# Amazon > Markdown twin of https://roboterminal.app/companies/amazon · https://roboterminal.app/companies/amazon.md ## Key numbers - **Robots deployed:** 1,000,000 robots - _"@Amazon has deployed 1M+ robots across its warehouses and fulfillment centers, marking a major milestone in automating its logistics network."_ - Source: @Newsforce on X ## On shared sources - [Google](https://roboterminal.app/companies/google) (85) - [Meta](https://roboterminal.app/companies/meta) (75) - [Microsoft](https://roboterminal.app/companies/microsoft) (69) - [NVIDIA](https://roboterminal.app/companies/nvidia) (56) - [AMD](https://roboterminal.app/companies/amd) (23) - [Oracle](https://roboterminal.app/companies/oracle) (22) - [Anthropic](https://roboterminal.app/companies/anthropic) (14) - [OpenAI](https://roboterminal.app/companies/openai) (12) - [AWS](https://roboterminal.app/companies/aws) (11) - [Broadcom](https://roboterminal.app/companies/broadcom) (11) - [Micron](https://roboterminal.app/companies/micron) (11) - [Agility](https://roboterminal.app/companies/agility) (10) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (9) - [Intel](https://roboterminal.app/companies/intel) (9) - [Nebius](https://roboterminal.app/companies/nebius) (9) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (8) - [SpaceX](https://roboterminal.app/companies/spacex) (7) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (6) - [Marvell](https://roboterminal.app/companies/marvell) (6) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (6) - [Chevron](https://roboterminal.app/companies/chevron) (5) - [Crusoe](https://roboterminal.app/companies/crusoe) (5) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (5) - [SoftBank](https://roboterminal.app/companies/softbank) (5) - [xAI](https://roboterminal.app/companies/xai) (5) - [a16z](https://roboterminal.app/companies/a16z) (4) - [Samsung](https://roboterminal.app/companies/samsung) (4) - [Tesla](https://roboterminal.app/companies/tesla) (4) - [Unitree](https://roboterminal.app/companies/unitree) (4) - [Apple](https://roboterminal.app/companies/apple) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (3) - [GXO](https://roboterminal.app/companies/gxo) (3) - [Hyundai](https://roboterminal.app/companies/hyundai) (3) - [KORE1](https://roboterminal.app/companies/kore1) (3) - [TSMC](https://roboterminal.app/companies/tsmc) (3) - [World Labs](https://roboterminal.app/companies/world-labs) (3) - [Apptronik](https://roboterminal.app/companies/apptronik) (2) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (2) - [Bedrock](https://roboterminal.app/companies/bedrock) (2) - [Cognition](https://roboterminal.app/companies/cognition) (2) - [Credo](https://roboterminal.app/companies/credo) (2) - [ElevenLabs](https://roboterminal.app/companies/elevenlabs) (2) - [Figure AI](https://roboterminal.app/companies/figure) (2) - [HSBC](https://roboterminal.app/companies/hsbc) (2) - [Hyundai Motor Group](https://roboterminal.app/companies/hyundai-motor-group) (2) - [iRobot](https://roboterminal.app/companies/irobot) (2) - [Lumentum](https://roboterminal.app/companies/lumentum) (2) - [Neura Robotics](https://roboterminal.app/companies/neura-robotics) (2) - [Nomura](https://roboterminal.app/companies/nomura) (2) - [Schaeffler Group](https://roboterminal.app/companies/schaeffler) (2) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2) - [Toyota](https://roboterminal.app/companies/toyota) (2) - [UBS](https://roboterminal.app/companies/ubs) (2) - [Vertiv](https://roboterminal.app/companies/vertiv) (2) - [Walmart](https://roboterminal.app/companies/walmart) (2) - [1X](https://roboterminal.app/companies/1x) (1) - [ABB](https://roboterminal.app/companies/abb) (1) - [Agibot](https://roboterminal.app/companies/agibot) (1) - [AgileX Robotics](https://roboterminal.app/companies/agilex-robotics) (1) - [Alibaba](https://roboterminal.app/companies/alibaba) (1) - [Allianz](https://roboterminal.app/companies/allianz) (1) - [AlphaSense](https://roboterminal.app/companies/alphasense) (1) - [Ambi Robotics](https://roboterminal.app/companies/ambi-robotics) (1) - [AMI Labs](https://roboterminal.app/companies/ami-labs) (1) - [Analog Devices](https://roboterminal.app/companies/analog-devices) (1) - [Andromeda](https://roboterminal.app/companies/andromeda) (1) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [Astribot](https://roboterminal.app/companies/astribot) (1) - [Baidu](https://roboterminal.app/companies/baidu) (1) - [BlackRock](https://roboterminal.app/companies/blackrock) (1) - [BMW](https://roboterminal.app/companies/bmw) (1) - 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[Modal](https://roboterminal.app/companies/modal) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [Murata](https://roboterminal.app/companies/murata) (1) - [Nikkei Asia](https://roboterminal.app/companies/nikkei-asia) (1) - [Nscale](https://roboterminal.app/companies/nscale) (1) - [Open Compute Project](https://roboterminal.app/companies/open-compute-project) (1) - [OpenRouter](https://roboterminal.app/companies/openrouter) (1) - [Oxide