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What changed, and what is the evidence.

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🗞️ 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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What changed, and what is the evidence.

Oct 20, 2026 · Deployment · posted
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Most warehouse robots still work behind a fence. Digit 5 is engineered to work alongside people. Our CEO Peggy Johnson joined @jonfortt on @CNBC’s #ForttKnox to talk safety, the labor gap, and why it’s humans and robots — not humans or…

RAISED: Bob McGrew, OpenAI’s former research chief, just introduced Arda, an AI manufacturing startup now valued at $1.5B after a $230M round. McGrew says it does for factory engineers "what Claude or Cursor does for programmers." Via…

Dan Ives on memory demand: "I just landed from Korea and we're seeing memory chip demand/supply 13 to 1." For every 1 unit of memory capacity available, buyers are requesting for 13 units. Via @CNBC $MU $DRAM $EWY $SKHY

Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "maybe a four year problem because…

CEO of Dell, Michael Dell, on impact of data center delays on AI demand: "We have a large backlog of these projects and we haven't really seen that much in a way of delays, and I think it is good that there's now this active engagement…

The chip sell off just spread across ALL of Asia. South Korea's KOSPI is down about 6% and has dropped below 6,000. Japan's Nikkei is down about 2.6%, and MSCI's Asia Pacific index outside Japan is down about 2%, according to Reuters. Not…

Told you. *SITUATIONAL AWARENESS ACTIVE IN OPTIONS MARKET: CNBC CITING SOURCES “Leopold has been buying hundreds of millions in options in $CRWV among others” CNBC reporting buying call options "of some significance" in $AMD, $BE, $SNDK,…

Unitree Robotics listed on Shanghai STAR Market Aug 19, 2026. IPO raised about 6.1 billion yuan (~$905M per CNBC). First-day close cited at 460%+ above offer price.

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