Here’s what’s new from the past day across the platforms and companies we follow. Each item links to a full write-up with context and the original source.
Red Hat
- Red Hat, secunet and deepset Team Up on a Sovereign AI Cloud for Classified Data in Germany: secunet, Red Hat and deepset are building an AI runtime service for German agencies that handle classified data, using Red Hat AI Factory with NVIDIA.
SpaceX
- SpaceX Commits to a $40 Billion GPU Finance Lease With Apollo for NVIDIA Vera Rubin Chips: An 8-K filing lays out a roughly $40 billion master finance lease with an Apollo-managed entity for NVIDIA Vera Rubin GPUs, expected to close by year-end.
- easyJet Will Add Starlink Wi-Fi to Its A320 and A321 Fleet Starting in 2027: The UK budget carrier will offer onboard internet for the first time, fitting Starlink to its A320-family jets from 2027 and finishing by early 2028.
Tesla
- Barclays Upgrades Tesla to Overweight With a $450 Target, Citing a Likely SpaceX Deal: Barclays moves Tesla to Overweight with a $450 target, betting on a SpaceX takeover premium plus stronger auto, energy and Robotaxi trends.
- Latvia Approves Tesla Assisted Driving, the 10th EU Country to Back the Dutch Approval: Latvia’s road safety agency signed off on Tesla Assisted Driving, formerly FSD (Supervised), making it the 10th EU country, with rollout coming soon.
No new non-security news turned up today for Oracle Solaris 11, FreeBSD, AlmaLinux or SUSE.