Computer](https://roboterminal.app/companies/oxide-computer) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Pinaxis](https://roboterminal.app/companies/pinaxis) (1) - [Rothschild & Co](https://roboterminal.app/companies/rothschild-&-co) (1) - [SECO](https://roboterminal.app/companies/seco) (1) - [Sequoia](https://roboterminal.app/companies/sequoia) (1) - [Sharpa](https://roboterminal.app/companies/sharpa) (1) - [Shengyi Technology](https://roboterminal.app/companies/shengyi-technology) (1) - [Shield AI](https://roboterminal.app/companies/shield-ai) (1) - [Stanford](https://roboterminal.app/companies/stanford) (1) - [Synopsys](https://roboterminal.app/companies/synopsys) (1) - [Taiwan Union Technology](https://roboterminal.app/companies/taiwan-union-technology) (1) - [Taiyo Yuden](https://roboterminal.app/companies/taiyo-yuden) (1) - [TDK](https://roboterminal.app/companies/tdk) (1) - [Tower Semiconductor](https://roboterminal.app/companies/tower-semiconductor) (1) - [Toyota Motor Manufacturing Canada](https://roboterminal.app/companies/toyota-motor-manufacturing-canada) (1) - [Tractor Supply](https://roboterminal.app/companies/tractor-supply) (1) - [TrendForce](https://roboterminal.app/companies/trendforce) (1) - [UC San Diego](https://roboterminal.app/companies/uc-san-diego) (1) - [University of Michigan](https://roboterminal.app/companies/university-of-michigan) (1) - [Vercel](https://roboterminal.app/companies/vercel) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [Waymo](https://roboterminal.app/companies/waymo) (1) - [Win Semiconductors](https://roboterminal.app/companies/win-semiconductors) (1) - [XMAQUINA](https://roboterminal.app/companies/xmaquina) (1) - [XPeng robotics](https://roboterminal.app/companies/xpeng) (1) - [Yageo](https://roboterminal.app/companies/yageo) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113317206708679036) 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 t… - [@ren_stocks on X](https://x.com/ren_stocks/status/2113293311310237753) $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… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113198424489148510) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2113193390993027106) 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. Walm… - [@stretchcloud on X](https://x.com/stretchcloud/status/2113173258233167934) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2113029058074407403) 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, … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112972760234508397) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112922859538444376) Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2112772618092740646) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2112701241193062533) 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. ou… - [@Newsforce on X](https://x.com/Newsforce/status/2112665740969201750) 🇺🇸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 invent… - [@stretchcloud on X](https://x.com/stretchcloud/status/2112649305836409272) 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 M… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $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% i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112629904420548979) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112626894096957489) 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 mos… - [@elonmusk on X](https://x.com/elonmusk/status/2112603906723487744) “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 th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112589669699403886) 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 p… - [@Ken_Goldberg on X](https://x.com/Ken_Goldberg/status/2112579478723723541) Looking fwd to this conversation! https://t.co/5hOgohTMNV - [@pequityresearch on X](https://x.com/pequityresearch/status/2112550655000813697) 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 - [@stretchcloud on X](https://x.com/stretchcloud/status/2112468615337496767) 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 cha… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112348233812840755) 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 g… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112335388383863122) Amazon says its AI chips will work with popular coding language, challenging Nvidia - https://t.co/MkyybHW1WY - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112276102291013695) $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 Semicon… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112244498059407763) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112229539665301953) UBS: active devise supply chain $MRVL $GOOGL $AMZN $AVGO $TSEM $NVDA - [@stretchcloud on X](https://x.com/stretchcloud/status/2112166122091147723) 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 com… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112121838985969748) 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 f… - [@stretchcloud on X](https://x.com/stretchcloud/status/2111963034671353863) 