On Tesla’s Q3 2026 call, management cut 2026 capex guidance to about $20 billion, said Cybercab launches in Dallas next and put external Optimus deliveries near the end of 2027.
Tesla’s Q3 2026 revenue was flat at $28.05 billion and non-GAAP EPS of $0.48 beat estimates, while GAAP net income fell 43% to $787 million.
Today’s roundup: SpaceX, Tesla, Red Hat, SUSE news from the past day, with links to full write-ups.
SUSE and Fujitsu (FSAS) are combining SUSE AI Factory with NVIDIA and NVIDIA CUDA-Q on Fujitsu servers for on-premises hybrid quantum workloads, due in late 2026.
SUSE announced SLES for NVIDIA, built on SLES 16, and NVIDIA OpenShell integration for SUSE AI Factory with NVIDIA. General availability is planned for November 2026.
At NVIDIA GTC Berlin, Red Hat added NVIDIA Vera CPU support to RHEL for NVIDIA, announced Day 0 Vera Rubin enablement and a joint vLLM/llm-d inference reference design.
SpaceX says Starship Flight 15, expected next month, will try to catch both the Super Heavy booster and the ship with the launch tower for the first time.
On SpaceX’s Q3 call, Elon Musk said independent-director committees at SpaceX and Tesla are discussing a possible merger. No terms have been agreed.
SpaceX’s Q3 2026 revenue rose 161% to $14.6 billion and net income hit $4.4 billion, led by its Super Intelligence segment and Starlink growth.
Today’s roundup: SpaceX, Tesla news from the past day, with links to full write-ups.
