# Aws > Markdown twin of https://roboterminal.app/companies/aws · https://roboterminal.app/companies/aws.md ## Key numbers - **Units shipped:** 1,000,000 units - _"Trainium2 is already running at a multi billion dollar revenue pace, more than a million chips deployed, over 100,000 companies using it, carrying most of Bedrock's traffic today."_ - Source: @stretchcloud on X ## On shared sources - [Amazon](https://roboterminal.app/companies/amazon) (11) - [NVIDIA](https://roboterminal.app/companies/nvidia) (11) - [Google](https://roboterminal.app/companies/google) (10) - [Anthropic](https://roboterminal.app/companies/anthropic) (7) - [OpenAI](https://roboterminal.app/companies/openai) (7) - [Meta](https://roboterminal.app/companies/meta) (6) - [Microsoft](https://roboterminal.app/companies/microsoft) (6) - [Bedrock](https://roboterminal.app/companies/bedrock) (4) - [Cognition](https://roboterminal.app/companies/cognition) (3) - [Oracle](https://roboterminal.app/companies/oracle) (3) - [a16z](https://roboterminal.app/companies/a16z) (2) - [AMD](https://roboterminal.app/companies/amd) (2) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (2) - [CoreWeave](https://roboterminal.app/companies/coreweave) (2) - [ElevenLabs](https://roboterminal.app/companies/elevenlabs) (2) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (2) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (2) - [Accenture](https://roboterminal.app/companies/accenture) (1) - [Apptronik](https://roboterminal.app/companies/apptronik) (1) - [Archetype AI](https://roboterminal.app/companies/archetype-ai) (1) - [Auras](https://roboterminal.app/companies/auras) (1) - [Baseten](https://roboterminal.app/companies/baseten) (1) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [Cerebras](https://roboterminal.app/companies/cerebras) (1) - [Cloudflare](https://roboterminal.app/companies/cloudflare) (1) - [FANUC](https://roboterminal.app/companies/fanuc) (1) - [FieldAI](https://roboterminal.app/companies/fieldai) (1) - [Genentech](https://roboterminal.app/companies/genentech) (1) - [Github](https://roboterminal.app/companies/github) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [Groq](https://roboterminal.app/companies/groq) (1) - [Intel](https://roboterminal.app/companies/intel) (1) - [Kodiak AI](https://roboterminal.app/companies/kodiak-ai) (1) - [LimX Dynamics](https://roboterminal.app/companies/limx) (1) - [Mistral](https://roboterminal.app/companies/mistral) (1) - [Modal](https://roboterminal.app/companies/modal) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Persona AI](https://roboterminal.app/companies/persona-ai) (1) - [PSYONIC](https://roboterminal.app/companies/psyonic) (1) - [Quera](https://roboterminal.app/companies/quera) (1) - [Renesas](https://roboterminal.app/companies/renesas) (1) - [RLWRLD](https://roboterminal.app/companies/rlwrld) (1) - [Robotis](https://roboterminal.app/companies/robotis) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) - [Unitree](https://roboterminal.app/companies/unitree) (1) - [Universal Robots](https://roboterminal.app/companies/universal-robots) (1) - [Vercel](https://roboterminal.app/companies/vercel) (1) - [vLLM](https://roboterminal.app/companies/vllm) (1) - [豆蔵](https://roboterminal.app/companies/豆蔵) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113294307033501940) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2112891658748535040) 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 under… - [@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… - [@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… - [@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… - [@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… - [@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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112015378402652514) 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 &… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111981824255951137) 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 n… - [@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 … - [@a16z on X](https://x.com/a16z/status/2108229800032878817) 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 alloca… - [@a16z on X](https://x.com/a16z/status/2108213795642638837) 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 s… - [@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… - [@logi_today on X](https://x.com/logi_today/status/2106971878938317079) 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 - [@logi_today on X](https://x.com/logi_today/status/2104854614734782592) 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 - [@stretchcloud on X](https://x.com/stretchcloud/status/2101592197858562254) 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… - [@FANUCAmerica on X](https://x.com/FANUCAmerica/status/2099883612137050444) 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 Boot… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098569027308446044) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2098313092740366650) 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 pr… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098297993770537255) 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 fram… - [@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… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097736507394330858) 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… - [@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 - [@stretchcloud on X](https://x.com/stretchcloud/status/2097129793699639555) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2096304103286825257) 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 th… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095279099271147699) 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 lon… - [@NPjoa_Hodl on X](https://x.com/NPjoa_Hodl/status/2094627041488601369) 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 Radf… - [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) 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 … --- Source: Roboterminal · https://roboterminal.app/companies/aws.md