| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:04 PM ET | 11:04 PM ET @CapitalSqueez on X $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard problems: sim-to-real, faster-than-demo execution, generalist robot policies, force-aware manipulation. This isn’t a random follow. Amazon already invested in Agility and ran Digit pilots in its warehouses. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 10:00 PM ET | $NVDA | 10:00 PM ET @SemiAnalysis_ on X An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular software, this could be anything from Docker to the NVIDIA driver to Kubernetes or the Linux kernel. Clearly people, and in this case agents, can just read that description and then build an exploit from it." | |
| 7:00 PM ET | OPOpenAI | 7:00 PM ETOPOpenAI @SemiAnalysis_ on X OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses. | |
| 5:28 PM ET | $NVDA | 5:28 PM ET @NVIDIARobotics on X Excited to see @fieldai_ and Caterpillar advance physical AI across heavy industry. A step forward for bringing autonomous robots into real-world environments. 👏 https://t.co/96533YilzZ | |
| 3:24 PM ET | $NVDA | 3:24 PM ET @NVIDIARobotics on X Can AI and safety work hand in hand in industrial environments? Our VP of Industry Safety, Riccardo Mariani, joins Robert Weber and Peter Seeberg on the Industrial AI Podcast to discuss safety frameworks for physical AI, simulation and the future of industrial AI. Listen 🎧 https://t.co/SnOAYIcyfa | |
| 2:37 PM ET | $NVDA | 2:37 PM ET @NVIDIARobotics on X 🤖💚 https://t.co/AjKvGIEtjj | |
| 1:33 PM ET | $NVDA | 1:33 PM ET @CKCapitalxx on X $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion… | |
| 1:14 PM ET | $NVDA | 1:14 PM ET @tchsignal on X Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwell RTX GPU and unified memory in Windows 11 laptops and small desktops. The higher-end configuration pairs 20 CPU cores with 6,144 CUDA cores and supports up to 128GB of LPDDR5X unified memory. A second configuration combines 18 CPU cores with 5,120 CUDA cores and supports up to 64GB according to Nvidia's current specifications. Laptop versions operate within a 45–80W TDP range, while Nvidia… | |
| 1:12 PM ET | $NVDA | 1:12 PM ET @chris_j_paxton on X Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how to build the right humanoid) or for relentless cost optimizing as per tesla https://t.co/bOI8GzmWBK | |
| 1:04 PM ET | $NVDA | 1:04 PM ET @tchsignal on X Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI inference through a single endpoint. PAIR can route independent requests to available machines based on factors including model availability and GPU utilization. It supports local inference backends including Ollama and LM Studio, with compatible hardware spanning GeForce RTX 20 Series and newer GPUs, RTX PRO systems, DGX Spark and Apple M4 or newer devices.… | |
| 12:47 PM ET | 12:47 PM ET @TheHumanoidHub on X Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp | ||
| 12:36 PM ET | $NVDA | 12:36 PM ET @tchsignal on X Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not… | |
| 12:06 PM ET | $NVDA | 12:06 PM ET @TheHumanoidHub on X Nvidia is now a humanoid robot designer. That's the real takeaway from this news. Nvidia is acquiring Hugging Face for $12.93B. Hugging Face is the largest open-model and dataset hub, the "GitHub of AI," with 3M+ models and 18M+ developers, robotics included. But here's the interesting part: Hugging Face has a serious robotics team from its acquisition of Pollen Robotics, which designs and builds open-source hardware platforms for robots, including humanoids (Reachy). Pollen team now gets the backing of the world's most valuable company. $NVDA | |
| 12:00 PM ET | $NVDA | 12:00 PM ET @joinautopilot on X Big Buy Alert: Someone just invested $648K into Actively Managed > $185,000,000+ AUM > $648,695 just deposited > Up over 100% on $MU and $AMD > Portfolio up 46% YTD $NVDA is the portfolio's largest holding at 12.61% And Nvidia just agreed to acquire Hugging Face for $12,900,000,000 Full portfolio by @InTheMoneyAdam in the replies | |
| 11:31 AM ET | 11:31 AM ET @humanoidsdaily on X Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh | ||
| 11:31 AM ET | 11:31 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:30 AM ET | OPOpenAI | 11:30 AM ETOPOpenAI @SemiAnalysis_ on X Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵 | |
| 11:30 AM ET | 11:30 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:22 AM ET | 11:22 AM ET @CrossedOffCap on X When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason… | ||
| 10:45 AM ET | $NVDA | 10:45 AM ET @stretchcloud on X $12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's team is not buying Hugging Face for what it does today. They are buying the channel through which every future model will move.Hardware companies do not buy software companies to improve their margins. They do it to eliminate the surface area where the next bottleneck forms. This is the same logic behind Intel buying McAfee and Qualcomm buying NXP. Except the AI compute market is growing faster… | |
| 9:11 AM ET | 9:11 AM ET @HumanoidInvest on X Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb | ||