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 abo… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2111868662197956902) 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 t… - [@svrobo on X](https://x.com/svrobo/status/2111585458043928814) 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 major… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111549307405173047) 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: Gr… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111525073421299829) 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 whe… - [@Sethwinterroth on X](https://x.com/Sethwinterroth/status/2111474515989737741) Definitely an advantage to have supply in a great shortage @oxidecomputer https://t.co/GPcZw6tsJh - [@pequityresearch on X](https://x.com/pequityresearch/status/2111442112986165734) NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2111320286180020243) 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 sa… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111202270742524036) 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 $M… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2111102543245746428) 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 publishe… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111011014582194464) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110930466534564251) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110826796442906890) HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2110740176724975677) 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… - [@ricci_nov on X](https://x.com/ricci_nov/status/2110603496475222162) 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.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110085662825152928) 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 - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109710638087852188) 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/E… - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709886091137283) 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 … - [@Kore1Staffing on X](https://x.com/Kore1Staffing/status/2109709128729825337) 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. htt… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109708427324756276) 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 $AM… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109686533414633584) 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 system… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109418778412896455) 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. … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109059903939543192) "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 billi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108953202284474538) 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%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108794345885139180) 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 … - [@SupplyChainDive on X](https://x.com/SupplyChainDive/status/2108592090561056812) 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/fLOn… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108561117475905731) 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, a… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108549850170007667) 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 - [@agilityrobotics on X](https://x.com/agilityrobotics/status/2108276756457419026) 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/zr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108198226558140918) 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… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2108193468589707762) 🚨 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 p… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108193338146894060) 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 … - [@AssemblyMag1 on X](https://x.com/AssemblyMag1/status/2108185903743025318) 🚨 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 #Manufac… - [@a16z on X](https://x.com/a16z/status/2107954263767081092) 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… - [@a16z on X](https://x.com/a16z/status/2107936513447317788) 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 hun… - [@svrobo on X](https://x.com/svrobo/status/2107933140316479861) 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 hallw… - [@CMU_Robotics on X](https://x.com/CMU_Robotics/status/2107891974938206387) 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 Rob… - [@ramez on X](https://x.com/ramez/status/2107888138446315750) Excellent and thoughtful piece here. https://t.co/mjHueUXIIX - [@a16z on X](https://x.com/a16z/status/2107886207409815679) 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 a… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2107880426786422816) "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 rob… - [@a16z on X](https://x.com/a16z/status/2107859784594767982) "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." "De… - [@smsehy