Morning Dew, Wednesday, October 21

NVIDIA unveiled DSX POD at GTC Berlin, a prebuilt AI factory design it says cuts deployment at a prepared site from six months to 14 days, with units expected in early 2027. source

On SpaceX's Q3 earnings call, Elon Musk said he expects annual recurring revenue of at least $500 billion by the end of 2027, driven largely by enterprise use of Grokbot. source

SpaceX COO Gwynne Shotwell said Starlink in-flight Wi-Fi is contracted for roughly 12,000 planes, with deals signed with three of the four major US carriers. source