For all the interest in and uptake of agentic AI systems over the past year or so, the world of automated AI has thus far been primarily limited to text, images, code, and other data and actions that take place inside a computer. Anthropic is now aiming to change that somewhat with what it's calling the Model Hardware Standard (MHS), a set of standardized drivers designed to let AI agents easily interface with and control arbitrary devices.

For now, the "research preview" of the MHS effort is being sold mainly as a way to help scientists streamline the arduous process of creating the custom software integrations that are often needed to get disparate components of an experiment working in concert. MHS can provide a common interface and common format for data sharing between these devices, Anthropic says, allowing them to talk to each other across a network "without needing a bespoke 'translator' program in between." The standardized system could reduce weeks or months of exacting experimental setup down to "hours or minutes," Anthropic writes.

An Anthropic graphic illustrating how MHS serves as a "translation" layer between AI agents and multiple types of devices. Credit: Anthropic

In a video posted alongside the announcement, Anthropic Technical Staffer Alek Kemeny says the MHS effort was inspired by observing neuroscientist Arco Bast work through an experiment on memory formation in the brain at the HHMI Janelia Research Campus in Ashburn, Virginia. Kemeny said Bast had worked out an interface to get the rotating laser beams, microscopes, cameras, and myriad other components of the experiment to coordinate through a common interface. "This idea could be used to have AI run any science experiment in the world," Kemeny recalls thinking at the time.

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Amazon has agreed to acquire DuckLabs, the company behind DuckDB, the fast-growing open-source database that has become a favorite of developers looking to analyze large amounts of data without the cost and setup of a cloud data warehouse.

Employees of DuckLabs will join Amazon Web Services, including co-founders and DuckDB creators Hannes Mühleisen and Mark Raasveldt, who will continue leading the team and setting the project’s technical direction. They will remain based in Amsterdam, where the team will continue developing DuckDB and related projects.

Amazon says it is not acquiring the DuckDB open-source project itself. DuckDB will remain free and open source under the MIT license, overseen by the nonprofit DuckDB Foundation, as will the related DuckLake and Quack projects, according to DuckLabs.

Financial terms were not disclosed. Amazon said it has signed a definitive agreement and expects the acquisition to close shortly. DuckLabs said it expects to become part of AWS in early September.

Larger shifts in cloud data

The deal fits Amazon’s broader push to turn S3, its flagship cloud storage service, into a place where customers analyze data rather than just store it. It gives Amazon a team experienced in building fast, lightweight analytics software that runs directly against data sitting in cloud storage.

The move comes as the data industry shifts toward keeping information in open formats in cloud storage, where it can be queried directly rather than loaded into a separate warehouse.

The shift puts pressure on companies like Snowflake and Databricks, which sell the compute and governance layer on top of stored data. Both are major AWS partners as well as competitors, with large numbers of customers running on Amazon’s cloud.

AI has raised the stakes, driving up both the volume of data companies keep in the cloud and the cost of analyzing it. Amazon says DuckDB is a natural fit for AI agents, which query data much the way people do, poking and experimenting with small sets before deciding what they want.

“DuckDB ends up being naturally optimized for AI agents to use,” wrote Mai-Lan Tomsen Bukovec, the AWS VP who leads its cloud data services, in a post about the acquisition.

DuckLabs said it has worked closely with AWS in recent years, including on DuckDB support for Amazon’s S3 Tables and SageMaker Lakehouse.

“DuckDB is an incredible open source project with an amazing community; it is broadly used and very much loved by S3 customers today,” said Andy Warfield, an AWS vice president and distinguished engineer, in a press release announcing the deal.

‘That’s Amazon’s playbook’

One of the companies watching closely is in Seattle. MotherDuck, which sells a cloud service built on DuckDB, was founded in partnership with the DuckLabs team and has worked with it closely for four years. Three of its engineers are among the top 10 outside contributors to the DuckDB project.

In a blog post Wednesday, MotherDuck CEO Jordan Tigani said Amazon is following a familiar pattern. “That’s Amazon’s playbook, after all: wait until an open source project gets big enough, then launch it as a service,” wrote Tigani, who helped start Google’s BigQuery and spent a decade there before co-founding MotherDuck in 2022.