on X](https://x.com/smsehy/status/2107788927168049383) 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. htt… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2107743906557243878) 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 a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107630777563525248) 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… - [@VaderResearch on X](https://x.com/VaderResearch/status/2107607632928211102) 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 executi… - [@BostonDynamics on X](https://x.com/BostonDynamics/status/2107546800043258261) 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 acceler… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2106846263387787643) 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 huma… - [@pequityresearch on X](https://x.com/pequityresearch/status/2105735247329644770) A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh - [@xmaquina on X](https://x.com/xmaquina/status/2105692081041891647) 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 @… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2104397747214250210) 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 Device… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2103981278802665760) 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 an… - [@frontrunvc on X](https://x.com/frontrunvc/status/2103142664711356444) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102204230832427383) 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 dig… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102173779720089899) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102124706245824552) Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG - [@MParekh on X](https://x.com/MParekh/status/2102113099822117079) ‘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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2102098872147333398) 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 - [@ST_World on X](https://x.com/ST_World/status/2102035118013473026) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101826742956494938) 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 $AM… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101809630858948639) 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 a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101768389215801459) HSBC: USA model launches per year has been accelerating and still far ahead of China. $GOOGL $MSFT $META $AMZN https://t.co/9oqbKNwxCR - [@pequityresearch on X](https://x.com/pequityresearch/status/2101659641935700399) Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2101395845832909055) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101114255634305064) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101046484221481208) 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, "… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101041820876656743) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2100982429670654427) HSBC: Outside of Google, the % of ASIC compute among major CSPs remains steady from 2025 and into Q2 2026. $GOOGL $AMZN $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2100820815914615228) Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging su… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100700069309599946) Wedbush: Nvidia's Rubin roll-out may be modestly delayed by cold plate design changes and Amazon inference/training forecast growth isn't as robust as CPUs/GPUs. $NVDA $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2100621694100545840) Funda AI: "Our interviews suggest that frontier labs remain committed to training and advancing model capabilities internally, while additional evaluation and remediation may slow the pace of public r… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100571724194455981) KB Securities: the allocation of AI infrastructure spend toward memory is projected to jump from 40% (2026E) to 57% (2027E). $MU $GOOGL $SNDK $META $MSFT $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2100437086222352549) Incredible visuals shared by Brad Gerstner @altcap at the All-In Summit. > The hyperscalers capex is almost dollar for dollar with semis FCF > Collective run rate of Anthropic, OpenAI, and SpaceX is ~… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100378198261268643) TrendForce: Global Power Demand Capacity > Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026. > The share of AI servers is likely to exceed 40% by … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100331034453680539) Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100319058428383620) UBS: total AI server racks estimated to grow to 428,299 in 2027E before steadily declining. Most of the server racks to be dominated by AI ASIC. $NVDA $AMD $MSFT $AMZN $GOOGL $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100301190743630129) Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investm… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100271746720964644) One of the big takeaways from AI Infra Summit