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Raffle: Win a T10 BESPOKE, eCoustics Special Edition ($4,000 value)

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We’ve teamed up with T10 BESPOKE to raffle off a one-of-a-kind T10 BESPOKE, eCoustics Special Edition, True Luxury Wireless Hi-fidelity In-ear Computers ($4,000 USD value) custom made by HiFi Bear himself!

How to Enter

Buy a raffle ticket online for $50 each, to be entered into a random drawing after all tickets are sold.

Odds of Winning

We’re only selling 80 tickets for this raffle so each ticket buys a 1/80 chance.

See Them at AXPONA

They’ll be on display at AXPONA at the Renaissance Convention Hotel in Schaumburg, IL, from April 10-12, 2026 (2nd level lobby Left Hand Living Room just past the AXPONA help desk and directly adjacent to “the Gather Bar”).

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The Prize

One T10 BESPOKE, eCoustics Special Edition, True Luxury Wireless Hi-fidelity In-ear Computers includes one pair of wireless earbuds and one pendant charging case in an exclusive, eCoustics Special Edition design ($4,000 USD value) as shown in the photos.

Product Details

Solid mirror-polished brass and snow-white ceramic zirconium, highlighted with blood-red natural reticulated Python skin, and custom eCoustics logo livery. The units feature high res DAC, Twin Cadence Tensilica Hi-Fi DSP’s, Class D and Class AB selectable amplification, quad Knowles Quartz series analog microphones, and custom Sonion balanced armatures (absolutely stunning hi-fi sound simply beyond anything you’ve ever experienced. Dual ARM M4 CPU and M0 co-processors enable on-board voice recognition and control, while 6-axis accelerometer/gyroscopes convert subtle head-motions into gestures to control music, telephony, and more. All this, in what is at the same time the world’s smallest and lightest wireless in-ear monitor; less than half the size and weight of an AirPod. All T10 Bespoke are built with a novel chassis, mechanically assembled with fine-pitch custom stainless steel watch screws which enable the units to be easily serviced, repaired, and upgraded with new hardware technology, forever, preventing technological obsolescence and enabling the lifetime warranty offered by EAR Micro.

Learn more about T10 Bespoke.

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GoZTASP: A Zero-Trust Platform for Governing Autonomous Systems at Mission Scale

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Register now free-of-charge to explore this white paper

A chip-to-cloud assurance architecture enabling secure, resilient, and safe autonomy across robots, sensors, and humans.

ZTASP is a mission-scale assurance and governance platform designed for autonomous systems operating in real-world environments. It integrates heterogeneous systems—including drones, robots, sensors, and human operators—into a unified zero-trust architecture. Through Secure Runtime Assurance (SRTA) and Secure Spatio-Temporal Reasoning (SSTR), ZTASP continuously verifies system integrity, enforces safety constraints, and enables resilient operation even under degraded conditions.

ZTASP has progressed beyond conceptual design, with operational validation at Technology Readiness Level (TRL) 7 in mission critical environments. Core components, including Saluki secure flight controllers, have reached TRL8 and are deployed in customer systems. While initially developed for high-consequence mission environments, the same assurance challenges are increasingly present across domains such as healthcare, transportation, and critical infrastructure.

Learning Outcomes for Audience

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  1. Explain the limitations of perimeter-based security models in governing distributed autonomous systems, and articulate why zero trust principles—particularly continuous verification and least-privilege access—are essential for multi-agent environments operating at the edge.
  2. Describe the role of Secure Runtime Assurance (SRTA) in enforcing safety constraints on autonomous agents in real time, drawing on approaches from runtime monitoring, formal verification, and safety-wrapper architectures.
  3. Evaluate how Secure Spatio-Temporal Reasoning (SSTR) enables context-aware decision-making across heterogeneous systems such as drones, ground robots, sensors, and human operators, and compare this with conventional coordination approaches.
  4. Identify the key engineering trade-offs involved in designing chip-to-cloud assurance architectures—including latency, computational constraints on edge devices, communication resilience under degraded conditions, and trust propagation across distributed networks.

Click on the cover to download the white paper PDF and explore how continuous assurance enables trusted autonomy at mission scale.

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Ctrl-Alt-Speech: Honey, I Shrunk the Kids’ Internet

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from the ctrl-alt-speech dept

Ctrl-Alt-Speech is a weekly podcast about the latest news in online speech, from Mike Masnick and Everything in Moderation‘s Ben Whitelaw.

Subscribe now on Apple Podcasts, Overcast, Spotify, Pocket Casts, YouTube, or your podcast app of choice — or go straight to the RSS feed.

