Daily Snapshot Nov 10 2026 — San Antonio Robotaxi | Cybertruck Refunds | Terafab $45B | Starbase DB | Intel CEO Buy | NVDA China | Optimus NASA
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Tesla launched its 8th robotaxi city in San Antonio — the largest zone yet at 275 sq mi, bringing total US coverage to 1,100+ sq mi with 21-hour daily service. Musk declared Cybertruck line ends in ~8 months with deposit refunds, pivoting Giga Texas to Cybercab production. Terafab's JV split (TSLA 38.1% / SPCX 61.9%), $45B funding target and Grimes County Phase 1 details emerged. Deutsche Bank sees SpaceX Starbase adding 500MW in 2027 to lower AI costs. Intel CEO bought $9.7M of stock. The US Commerce Dept controversially approved NVDA chip sales to sanctioned Chinese firms. Optimus appeared at NASA's Kennedy Space Center.
What happened
Tesla launched its robotaxi service in San Antonio on November 9 at 5 AM CT, making it the 8th unsupervised city with the largest single-city zone at launch — 275 square miles. The previous seven cities covered 831 sq mi; San Antonio's addition brings the total US unsupervised robotaxi coverage to more than 1,100 sq mi, a 33% expansion in one launch. Service now runs 21 hours per day (5 AM to 2 AM), with Sawyer Merritt noting the network is getting 'very close to 24-hour operation'. Robotaxi Radar data shows 14.4% of Texas residents now live inside a robotaxi zone across 1,764 sq mi in the state.
Elon Musk announced that Tesla will refund Cybertruck deposits to a large number of customers, saying order demand far exceeds remaining production capacity and the Giga Texas Cybertruck line will shut down in approximately eight months. Separately, Musk acknowledged that building a high-volume factory for Cybercab production is 'phenomenally hard,' framing the pivot as deliberate rather than reactive.
New details on the Terafab joint venture surfaced: Tesla holds 38.1% and SpaceX 61.9% of the chip manufacturing venture, which has a targeted funding pool of $45 billion and aims to produce one million chip wafers per month by 2033. Phase 1 is a 25,000-chip complex in Grimes County, Texas. Tesla's procurement team visited Japanese semiconductor equipment makers in early November to source Terafab machinery.
Deutsche Bank issued a note projecting that SpaceX's Starbase data-center expansion — adding 500 megawatts of capacity in 2027 — will push down costs for AI computing broadly. SpaceX's on-site gas turbines allow it to bring power online 12 to 18 months faster than grid-dependent rivals. DogeDesigner noted that Congress has limited authority to intervene directly in SpaceX's NASA and Space Force launch contracts.
Intel CEO Lip-Bu Tan purchased 150,000 shares at $64.73 on November 2, totaling $9.7 million — reportedly the second-largest insider purchase in Intel's history. The US Commerce Department was reported to have approved sales of NVIDIA GPUs to Chinese companies including those on the sanctions list and those with ties to the Chinese military, a controversial development that could reopen China as a growth market for NVDA while drawing political backlash. Optimus made its first appearance at NASA's Kennedy Space Center, and Tesla is on track to become the most popular imported brand in South Korea with 100,000 vehicles sold in 2026.
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