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$SPCX has agreed to acquire Grain Management’s nationwide portfolio of 800 MHz low-band spectrum licenses, a move the company says will pave the way for Starlink to become a major mobile carrier in the U.S.

Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”

The plan is to combine satellites with a ground-based mobile network. The low-band airwaves would complement Starlink’s 2 GHz spectrum, helping improve indoor coverage and extend service into areas with weak or nonexistent cellular reception. That would put Starlink in more direct competition with AT&T, Verizon and T-Mobile.

Separately, the FCC approved a new constellation of 15,000 SpaceX satellites this week for direct-to-device mobile services, another step toward expanding Starlink’s ability to connect directly to phones.

The spectrum acquisition still requires FCC approval and other customary closing conditions. Financial terms were not disclosed.

Source

Nvidia is introducing OpenShell software and the Sentry reference system design to let companies set enforceable limits on what AI agents can access and do, with security controls operating outside the agents themselves.

OpenShell, the open-source software layer, controls access to files, tools and external services, protects credentials and records permission decisions. It works with existing agents such as Claude Code, Codex and Hermes without requiring developers to rewrite them.

Sentry adds a separate hardware watchdog running on Nvidia’s BlueField-4 processors. Nvidia says it continuously monitors agent activity from outside the agent’s environment and can quarantine agents attempting to cross their boundaries within milliseconds.

The approach is designed for agents that work for hours or days, write code and interact with business systems. Instead of relying only on the model to follow instructions, the infrastructure limits which actions it can actually carry out.

**Anthropic has collaborated with Nvidia to add protections to Claude Managed Agents, while SpaceXAI is using the platform for Cursor coding agents and Grok models. Salesforce has integrated OpenShell with Slack, and SAP is embedding it into Joule Studio.**

Nvidia says more than 100 organizations are working with the technologies, including Microsoft, CrowdStrike, Cisco, Palo Alto Networks, Palantir and ServiceNow. The effort also extends to robotics, banks and energy infrastructure.

Jensen Huang: “Safety and security require full-stack engineering.”

OpenShell is broadly available, with platform software accessible through Nvidia’s developer resources and GitHub. Sentry is presented as a BlueField-4-based reference system design.

Oracle's New Mexico data center lease has "hell-or-high-water" terms, so it can't be terminated and $ORCL must pay rent whether or not the site has power.

Project Jupiter, the 1,400-acre project, is designed to build infrastructure for OpenAI. However, it is heavily mired in power-supply and environmental permitting bottlenecks. A critical 17-mile natural gas pipeline needed to run the campus's electrochemical Bloom Energy ($BE) fuel cells has been repeatedly rejected by state regulators.

Under the contract terms, securing power is entirely Oracle's responsibility. Because of the "hell-or-high-water" clause, Oracle cannot terminate the lease under any circumstances, making them directly liable for the debt costs underlying Blue Owl's $3 billion equity stake.

To hedge against these intensifying setbacks, Oracle has formally issued a "force majeure" notice to Blue Owl. While Oracle claims it remains fully committed to the project and that it is on schedule for its 2028 operational target, the legal notice is an aggressive attempt to pause or defer its rent obligations if power delays push the facility past its deadline.

Source: WSJ

Anthropic to leverage Akamai Cloud's distributed infrastructure and software to support CPU workload growth at scale.

The transaction provides for the potential expansion of the relationship by up to an additional $9 billion, which represents a total potential commitment of approximately $20 billion

Akamai has issued a warrant to Anthropic, the continued vesting of which is tied to the successful expansion of the relationship, for up to approximately 5% of Akamai's common stock outstanding. A portion of the warrant representing approximately 2% of Akamai's common stock outstanding is expected to vest in connection with today's announced commitment

Akamai $AKAM authorized Jabil $JBL to procure about $1.7B of memory components, with Jabil holding the inventory on consignment and repurchasing it at cost as Akamai uses it.

Akamai also signed a new Lenovo hardware, software and services agreement with a 3-year master term and a related 7-year statement of work.

The commitments come as Akamai ramps infrastructure behind its 7-year, $11.6B Anthropic cloud deal, which could expand by another $9B to roughly $20B total.

Swedish freight company Einride $ENRD is partnering with Nvidia to adapt the Hyperion Level 4 autonomous-driving platform for heavy-duty trucks.