| 9:10 AM ET | $NVDA | 9:10 AM ET @CKCapitalxx on X $NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 companies using it to discover, test and deploy AI. Every open weight release lands there first. The detail most people will miss is that Nvidia was already the largest contributor to the platform. Over 500 models and 250 open datasets released there. They've been building inside this ecosystem for years, and now they own it. Here's what it opens up. >Distribution. Nvidia owns the compute. Hugging Face… | |
| 9:09 AM ET | 9:09 AM ET @adcock_brett on X Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN | ||
| 9:09 AM ET | NSNscale | 9:09 AM ETNSNscale @Figure_robot on X Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale https://t.co/2MsCfuAqiz | |
| 8:54 AM ET | $NVDA | 8:54 AM ET @BitsWattsDesk on X 12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppliers had already filed the ranking. https://t.co/xMjT28qSBU | |
| 8:28 AM ET | $NVDA | 8:28 AM ET @Biti8888 on X 🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup, and country build AI on their own terms. He thanked Hugging Face CEO @ClementDelangue for the trust - NVIDIA will be a great home for the platform and its community. 🤗 Deal size: ~$11.9B, closing expected in 2027. PS picture is not real😁 | |
| 8:22 AM ET | $NVDA | 8:22 AM ET @techniahqrobot on X People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and humanoid robotics. NVIDIA already controls a major part of the robotics stack with GR00T, Cosmos, Isaac Sim, Isaac Lab, Jetson Thor, CUDA and TensorRT. Hugging Face adds another critical layer with LeRobot, open robotics datasets, pretrained policies, VLA tooling, model distribution and Pollen Robotics with Reachy 2. Bring those pieces closer together and the robotics workflow becomes much more… | |
| 8:08 AM ET | $NVDA | 8:08 AM ET @ricci_nov on X Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply as everything else in the rack. https://t.co/LjEYfYrfKm | |
| 7:55 AM ET | $NVDA | 7:55 AM ET @CrossedOffCap on X It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive… | |
| 7:52 AM ET | $NVDA | 7:52 AM ET @ParadisLabs on X NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -> bonds fall. PMs will need to find a new hiding place within equities (cos bonds will be selling-off). They'll then ask: whose earnings are least connected to what's going wrong? I think that'll be $NVDA and $AVGO ... They've got the most stable/visible earnings growth driven by hyperscaler capex - and there's little risk of capex slowing thanks to hyperscalers' cloud backlogs being at enormous… | |
| 10:06 PM ET | 10:06 PM ET @ruima on X Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a… | ||
| 9:23 PM ET | GUGUC | 9:23 PM ETGUGUC @BitsWattsDesk on X Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other half. GUC (TWSE: 3443), the design-house subsidiary of TSMC (TWSE: 2330), will tape out a POC (proof-of-concept) optical chiplet before the end of 2026, using TSMC's COUPE on a 2.5D interposer. Against pluggable optics the company estimates transmission power falls 70 percent with CPO, 85 percent with the 2.5D chiplet, 95 percent with 3D. Those are GUC's own numbers. Here is the part that changes… | |
| 9:00 PM ET | $NVDA | 9:00 PM ET @SemiAnalysis_ on X NVIDIA Research 🚀 has produced some great research, like LatentMoE (used in Kimi K3) and GatedDeltaNets (used in Qwen). But for e2e frontier training, NVIDIA's bureaucratic culture has produced embarrassing models like Nemotron3 Ultra. Despite NVIDIA Research having amazing talent, Nemotron3 Ultra, with 550B total params (55B active), is getting mogged by all the Chinese models, including even Qwen3.8 27B parameters, which has ~20x fewer parameters. | |
| 6:00 PM ET | $NVDA | 6:00 PM ET @NVIDIARobotics on X Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/KuuYG9io52 https://t.co/fPOZUrWjyr | |
| 3:00 PM ET | $NVDA | 3:00 PM ET NVIDIA at ROSCon 2026 | Toronto, Canada Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps Discover What’s Possible With NVIDIA Robotics Join NVIDIA, partners, and customers for three days of workshops, technical talks, tutorials, and demos. Learn from leading robotics developers and get the latest on the NVIDIA Isaac™ and… | |
| 12:00 PM ET | $NVDA | 12:00 PM ET @NVIDIARobotics on X 🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 seconds of robot motion in about 1.53 seconds, then replans from fresh camera and robot-state observations. Developers can test the same policy in closed-loop RoboLab simulation across 120 language-conditioned manipulation tasks before evaluating on hardware. | |
| 11:26 AM ET | $NVDA | 11:26 AM ET @MilkRoadAI on X Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing… | |
| 9:43 AM ET | $NVDA | 9:43 AM ET @techniahqrobot on X We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion. It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems. Instead of tying an action to one specific robot body, Hydra-0 predicts how objects should move in the image. The team also tested it on a real 14-DoF YAM robot, which bent a flexible pipe from a desired object motion. This is still a controlled… | |
| 9:20 AM ET | CACaterpillar | 9:20 AM ETCACaterpillar Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI
$CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies.