Day 1 is that the useful life of accelerators is now approaching 10 years, due to tight supply and software gains. $NVDA $GOOGL $AMZN $MSFT $AMD $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2100256395996127584) KB Securities: as of September, no sign of orders slowing down from major customers for memory. Memory makers' inventories are at an all-time low (under 10 days) with supply tightening further in 2027… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100225693477122455) The AI datacenter semiconductor market is expected to grow from $250 billion in 2025 to $1.3 trillion by 2030. $INTC $AMD $NVDA $AMZN $MU $CRDO $AVGO https://t.co/Udp2o1PDba https://t.co/gsPPccKlXD - [@pequityresearch on X](https://x.com/pequityresearch/status/2100074446686199968) BofA: adding a layer of policing and monitoring in AI could increase compute cost by 25%. $NVDA $AMZN $AMD $INTC $MSFT $GOOGL $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2099911372242841986) J.P. Morgan has a GPU/ASIC shipment forecast of >25 million in 2028E, mostly dominated by ASICs. Up from ~10 million in 2025. $GOOG $AMD $NVDA $MSFT $META $AMZN https://t.co/aSpobzqW5N - [@pequityresearch on X](https://x.com/pequityresearch/status/2099653925817213354) Morgan Stanley: CSP CapEx to increase to $1.5 trillion in 2027, of which 53% will be for memory alone or $795 billion. $DRAM $EWY $MU $MSFT $META $AMZN $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2099620455988560014) Chairman of Win Semiconductors, Chen Chin-Tsai, states that AI is not a bubble and that AI development "is only just beginning." "Chen Chin-Tsai analyzed that the development of AI is gradually moving… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099569669778624513) BofA sees recent frontier lab controversy as "noise" relative to a market where AI CapEx could surge 3x to $3+ trillion by decade end, and demand signals remaining strong. $GOOGL $MSFT $META $AMZN $OR… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099549718854488147) PCB content per rack remains extremely robust. VR300 +69% compared to VR200 MI5XX +73% compared to MI4XX TPUv9 +132% compared to TPUv8 T4 +222% compared to T3 $AMZN $META $MSFT $GOOGL $TTMI - [@pequityresearch on X](https://x.com/pequityresearch/status/2099535646247596372) Goldman Sachs says that optical companies they spoke to on their Asia tour are saying AI investment is in the "early stages" and that it will be a 10-20 year cycle with some customers already planning… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099288266675568772) J.P. Morgan: We model 45% AI chip shipment CAGR in 2025-28, with AI ASIC chip shipments growing at a CAGR of 60%, driven by strong AWS Trainium/Google TPU demand. $NVDA $GOOGL $AMD $MSFT $META $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2099218305466905005) Morgan Stanley has CapEx of CSPs ~12% in 2028, with spending on AI semiconductors expected to increase even more. > CoWoS/CoPoS/EMIB-T capacity is estimated to grow by 50% in 2028, while infrastructur… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098881073862103272) KB Securities sees FCF for hyperscalers rebounding in 2028 on higher cloud utilization, pricing, and margins. $META $MSFT $GOOGL $AMZN $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2098794512974057607) HSBC: Anthropic and OpenAI are losing market share in token volume, but their share in token spend has remained strong. $GOOGL $META $MSFT $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2098610550678937793) SemiAnalysis: we estimate ~$11T of cumulative capex from CY24 through CY29. $GOOGL $AMZN $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2098509887571665173) HSBC: Chinese hyperscalers capex spend estimates as % of revenue is far lower than US hyperscalers. $BABA $BIDU $AMZN $META $GOOGL $META $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2098444708003664176) Evercore ISI: ASICs account for about 10-30% of internal workloads today and in 5 years will account for 30-50%, but enterprise driven workloads will remain >90% with Nvidia. $GOOGL $AMZN $META $MSFT … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098399157790912822) J.P. Morgan: CSP revenue moving along with rising capex spend. $GOOGL $AMZN $META - [@xmaquina on X](https://x.com/xmaquina/status/2098320656098283641) SECO joins the growing network of industrial and technology companies working with @NEURARobotics as it scales. Amazon, NVIDIA, Qualcomm, Bosch and Schaeffler. NEURA is building out Europe’s Physical … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098253523771084978) AI inference expected to grow to 75% of data center TAM by 2030. GPU share of AI server shipment will decline from 69.7% in 2026 to 58.5% in 2030, but still controlling the lead. $NVDA $AMD $GOOGL $ME… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098211924307513571) OpenAI's Agents API went into public beta today. No extra fees beyond usage. Every developer gets the same harness that runs Codex internally. The execution environment options are what matter. OpenAI… - [@MParekh