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FERC Didn't Kill PJM's 6.8 GW Backstop. It Moved the Price-Takers to February
FERC accepted PJM's 6,831 MW backstop on 29 September but suspended it to 28 February 2027, delaying new supply that must bid as a price-taker.
HPE's $1.2 Billion Helios Order Is HPE's Revenue. AMD's Share of It Is Undisclosed
HPE booked a $1.2bn Vultr order for AMD Helios racks, its first. The racks carry HPE switches and services too; at most 17.9% of AMD's June-quarter Data Center.
Tesla's August in Europe Was +52.7% or +4.0%. The UK Decides Which
ACEA's August release has Tesla at +52.7% in the EU and +4.0% with EFTA and the UK. The gap is 2,883 Teslas there against 6,612 a year ago, -56%.
TSMC's $265 Billion Is 4.3 Years of Capex at This Year's Rate, and Has No Schedule
TSMC's total planned US investment reached $265 billion in July. That is 4.3 years of its 2026 capital budget, and C.C. Wei will not put a schedule on it.
CoreWeave's 3.8x Rubin Figure Is the Training Row, Not the 4.8x Inference One
CoreWeave put Vera Rubin NVL72 into limited availability on 30 September. The 3.8x circulating is its training row; Cognition measured 4.8x for inference.
SoFi Put Its Savings Rate Back Up to 3.30%, Reversing the Cut It Made in May
SoFi Bank's 23 September rate sheet takes savings from 3.10% to 3.30%. On June's $37.02bn savings book, 20 basis points is at most $74m a year.
None of Amazon's Three 90 Percents for Seller Assistant Is an Adoption Rate
Amazon's Seller Assistant post carries three separate 90% figures measuring availability, acceptance and context. Active users are hundreds of thousands.
79% of Microsoft's New Gulf Pledge Was Already Announced in November
Microsoft pledged 'more than $10 billion' across four Gulf states to 2030. $7.9 billion of that was its November UAE pledge; about $2 billion is new money.
Public's 20,000 AI Agents Run $200 Million, or $10,000 Each, a Retail Account.
Public posted 20K+ agents and $200M+ of AUM in one sentence on 22 September. Robinhood's nearly 100,000 agent accounts hold about $1,000 apiece.
Berkshire Crossed 10% of Lennar by One Share, Then Bought 2.7 Million More
Berkshire's Form 3 reports 21,050,601 Lennar Class A shares, one past 10% of the class. By 21 September it held 11.27%, and 5.64% of the votes.
Apple Measured the 512GB Mac Studio's AI Claim on a 7GB Model
Apple's Mac Studio sells 512GB of unified memory. Every AI figure on its page is footnoted to a 14-billion-parameter 4-bit model, about 7GB of weights.
DoorDash's $131.5 Million Settlement Hit Net Income, Not Adjusted EBITDA
DoorDash settled with New York City for $131.5 million — two-thirds of June-quarter GAAP net income, 14% of adjusted EBITDA, and reserved in the first half.
NVIDIA Qualified Three Batteries. Its Own Spec Says Sizing Is Irrelevant to Passing.
NVIDIA's DSX Ready qualified Tesla, Hitachi and LGES batteries on 21 September. Its own spec says battery sizing is irrelevant to passing the twelve tests.
Amazon Barred Meta's Agent on Its Conditions of Use, the One Claim It Did Not Lose
Amazon blocked Muse on 20 September citing its customer agreement, not the anti-hacking law it lost on 4 August. Shopify opened Shop Pay to it next day.
Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
The White House will say all 50 states get most-favored-nation Medicaid pricing. It stacks on existing rebates, and a July study says Mississippi wins now.
The FCC Cleared Paramount's Foreign Investors to 100% of the Equity and Zero Votes.
The FCC's 17 September ruling grants up to 100% aggregate foreign equity in Paramount, not 'more than 25%'. The named sovereign stake is 38.5%, none voting.
SemiAnalysis Calls Its MI355X Chart Apples-to-Apples. Its Own Page Says It Is Not.
SemiAnalysis called its MI355X-vs-GB300 chart apples-to-apples. Its own page says disaggregated configs are not, and has GB300 2.3x to 5.4x cheaper per token.
Salesforce's 'New' $63 Billion Target Is February's. It Needs 10% Organic Growth, and July's Quarter Grew 7%.
CNBC called Salesforce's 'over $63 billion' for fiscal 2030 a beat. February set it. Its organic part needs 10% a year; July-quarter subscriptions grew 7.1%.
Tesla's Megacharger Is 1.2 MW on the Page Selling It and 800 kW on Its Semi Page
Tesla opened Semi charger ordering in five European markets. A cabinet is rated 1,200 kW shared by two posts; the Semi it charges accepts up to 800 kW.
Block Already Custodies Its Customers' Bitcoin for Free. Its New Bank Is Not for Them.
Block applied to charter Builders Bank for bitcoin custody. It already holds that bitcoin free: a $1.41bn book, worth $3.5M a year at a named fund's fee.
Intel's CFO Said It Will Be Behind in Q4. The Reported October Price Rise Lands Inside It.
A supply-chain note has Intel raising PC CPU prices about 10% in early October. Intel guided PC consumption down low double digits and said it cannot catch up.
Alibaba's 1.6-Cent Cache Hit Is a Tenth of Input. So Are OpenAI's and Google's. Only Google Charges Rent.
Qwen3.8-Flash reads a cached token for $0.016, a tenth of input. OpenAI, Google and Anthropic all charge a tenth too. Only Google bills rent by the hour.