He expects Amazon to do exactly that with DuckDB: “After all, they’re not acquiring Duck Labs just because they love open source,” he wrote. “We welcome the competition.”

He said the deal is likely to be good for DuckDB, because Amazon has a financial reason to keep the project open and healthy. “If DuckDB becomes the standard, it is going to drive a lot more compute on their infrastructure, which is where they make their money,” he wrote.

Tigani said DuckLabs is being kept as a wholly owned subsidiary with its organization intact, and that the DuckDB Foundation has “iron clad control over the DuckDB IP.”

MotherDuck also said it is now offering enterprise support for DuckDB — which it had previously steered clear of to avoid competing with DuckLabs. Tigani said the company has Mühleisen and Raasveldt’s “explicit blessing” to take it on now that they are joining Amazon.

Five years, no venture capital

DuckLabs was founded a little more than five years ago as a long-term home for the DuckDB development team. The company turned down venture capital, stayed owned by its founders and employees, and grew to more than 30 people in Amsterdam, funding itself through support and feature-development contracts.

In a blog post, Mühleisen and Raasveldt wrote that they had come to worry DuckDB’s growth would outpace their ability to support it, and that their small company “could become a bottleneck for the project.” Building a larger sales and operations organization, they wrote, would have pulled the team away from the technical work that made DuckDB successful.

Nine days before the acquisition was announced, Mühleisen and Raasveldt published a preview of DuckDB 2.0, due this fall, declaring that the release “kicks off the year of DuckDB as a server.” It adds Quack, which lets one DuckDB instance serve data to others over a network, along with work aimed at speeding up queries against data held in object storage such as S3.

DuckLabs said the DuckDB Foundation will add a technical advisory board, giving leading community members input on the project’s technical direction. The company also plans to let DuckDB run extensions signed by outside developers and organizations.

— Mehul Shah joined Oracle as group vice president for OCI data and storage services, ending a 14-year run at Amazon and Amazon Web Services.

In his last role at AWS, Shah led engineering and product for Amazon RDS for SQL Server, Oracle and Db2, and ran the launch and expansion of Oracle Database@AWS, the partnership that put Oracle’s database inside Amazon’s cloud.

“Through that collaboration, I saw firsthand that OCI shares the same DNA that inspired me to join Amazon back in 2012,” Shah said on LinkedIn, citing “deep curiosity, a passion to innovate, the courage to make bold decisions, and relentless drive to excel.”

Shah, who is based in Seattle, spent more than eight years at AWS, earlier leading real-time data streaming services including Amazon Data Firehose and Kinesis Data Streams, and serving as director and general manager of Amazon EMR. He started at Oracle this month.

— Seattle Children’s named Dr. Natalie Pageler senior vice president and chief information officer, putting her in charge of digital strategy and IT operations for the pediatric hospital system.

Pageler comes from Stanford Children’s Health and the Stanford University School of Medicine, where she was division chief of clinical informatics and earlier spent a decade as chief medical information officer. She is a pediatrician and clinical informaticist with more than 20 years of experience.

Seattle Children’s CEO Dr. Christopher Longhurst followed a similar path. He was chief medical information officer at Stanford Children’s Health, the same role Pageler held, before spending a decade at UC San Diego Health, most recently as chief clinical and innovation officer.

— Zillow Group named Cassandra “Sandi” Knight its first-ever chief legal and policy officer, a role the Seattle company created this month as part of a broader leadership shuffle. Reporting to CEO Jeremy Wacksman, she oversees Zillow’s legal, compliance and government relations functions.

Knight joins from Google, where she spent four years as a vice president leading global civil litigation and discovery. She was previously vice president and chief litigation counsel at PayPal, and spent 11 years at Morgan Stanley in senior litigation and compliance roles.

She began her career as a trial lawyer at the San Diego Public Defender’s Office, the firm Keker & Van Nest and the San Francisco City Attorney’s office. She holds a law degree from Stanford and is based in the San Francisco Bay Area.

She arrives at a busy moment: Zillow and Redfin are set to go to trial Aug. 24 as defendants in an antitrust case brought by the FTC and five state attorneys general over the companies’ $100 million rental listings deal. Zillow has spent $26 million on the case so far this year.

