Lambda
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
- 🗓️ 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 20, 2026 · Post · posted
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Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 billion of unfulfilled Azure orders, and… |
Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers… |
The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)🧵 https://t.co/WlEirkhnuj |
The agent harness just got commoditized. OpenAI launched the Agents API on September 10 in public beta. One API call gets you cloud sandboxes, long-running sessions, tool use, and multi-agent orchestration. OpenAI handles the scaffolding.… |
Jensen says neoclouds are powerful because they secure land, power, and shell for CSPs. He mentioned companies like Equinix, Coreweave, Nebius and new ones like Enscale, Lambda, and Firmus. $CRWV $NBIS https://t.co/gLwRt5swrc |
Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute through Lambda, backed by Nvidia chips in a… |