In this week’s roundup of the latest news in online speech, content moderation and internet regulation, Ben is joined by Fadza Madzingira, a digital policy expert with a decade of experience at Meta, Salesforce, Ofcom and currently Twitch, where she leads the policy, outreach and education teams. Together, they discuss:

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We’re still yet to find a Ctrl-Alt-Speech 2026 Bingo Card winner — could this week be your lucky day? Play along.

Filed Under: child safety, content moderation, greece, oversight board, trust and safety

Companies: meta, twitch

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Apple is closing three US stores, including the first to unionize

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Apple is closing three of its retail stores this summer, including its first location to unionize. The tech company said it plans to permanently close Apple Store in Trumbull, CT, Escondito, CA, and Towson, MD. The Apple Store location in Towson, was the first where unionized workers and Apple reached a contract agreement back in 2024.

MacRumors published a statement from Apple confirming the closures. The company credited noting “the departure of several retailers and declining conditions” at the shopping centers where this trio of stores are housed as the reason for ending operations. “Our team members at Trumbull and North County will continue their roles at nearby Apple Retail stores,” the statement reads. “Towson employees will be eligible to apply for open roles at Apple in accordance with the collective bargaining agreement.” We reached out to the company for additional comment, and were sent the same statement.

The International Association of Machinists and Aerospace Workers, which leads the union the Towson workers had joined, released a statement about the closure. “Apple’s claim that the collective bargaining agreement prevents relocation is simply false and raises serious concerns that this closure is a cynical attempt to bust the union,” the organization said. “We are exploring all legal options and will work with elected officials and allies to hold Apple accountable.”

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Defense giant Anduril is quietly building autonomous warships on Seattle’s historic ship canal

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The old Foss Shipyard on Seattle’s Lake Washington Ship Canal, where defense giant Anduril Industries is building a new class of autonomous warships. (GeekWire Photo / Kevin Lisota)

There was no noticeable activity at the old Foss Shipyard in Seattle when I visited last week. No signs, and no visible presence of any workers. Behind the barbed-wire fencing, it looked like a ghost shipyard: rusting siding, fading Foss logos and old marine equipment.

But a person on site confirmed that the facility’s new tenant — defense giant Anduril Industries — was up and running, even if the top brass was nowhere in sight on a quiet Friday.

With little fanfare and no attention from local press, Anduril said last fall that it had spent tens of millions of dollars to revamp the historic Seattle shipyard, tucked along the southern side of the Lake Washington Ship Canal just west of Seattle Pacific University.

As you can see from the photo above, it’s a short aerial drone flight from GeekWire’s Fremont headquarters — hidden in plain sight yet quietly signaling the city’s emerging role in the next wave of naval technology.

Anduril calls what it’s building in Seattle a new class of dual-use autonomous surface vessels.

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In non-military speak, that translates to drone warships.

Over the past week, I’ve been looking into this defense manufacturing powerhouse and its presence along the ship canal. But it’s actually not the story I started chasing. Here’s the reporting journey that led me to Anduril’s drone shipyard, and what I discovered in the process.

A strange oversight

My curiosity about this industry was piqued when news broke last week that Austin-based Saronic Technologies had raised $1.75 billion and was scouting sites for a next-generation shipyard focused on autonomous naval vessels and AI-driven maritime technologies.

Washington state is a maritime powerhouse, with deep ports, a skilled technical workforce and one of the largest concentrations of U.S. Navy personnel in the country. It’s also a leader in artificial intelligence. That led me to ask whether Washington state was being considered for the high-tech shipbuilding facility. 

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At first glance, the state seemed to be entirely off Saronic’s radar.

Saronic — founded four years ago by former Navy SEAL Dino Mavrookas — is seriously considering Brownsville, Texas for its $3.2 billion shipbuilding facility. That makes sense given the proximity to the company’s landlocked headquarters in Austin and existing manufacturing facility in Louisiana, and the high-tech workforce near SpaceX’s operations on the Gulf Coast.

But Fast Company recently reported that Saronic — which calls its yet-to-be-launched, 180-foot self-navigating vessel the Marauder — was considering sites in Oregon, California, Louisiana, Mississippi, Alabama, Florida, Virginia, North Carolina and South Carolina for its next-generation Port Alpha autonomous warship manufacturing facility. 

Basically, that means Saronic is considering every state on the continental west coast, except Washington, and nearly every state with coastline south of Maryland. The mayor of San Diego, where the company recently established a significant presence, even declared last Oct. 21 “Saronic Day” — a nifty political play to try to woo even more defense  jobs. 

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In the press release announcing Saronic’s new funding, Mavrookas said it’s creating a “fundamentally new model of American shipbuilding” that integrates advanced manufacturing and software-driven production to deliver autonomous vessels at speed and scale.

