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9 items
AWS has sold out its main 2026 capacity and is essentially sold out for 2027
AWS has sold out its main 2026 capacity, is essentially sold out for 2027 and has a large share of 2028 committed; the company plans about $220B of capex this year and still cannot meet demand.
- planned capex for 2026
- $220Bplanned capex for 2026
- the year capacity is essentially sold out
- 2027the year capacity is essentially sold out
- annualised AI revenue
- $25Bannualised AI revenue
- Compute & infrastructure
- Capital allocation
Other records this week
Anthropic plans to move 5% of its shares into a public benefit fund
On 18 October Anthropic said it would move 5% of its shares — about $48B — into a new public benefit fund, subject to shareholder approval, with another 2% at each 50% rise in valuation; the money can go to large nonprofit grants or direct distributions.
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China debuts its first fully domestic 100,000-card AI supercluster
On 18 October the first fully domestic 100,000-card AI supercluster, Sugon 8000, debuted in Shenzhen at the 2026 national HPC conference: a heterogeneous domestic-chip architecture that fuses HPC and AI natively, already running in Zhengzhou and connected to the national supercomputing network.
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Last week
2
012 minShandong announces 726 AI pilot projects with ¥11.7B in signed investment
From 14 to 16 October the 2026 AI Industry Conference ran in Jinan. Shandong announced a first batch of 726 industry pilot projects with ¥11.7B in signed investment, projected to add more than ¥17B in annual revenue; provincial AI core revenue reached ¥128.9B in 2025, up 39.2%.
Capital allocation · Application layerRead the record
022 minDeepSeek plans to lead a seed round in robotics startup Winverse AI
People familiar with the matter say DeepSeek plans to lead a seed round in robotics AI startup Winverse AI — tens of millions of dollars at a post-money valuation of about $400M — with Meituan's Long-Z among the funds that committed; the deal is not final.
Capital allocation · Application layerRead the record
2026.10.05 – 10.11
2
012 minOpenAI investor file puts annualised revenue near $50B
OpenAI's investor file shows annualised revenue near $50B at end-September, about $20B below the $70B figure circulating; Nvidia and Oracle fell and the Nasdaq Composite closed down more than 1%.
Capital allocation · AI ROIRead the record
022 minNvidia discussed another $1B investment in Figure
Nvidia has discussed investing another $1B in humanoid robotics company Figure; neither side has confirmed the deal.
Capital allocation · Application layerRead the record
2026.09.14 – 09.20
1
2025.04.07 – 04.13
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