Sandisk says data centers will account for over 55% of NAND bit demand in 2027, up from 50% today. It expects data-center bit demand to grow ~40% next year after more than doubling in 2026, driven by AI infrastructure spending.
Key points
Data center share: over 55% of NAND bit demand in 2027, up from 50% today.
Demand growth: ~40% increase next year after more than doubling in 2026, driven by AI infrastructure spending.
Sources
Laika by Lucen Robotics kit launch, $6k for four forms
Laika by Lucen Robotics introduces a modular robotics kit that converts into four embodiments for under $6k. Arm-only kits start at $1,999 and pre-orders are limited to 100 units with shipping in December.
Key points
Full kit price: under $6k for four embodiments.
Arm-only kit price: $1,999.
Pre-order limit: 100 units, shipping December.
Sources
- Original post
- lucenrobotics.com - Linked in the post
Amazon AWS expects >40% growth in 2027 and 2028
Amazon AWS expects growth above 40% in both 2027 and 2028. CEO Andy Jassy said there has never been a trillion-dollar revenue business and we may have two of them in the next 5-10 years.
Key points
AWS growth above 40% projected for 2027.
AWS growth above 40% projected for 2028.
Sources
Every Grok Bot: The Complete Directory launches with 7,539 bots
Every Grok Bot: The Complete Directory is a public list of Grok Bot templates. It tracks 7,539 bots across 26 categories and is refreshed weekly. The site also offers a free 2-week trial for new users.
Key points
Updated October 28 2026, 7,539 public Grok Bots tracked in 26 categories.
New users can start with a free 2-week trial, then add bots from the list.
Sources
- Original post
- Every Grok Bot: The Complete Directory - Linked page
Intel CEO cites three headwinds to server CPU
Intel CEO outlines three headwinds limiting its ability to meet strong server CPU demand. Intel 3 yields and cycle times are improving, but more work is needed. Industry-wide shortages of advanced organic substrates for EMIB packaging are constraining output. An accident at its Israel factory caused an extended shutdown, affecting Q4 server shipments.
Key points
Intel 3 yields and cycle times are improving, but more work is needed.
Industry-wide shortages of advanced organic substrates for EMIB packaging are constraining output.
Accident at Israel factory caused an extended shutdown, will impact Q4 server shipments.
Sources
The Economics of Intelligence released by Google DeepMind
The Economics of Intelligence is the first project released by a new Google DeepMind research program on the economics of AGI. The announcement notes the author joined Google DeepMind to develop this program alongside Andrew Koh and Shane Legg.
Key points
Joined Google DeepMind to develop a research program on the economics of AGI.
Released The Economics of Intelligence, the first in a series of projects from the group.
