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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 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.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it. Agent runtime is becoming a rack SKU.… |
Cisco and NVIDIA are jointly drafting a new pluggable optics form factor, USFP, built for 400G SerDes lanes rather than today's 200G. Four lanes then carry 1.6Tbps, 16 lanes 6.4T, 32 lanes 12.8T. QSFP and OSFP were not enough. The… |
$LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sounds bearish for the optics names, and… |
$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said… |
NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories https://t.co/WxJsPvE9pI |
The agent safety conversation just moved from the prompt to the silicon. NVIDIA shipped the Open Agent Safety Platform this week with over 100 partners, and the mechanism is the interesting part. OpenShell is a secure runtime that sets… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing… |
Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO… |