A mashup of AI, defense and maritime fits perfectly for the Seattle area. It’s a region that helped birth the aviation and software industries, and is sandwiched between the freshwater Lake Washington and saltwater Puget Sound, with ready access to the Pacific Ocean. 

So as you might expect, when I reached out to economic development officials in Washington state last week, they were familiar with Saronic and its ambitious plans.

The 380-acre hurdle

Rebecca Lovell, the interim president and CEO of Greater Seattle Partners, said they received a request last summer from the Washington State Department of Commerce that appeared to match Saronic’s requirements for its so-called “Port Alpha” autonomous shipbuilding facility. 

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Lovell, an economic development veteran, was blown away by the scale of the request. At 380 acres, the new port facility would span the equivalent of roughly 290 football fields. No available qualifying sites or facilities in King County would meet the demand, she said. 

Hulls being constructed at a Louisiana shipyard for Saronic’s autonomous naval vessels. (Saronic Photo)

“The query otherwise matches our criteria. It’s squarely in our key sectors,” Lovell said, citing factors including the wealth of talent in maritime and advanced manufacturing. She called the region a unique hub that brings together legacy industries and innovation.

Could Everett be an option? Just 30 miles north of Seattle, its deepwater port sits beside Naval Station Everett, and last year it hosted the launch of the experimental autonomous vessel USX-1 Defiant.

However, the Port of Everett and surrounding areas in Snohomish County simply did not have a big enough real estate footprint to meet the vast needs of Saronic’s Port Alpha project. 

Daniel Tappana, director of economic development for the Economic Alliance Snohomish County, said they received a confidential request via the Washington State Department of Commerce last year for a facility that had many characteristics of Saronic’s Port Alpha project. He could not say for certain whether it was Saronic, but the attributes of the proposal did seem to mirror what he’s read about the maker of autonomous warships. 

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At more than 300 acres, Tappana said the confidential request was about six times bigger than anything Snohomish County could reasonably offer.

Saronic did not respond to requests for comment. A spokesperson for the Washington State Department of Commerce declined to answer specific questions posed by GeekWire. 

But in the process of trying to solve that riddle, I learned something else: another heavily funded builder of autonomous war machines had already planted its flag in the region.

Anduril’s drone shipyard

Anduril said in a Nov. 2025 press release that its Seattle facility will serve as the U.S. hub for vessel assembly, integration and testing of Autonomous Surface Vessels as part of the U.S. Navy’s Modular Attack Surface Craft (MASC) program. 

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The news was reported in trade publications like Breaking Defense and The Maritime Executive, with Anduril citing the historical legacy and innovation of Kaiser Shipyards and noting that the region provides “the ideal conditions to re-energize American shipbuilding and grow the maritime workforce.”

The U.S. Navy’s appetite for autonomous vessels is rapidly increasing, especially in light of the war in Iran. Drone warfare has disrupted shipping through the Strait of Hormuz, spiking global oil prices and creating uncertainty in the global economy. 

A strong autonomous naval program is critical for the U.S. given the rapidly changing dynamics of warfare, with low-cost drones wreaking havoc on warships that cost hundreds of millions of dollars. Anduril is positioned to benefit from this transformation. 

The U.S. Navy introduced a new rapid procurement program on March 26 — replacing the MASC autonomy program. The new effort is designed to more quickly test prototypes on the open water later this year, and then deploy the vessels by September 30, 2027.

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Defense giant Anduril is operating its autonomous naval vessel manufacturing facility at the old Foss Shipyard on the Lake Washington Ship Canal. (GeekWire Photo / John Cook)

That’s an extremely fast turnaround in defense circles, and speaks to the importance that the Navy is placing on launching autonomous systems on the open seas. It also means that Anduril will likely be very busy at its new Seattle manufacturing hub.

Anduril is clear on its mission when it comes to its new class of Seattle-built drone boats, constructed in a partnership with South Korea-based shipbuilder HD Hyundai Heavy Industries.

“Traditional, manned warships cannot meet that demand alone,” the company said in its announcement last fall. “The Navy needs autonomous, modular vessels that can be produced at speed, deployed in volume, and upgraded continuously with iterative engineering, software updates, and new mission payloads to augment the manned fleet.”

Seattle’s Drone Canal?

Joshua Berger, the founder and CEO of Washington Maritime Blue, a non-profit alliance dedicated to supporting innovation and economic development in the maritime industry, has closely tracked Anduril’s redevelopment of the Foss Shipyard. He understands that dozens of defense workers are already building the next-generation autonomous vessels on the property.

A naval vessel passes through the Ballard Locks in 1924. Photo from Wikimedia Commons via Seattle’s Museum of History and Industry. 

