Amazon

Sam Altman on the amount of compute needed if 50% of the world were using personal AI assistants to its full capabilities: "How many GPUs do you want working for your personal assistant? When people talk about the global market for GPUs…

$META Does timing matter? Honestly, not that much to me. It matters a lot in the short term and very little in the long term. This week is a perfect example. META posted a strong quarter (time the rip +5%), but the guidance didn’t give us…

The spend limit on most internal agents today lives inside a system prompt, which makes it a suggestion, not a control. Walmart shipped what an actual control looks like this week, and it has nothing to do with retail specifically. Agent…

Agent Gateway is Walmart's answer to a problem every site with a catalog now has: give agents a real way to read your data, or watch them scrape it blind and break the moment your layout changes. Walmart built a dedicated MCP server this…

The headline out of Anthropic's expected S-1 this week will be the valuation, something north of $2 trillion depending on which leaked number you trust. The filing itself, once it's public, will show something more useful than that. The…

BofA: TrendForce states Nvidia's AI-server share moderates from 66.9% in CY26 to 62.6% in CY27 as “Others” rises from 26.0% to 29.6%. Custom ASICs increase from 26.1% to 29.6% of AI server shipments, led by hyperscaler programs. $NVDA…

Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking…

Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN

Morgan Stanley sees the cost per new MW peaking at $51.8 million in FY27, before sliding to $47 million in FY29E. $MSFT $NVDA $AMZN $GOOGL $META https://t.co/IC6zlAbmhs https://t.co/8zXgV111pw

Morgan Stanley: We believe AWS's planned incremental GPU purchases will skew to Vera Rubin and Rubin Ultra, we see these extra chips driving an extra ~2 GW /~1 GW of compute capacity in '27/'28 vs. our prior estimates. $AMZN $NVDA

🇺🇸BREAKING: @Amazon has deployed 1M+ robots across its warehouses and fulfillment centers, marking a major milestone in automating its logistics network. The machines move products, transport inventory, sort packages, and handle…

Every hyperscaler racing to dent Nvidia's lead just converged on the same move within a day of each other. Google open sourced TorchTPU at the PyTorch Conference in San Jose this week, co-built with Meta's PyTorch team, letting existing…

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

CEO of Google, Sundar Pichai, on compute demand and AI bubble possibility: Q: Ben Horowitz relayed Andy Jassy had something like compute is sold out till 2028, are you seeing the same thing? "If today a customer is coming out and asking us…

CEO of Lumentum, Michael Hurlston, on the impact of yields on capex spend: "The CFO of Alphabet came on just a couple of days ago and was talking about their capex going up year over year. For the most part, I think, the hyperscalers…

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not. https://t.co/rmuECPbCrN

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

Looking fwd to this conversation! https://t.co/5hOgohTMNV

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

AWS keeps pitching Trainium as a plug-and-play Nvidia alternative, and the actual migration story is more honest than the marketing. PyTorch and JAX code mostly ports to the Neuron SDK with modest changes, not zero changes. Custom CUDA…

Business Insider: Amazon > Kalyanaraman of AWS Infrastructure expects Amazon to remain free cash flow negative for "the next couple of years or so." > Jassy likes the results of investments with AWS growth ramping as a result. > Internal…

Amazon says its AI chips will work with popular coding language, challenging Nvidia - https://t.co/MkyybHW1WY

$SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semiconductor Index rose about 2% to snap an…

We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating…

UBS: active devise supply chain $MRVL $GOOGL $AMZN $AVGO $TSEM $NVDA

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

Anthropic just locked in compute for the next 20 YEARS in Canada. It signed a 20 year lease at EverWind's planned data center campus in Point Tupper, Nova Scotia. Phase one is 95 megawatts, targeted for late 2027. A 325 megawatt expansion…

Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from about $7 a unit to $19.50, and Gartner is…

Humanoids are starting to look more like delivery workers. In warehouses and on delivery routes, hands alone aren't enough. People brace bulky packages against their torso or slide them along an arm to keep them stable and free a hand for…

What does Washington think about robots? What do our armed forces think? We see three very different perspectives compared to the media’s opinion. Which one best expresses the perspective of the majority of the population?…

