AmazonGenerally available
Physical AI Toolchain on AWS is an open-source stack of architecture guidance, deployment automation, and reference code for synthetic data, training, simulation, edge deployment, and continuous improvement of physical-AI models. Amazon launched it Oct. 8, 2026. It combines SageMaker, EC2 GPU instances, IoT Greengrass, and Bedrock AgentCore with NVIDIA Isaac Sim, Isaac Lab, Isaac GR00T, and Cosmos.
Latest update Oct 10, 2026
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Open-source AWS reference stack announced Oct. 8, 2026; hardware-neutral per AWS.
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Amazon on Oct. 8, 2026 launched the Physical AI Toolchain on AWS, an open-source stack of architecture guidance, deployment automation, and reference code for training, simulating, validating, and deploying physical-AI models. The toolchain combines SageMaker, EC2 GPU instances, IoT Greengrass, and Bedrock AgentCore with NVIDIA Isaac Sim, Isaac Lab, Isaac GR00T, and Cosmos. AWS director Sri Elaprolu told The Robot Report the package is meant to let robotics teams focus on applications rather than infrastructure.
www.aboutamazon.com www.therobotreport.com www.aboutamazon.com + Nvidia
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Amazon Web Services is the company's cloud business. Matthew S. Garman has been its CEO since June 2024. In the quarter ended June 30, 2026, AWS segment sales were $42.2 billion, up 37% on the release headline. Jassy said growth was 36.7% and that the AWS AI business and the chips business each passed a run rate of more than $25 billion.
Amazon Stores is the consumer retail business. Douglas J. Herrington has been CEO of Worldwide Amazon Stores since July 2022. The 10-K says Amazon competes on selection, price, and convenience. In Q2 2026 the North America segment, which is wider than online stores, had sales of $116.2 billion, up 16%. International segment sales were $42.2 billion and are a geography, not a second stores brand.
Three-model Android tablet lineup announced Oct. 8, 2026 with Alexa+ built in and Google Play Store access: 12 Pro from $499.99, 11 from $329.99, and 8 from $229.99. Amazon said units are available for purchase immediately and ship Oct. 14 in the United States, Mexico, and Canada.
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Microsoft
Azure is Microsoft's cloud platform. In the July 29, 2026 release, Satya Nadella said Azure revenue surpassed $100 billion for the first time and was up 41%. The financial statements do not print a separate Azure revenue line. Intelligent Cloud, a wider segment, had quarterly revenue of $39.3 billion, up 32%.
Meta
Reality Labs is Meta's virtual and augmented reality consumer hardware, software, and content business. Meta Quest is the headset line inside that segment. In the quarter ended June 30, 2026, Reality Labs revenue was $431 million and the operating loss was $4,619 million. The release does not print a Quest-only revenue line. A later headset announced for 2027 is not given a price or ship date on this profile.
Alphabet
Google Search is the web search service inside Google Services. The FY2025 10-K says it helps people find information, with trillions of searches a year. In the quarter ended June 30, 2026, Google Search and other revenue was $63,271 million, up from $54,190 million, and the earnings release says that line grew 17%. Google Services as a whole, which also includes YouTube, subscriptions, platforms, and devices, was $94,540 million.
Alphabet
Google Cloud sells infrastructure and platform services, applications, and other enterprise products. The Q2 2026 release says service revenue comes from Google Cloud Platform, Google Workspace, and other enterprise services, and product revenue comes primarily from TPU systems. Cloud revenue was $24,768 million, up 82% from $13,624 million, and Cloud operating income was $8,814 million.