The Threshold Report
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Issue #15 · August 25, 2026

Text 110 (+2) · Audio 102 (+0) · Video 102 (+2) · Image 100 (+0) · Agents 120 (+16) · Robots 109 (+7) · Science 105 (+5) · Compute & Infra 119 (+8)

Upcoming

Announced or reported, but not yet real or available.

RobotsAug 20

Amazon plans Prime Air drone delivery in nearly 500 US cities

Waiting on: Expansion - the service flies in cities across seven states, with the nearly 500-city footprint stated as a goal for the end of 2026.

Compute & InfraAug 22

Terronova starts 300MW data-center campus outside São Paulo

Waiting on: Construction and commissioning - ground work has started, and the initial 300MW substation is scheduled to come online in December 2027.

Compute & InfraAug 22

Acciona buys half of the venture behind Segovia data center

Waiting on: Construction and commissioning - neither the data center nor the solar plant next to it has been built.

Compute & InfraAug 21

Vapat's 160MW Valladolid data-center plan enters environmental review

Waiting on: Environmental approval - the project is under environmental assessment and cannot start construction until it clears.

RobotsAug 21

Schaeffler validates a formed gearbox for humanoid robot joints

Waiting on: Manufacturing start - validation testing is complete and Schaeffler says it will be ready to build the gearboxes at scale in 2027.

Compute & InfraAug 24

PJM would curtail large new data centers first during shortages

Waiting on: Effective date - PJM has proposed applying the large-load rules to qualifying new service from June 1, 2027.

Compute & InfraAug 24

DXN signs AU$12.2 million deal for a 2MW modular facility

Waiting on: Facility commissioning - DXN says the customer's 2MW site is targeted to be operational in early calendar 2027.

Compute & InfraAug 24

Magnora locks in a 2029 grid connection for a Finnish campus

Waiting on: Grid connection and construction - Magnora holds a firm connection agreement and the campus has not been built.

Compute & InfraAug 24

Switch files plans for three data-center buildings near Pittsburgh

Waiting on: Construction and service start - the three buildings exist as filings with the borough and nothing has been built.

Compute & InfraAug 24

Zerra DC proposes a four-building AI campus in Queensland

Waiting on: Council approval and construction - the proposal sits with the Western Downs Regional Council and no work has started on the site.

RobotsAug 17

Zipline drone delivery to run through Uber Eats in US cities

Waiting on: Service rollout - Zipline says the partnership will go live first in markets it already serves, including Dallas and Houston.