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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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Laravel's MCP package maintainer posted a patch notice yesterday: SSRF and credential exposure in the OAuth discovery flow, fixed in 1.1.0 and 0.9.7. On its own that's one Tuesday. In context it's at least the fourth SSRF disclosure in an… |
Twenty five trillion tokens. That's what Google says it processed in the first 72 hours after Gemini 4 Argon went live, per Logan Kilpatrick, and the number only makes sense next to the baseline underneath it. Argon isn't a chatbot… |
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 |
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… |
$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to… |
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… |
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… |
$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… |
Expert Takeaways: Applied Optoelectronics > 800G Volume Growth: Shipments are set to surge from 600K–700K this year to 5 million next year, and around 7 million the following year. > 800G Production & Customers: AWS remains the primary… |
Expert Takeaways: Applied Optoelectronics > 800G shipments are expected to jump from 600K–700K this year to 5M next year (driven by AWS and Oracle demand) and reach ~7M the year after. > 1.6T demand next year is projected to reach ~100K… |
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… |
Jensen Huang just committed $1 BILLION to put AI in the hands of America's scientists. At the White House science summit, 11 companies pledged $2.4 billion in compute and AI tools to the Genesis Mission, which now covers more than 15… |
AWS CEO Matt Garman says they could sell every GPU to the frontier labs, but deliberately hold capacity back for startups to support the full ecosystem: "We really think intentionally about our allocation strategy. We're great partners… |
AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebuilt for the agentic era: $220B in CapEx for 2026, two million NVIDIA GPUs on order, AWS's AI chips sold out through next year, and a new… |
🚨 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… |
コディアックAI、公道無人走行へAWS基盤活用-https://t.co/sSKjutNJNv コディアックAIは自動運転トラックの開発・安全検証にAWSを採用。AI学習や数百万件規模の仮想走行シナリオをクラウドで処理し、2026年内にテキサス州の公道高速道路で無人運行を開始する計画だ。 https://t.co/lWDzE4lCFe |
ヒューマノイドで板金部品の搬送作業を実現-https://t.co/wPDNGbCbmd 豆蔵はAWSジャパンのフィジカルAI開発支援プログラムに参画。ヒューマノイドロボットで板金部品のピッキングから搬送、整列までの一連の作業を実機で実現した。 https://t.co/SsqI7Qx1mw |
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 — 🇺🇸… |
Coachella of AI is here. Still some tickets available at https://t.co/ODnW6z1Ff5. Line up is ready: Adarsh Kulkarni, Foundry Robotics Alexander Toshev, Wayve Anastasis Germanidis, Runway Andy Chen, Runway Anthony Maggio, Runway Ashley… |
Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimodal models, Pro and Flash, both MIT… |
Devin just became the first cloud agent with macOS. This matters more than it sounds. For two years, every cloud agent ran on Linux. Cognition’s decision to expose bare-metal AWS Mac instances through an accessibility-cli layer changes the… |
Citi: HBM Demand Outlook > Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028. > Nvidia Dominates Demand: Nvidia remains the primary driver… |
Reduce robot setup time with voice-driven #PhysicalAI🗣️🤖 FANUC #robots use Physical AI, powered by @awscloud (AWS), to turn natural language into real-world action. 👉Experience it LIVE at #AWS Booth N-236217 and connect with #FANUC at… |
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 |
The harness is now the API. That's the real headline from OpenAI's Agents API public beta launch on Sep 10. Before this week, if you wanted to build on Codex's harness, you had to replicate it yourself. Orchestration, long-running… |
The most interesting thing about OpenAI's Habitat rewrite is not the numbers. It is who did it. Two engineers. Codex. GPT-5.5. One quarter. A full Python-to-Rust rewrite of the storage system serving 1 billion weekly users, 70 million… |
You don't hire 1,000 engineers for a pilot. Accenture and Google Cloud just launched a Gemini Enterprise Business Group. 1,000 forward-deployed engineers dedicated to getting Gemini into enterprise production environments. This is a… |
The pattern I keep watching across AI infrastructure: software standards always arrive before the hardware catches up. MCP gave AI agents a common interface for software tools. Every model, every framework, one protocol. It worked.… |
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-hosted sandboxes, self-hosted, or… |
A four year old chip is now more expensive to rent than when it was brand new and that shows you the demand for compute (Save this). The H100 launched in 2023 and should be obsolete by now but instead, its one year rental contract price… |
‘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 writeup plus source links:… |
'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 |
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 connectivity solutions extending up to 1.6T and… |
$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 optical connectivity solutions… |
The bubble argument has a revenue problem.Milk Road published data this week: global AI revenue at a $229B annualized run rate, up 3.5x in a single year, doubling every 7.2 months. Anthropic reported its first profitable quarter in Q2… |
Computer use just crossed the speed threshold that changes adoption. The framing here matters. "Anything you can do on a computer, Astra can do for you. Fast." That's not a research capability. That's a business process replacement.… |
IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operates and the revenue it earns from each… |
Amazon has AWS Marketplace. Salesforce has AppExchange. Now Nvidia has Hugging Face. The platform layer is where the durable economic value lands in every prior technology cycle. https://t.co/AG36zHcSHV |
The framing from YC's latest hackathon is different from what I usually see from accelerators: build and own your own intelligence. Not your own product. Not your own LLM wrapper. Specifically: your own agent, your own models, your own… |
GPT-6 Astra went GA on September 4. The feature that keeps pulling my attention: async tool calling baked into the base model, not bolted on as a capability layer. Every major frontier model before this ran tools sequentially: the model… |
Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is… |
My read on Muse Spark 1.3: "almost too cheap to meter" is doing real work as a positioning statement.The benchmark picture: 75.4 on DeepSWE v1.1, 88.8 on Terminal-Bench 2.1, 98.5 on MRCR 256K-512K long-context. That last number matters… |
9월 22일~23일 서울 COEX에서 '휴머노이드 서밋 2026' 개최 -주요 인사- • Apptronik — Jeff Cardenas CEO • 보스턴 다이나믹스 — Brendan Schulman VP • 유니트리 — Xiaoli Chen • 로보티즈 — 김병수 CEO • FieldAI — Ali Agha CEO • Persona AI — Nic Radford CEO • RLWRLD — 류정희 CEO • PSYONIC •… |
SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week,… |