The system will combine:

• Nvidia Hyperion for compute + sensors

• Halos for safety architecture

• Cosmos for edge-case data and synthetic training scenarios

• Blackwell infrastructure for training, testing and refining Einride’s autonomous models

Einride will continue to develop and operate its own autonomous-driving stack, while Nvidia provides the underlying compute platform and AI development tools.

Einride currently operates hundreds of electric trucks across the U.S., Europe and Middle East, including autonomous trucks in customer deployments.

The company expects its fleet footprint to scale to 1,500-2,000 vehicles by 2028, with roughly 80% of that demand considered suitable for automation over the medium term.

Edit:
Source

Odds are around 90% for a 25 bp hike tomorrow.

Hold:
Wells Fargo: no change through year-end

25 bp hike Wednesday:
Bank of America
Goldman Sachs
JPMorgan
Citi
HSBC
Pantheon
Morgan Stanley
Deutsche Bank
Barclays
UBS
BNP Paribas

Expect more than one hike this year:

Morgan Stanley: Another in Dec
Deutsche Bank: Another in Dec
Barclays: Another in Dec
BofA: Oct + Dec
UBS: 2 hikes total
BNP Paribas: Says 3 hikes may be needed

Former NY Fed President Bill Dudley says he’d be “shocked” by anything other than 25 bps.

The national average for diesel topped $6 for the first time, up more than 60% from $3.71 a year ago, according to AAA.

Gasoline also climbed to $4.29/gallon.

Diesel prices jumped 24.1% in August and accounted for more than a third of the monthly increase in producer goods prices, with higher transportation costs expected to increasingly flow through to food, autos, construction and other consumer goods if prices stay elevated.

The surge is being driven by tighter global oil supply and refining capacity amid the Iran war and reduced Russian refinery output.

Source AAA

The increase is aimed at improving gross margins rather than gaining market share, according to DIGITIMES, as global PC shipments are expected to fall to roughly 250M units in 2027.

Intel is also reportedly considering discontinuing its low-margin Small Core lineup, which could create an opening for Qualcomm and MediaTek in industrial PC and IoT markets.

The company may also cut another 5% to 10% of its workforce, with headcount currently around 75,000.

DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new Inner Mongolia data center, potentially creating one of the largest known clusters of Chinese AI accelerators.

For context, China’s first publicly reported 10,000-chip Huawei cluster only came online about six months ago.

The chips are expected to primarily run DeepSeek models, while the company still plans to rely on $NVDA hardware for training.

The broader site is being built at gigawatt scale, enough power at full utilization for roughly 750,000 homes.

Huawei’s production capacity remains the main bottleneck, with fulfillment of the full order potentially taking more than a year.

GMI Cloud sought ~$439M to finance $NVDA GPUs for an AI data center in Taiwan, but around a dozen banks have already committed ~$947M. Demand could ultimately reach ~$1.26B.

It’s one of Asia’s first major loans backed by future GPU-compute revenue.

NVIDIA will supply the GPUs and lease any unused compute capacity at an agreed price for up to six years, effectively providing lenders a revenue floor. If GMI sells that capacity to other AI companies at higher prices, NVIDIA gets 50% of the upside revenue.

Fireworks AI has already signed a four-year compute deal at a price above NVIDIA’s floor.

More than 7,500 homeowners across the United States have enrolled in Enphase® Care, the company's premium support offering for Enphase solar and battery systems.

Enphase Care gives homeowners the confidence of long-term support from the company that knows their energy systems best.

Available in all 50 U.S. states, Enphase Care adds proactive system monitoring, panel warranty claim support, and no-cost service visits for covered repairs.

Samsung has allocated roughly 70% of its memory production capacity through 2031 to long-term agreements with NVIDIA, Microsoft, and Google. Spot HBM prices have moved sharply higher (HBM3E 36GB ~$2,100, several times LTA levels, HBM4 16-stack ~$3,500). DRAM export unit prices rose notably even as volumes fell. Samsung is weighing conversion of a foundry line to memory.

SK Hynix is looking at more Korean capacity and a possible Japan JV. Lower early HBM4 yields are tightening supply further.

This shows that HBM and memory tightness continues to constrain AI accelerator ramps for the biggest hyperscalers customers and supports pricing power for the memory makers imo. I would watch for actual capacity conversion decisions, HBM4 yield progress, and any more updates on customer allocation.