Anduril’s facility is located in fresh water just east of the Ballard Bridge and Ballard Locks, an important sea route that connects Seattle’s historic maritime industry to the Puget Sound and Pacific Ocean.

“Part of what’s unique here is that you’ve got fresh water with access to salt water, which is significant for that kind of construction,” said Berger.

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And the Anduril operation is not alone along the ship canal. 

A short hop away, Brinc — a heavily-funded drone manufacturer — is opening a 35,000 square foot facility in a former fish cannery at West Canal Yards. On the north side of the canal in the Fremont neighborhood, Snow & Company is building electric boats and components for a new class of vessels, holding contracts with the U.S. Navy.

In that regard, a mini “autonomous alley” appears to be emerging along the ship canal.

Signs for Kidder Matthews flank the Foss Shipyard, and the commercial real estate brokerage’s website indicates that three buildings totaling more than 50,000 square feet are available for lease. Jeff Loftus of Kidder Matthews declined to comment, and referred questions to Anduril.

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An Anduril representative responded to my inquiry, but as of publication time, the company had not followed up on my request for more specific information.

“We sort of have the perfect storm,” said Berger, pointing to the region’s advanced manufacturing capabilities, prime marine acreage, a high-tech workforce with specialization in autonomous systems and relative proximity to key suppliers in Asia.

The company behind the project

Anduril Industries is led by the Hawaiian-shirt and sandal wearing Palmer Luckey, the 33-year-old creator of Oculus VR, whom the New York Times recently described as the “It Guy of the booming defense-technology industry.”

Palmer Luckey, Anduril CEO. (Anduril Photo)

Anduril is a colorful (some say polarizing) startup in the buttoned-up world of defense. Lord of the Rings fans also will likely recognize the Anduril name as the reforged sword wielded by Aragorn and said to symbolize leadership, destiny and — interestingly in light of the U.S. shipbuilding industry — the reclaiming of lost glory.

The 9-year-old company has rapidly risen in the defense industry ranks. It is partnering with Boeing on a new missile defense system, and has won recent contracts with the U.S. Navy and Royal Australian Navy to develop long-range autonomous underwater vehicles with the goal of changing “the balance beneath the waves.”

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Luckey is also a close confidante and respected force in the Trump administration. 

Axios reported last month that Anduril was raising a $4 billion round of financing at a $60 billion valuation. That’s more than Ford Motor Company and Alaska Airlines, combined.

A portion of Anduril’s vast capital resources are going towards its autonomous boat-building operations, including the facility in Seattle. Last summer, GeekWire reported that the company sublet 39,851 square feet of prime downtown Bellevue office space from Meta, bringing its headcount in the region at the time to about 375 people.

Anduril also is rapidly expanding its operations in California. And it is building a massive facility just south of Columbus, Ohio that it dubs Arsenal-1, described by the company as “the future of American defense manufacturing.”

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Political crosscurrents

Revitalizing the nation’s battered shipbuilding industry is a key priority of the Trump administration. 

An executive order signed by President Trump last April was designed to counter shipbuilding gains by China, with a goal to “revitalize and rebuild domestic maritime industries and workforce to promote national security and economic prosperity.”

Of course, building autonomous warfighting machines in the heart of a progressive city like Seattle may come with its own set of political challenges.

But Maritime Blue’s Berger, for one, is hopeful that the region can navigate those thorny issues, especially as states such as Texas and Louisiana roll out huge economic incentives. And he’s excited by the innovation taking shape along the ship canal, tying the region’s maritime past to a new future.

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“There’s still a lot of work to do to connect the tech, autonomy, climate and clean energy innovation ecosystem, with our legacy, traditional maritime sector,” Berger said. “But we’ve seen significant movement in the last five to 10 years.”

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OpenAI pauses Stargate UK as energy costs and copyright rules block the path

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In short: OpenAI has paused its Stargate UK data centre project, citing the high cost of industrial electricity in Britain and an unfavourable regulatory environment around AI copyright. The project, announced in September 2025 alongside Nvidia and Nscale, had planned to deploy 8,000 GPUs at sites in north-east England, scalable to 31,000 over time. OpenAI says it will move forward “when the right conditions” allow, though it has given no timeline. The pause is a significant setback for the UK government’s AI Growth Zones initiative and arrives as OpenAI prepares for a public listing.

