceX CapEx target 13GW by EOY-27. Cloud ARR: AWS $183.9B, Azure $132.7B, Google Cloud $122.8B (fastest CAGR 64.5%). Semi EV/Rev multiples MU 4x–AMD 13x.
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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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.