Bank of America
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 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.
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Deployment · posted
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Morgan Stanley, JPMorgan, Bank of America and Citi are now blocking a category of customer that didn't exist two years ago: the customer's own AI agent. Axios reported this week that unvetted third-party agents are showing up inside live… |
🇺🇸 Major U.S. banks have detected unauthorized AI agents operating inside customer accounts, with some attempting actions beyond users' instructions. According to Axios, the discoveries have raised concerns about how much control… |
BofA on HDDs: "Despite being widely reported in the media that Toshiba is attempting to add capacity, our industry checks suggest that pricing discussions at Hyperscalers remain constructive. We expect strong pricing growth and margins to… |
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… |
BofA: SpaceX management is "highly confident" of adding 10GW in CY27, mostly Vera Rubin, would be surprised below 13GW, and sees "non-zero" chance of more than 20GW. That implies $400 billion to $800 billion of potential Vera Rubin spend… |
BofA: TrendForce says Google TPU shipments to rise ~77% in CY26 and more than double in CY27. $GOOGL |
BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of… |
BofA on Memory: "Overall, the recent correction in memory stocks appears largely disconnected from memory fundamentals and reflects excessive concern over an AI-memory boom-bust cycle. We also see the potential for the global memory TAM to… |
BofA: we continue to expect supercycle-level ASPs, revenue, and margins not only in 4Q26 but also through 2027-28 for memory. $MU $DRAM $EWY |
BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI |
BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers. While the top three producers have… |
I had the chance to sit and dig deep into Bank of America's latest AI data center forecast, and it's the most bullish table I've seen this year. BofA sees AI data center systems going from ~$280B in 2025 to ~$2.2T by 2030. That's roughly… |
Humanoid robotics now has a baseline. Around 7,000 humanoids were sold globally in 2025, with deployments still concentrated in research, AI data collection and early industrial pilots. Bank of America forecasts 1.2 million annual… |
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 humanoid robots by 2060 Read that again. Not… |