A new Morgan Stanley research note identifies 25 companies poised to dominate the coming humanoid robotics market. The list focuses on key component suppliers in AI, sensors, and movement tech, beyond just the robot makers themselves.
NVIDIA has announced the dates for its 2026 GPU Technology Conference. GTC 2026 will run from March 16-19 in San Jose, California, with a keynote from CEO Jensen Huang expected to outline the company’s AI vision.
A new analyst report paints Google as an unstoppable AI force. The analysis suggests its Gemini model is gaining so much ground that OpenAI might have to slash its capital expenditures by 2026.
A new test pitted Perplexity AI against Google’s NotebookLM on five difficult research prompts. While NotebookLM impressed with multimedia, Perplexity won by consistently delivering focused, actionable answers.
Amazon just revealed its Trainium3 UltraServer racks, and they’re a dead ringer for Nvidia’s GB200 systems. This isn’t an accident. The entire AI infrastructure stack is rapidly standardizing, from the rack shape down to the compute blade layout.
Saudi Arabia’s Humain is making a major move into the US AI infrastructure race. The state-backed venture is partnering with Global AI to deploy in a 32MW, liquid-cooled facility in Endicott, New York, with plans to eventually scale to 100MW. This is the first step in Humain’s decade-long goal to de
Salesforce is implementing new, higher-priced AI charging models, claiming customers get outsized value. However, analysts question the sustainability of these promises as enterprise AI spending faces delays.
Kroger is making a massive $350 million payment to UK tech firm Ocado after deciding to shut down three automated fulfillment centers. The move signals a major strategic retreat from high-tech warehouses in favor of using stores for online orders.
Meta just hired Alan Dye, the Apple VP who designed the interfaces for the iPhone, Apple Watch, and Vision Pro. This follows a $200M+ deal for an Apple AI lead, marking a massive talent raid. It’s all about winning the next platform war.
Eric Topol argues we’re entering a unique moment in medicine. With AI and new data layers like “organ clocks,” we can finally quantify aging. The goal? Make your healthspan match your lifespan.
