The Threshold Report
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Issue #32 · October 23, 2026

Upcoming

Announced or reported, but not yet real or available.

Compute & InfraOct 21

NVIDIA plans modular Rubin data centers for early 2027

Waiting on: Product delivery - NVIDIA says partners will deliver DSX POD facilities worldwide in early 2027, while Crusoe expects Spark Liquid production to begin in 2027.

AgentsOct 21

Anthropic announces waitlisted Claude Duet for background work

Waiting on: Preview access - US Pro and Max subscribers must join a waitlist, and Anthropic says it will email them when access is ready.

Compute & InfraOct 22

Google announces isolated cloud computers for AI agents

Waiting on: Public preview - Google plans a preview in the months following yesterday.