What Stargate UK was supposed to be

Stargate UK was announced in September 2025 as a sovereign AI infrastructure project: a partnership between OpenAI, Nvidia, and British cloud provider Nscale to build data centre capacity in north-east England that would allow OpenAI’s models to run on local computing power. The sites earmarked were Cobalt Park near Newcastle and Blyth, both within the UK government’s designated AI Growth Zones, a framework the government had positioned as a centrepiece of its industrial strategy for artificial intelligence. The project was unveiled during US President Donald Trump’s state visit to Britain, giving it diplomatic as well as commercial significance. The initial phase involved off take of approximately 8,000 Nvidia AI processors, with an ambition to scale that to 31,000 GPUs over time,  capacity that would have enabled OpenAI to serve critical public services, regulated industries such as finance, and national security partnerships without routing data through US-based infrastructure. OpenAI never disclosed the total investment figure associated with the UK project. The broader US Stargate project remains on track with data centre construction under way across the United States, backed by a $40 billion bridge loan SoftBank secured to finance its participation, making the UK pause a geographic exception rather than a signal of retreat from AI infrastructure spending overall.

The energy cost problem

The most concrete obstacle OpenAI identified is the cost of electricity in Britain. UK industrial electricity prices are among the highest of any IEA member state,  more than four times those in the United States, Finland, Norway, and Sweden. For a data centre drawing 100 megawatts, that differential is not a line-item concern but a structural one: the economics of running large-scale AI inference workloads at a site where power costs four times as much as they do in Virginia or Texas are fundamentally different, and that gap compounds as capacity scales. The problem is not simply a matter of electricity tariffs. Grid connection requests in the UK surged from 41 gigawatts in November 2024 to 125 gigawatts by June 2025, with an estimated 75 gigawatts of that queue attributable to data centre projects. Buildings can be constructed in 18 to 24 months; grid connections take three to eight years. That mismatch means that even if a project clears the financial hurdle, it faces an infrastructure queue that the current regulatory and planning framework has not been designed to process at AI-infrastructure speeds. The UK government’s AI Growth Zones policy, published in November 2025, was intended in part to address exactly this bottleneck, but the zone designations do not resolve the underlying grid constraints, and OpenAI’s decision to pause suggests that the policy framework has not yet translated into the conditions that would make the investment viable.

The copyright sticking point

The regulatory concern OpenAI cited alongside energy costs points to a separate and more politically charged problem: the UK’s unresolved approach to AI copyright. UK lawmakers have been working to update the rules governing how AI models are trained on copyrighted material. The government’s preferred approach, a broad text and data mining exception with an opt-out mechanism for rights holders, was rejected by the majority of respondents to the government’s own consultation, with creative industries, publishers, and news organisations arguing that a broad exception would allow generative AI companies to train on their works without compensation or meaningful consent. The consultation produced no consensus, and the government has since delayed any legislative change. For OpenAI, which trains large language models on text scraped from the internet, the uncertainty about whether that training will be lawful, and on what terms, is a material business risk. A UK data centre is not simply a power facility,  it creates legal jurisdiction. If the UK eventually adopts a copyright framework that restricts training data use more tightly than the US, operating infrastructure in Britain could expose OpenAI to liability or compliance costs that do not apply to its US operations. The pause allows OpenAI to wait for that regulatory picture to clarify before committing capital.

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A pause, not a cancellation, and the IPO context

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OpenAI’s statement was calibrated to leave the door open. “We continue to explore Stargate U.K. and will move forward when the right conditions such as regulation and the cost of energy enable long-term infrastructure investment,” the company said, framing the decision as contingent rather than final. The timing, however, is notable. OpenAI closed a $122 billion funding round at an $852 billion valuation in late March 2026, extending participation to retail investors for the first time in a move widely interpreted as groundwork for a public offering analysts expect as early as the fourth quarter of 2026. Companies approaching an IPO typically tighten their capital allocation discipline, avoid open-ended international commitments that could weigh on reported cash burn, and reduce exposure to projects with uncertain timelines. Pausing a data centre project that faces both energy cost headwinds and an unresolved copyright regime fits that pattern. The UK government, which had promoted Stargate UK as a signal of international investor confidence in Britain’s AI ambitions, described the decision as disappointing and said it remained in dialogue with OpenAI. OpenAI’s international Stargate expansion has not been without complications elsewhere either, its Abu Dhabi data centre plans drew an explicit threat from Iranian authorities amid escalating regional tensions, suggesting that sovereign AI infrastructure projects carry geopolitical risk profiles that are becoming a distinct factor in OpenAI’s site selection calculus. Meanwhile, Oracle appointed a new CFO this week to manage its $50 billion data centre construction programme as the central operating partner in the US Stargate project,  a contrast that illustrates where AI infrastructure spending remains active and where it is being reconsidered. The year 2025 established infrastructure access and energy as the primary competitive variables in AI,  and for the UK, OpenAI’s pause is a signal that it has not yet solved either.

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Gemini Gets New Notebooks Feature That Syncs With NotebookLM

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Gemini is getting a new feature in the form of notebooks, further integrating with NotebookLM, Google announced on Wednesday.