J.P. Morgan: AI CapEx > 2026 Capex Forecast: Growth estimate raised from +80% to +85% YoY. This adds over +$270B in incremental spending (a new record step-up, beating 2025). > 2027 Capex Forecast: Growth estimate raised from +50% to +70%…

I think investors are MASSIVELY underestimating just how constrained we are when it comes to AI infrastructure right now. Ben recently revealed that he was speaking with Amazon CEO Andy Jassy, and when Ben mentioned that AI compute…

Definitely an advantage to have supply in a great shortage @oxidecomputer https://t.co/GPcZw6tsJh

NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL

Ben Horowitz says Amazon CEO, Andy Jassy, told him AI compute is sold out till 2028 and beyond: “This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I said, yeah, we’re out of everything, you…

UBS: AI power TAM growing to $91.1 billion by 2030E, up from $17.7 billion in 2026E. Of the $91.1 billion, $49 billion dedicated to GPU power TAM, while the other $42 billion for ASIC. $GOOGL $MSFT $META $ORCL $NVDA $AMD $AMZN

There are more companies selling robot intelligence right now than companies selling robots. That showed up this year as a pattern I kept noticing. In this case all these research groups with published on the same robot from @DexmateAI.…

According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to ship more than 1 MILLION units next…

Keybanc on Intel: Qualcomm's AI300 is expected to use EMIB-T AWS is evaluating EMIB-T for Trainium 4 Intel is getting meaningful traction with EMIB-M with design wins expected with AWS for Trainium 3 and Microsoft for its server CPU Cobalt…

HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN

Top stories in robotics today: - Amazon’s next robot upgrade comes with a catch - Johns Hopkins builds heart-docking micro-bots - Ukraine drops robots behind Russian lines - This 13 ft. humanoid makes a hydraulic comeback…

Japanese retail RTX 50-series prices run 5.66% to 41.1% above US Amazon listings, per Tom's Hardware's table built from a Reddit shelf photo. The RTX 5080 averages +12.71%; the RTX 5060 Ti 8GB is +41.1%, the widest gap. The memory shortage…

J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN https://t.co/iZrvcU2svc https://t.co/yzzhhhEN7G

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

Microsoft Maia 300 is a hiring story as much as a chip launch. KORE1's take: the bottleneck isn't the silicon, it's the ML compiler engineers who make it useful. https://t.co/tFzlBZpkzh https://t.co/EDLcmTKqMP

Who designs the chip after Microsoft Maia 300? The same small pool Google, Amazon, Meta, and OpenAI are recruiting from. KORE1 breaks down which chip roles get squeezed first. https://t.co/tFzlBZpkzh https://t.co/liozv8z01k

Microsoft Maia 300 enters production in 2027, and the SIA projected about 67,000 U.S. chip jobs at risk of going unfilled by 2030. KORE1 expects compiler and validation engineers to feel it first. https://t.co/tFzlBZpkzh…

Citi: CSPs data center capex is expected to increase to ~$1.6 trillion in 2030E, with global capex spend increasing to ~$3.8 trillion. Google to see the strongest capex growth through 2030. $GOOGL $AMZN $META $MSFT

Microsoft just told the market it's betting multiple gigawatts of future data center capacity on chips it designed itself. Maia 300 claims 40 percent more tokens per watt than leading GPU based systems, and Maia 200, already running across…

Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. Decart doesn't make a chatbot. It makes…

"Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billion, respectively." $GOOGL $AVGO $MRVL…

David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60% and over the course of the next 2-3…

Former CEO of Intel, Pat Gelsinger, sees more AI data center delays coming due to lack of energy capacity: "We just need more capacity, and fundamentally, energy capacity omewhat dampens how you fork we can get on AI. Because, you know,…

Although many manufacturers are racing to implement automation and artificial intelligence in their factories, experts cite obstacles and urge caution before moving full steam ahead. https://t.co/fLOnpL3AmZ

J.P. Morgan: our Tech research team highlights that the traditional LLM infrastructure has a GPU-heavy architecture, with CPU/GPU ratios of 1:4 to 1:8. For Agentic AI, that ratio shifts towards 1:1, and could even become CPU- heavier as…