Two longtime Zillow leaders are heading out:

• Sara Bonert, vice president of industry engagement for Zillow Group and ShowingTime+, is leaving after nearly 20 years. One of Zillow’s earliest employees, she joined in the fall of 2006 as director of broker services, helped build Zillow’s first platform for taking in listing data, and signed the partner agreements that took the site from zero to a million listings in four months.
• Jeff Tompkins, head of corporate real estate and operations, wrapped up almost five years with the company. Tompkins, who is based in Denver, ran Zillow’s workplace strategy across North America and beyond. He said he will share his next role soon.

— Amir Pelleg, a veteran of companies including Amazon and Convoy, is the new chief product officer at Uber Freight. He is based in Seattle, working out of the shared Uber and Uber Freight office on Second Avenue.

At Amazon, Pelleg was principal product manager for Kindle Fire, launched the Dash Button and initiated Alexa’s smart home controls, then incubated and launched Amazon Shipping in India, the U.K. and the U.S. as a director and general manager in Amazon Transportation.

He was a vice president on Convoy’s executive team until the Seattle freight startup shut down in 2023, then spent two and a half years at dental tech company Dandy.

“I’ve seen what works and what fails in digital freight,” Pelleg said in a Q&A posted by Uber Freight.

— Seattle’s Frazier Healthcare Partners added Wes Wheeler to its Growth Buyout team as an executive in residence, advising on diligence and on life science logistics and infrastructure.

Wheeler was most recently CEO of LabConnect, a central laboratory services company serving clinical trials, and before that president of UPS Healthcare, where he built a vertical of 10,000 employees across 35 countries. During Operation Warp Speed he was the primary industry interface to the U.S. government, overseeing distribution of more than 1.5 billion COVID-19 vaccine doses to over 100 countries.

— Dr. Heather Cheng was announced as the inaugural recipient of the Marty Lazarus Weiden Family Endowed Chair at Fred Hutch Cancer Center, which will fund her work detecting, preventing and treating hereditary cancers.

Cheng is clinical director of cancer genetics programs at Fred Hutch and directs its prostate cancer genetics clinic. In 2016 she was part of a team that found more than 10% of men with advanced prostate cancer carry inherited mutations in DNA-repair genes such as BRCA1 and BRCA2.

The chair is named for Marty Lazarus Weiden, who was diagnosed with breast cancer in 1993 and died in 2001. The family learned only later that some of its members carry a BRCA mutation.

— Microsoft corporate vice president Darryl Willis was named to the board of ONE Nuclear Energy, a natural gas and advanced nuclear developer going public this quarter through a merger with Hennessy Capital Investment Corp.

Willis has led Microsoft’s energy and resources group since 2019. He was previously a Google Cloud vice president and a BP executive who ran the company’s Deepwater Horizon claims process and testified before Congress. He will officially join the board when the merger closes, and he is expected to chair its compensation committee.

— Jake Milstein was named head of healthcare solutions marketing at Zscaler, a return to healthcare cybersecurity. He joins from application security company Contrast Security and was earlier chief marketing and revenue officer at Critical Insight, the Bremerton, Wash.-based security firm acquired by Lumifi Cyber.

Before moving into technology, Milstein spent a decade at Seattle’s KIRO TV, including four years as news director.

— Michele Mehl left Amazon Web Services after nearly two and a half years to become senior public relations manager at ALSO, arriving the same week the electric vehicle company announced a $150 million Series D round led by Prysm Capital.

ALSO builds the TM-B consumer electric bike and the TM-Q commercial delivery quad, and counts Amazon and DoorDash among its commercial partners.

— Richard Van Bibber was named senior vice president of research and development at Verasonics, the Kirkland, Wash.-based maker of ultrasound research platforms used in fields including biomedical ultrasound, materials science and earth sciences.

Van Bibber has spent much of a 25-year medtech career in the Puget Sound region, including seven years as director of research at Kirkland’s Cardiac Dimensions and five years leading clinical affairs at Bellevue-based Aortica.

— Dave Cotter joined the board of Nickson, the apartment-furnishing startup led by Cameron Johnson, alongside MarcyPen Capital Partners and Larry Braithwaite. Cotter is CEO of Greenwood and has previously worked at Amazon, Nordstrom, zulily, RealNetworks and Leafly.