NotebookLM is easily one of Google’s best AI tools available. It allows you to add sources to a notebook and ask questions or generate a series of outputs, based only on the material you’ve given it, making it self-contained. 

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It’s different from the Gemini chatbot on its own, which will search the entire internet for an answer. NotebookLM’s answers are grounded only in your sources. It’s great for studying for school, getting prepped for work and even creative inspiration. There’s no wrong way to use it, and its flexibility lends itself to be explored, so it comes as no surprise that it’s getting further integrated into Google’s own chatbot.

Late last year, Google allowed you to add a NotebookLM notebook into Gemini so it would have all the context you added. Google says to look at notebooks as personal knowledge bases. You can add files, past chats and documents on a particular subject, and you can always jump back into that conversation with Gemini and pick up where you left off. Having a dedicated space to keep things in one place is great on its own for Gemini, but you can use those notebooks in NotebookLM, too. 

Notebooks make it easier to keep all the information on a particular subject in one place and give Gemini everything it needs without having to manually add details all over again. Now, that integration goes even further, and you can create notebooks directly in Gemini. 

Notebooks can be synchronized between Gemini and NotebookLM, making the data in one tool instantly available in the other. This means you can add artifacts to the notebook in Gemini and immediately have the option to create a Video Overview, Infographic or other outputs within NotebookLM. Having the same synced notebook in both tools allows you to use each tool in its own way with the same database.

When the feature is available, you’ll see a new notebooks section in the side menu bar of Gemini, allowing you to quickly create one or access others you’ve made in the past. 

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Google is rolling out Notebooks in Gemini to AI Ultra, Pro and Plus plans on the web, and will expand access to mobile, more countries across Europe and free users in the coming weeks. 

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‘Not on a hunch’: Andy Jassy defends Amazon’s $200B spending spree

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“It’s hard to overstate my optimism for what’s ahead,” Amazon CEO Andy Jassy writes in his new shareholder letter. (GeekWire File Photo)

Andy Jassy’s new letter to Amazon shareholders is a data-heavy defense of the tech giant’s biggest bets — from AI and custom chips to satellite internet and 20-minute delivery.

In the process, the Amazon CEO discloses that AI revenue for AWS has hit a $15 billion annual run rate, that Amazon’s internal chips business is generating over $20 billion a year, and that two large customers asked to buy all of Amazon’s available Graviton chip capacity for 2026.

Amazon said no, but Jassy says it gives a sense for the demand.

“We’re not investing approximately $200 billion in capex in 2026 on a hunch,” he writes.

That is basically the thesis statement for this year’s letter, released Thursday morning. It continues a tradition that stretches back nearly three decades, to Amazon founder Jeff Bezos’s first shareholder letter in 1997, which introduced the world to the “Day 1” mindset and is appended to the latest letter every year in an attempt to show its enduring relevance.

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The evolution: This is Jassy’s fifth installment since succeeding Bezos as CEO in 2021. His letters have gone from establishing his management philosophy and navigating a post-pandemic cost hangover to laying out the frameworks Amazon uses to invent and build. 

This year he touches on progress in businesses including grocery (where Amazon says it’s now the second-largest U.S. grocer), satellite broadband (Amazon Leo is set to launch commercially in mid-2026), Amazon Now delivery (expanding from India to the U.S. and Europe), Alexa+, and Zoox, its autonomous ride-hailing service now starting commercial service.

His overarching message: progress won’t be a straight line (here, Jassy’s letter riffs on the title of an album by the New Zealand indie rock band The Beths) but Amazon is placing big bets on many fronts simultaneously, as it has throughout its history, and the results will come. 

The unstated plea: have patience, folks, we’ve been here before, and look how it turned out.

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The AI bet: Nowhere is this appeal more important than in AI, given investor concerns about the massive investments being made across the industry. Throughout the letter, Jassy makes the case that the company’s huge capital outlays are backed by real demand and realistic economics.

Jassy readily acknowledges that Amazon’s free cash flow (FCF) dropped from $38 billion to $11 billion last year, driven by a $50.7 billion increase in capital spending, primarily on AI infrastructure. That was despite revenue overall growing 12% from $638 billion to $717 billion last year.

“AI is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger,” he writes, adding later, “We’re not going to be conservative in how we play this—we’re investing to be the meaningful leader, and our future business, operating income, and FCF will be much larger because of it.”

AWS AI revenue: The disclosure about the annual revenue run rate for AI in AWS ($15 billion as of Q1 2026) is a preview of sorts of Amazon’s upcoming quarterly earnings, which won’t be reported for a few weeks. Amazon hasn’t previously reported this type of AI revenue figure. 