Synopsys looks to work with Chinese AI labs to speed up chip design EDA leader forecasts $11.15bn revenue in FY27 as OpenAI, Amazon deals drive AI push https://t.co/QA05XBRbmQ via @NikkeiAsia

Corporate in the physical AI world! 👔 I graded corporate bets in physical AI by one question... do they actually buy the robots? 💰 Everyone calls these investments strategic. I wanted to know how many have a public commercial link to the…

Most of the industry treats safety as a cost to clear before shipping. We treat it as the thing that opens the next market — each tier larger than the last. Why safety is the strategy: https://t.co/zrurAIlrfA #Agility

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

Morgan Stanley: We see the major customers of EMIB-M being Trainium3, upcoming Trainium 4 and its in-house server CPU. Average EMIB-T capacity is around 5kwpm in 2026, which we expect to further scale to 15-20kwpm in 2027 and 40-45kwpm in…

🚨 BREAKING: @BostonDynamics appointed a new CEO! 😎 The new CEO is Rohit Prasad, former SVP and Head Scientist for Alexa and AGI at Amazon. An AI veteran, someone who spent 12 years turning AI into products at global scale, building Alexa…

Expert Takeaways: Taiwan Union Technology > TUC's top 3 customers are Google, Amazon, and SpaceX. Server business drives 70% of total revenue, while consumer electronics takes 20% and auto/industrial takes 10%. > High-Speed Material…

🚨 BREAKING NEWS: AWS IS BRINGING PHYSICAL AI CLOSER TO THE FACTORY FLOOR. Read the full story: https://t.co/iTaFRhHRSt #PhysicalAI #ArtificialIntelligence #AI #Robotics #IndustrialAutomation #Manufacturing #aws #nvidia Image: Newlifestock…

a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent US study showed that for every 10%…

The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one…

I’m pretty amazed by the Long Horizon speaker roster - everytime I check the website it’s still growing. This event is rapidly becoming “the rooms where it happens” for robotics.... plus lots of hallway conversation opportunities.…

As part of #IROS2026, hundreds of academics and industry leaders toured CMU's robotics + engineering facilities on Oct. 1. They got an inside look at what CMU researchers are working on inside the Robotics Innovation Center, Mill 19 and…

Excellent and thoughtful piece here. https://t.co/mjHueUXIIX

Left: Texas's grid only maxes out about 200 hours a year, roughly 2% of the time. Right: New data centers that agree to cut back during peak hours can skip the wait for more capacity. US grids could add 100 GW of them without building a…

"Hey Alexa... uh, I mean Atlas, hand me the drill." Boston Dynamics has a new CEO: Rohit Prasad, the man who built Alexa. And it's a notable break from BD's past. BD's first two CEOs were hardcore roboticists who helped pioneer the field.…

"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand." "Then Texas hit pause." "Developers routinely spam requests across…

Rohit Prasad’s experience integrating AI into real products is critical. It is not just about advancing robotics, but making it operationally useful in diverse industries. The shift to applied AI. https://t.co/bD8ebCVl50

Boston Dynamics has named former Amazon AI leader Rohit Prasad as CEO, effective today. Prasad helped build Alexa and led Amazon Nova development. He takes over following Robert Playter’s retirement and Amanda McMaster’s interim tenure.…

Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection for suppliers. > Tight conventional…

Boston Dynamics has a new CEO: Rohit Prasad. What does this mean? At Amazon, he led Alexa AI: ✸ Built and scaled Alexa ✸ Created Amazon Nova models ✸ Led Amazon's AGI efforts He is an AI-first executive. Its last two CEOs, Marc Raibert and…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

We are proud to welcome @RohitPrasadAI as our new Chief Executive Officer. He brings decades of experience turning breakthrough AI technologies into category-defining products and will help to accelerate the integration of AI and robotics…

Bill Gates doesn't buy the argument that AI and humanoid robots will simply create new jobs to replace the old ones. Asked by the New York Times' Ezra Klein, he says that once white-collar AI and humanoid robots cross reliability…

I can't remember the last time this many people from physical AI were booked into one room! The Long Horizon Physical AI Summit by @encord_team lineup is fire! 🔥 → Sebastian Thrun, founder of Google X, who led the self-driving project…

