Compute, capex, and the machines coming for the machines.
Big Tech's $200B-a-quarter datacenter binge just hit its first air pocket, and the robots still need edge chips nobody's mass-producing.
Founder resets expectations after valuation correction as Tesla locks Samsung substrate supply but admits hands remain unsolved.
Tesla put compressed-air thrusters on a car and made it jump a Semi. OpenWorld's term sheet with Meridian is built on a far less glamorous Tesla product, the Powerwall, and it is the one that may end up doing real work for AI.
Wall Street doubles robot TAM estimates while Samsung and SK Hynix position DRAM as the next capex cycle after data centers.
Starlink money meets GPU hunger, Lotte puts humanoids in warehouses by 2028, and banks keep writing checks while bond vigilantes wake up.
The non-Nvidia AI chip thesis gets $150M more oxygen as deployment math shifts from cloud to metal.
Rain Enhancement Technologies and Tensor Networks, an AI infrastructure developer with three U.S. Air Force contracts, signed a binding letter of intent to combine. It is all stock, Tensor's founder becomes CEO, and the plan is to close in Q1 2027.
Data centers now command a bigger check than residential construction as Goldman calls $1.4 trillion hyperscaler capex by 2027.
Goldman now sees 6.5 million humanoid robots by 2035, XPeng's Turing chip jumps from cars to bipeds, and Oracle's AI capex bill just hit restructuring territory.
The first IRON robot just shipped itself—and XPeng says margins could beat selling cars.
A data-center builder just made the biggest robotics bet of the year, Xpeng raised $900M, and engineers admit humanoid compute is messier than autonomous cars.
A 24x throughput increase in under 120 days, paid BMW deployments, and the first credible answer to the only question that matters: can you build them fast enough?
The biggest buyers of GPUs are becoming sellers of GPU time. That sound you hear is a thousand data center models being rebuilt from scratch.
Fremont production slips to late July or August. The robot is not shipping on time. The narrative ships daily.