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To put the figure in context, AWS overall had a $142 billion dollar revenue run rate as of Q4 25.

“We have never seen a technology more quickly adopted than AI,” he writes, adding later, “Amazon is smack in the middle of this land rush, and companies are choosing AWS for AI.”

Jassy compares the current AI wave to the early days of AWS, noting that three years after AWS launched commercially the cloud division had a $58 million revenue run rate. Three years after generative AI took off, the company’s AI business is nearly 260 times greater than that.

Future external businesses: Jassy points to two areas where Amazon may open up internal capabilities to outside customers.

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  • It’s “quite possible” Amazon will sell racks of its internally developed chips to third parties in the future, he writes.
  • In addition, he says, Amazon will explore building and selling its robotics solutions to other industrial and consumer customers. 

Both follow the Amazon playbook of building something internally, then offering it as an external service — the same pattern behind businesses such as AWS and Fulfillment by Amazon, the company’s logistics services for third-party sellers.

Chips economics: Jassy says Amazon currently only monetizes its custom chips through its own EC2 cloud service, but if the chips business were standalone and sold externally like Nvidia, the annual run rate would be roughly $50 billion.

He projects that at scale, Trainium will save “tens of billions of capex dollars per year” and provide “several hundred basis points of operating margin advantage” versus relying on third-party chips for inference.

Trainium2 has largely sold out. Trainium3, which started shipping in early 2026, is nearly fully subscribed. Trainium4, still about 18 months from broad availability, has already been significantly reserved.

“Our chips business is on fire,” Jassy writes, noting that the business “changes the economics for AWS, and will be much larger than most think.”

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Across Amazon’s business, he writes, “It’s hard to overstate my optimism for what’s ahead.”

Read the full letter here.

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Florida AG to probe OpenAI, alleging possible connection to FSU shooting

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Florida Attorney General James Uthmeier announced on Thursday his office will investigate OpenAI for its alleged harm to minors, potential to threaten national security, and its possible link to a shooting that took place at Florida State University last year.

“ChatGPT may likely have been used to assist the murderer in the recent mass school shooting at Florida State University that tragically took two lives,” Attorney General Uthmeier said in a video posted to social media.

On the day of the FSU shooting last April, the suspect allegedly asked ChatGPT how the country would react to a shooting at FSU, and what time it would be busiest at the FSU student union. These messages could potentially be used as evidence against the suspect in an October trial about the shooting.

The attorney general cited further concerns about ChatGPT’s encouragement of suicide in certain instances, which have been documented in multiple lawsuits brought by families against OpenAI. He also mentioned his concern that the Chinese Communist Party could use OpenAI’s technology against the United States.

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“As big tech rolls out these technologies, they should not — they cannot — put our safety and security at risk,” he said. “We support innovation. But that doesn’t give any company the right to endanger our children, facilitate criminal activity, empower America’s enemies, or threaten our national security.”

He also called on the Florida legislature to “work quickly” to protect children from the negative impacts of AI.

“Each week, more than 900 million people use ChatGPT to improve their daily lives through uses such as learning new skills or navigating complex healthcare systems,” an OpenAI spokesperson said in a statement to TechCrunch. “Our ongoing safety work continues to play an important role in delivering these benefits to everyday people, as well as supporting scientific research and discovery.”

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OpenAI added that it builds and continues to improve ChatGPT to understand user intent and respond in appropriate, safe ways. The company said it will cooperate with the Florida attorney general’s investigation.

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On Wednesday, OpenAI unveiled its Child Safety Blueprint, which includes policy recommendations designed to improve children’s safety as it relates to AI.

This action comes as chatbot makers face pressure to confront their potential role in creating child sexual abuse material (CSAM). According to a recent report from the Internet Watch Foundation, there were over 8,000 reports of AI-generated CSAM in the first half of 2025, which represents a 14% increase year over year.

OpenAI’s blueprint recommends updating legislation to protect against AI-generated abuse material, refining the reporting process to law enforcement, and instituting better preventative safeguards against abusive uses of AI tools.

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OpenAI Backs Bill That Would Limit Liability for AI-Enabled Mass Deaths or Financial Disasters

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OpenAI is throwing its support behind an Illinois state bill that would shield AI labs from liability in cases where AI models are used to cause serious societal harms, such as death or serious injury of 100 or more people or at least $1 billion in property damage.

The effort seems to mark a shift in OpenAI’s legislative strategy. Until now, OpenAI has largely played defense, opposing bills that could have made AI labs liable for their technology’s harms. Several AI policy experts tell WIRED that SB 3444—which could set a new standard for the industry—is a more extreme measure than bills OpenAI has supported in the past.

