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Hey.

Time for getting the best updates about the AWS Silicon universe (and the Cloud Silicon in general). This time from August 28th, 2026 to September 4th. 2026.

Enjoy.

News

Starting today, Amazon Elastic Compute Cloud (Amazon EC2) R9g and R9gd instances, powered by AWS Graviton5 processors, are generally available. AWS Graviton5 processors are the fifth generation of custom-designed CPUs, delivering the best price performance for memory-intensive workloads running on Amazon EC2.

Articles and Tutorials

From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for compute. Rene explains Arm’s position in the chip supply chain, and how Arm transitioned from an IP licensing model to producing physical chips like the Arm AGI CPU for Meta. He also discusses bottlenecks in hardware supply chains, SoftBank’s ecosystem and capital strategy, why US semiconductor manufacturing independence is critical, the future of robotics, and why CPUs remain crucial for executing AI workloads.

No Priors Podcast

Other Cloud Silicon industry news

See you next week.

Marcos out.