— PCC Community Markets president and CEO Krish Srinivasan will retire effective Jan. 29, 2027. Srinivasan was chief financial officer at Remitly and vice president of finance at Lyft before joining the Seattle grocery co-op as CFO, and earlier held leadership roles at Amazon and Microsoft.

— Seattle Foundation named Elizabeth Wong as chief philanthropy officer, reporting to President and CEO Alesha Washington. Wong spent more than a decade at Foundation Source and earlier worked directly with the Gates family at the Bill & Melinda Gates Foundation.

And in case you missed it:

— Jay Bartot, a co-founder of the airfare-prediction startup Farecast and former chief technology officer of Madrona Venture Labs, was named CTO of Lev, the Pioneer Square Labs spinout building an “AI co-founder” for entrepreneurs. Read more here.

— Expedia Group is parting ways with at least eight vice presidents and senior vice presidents, and promoted five other leaders, as it reorganizes its product and technology groups around AI. Read more in this GeekWire story.

— Dave Levy, vice president of AWS Worldwide Public Sector, has left Amazon for a role at Google, according to Nextgov/FCW. An AWS spokesperson confirmed his departure; Google did not respond to a request for comment. Levy, who is based in Arlington, Va., was with AWS for more than nine years. He was previously head of U.S. government sales at Apple for 12 years.

Amazon first launched government-specific cloud infrastructure in 2011 and now supports more than 11,000 government agencies. In November, the company announced it would invest up to $50 billion to expand AI and advanced computing infrastructure for U.S. government agencies. That includes support for Top Secret, AWS Secret and AWS GovCloud (US), which serve classified and sensitive workloads.

David Appel, VP of AWS Global Government, National Security and Defense, has taken Levy’s role in an acting capacity, according to his LinkedIn account. Levy’s last day was July 31.

— Kristin Hamilton has been named chief commercial officer for Funko, the Everett, Wash.-based makers of pop culture collectibles. Hamilton joined from Crunchyroll, a division of Sony Pictures Entertainment. She was previously at Hasbro for nearly 15 years, leaving as the consumer products division’s head of strategy and transformation. Hamilton begins work Aug. 24.

Funko has weathered financial and leadership bumps in recent years, with a quick succession of CEOs and the accumulation of significant debt. The company this month reported a strong second quarter with increased sales over the previous year.

— Seattle cryptocurrency company Coinme has named Laurent Reichert as chief compliance officer, consumer protection officer and Bank Secrecy Act officer. Reichert, who is based in Miami, was previously chief compliance and risk officer for the blockchain company Paxos.

In January, Coinme announced that it had agreed to be acquired by blockchain payments company Polygon Labs. Polygon said it would also acquire wallet provider Sequence as part of a combined deal valued at more than $250 million.

Reichert praised Coinme’s currency trading platform, adding that he looks forward to “the next phase of growth, both domestically and as we move into new international markets alongside Polygon.”

— DAT Freight & Analytics, a Beaverton, Ore.-based truckload freight marketplace, announced changes to its leadership team.

• John Xiao has been promoted to chief technology officer, leading work on DAT’s tech platform, analytics and AI integration. He joined the company two years ago from Nordstrom, where he oversaw technology strategy in merchandising, supply chain and inventory management.
• Marcus Womack, who joined DAT last year through the acquisition of his fintech startup Outgo, is now responsible for DAT’s carrier segment in addition to financial services.
• Kary Jablonski, former CEO of Trucker Tools, which DAT acquired in 2024, continues to lead DAT’s broker business and is also responsible for marketing and customer support.

All three are based in DAT’s Seattle office. The company won GeekWire’s Workplace of the Year Award in May.

— Seattle’s Membrion has promoted Emily Rabe to vice president of technology. Rabe has been with the industrial wastewater treatment startup for six years, leading its intellectual property efforts and most strategic technology programs while also working with external technology partners.

“She has a remarkable ability to take on hard, ill-defined problems, learn quickly and put durable solutions in place,” the company said on LinkedIn.

The startup made two additional promotions: Ryan Flores has risen to senior scientist, and Michael Moreland has been promoted to senior customer success engineer.

