JPMorgan
What changed, and what is the evidence.
Compute
🗞️ 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 · 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… |
The industry believes SK Hynix' HBM4 shipments fell short of initial expectations in the third quarter. According to the industry on the 21st, SK hynix's third-quarter operating profit consensus (the average forecast by brokerages) is… |
JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to reach just 250 GW. That leaves us with… |
$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 Semiconductor Index rose about 2% to snap an… |
JPMorgan expects $TSM to keep growing its CoWoS packaging capacity. - 130,000 wafers a month by the end of 2026. - 260,000 by the end of 2027. - 320,000 by the end of 2028. $INTC says its EMIB packaging is 30% to 40% cheaper. But JPMorgan… |
Expert Takeaways: Inference > GPU Rental Rates Up ~20%: Driven by HBM supply constraints. Neo-cloud providers are passing hardware cost increases straight to tenants via shorter 1–3 year contracts rather than taking margin cuts. > HBM4… |
Micron has already committed more than 75% of planned fiscal 2027 output, and most customer talks have moved to 2028 volumes. DDR5 rose over 100% in 2026; JPMorgan puts DRAM up more than 400% from early 2024 to end-2026. Scarcity is now… |
Breaking: Nscale just filed to IPO under $NSCL Backed by Nvidia, the AI data center company plans to list on the NYSE with Microsoft as a major customer • +1,252% revenue growth to $140.6M in 2026 • $56.4B contracted backlog • $45B… |
Recommended reading for the weekend: 1. @damnang2 — Is the 2028 Memory Downcycle Real? 2. @AnthropicAI — Scenarios for our Economic Future 3. @BrookingsInst — Workforce policy for the age of AI 4. @Microsoft — What we’ve learned from… |
Luke Lango / InvestorPlace (dated Aug 2026; Firecrawl news dated it ~1 day before Aug 31): Cites JPMorgan: humanoid operating cost ~$10-$12/hour vs ~$30 human factory labor; currently ~2 humanoids to match one human; capable humanoid… |
They shut down Model S and Model X at Fremont so Optimus could take the line. JPMorgan walked that floor this month. Tesla is still on the 4-month conversion after S/X went dark in May. Target: ~1 million humanoids a year there. Then ~10… |
Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%)… |