on X](https://x.com/MParekh/status/2097481702704624104) ‘Coming from Behind’. Cognition, ElevenLabs & Amazon AWS. ARD #158 ...Cognition doubles to $48B off Acqui-hire leftovers. ElevenLabs eyes 2028 IPO, profitably. #1 AWS rebounds in AI. $AMZN $META Full … - [@MParekh on X](https://x.com/MParekh/status/2097461288737583559) 'Coming from Behind' in AI: Cognition, ElevenLabs, Amazon AWS & Meta | ARD #158 AI Ramblings Daily podcast #158 on AI-RTZ $AMZN $META https://t.co/XCR3PCBn61 - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097390046684811635) Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097389756665446774) Goldman Sachs: ASICs to account for 50%/52%/55% of total AI chips in 2026/27/28E. $GOOGL $AMZN $MSFT $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2097384310462406898) Qualcomm's EVP, CFO, and COO, Akash Palkhiwala, says they have another hyperscaler engagement similar to Amazon: "we have a very strong engagement with another hyperscaler that we have not disclosed, … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097316899616931951) More colour on $QCOM x $AMZN and some quick $MRVL thoughts: - QCOM collaborating with AMZN across multiple generations of custom silicon to support AWS. - The companies are working on optical connecti… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2097311387852611943) $QCOM just entered the custom silicon and optical connectivity race, and Amazon is the customer. They announced a multi-generation collaboration to build custom silicon for AWS AI infrastructure, plus… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097309833443594347) BRO?! *QUALCOMM, AMAZON PACT TO BUILD AI DATA CENTER INFRASTRUCTURE *QUALCOMM ISSUES WARRANT TO AMAZON FOR UP TO 25M SHARES $QCOM $AMZN - [@stretchcloud on X](https://x.com/stretchcloud/status/2097149674792919092) Anthropic investors are targeting a $2 trillion IPO valuation in October.Revenue run rate hit $65B in July. In December 2025 it was $9B. That is 7x growth in seven months. The Series H in May priced t… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096318224594088367) Token usage just went vertical, and the power grid is not ready for it (Save this). This chart shows that agentic token usage on OpenRouter rose from roughly 0.51 trillion tokens on February to about … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096282971414442480) The memory stocks run up is just getting started and here is why. This chart shows that Nvidia could account for a smaller percentage of total HBM demand in 2027, falling from 58% in 2026 to 41% but t… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095975579736838521) AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business … - [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2095709673253138717) $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard prob… - [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535057800741170) https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip c… - [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535002645565766) https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip c… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095218977123270950) Bought some stocks today...finally. 1. $NBIS - Already a top 10 position for me, but one of my highest conviction names. 2. $INTC - I don't own enough Intel. 3. $CRDO - Averaging my position down on t… - [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333) Mike Rogoway / oregonlive.com via Daily Chronicle (Monday Aug 31, 2026, 8:42 am): Agility Robotics co-founder Jonathan Hurst says viral robot videos are disconnected from paid work; Digit (5'9") lifts… - [@CandCWarehouse on X](https://x.com/CandCWarehouse/status/2094238966836818237) Agility Robotics Digit now moves totes in an Amazon fulfillment center and works a multi-year deal at GXO's SPANX site: humanoids shifting from pilot to paid warehouse deployment. Watch Labor Day, the… - [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3… - [Inside Agility's bet on factory-first humanoids | The Deep View](https://x.com/agilityrobotics/status/2095226502589653503) Aug 28, 2026•4:09pm America/New\York Inside Agility's bet on factory-first humanoids Humanoid robots continue to capture the imagination of humans, and the recent AI revolution has only accelerated th… - [The Rundown AI on X: "Top stories in robotics today: - Cyborg roaches become first responders - SoftBank may add NEO to its robot stack - Amazon builds robot-run delivery station - Why Generalist is suddenly worth $3B" / X](https://x.com/TheRundownAI/status/2092983040943206500) Post Log in Sign up Post The Rundown AI on X: "Top stories in robotics today: \- Cyborg roaches become first responders \- SoftBank may add NEO to its robot stack \- Amazon builds robot-run delivery s… - [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089) Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter acros… - [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humano… --- Source: Roboterminal · https://roboterminal.app/companies/amazon.md