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Report: Amazon plans for robots to ride along in vans and bring packages to your doorstep

Robots, robots, everywhere.

Elon Musk thinks his Tesla Optimus bipedal humanoid robots will be a $10 trillion industry. Nvidia is making a huge bet on building the AI tools and hardware to power industrial robots.

Now Amazon is also working on humanoid robots to further replace its human workers, both in its fulfillment centers and also to pop out of Amazon delivery trucks to carry boxes to your doorstep, according to The Information.

Amazon is testing humanoid robots in an “obstacle park” and trying out different robotics platforms to help build a foundational AI model of the work done by Amazon warehouse workers. It’s using the DeepSeek-VL2 LLM for the training, the report says.

Amazon was an early pioneer in industrial robots, and today it uses significant automation in its massively complex fulfillment centers, employing swarms of short, square robots that ferry shelves full of good to human pickers.

But the report indicates that Amazon envisions fleets of humanoid robots hitching rides on the company’s Rivian electric delivery trucks (with human drivers, for now) to schlep packages from the truck to your doorstep (and maybe snap those useless photos?).

Dealing with the chaos of real-world obstacles would be significantly more challenging than the tightly controlled industrial environment of a warehouse.

Now Amazon is also working on humanoid robots to further replace its human workers, both in its fulfillment centers and also to pop out of Amazon delivery trucks to carry boxes to your doorstep, according to The Information.

Amazon is testing humanoid robots in an “obstacle park” and trying out different robotics platforms to help build a foundational AI model of the work done by Amazon warehouse workers. It’s using the DeepSeek-VL2 LLM for the training, the report says.

Amazon was an early pioneer in industrial robots, and today it uses significant automation in its massively complex fulfillment centers, employing swarms of short, square robots that ferry shelves full of good to human pickers.

But the report indicates that Amazon envisions fleets of humanoid robots hitching rides on the company’s Rivian electric delivery trucks (with human drivers, for now) to schlep packages from the truck to your doorstep (and maybe snap those useless photos?).

Dealing with the chaos of real-world obstacles would be significantly more challenging than the tightly controlled industrial environment of a warehouse.

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Nebius soars after signing a 5-year deal with Microsoft to supply nearly $20 billion worth of AI computing power

Artificial intelligence infrastructure group Nebius jumped more than 50% in early trading on Tuesday after the company announced after the close on Monday a major deal to supply computing power for Microsoft’s AI operations.

Under the agreement, Nebius — which rose from the ashes of Russian tech giant Yandex — will provide Microsoft “access to dedicated GPU infrastructure capacity in tranches at its new data center in Vineland, New Jersey over a five-year term.” The New Jersey data center has a capacity of 300 megawatts. The total contract value through 2031 is $17.4 billion, though, if further capacity is required, the contract value could rise to $19.4 billion.

The deal represents a sizable portion of Microsofts proposed annual capital expenditure on AI, which is expected to reach $120 billion by the end of fiscal 2026.

Nebius and competitor CoreWeave are both on the short list of startups that Nvidia has invested in. Nvidia’s small stake in the former is now worth about $120 million.

Under the agreement, Nebius — which rose from the ashes of Russian tech giant Yandex — will provide Microsoft “access to dedicated GPU infrastructure capacity in tranches at its new data center in Vineland, New Jersey over a five-year term.” The New Jersey data center has a capacity of 300 megawatts. The total contract value through 2031 is $17.4 billion, though, if further capacity is required, the contract value could rise to $19.4 billion.

The deal represents a sizable portion of Microsofts proposed annual capital expenditure on AI, which is expected to reach $120 billion by the end of fiscal 2026.

Nebius and competitor CoreWeave are both on the short list of startups that Nvidia has invested in. Nvidia’s small stake in the former is now worth about $120 million.

President Trump hosts tech executives and their guests to a dinner at the White House in the Oval Office.

Here are the Trump ties among the tech leaders who had dinner at the White House

Many of the attendees have donated to, vocally supported, or even worked for the president.

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Tesla’s EV market share declined to 38% in August

In August, Tesla’s share of the US EV market fell to 38%, according to new data from Cox Automotive reported by Reuters. Tesla’s market share fell below 50% for the first time last year, as competitors’ EVs began hitting the market. Now, as Tesla’s own sales slip more drastically than they had last year, it’s giving up even more ground. Tesla’s market share fell from 48.7% in June to 42% in July to 38% in August, according to Reuters. That slide has come even as buyers rushing to take advantage of the federal tax credit that ends this month provide a near-term boon for sales at Tesla and other EV makers.

$115B

OpenAI now expects to burn around $115 billion through 2029 — a full $80 billion higher than the company had previously estimated, The Information reports.

Just how much is that? It’s roughly equivalent to:

Fortunately for OpenAI, which is raising money at a $500 billion valuation, its revenue is also growing faster than expected. The ChatGPT maker now expects to make $13 billion in revenue this year and $200 billion in 2030.

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