The bill would shield frontier AI developers from liability for “critical harms” caused by their frontier models as long as they did not intentionally or recklessly cause such an incident, and have published safety, security, and transparency reports on their website. It defines a frontier model as any AI model trained using more than $100 million in computational costs, which likely could apply to America’s largest AI labs, like OpenAI, Google, xAI, Anthropic, and Meta.

“We support approaches like this because they focus on what matters most: Reducing the risk of serious harm from the most advanced AI systems while still allowing this technology to get into the hands of the people and businesses—small and big—of Illinois,” said OpenAI spokesperson Jamie Radice in an emailed statement. “They also help avoid a patchwork of state-by-state rules and move toward clearer, more consistent national standards.”

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Under its definition of critical harms, the bill lists a few common areas of concern for the AI industry, such as a bad actor using AI to create a chemical, biological, radiological, or nuclear weapon. If an AI model engages in conduct on its own that, if committed by a human, would constitute a criminal offense and leads to those extreme outcomes, that would also be a critical harm. If an AI model were to commit any of these actions under SB 3444, the AI lab behind the model may not be held liable, so long as it wasn’t intentional and they published their reports.

Federal and state legislatures in the US have yet to pass any laws specifically determining whether AI model developers, like OpenAI, could be liable for these types of harm caused by their technology. But as AI labs continue to release more powerful AI models that raise novel safety and cybersecurity challenges, such as Anthropic’s Claude Mythos, these questions feel increasingly prescient.

In her testimony supporting SB 3444, a member of OpenAI’s Global Affairs team, Caitlin Niedermeyer, also argued in favor of a federal framework for AI regulation. Niedermeyer struck a message that’s consistent with the Trump administration’s crackdown on state AI safety laws, claiming it’s important to avoid “a patchwork of inconsistent state requirements that could create friction without meaningfully improving safety.” This is also consistent with the broader view of Silicon Valley in recent years, which has generally argued that it’s paramount for AI legislation to not hamper America’s position in the global AI race. While SB 3444 is itself a state-level safety law, Niedermeyer argued that those can be effective if they “reinforce a path toward harmonization with federal systems.”

“At OpenAI, we believe the North Star for frontier regulation should be the safe deployment of the most advanced models in a way that also preserves US leadership in innovation,” Niedermeyer said.

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Scott Wisor, policy director for the Secure AI project, tells WIRED he believes this bill has a slim chance of passing, given Illinois’ reputation for aggressively regulating technology. “We polled people in Illinois, asking whether they think AI companies should be exempt from liability, and 90 percent of people oppose it. There’s no reason existing AI companies should be facing reduced liability,” Wisor says.

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‘Negative’ Views of Broadcom Driving Thousands of VMware Migrations, Rival Says

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“One of VMware’s biggest competitors, Nutanix, claims to have swiped tens of thousands of VMware customers,” reports Ars Technica. They said higher prices, forced bundling, licensing changes, and more strained partner relationships have frustrated customers and driven them away from the leading virtualization firm. From the report: Speaking at a press briefing at Nutanix’s .NEXT conference in Chicago this week, Nutanix CEO Rajiv Ramaswami said that “about 30,000 customers” have migrated from VMware to the rival platform, pointing to customer disapproval over Broadcom’s VMware strategy, SDxCentral, a London-based IT publication, reported today. “I think there’s no doubt that the customer sentiment continues to be negative about Broadcom,” Ramaswami said, per SDxCentral.

Nutanix hasn’t specified how many of the customers that it got from VMware are SMBs or enterprise-sized; although, adoption is said to be strongest among mid-market customers as Nutanix also tries wooing larger customers, often by starting with partial deployments. During this week’s press briefing, Ramaswami reportedly said that some of the customers that moved from VMware to Nutanix during the latter’s most recent fiscal quarter represented Nutanix’s “strongest quarterly new logo additions in eight years.” “Most of the logos came from our typical VMware migrations on to the [hyperconverged infrastructure] platform,” he said.

During the Nutanix conference, Brandon Shaw, Nutanix VP and head of technology services, said that Western Union has been migrating from VMware to Nutanix for six months, The Register reported. The financial services company is moving 900 to 1,200 applications across 3,900 cores. Shaw said that Western Union has been exploring new IT suppliers to help it become more customer-focused. Despite Broadcom’s history of “decent lines of communication” with Western Union, Shaw said that Western Union had “challenges partnering with them.”

Shaw also pointed to Broadcom’s efforts to push customers to buy the VMware Cloud Foundation (VCF), despite the product often having more features than companies need and at high prices. Since moving to Nutanix, the Denver-headquartered financial firm is also benefiting from having more flexibility around workload locations, which is important since Western Union is in over 200 countries, The Register said.

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