Grok Partner Network Tops 130 Firms; Huang Says Memory Shortage Likely Through 2029

创业邦 · wechat · 2026-10-24

Industry digest: SpaceX launched its "Superintelligence Partner Network" for companies building on Grok for enterprise customers, split into transformation and marketplace partners, with 130+ firms including Bain, Databricks, Nvidia and Snowflake in early testing. Jensen Huang said memory oversupply is unlikely through 2029, HBM will stay in wide use for years, and he's open to working with China's CXMT—noting no country beats China in manufacturing. Also: SpaceX plans to secure at least 80,000 US cell sites, in talks with tower operators like Crown Castle; SK hynix's Solidigm dropped its planned ₩5T pre-IPO and listing.

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