A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh

Robotico Live is back with the latest from across robotics. This week, AMD’s $8.2 billion acquisition of World Labs, Direct Drive Tech’s IPO, Amazon’s robotics expansion and more. @RachelCreates and @jess_xmaq break it all down. 00:24…

IROS 2026 lists 183 exhibitors in its official directory including companies and organizations. 1. 42de GmbH 2. Abaka AI 3. Aether AI 4. AGIBOT 5. AgileX Robotics 6. Agility 7. Amazon 8. Analog Devices Inc 9. Apex Sensing LLC 10. Applied…

𝐀𝐈 𝐡𝐚𝐬 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐭𝐨 𝐭𝐚𝐥𝐤. 𝐍𝐨𝐰 𝐢𝐭 𝐧𝐞𝐞𝐝𝐬 𝐚𝐧 𝐢𝐧𝐭𝐞𝐫𝐟𝐚𝐜𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐩𝐡𝐲𝐬𝐢𝐜𝐚𝐥 𝐰𝐨𝐫𝐥𝐝. Humanoids will become that interface. Not because the human form is automatically the best machine for every…

A Century of Innovation (1926–2026) 2026 — 🇺🇸 Agentic AI: Systems that don't just think, but act autonomously. 2026 — 🇨🇳 Humanoid robots: Humanoid robots move from research labs into workplaces and real-world deployments. 2025 — 🇺🇸…

STEALTH 🥷: 5 founders building in stealth, recently flagged by the stealth discovery pipeline on @frontrunvc: 👇 1. @ianDAOs = Co-founded @IDEOVC · Ex-@CitiVentures Head of Crypto · @BerkeleyHaas MBA. 2. @_mayankkishore = @mirage_ml exit…

Why an in-person summit still matters when physical AI is moving this fast?! 👀 Look at the last few weeks alone. @SkildAI crossed a $100 million revenue run rate and shipped its S1 model. @wayve_ai started supervised autonomous rides in…

Worth reading this conversation about AI demand and memory from StatementDog's analyst, Ken. > While NAND prices are still rising in the second half of 2026, increases are moderating to low-double digits per quarter compared to the…

General Manager of Microsoft Taiwan says the demand for AI computing power will continue to exceed supply for the next 2-3 years, as a result, the company is expanding the construction of data centers in Taiwan from 2 to 4. $MSFT $NVDA…

Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG

‘Dogs and Cats Living Together’ in AI. Anthropic, China & Amazon. ARD #167 …Arch-rivals near a deal to stress-test each other’s models. Washington and Beijing stand up an AI hotline. And Amazon slams the door on Meta’s shopping agent. Full…

J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣 That is a lot of money... $GOOGL $AMZN $META $MSFT $ORCL $SPCX https://t.co/QpnbRLcFz6

A glimpse into the agenda @embedded_world Exhibitor Forum.👇 🎙️Sept 22: ST + Amazon Sidewalk for simple, secure wide-area networking with Colin Ramrattan 🎙️ Sept 23: Intelligent sensing with ST MEMS + in-sensor AI with Alexandra Gogonea…

BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AMD $GOOGL $AMZN $MSFT $META

Nice visuals shared by Blackstone in their recently uploaded Youtube video about AI. > Google token use per month has increased from 10T in May 2024 to 3,200T in May 2026. > Anthropic + OpenAI's ARR at $105 billion as of July 2026, up from…

HSBC: USA model launches per year has been accelerating and still far ahead of China. $GOOGL $MSFT $META $AMZN https://t.co/9oqbKNwxCR

Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN

Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of 39%. > AI vs. Traditional Growth: AI…

Jensen Huang on slowing down AI: "We should go as fast as we can irrespective of anybody else. We are going to go as fast as we can, but we would never ever and never should ship products before they are ready, deliver products that are…

In retrospect, there was way too much hysteria on X with people assuming a slowdown in model development = slowdown in spending. A lot was addressed this week: > Sarah Friar on Mad Money mentioning, "I am still highly focused on getting…

J.P. Morgan: ASIC/XPU units expected to reach 55% of total units in 2028E, up from 32% in 2025. $AMD $NVDA $GOOGL $META $MSFT $AMZN $AVGO