与「December」相关的搜索结果

President Xi and Madam Peng have just left D.C., heading for China. The meeting was one of Friendship, Strength, and Success, for both China and the U.S.A. We will be meeting again in November, in China, and then at the G20 in December, in Miami, Florida. Much has been, and will be, accomplished. I look forward to our next meeting! President DONALD J. TRUMP ( TS: Sep 25 2026, 1:17 PM ET )

The European Union has delayed a vote on Tesla’s FSD (Supervised) to December at the earliest (from October 6th), according to an agenda published on the EU’s website. Agenda for the October meeting:

@minchoi Colossus 1 is 150k H100, 50k H200 and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300. Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.

THESE ATTACKS DID NOT HAPPEN. 8 extremists targeting elected officials, civilians, and military members at the White House UFC Freedom 250 event. 5 arrested in the Michigan “Pumpkin Day” plot. 4 terrorist attacks stopped in a single month last December. And just this past weekend, another ISIS-inspired attack stopped in Pittsburgh before innocent Americans were killed. That is what happens when the FBI and our partners work around the clock, find the threats, and STOP THEM. We will continue hunting down anyone who plans to bring terrorism and mass violence to American soil. -DKP🇺🇸

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

The most powerful woman in crypto grew up without electricity. Yi He was born in a village in Sichuan that had no electricity and no running water. Her father died when she was nine. At sixteen she was selling drinks for a living. Later she hosted a travel show on Chinese television. She started learning English in her thirties. In 2014, working in marketing at an exchange, she hired a little known engineer named Changpeng Zhao. Three years later, the two of them founded Binance. In December 2025 she was named co-CEO. In 2026 Fortune placed her on its Most Powerful Women in Business list the first crypto-native executive ever to make it. Asked about where she came from, her answer was short: Of course I come from a poor background. But I am successful. Why can't you do the same? There is no secret here. Just someone who never asked her circumstances for permission.

First trailer for Luca Guadagnino's ‘ARTIFICIAL’, starring Andrew Garfield as Sam Altman. The film follows the story involving OpenAI focused on the firing & rehiring of CEO Sam Altman. In theaters on December 25.

We've published the EF Protocol cluster's priorities and our first shared Hegotá EIP tier list, with input from ~60 researchers and engineers across all 9 Protocol teams. We're aggressively targeting a quantum-resistant Ethereum L1 no later than December 2029. That has implications for what we propose including in Hegotá, and how much capacity we leave for the forks after it. Keeping mainnet safe remains our first priority. We'll be on r/ethereum for an AMA on September 16 at 2pm UTC. Please come ask us about the priorities, the tier list, or anything else you're curious about. Tier and priorities posts and question form can be found below in this thread:

HOT TOPIC: Wall Street just flipped bull on bitcoin:native 🎯 Bernstein's new roadmap: $125K by December, $300K by 2029, near $1M by 2033. All while bitcoin:native fights to hold $79K. Bottom already in? Cast your vote 👇