Qualcomm (QCOM.O) CEO said custom accelerators will begin shipping in October; the connectivity solution with Amazon Web Services (AMZN.O) will ramp later this month.

US EIA implied distillate fuel demand for week to Oct 30: 5.78 mln b/d, prior 5.53 mln b/d.

At the World Internet Conference in Wuzhen, Yushu Technology founder Wang Xingxing said robotics data utilization remains low, with large volumes of sensor and operational data unused. He expects physical/embodied AI models that can self-evolve to raise data-use efficiency and speed technical iteration. Wang gave an optimistic timing, saying 2027 is very likely to be a critical point for the robotics industry or robot models. He defined an embodied-intelligence “GPT moment” as robots completing roughly 80% of tasks in about 80% of unfamiliar scenes via voice commands, and said leading global models are close to that goal but still face key technical barriers.