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Issue #158: Starcloud Launches GPUs to Space with SpaceX

OpenAI's $38B AWS deal powers frontier scale, Moonshot's K2 outperforms closed models, and Google eyes satellites for AI

Author

Nathan Lands
November 07, 2025

Good morning, welcome to this week’s Lore Brief, your 3-minute brief of the most important moves in AI and tech.

This issue of Lore Brief is brought to you by Lore, building AI infrastructure for America and its allies.

  • OpenAI inks $38B AWS deal for massive compute → Multi-year pact deploys hundreds of thousands of NVIDIA GB200/300 GPUs and tens of millions of CPUs for ChatGPT inference, frontier training, and agentic apps; full rollout by end-2026 to fuel OpenAI's scale on Bedrock integrations. Read more here →

  • Moonshot unveils Kimi K2 Thinking: SOTA open-source agent → 1T-param MoE outperforms frontier models like GPT-5 and Claude 4.5 on key benchmarks including HLE (44.9%) and BrowseComp (60.2%); masters 200-300 tool calls for reasoning/coding, now live on API with 256K context. Serious achievement closing the open-closed gap. Read more here →

  • Google Maps gets Gemini-powered landmark turns → AI scans 250M sites via Street View to spotlight visible cues like Thai restaurants for precise navigation, ditching vague distances - now rolling out in US. See more here →

Starcloud, backed by YC and NVIDIA, launches GPUs into space with the help of SpaceX:

Unitree unveils impressive Full-body teleoperation for robots:

Swipe left and right to prompt images:

  • Google eyes space for scalable AI compute → Project Suncatcher proposes solar-powered satellite swarms with TPUs and optical links for gigawatt ML workloads, harnessing 8x efficient panels and radiation-hard chips to rival Earth data centers by 2030s. Read more here →

  • Tesla greenlights Elon's mega pay package → Shareholders OK 423M shares (12% stake) vesting over 10 years for $8.5T cap plus goals like 1M Optimus bots and 1M robotaxis. Read more here →

  • LMSYS Arena launches Expert Leaderboard → Filters 5.5% toughest user prompts for razor-sharp evals across 8 occupational categories like Math and Medicine. Read more here →

  • Box.com CEO Aaron Levie: Agents pioneer uncharted enterprise tasks → 95% of AI tokens will fuel novel work like exhaustive lease scans or error-free drug hunts, turning 100x cheaper labor into breakthroughs beyond current workflows. Read more here →

  • Krea launches Nodes for all-in-one AI creation → Unified canvas merges gen tools into node-based flows for effortless image workflows; snag early access by commenting below. Read more here →

That’s it for this week’s Lore Brief.

See you next week!