Membrion spun out of the University of Washington a decade ago, has raised $40 million and is No. 154 on the GeekWire 200, a ranked index of the Pacific Northwest’s top startups.

— Microsoft’s Jordi Ribas has been appointed to the board of Sprinklr, a company helping global brands manage their customer experience, social media, ads and other marketing. Ribas has been with Microsoft for 26 years, currently as president of search and AI.

— Seattle biotech company Omeros has named Joseph Schocken to its board of directors. In 1987, Schocken founded the investment bank Broadmark Capital, now Tranceka Capital.

— Jay Carney, who served as Amazon’s senior vice president of global corporate affairs for seven years ending in 2022, has left his position as Airbnb‘s global head of policy and communications. He did not indicate his next role.

Amazon Web Services revenue grew 37% last quarter, its fastest pace since the end of 2021, but the company is spending so much on data centers and infrastructure to fuel that growth that its free cash flow for the past 12 months turned negative for the first time since 2023.

Overall, the tech giant reported $200.6 billion in revenue for the second quarter, up 20%, with operating income of $27.5 billion, up 43%. That beat Wall Street’s expectations of about $196.4 billion in revenue, and topped the high end of Amazon’s own guidance.

Profits were $62.6 billion, or $5.75 per share. However, that included $53.4 billion in pre-tax gains, primarily on Amazon’s investment in Anthropic, which inflated the bottom line. Excluding those gains, EPS would have been about $1.95, above analyst expectations of $1.82.

Amazon shares rose more than 8% in after-hours trading following the report.

AWS revenue reached $42.2 billion in the quarter, a $169 billion annualized run rate. Operating income in the cloud division rose 64% to $16.6 billion, lifting AWS operating margin to 39.4% from 32.9% a year ago — evidence that the AI buildout is starting to convert into profit, not just revenue.

“AWS is booming,” CEO Andy Jassy said in the release, adding that the company’s AI and chips businesses “each eclipsed run rates of more than $25 billion.” The chips business, which Jeff Bezos called the next pillar of the company this week, was at a $20 billion run rate three months ago.

Amazon’s operations generated $161.4 billion over the past 12 months, but the company spent a net $169 billion on property and equipment — up $66.1 billion from a year earlier, an increase Amazon attributed primarily to AI investments — leaving a shortfall of $7.6 billion in free cash flow.

A year earlier, it had $18.2 billion left over for the prior 12 months, by comparison.

Free cash flow is what’s left after a company covers its operating costs and pays for things like data centers and warehouses. It’s an important measure of financial health, which investors watch closely because it shows how much cash a business actually creates after paying for its own growth.

Update: Amazon raised its capital spending forecast on its earnings call. Jassy said the company now expects to spend about $220 billion in cash capex this year, up from the roughly $200 billion it projected earlier, attributing the increase to the higher cost of memory chips.

He addressed the cash flow squeeze directly, framing it as a matter of timing. Data centers require capital about two years before servers can be installed and start generating revenue, he said, but once open, they can be monetized for more than 30 years without repeating that upfront cost.

Servers and networking equipment run on a shorter cycle, purchased a few months before going into service. Those take a little under three years to break even, Jassy said, against a useful life of at least five to six years.

He said most of Amazon’s AI capacity is now contracted for terms of five years or longer.

“We’ll spend a lot of capex and encounter free cash flow headwinds until these data centers come online, can be monetized, and we get a few years into these servers being utilized,” Jassy said.

Other notes from Amazon’s earnings release:

Online store sales rose 15% to $70.4 billion, up from 10% growth in the same quarter a year ago. It remains Amazon’s largest single revenue line at about 35% of total revenue, and it is the line most directly affected by the decision to move Prime Day into June, into the second quarter. Last year, the annual online sales event took place in the third quarter.

Advertising revenue rose 26% to $19.8 billion, up from 22% growth in the same quarter a year ago. It has generated about $76 billion over the past 12 months, making it one of Amazon’s fastest-growing businesses. Prime Day lifted this line as well, because the event drives a surge in spending by sellers and brands competing for placement.

