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By the end of Q3, Thrive Capital's SpaceX position was valued at around $7.1 billion, representing 92% of the investment portfolio.
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Cerebras Systems surged 11.22% after reporting record Q3 revenue of $210.8 million (55% YoY growth) and raising 2026 guidance. The company added Microsoft as a customer alongside Oracle and Amazon. The stock rally was also supported by Nvidia CEO Jensen Huang's resignation, potentially opening market share opportunities for Cerebras.
Approximately 800 workers at Amazon's YVR2 fulfillment center are now subject to a binding collective agreement following an independent arbitration process.
Amazon is reportedly developing an initiative called 'World Product Graph' to provide shoppers with comprehensive product information, including items not currently stocked by the company.
Gatekeeper, a unified Vendor and Contract Lifecycle Management solution, is now available for purchase through AWS Marketplace. The platform consolidates vendor risk, contracts, compliance and spend management into a single system, with AI agents running exclusively on Amazon Bedrock to keep customer data in-region. This enables compliance-driven organizations to streamline vendor governance through their existing AWS accounts.
SpaceX plans to spend $35-40 billion in Q4 2026, primarily on Nvidia GPUs for its data centers. The company is building power generation and cooling infrastructure at Starbase, creating opportunities for suppliers like GE Vernova, Caterpillar, Trane, and Vertiv to benefit from the massive capital expenditure and broader data center market growth.