3M and AWS collaborate to advance optical connectivity innovation3M and AWS collaborate to advance optical connectivity innovationOct 21, 2026, 10:28 ETAWS is investing in 3M's Expanded Beam Optical technology for its data center infrastructureSAINT PAUL, Minn., Oct. 21, 2026 /PRNewswire/ -- 3M (NYSE: MMM) and Amazon Web Services (AWS) today announced an expanded strategic collaboration. AWS plans to deploy and scale 3M's Expanded Beam Optical (EBO) platform for its data center infrastructure. Together, the ...

23 September 2026 US Technology Equities Key takeaways from our Silicon Valley tech tour United States We held meetings with 27 tech companies in Silicon Valley, along with a group of investors, across five days. We highlight the key takeaways from these meetings in this note. Supply chain bottlenecks to persist through 2027 at least: There is a broad, AI- led supply crunch rather than a single isolated constraint. Demand continues to run ahead of supply across much of the semiconductor and data center ecos ...

Thematic Alpha | North America October 5, 2026 04:00 AM GMT US Consumer Pulse Survey: AI Sentiment Splits Along Demographic Lines as Safety and Data Center Development Concerns Rise M • AI Sentiment is Divided Along Demographic Lines, While Concerns Around Safety and Data Centers Rise Sharply. Overall sentiment toward AI remains net positive at +14% (45% positive vs. 31% negative), but the aggregate masks substantial differences across demographic groups. Sentiment is considerably more positive among men (+ ...