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⭐ FeatureDaily snapshot2026.11.02 10:00
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
🏭 SectorNvidia2026.11.02 10:00
AMD Research Reports
- Daily Summary 2026-11-02 — Colossus 2 World #1 · +420K GPUs | Cybercab 1,600 Daily Record | Starlink 11,184 Sats 66% | Cloud ARR | Semi MultiplesxAI 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.
- Semiconductor Forward EV/Revenue Multiples — MU 4x to AMD 13x (Fiscal.ai NTM Basis)Forward EV/Revenue multiples (NTM, Fiscal.ai) across semis: MU 4x, INTC 5x, NVDA 9x, CRDO 9x, ASML 10x, TSM 10x, AVGO 10x, SITM 10x, MRVL 12x, LITE 12x, AMD 13x. Wide spread reflects diverging AI infrastructure exposure. Memory/legacy at a deep discount; AI-networking and GPU-adjacent at premiums.
- AMD said demand is still running ahead of supplyLisa Su's comment. Strong compute demand should last several years. Supply rises substantially in 2027 while memory stays tight.
- AMD agreed to acquire Fei-Fei Li's World Labs for about $8.2 billionAll-stock deal announced Sept. 28. Expected to close by the end of 2026, subject to approvals.
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