Amazon, Google, Microsoft, and Meta spent a combined $202 billion on CapEx in Q3, a 108% increase from a year ago and a 446% increase from three years ago. The AI infrastructure arms race is still accelerating.
Key points
Combined Q3 CapEx: $202 billion
Year-over-year increase: 108%
Three-year increase: 446%
Sources
US labor market JOLTS report shows vacancies at 7.5 milliom
US labor market JOLTS report shows vacancies at 7.5 milliom, up nearly 500k, beating consensus. The quit rate rose and layoffs fell.
Key points
Vacancies climbed to 7.5 milliom (up nearly 500k), beating consensus.
Quit rate rose.
Layoffs fell.
Sources
Enhanced Radar API announced – new API for air traffic audio
Enhanced Radar API announced today, introducing an API to access air traffic control audio captured by a nationwide receiver network. The data is processed in real time with the Y4 AI model.
Key points
Announcement: Enhanced Radar API released
Processing: Real-time analysis performed by Y4 AI model
Sources
US Space Force wants up to five satellites ready by late 2029
US Space Force wants up to five satellites ready to fly between Earth and the Moon by late 2029. They could be the start of a bigger military constellation for Moon base communications.
Key points
Goal: up to five satellites ready to fly between Earth and the Moon.
Timeline: by late 2029.
Sources
TSUs will launch on SpaceX rocket next year
TSUs will launch on a SpaceX rocket next year, aiming to improve intelligence per watt and per kg in orbit. The claim ties faster ROIC to launch cost savings and expects economies of scale after 2030.
Key points
Launch: TSUs will be launched on a SpaceX rocket next year.
Claim: Far more intelligence per watt translates to far more intelligence per kg to orbit and thus faster time to ROIC per launch.
Sources
traversal_ai raises $120M at $1B valuation now
traversal_ai raised $120M at a $1B valuation to build software that keeps itself running. AI is writing more code than ever and making production less reliable.
Key points
Funding: $120M raise
Valuation: $1B valuation
Sources
- Original post
- help.x.com - Linked in the post