Third-party seller services revenue, which includes commissions and fulfillment and shipping fees Amazon charges independent merchants, rose 16% to $46.8 billion, up from 10% growth in the same quarter a year ago. Independent sellers accounted for 61% of units sold in Amazon’s stores, roughly flat with recent quarters. Prime Day boosted this line as well.

Subscription services, which includes Prime memberships, grew 12% to $13.7 billion. The line has grown between 10% and 12% every quarter for the past year and a half. Analysts have been expecting a Prime price increase, which has not yet materialized.

Amazon’s next pillar could be built on a foundation of silicon.

In a new interview with Fortune, Amazon founder and Executive Chair Jeff Bezos says the company’s custom chip business is on track to become one of Amazon’s most durable businesses, placing it alongside Marketplace, Prime, and Amazon Web Services as a core pillar of the company.

“A few of our offerings have become durable pillars, things like Marketplace and Prime and AWS,” Bezos told Fortune. “What I see right now is that our chips business, our silicon business, is lining up to be our next pillar.”

The comments offer one of Bezos’ clearest public endorsements yet of Amazon’s push to design its own chips for artificial intelligence, an increasingly important strategy as demand for AI computing soars and companies look for alternatives to Nvidia’s dominant processors.

More than a decade of investment

Amazon has invested heavily in custom silicon through Annapurna Labs, the Israeli chip startup it acquired in 2015. The company now develops its own AI chips under the Trainium and Inferentia brands, designed to train and run large language models while reducing costs for customers using Amazon Web Services.

AWS has positioned the chips as a lower-cost alternative for AI developers. AWS has positioned the chips as a lower-cost alternative for AI developers. Anthropic trains and runs its Claude models on Trainium, and OpenAI has committed to consume about 2 gigawatts of Trainium capacity, ramping in 2027.

The company disclosed revenue for its in-house data center chips for the first time earlier this year, and since then its Trainium, Graviton, and Nitro chips have grown to a combined annual run rate of more than $20 billion. Amazon has been pouring billions of dollars into AI infrastructure, including new data centers and custom networking hardware.

Amazon CEO Andy Jassy has repeatedly argued that demand for AI computing will remain strong for years, making investments in chips, servers, networking equipment, and power generation essential to the company’s long-term growth.

In an earnings release earlier this year, Jassy signaled plans to pour a record $200 billion in capital expenditures across Amazon in 2026, citing “seminal opportunities like AI, chips, robotics, and low earth orbit satellites.”

The real potential for Amazon’s chips business could come in going beyond the walls of its own data centers. Jassy wrote in his annual letter to shareholders this year that it’s “quite possible” Amazon will sell racks of its internally developed chips to third parties in the future.

Amazon’s fourth pillar?

This discussion about Amazon’s “pillars” goes back to Bezos’ 2014 letter to shareholders, where he described four characteristics of what he called a “dreamy” business: “Customers love it, it can grow to very large size, it has strong returns on capital, and it’s durable in time — with the potential to endure for decades.”

AWS, Marketplace, and Prime are considered the first three pillars. The question of what could become Amazon’s “fourth pillar” has been debated for more than a decade, with areas including shipping and logistics and Alexa cited as contenders in the past.

The company’s big bet on silicon also was emphasized by Jassy in the Fortune piece. He told the magazine that chips are often the key to computing. “The growth in AI has been so significant, but we have a chips business that we built over the last decade here that is growing very quickly,” he said.

The profile appeared alongside Fortune’s release of its 2026 Global 500 ranking, which placed Amazon at No. 1 for the first time, ending Walmart’s 12-year run as the world’s largest company by revenue after Amazon surpassed $700 billion in annual sales, as reported previously.

Walmart fell to No. 2, followed by State Grid of China, UnitedHealth Group, and Saudi Aramco. The magazine reports that Amazon is on pace to be the first trillion dollar company by revenue.

Amazon reports Q2 2026 earnings on Thursday afternoon. Check back with GeekWire for coverage.

A security researcher writing under the name tokay0 disclosed a flaw that could allow an attacker to access and control more than 600,000 deployed Shark model robot vacuums.

The post Robot Vacuum Flaw Could Give Hackers Control Over Millions of Home Devices appeared first on The Security Ledger with Paul F. Roberts.