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What changed, and what is the evidence.

ComputeDeploymentsFundingPhysical AIGpuCobotsFactoryFleetHumanoidsInference

🗞️ Pulse first · 3 news posts

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 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 21, 2026 · Funding · posted
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The construction robotics pitch is getting concrete: finish the wall, move the earth, print the layout, install the piles. Last week, @origin_autonomy emerged from stealth with $20 million in total funding, co-led by Accel and Zacua…

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…

I just met a quadriplegic who is working with a number of Austin companies doing BCI research. Brain/Computer Interfaces. He lost control of his body in a surfing accident. He just came out of a session with @phantom_neuro and said what…

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…

PCBs are the bedrock of modern electronics. You need them everywhere, but AI is now driving PCB demand to a new level. I saw this full process diagram from design to cutting/inner, lamination, drilling, plating, soldering & testing. I…

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…

$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…

Anthropic published and open-sourced this on September 2. GitHub: anthropics/commerce-agents. Claude Commerce Agents is a reference implementation for building shopping and merchant agents. Four verticals with working code you can fork:…

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…

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