Early applications include au… / X Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include autonomous inspections, real-time digital twins, risk detection and AI-driven optimization of equipment and facility operations." - Wall St Engine @wallstengine CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and… | |
| 4:00 AM ET | 4:00 AM ET Humanoid Digest: August 2026 | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation continued across the sector. .png) August 28, 2026 Category: Physical AI Read time: 11 minutes Share This: Unitree became the latest robotics company to go public in August, giving investors another public benchmark for valuing the sector. As more robotics companies mature outside private funding, public markets are beginning to play a larger role in how the industry is financed and valued. The… | ||
| 11:53 PM ET | 11:53 PM ET @CapitalSqueez on X $CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit is already on live floors moving totes and tending machines. NVIDIA is not a distant partner here. Agility is an NVentures portfolio company, Digit’s onboard brain is moving onto Jetson / IGX Thor @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 10:38 PM ET | $GOOGL | 10:38 PM ET @OdinsDeposition on X @dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain from widespread digital AI. | |
| 7:00 PM ET | $NVDA | 7:00 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to… | |
| 7:00 PM ET | $NVDA | 7:00 PM ET Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development with the Moby general-purpose industrial robot and its supporting software stack, including a proprietary AI driven whole-body-control system. Moby is designed for complex, hazardous, and labor-intensive work across factories, logistics centers, construction sites, and semiconductor facilities, where operating reliably requires advanced perception, reasoning, adaptation, and physical interaction.… | |
| 4:48 PM ET | $NVDA | 4:48 PM ET Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier… | |
| 2:09 PM ET | NMNoble Machines | 2:09 PM ETNMNoble Machines From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in From Robot Development to Deployment with Isaac GR00T & Jetson Thor Tap to unmute 2x From Robot Development to Deployment with Isaac GR00T & Jetson Thor NVIDIA Omniverse 12,267 views Streamed 7d ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV… | |
| 2:09 PM ET | $NVDA | 2:09 PM ET Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Excludes XIAO & Raspberry Pi series) \\ \\ the AI Hardware Partner For Industry Products Local Warehouse Documents Customization Solution Software Support Open Claw Quick Order Account Get more with a SeeedStudio accountclear \\ \\ 1 on 1 Support \\ \\ Local Delivery \\ \\ 30-Day DOA Guarantee \\ \\ 30-Day Returns Sign In Create Account My Orders\\ Track, change, cancel Account Information\\ Update… | |
| 12:53 PM ET | $NVDA | 12:53 PM ET Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." - Polymarket Money @PolymarketMoney BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company. 12:53 PM · Sep 1, 2026200.5KViews 78 283 3.3K 503 - GEODNET @GEODNET 20h Jensen is spot on. But as Physical AI scales 10x, standard digital compute isn't enough. Autonomous robots,… | |
| 11:12 AM ET | $TSLA | 11:12 AM ET @MilkRoadAI on X Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle… | |
| 10:01 AM ET | FAFanuc | 10:01 AM ETFAFanuc Learning about robots from science fiction - by Andra Keay Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics… | |
| 8:53 PM ET | 8:53 PM ET @SemiAnalysis_ on X Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting. | ||
| 5:45 PM ET | $NVDA | 5:45 PM ET @a16z on X Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do… | |
| 4:01 PM ET | NANabtesco | 4:01 PM ETNANabtesco @LeoKharon on X Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it… | |
| 2:01 PM ET | $NVDA | 2:01 PM ET NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks… | |
| 9:25 AM ET | VAVeeda AI | 9:25 AM ETVAVeeda AI Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.… | |
| 7:20 PM ET | 7:20 PM ET @ParadisLabs on X AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office… | ||
| 7:00 PM ET | OPOpenAI | 7:00 PM ETOPOpenAI @SemiAnalysis_ on X Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap | |
| 4:24 PM ET | $TSLA | 4:24 PM ET @AIEquities on X $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN | |
| 2:19 PM ET | 2:19 PM ET @AtMapshock on X The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would not accept subsidized, underperforming products — has been removed by US regulatory action. The FCC in July 2026 restricted new equipment authorizations for foreign-made advanced robotic devices, directly affecting Unitree and its peers [Source: Reuters, Aug 18, 2026]. Previously authorized models can still be sold, but the pipeline of new Chinese humanoid products entering the US market is… | ||
| 11:34 AM ET | $NVDA | 11:34 AM ET @ParadisLabs on X Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation… | |
| 11:02 AM ET | OPOpenAI | 11:02 AM ETOPOpenAI Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) Tap to unmute 2x Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) SemiAnalysis 19,743 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV… | |
| 11:00 AM ET | $NVDA | 11:00 AM ET Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% Russell 2000\\ \\ 2920.13\\ \\ -1.23% U.S. 10 Yr\\ \\ -1/32\\ \\ 4.804% VIX\\ \\ 16.34\\ \\ 9.52% Gold\\ \\ 4378.40\\ \\ -0.41% Bitcoin\\ \\ 77402.94\\ \\ 0.18% Crude Oil\\ \\ 90.77\\ \\ 0.61% Dollar Index\\ \\ 95.91\\ \\ 0.01% KBW Nasdaq Bank Index\\ \\ 183.86\\ \\ -0.84% S&P GSCI Index Spot\\ \\ 735.66\\ \\ 0.17% Advertisement This copy is for your personal, non-commercial use only. Distribution… | |
| 3:30 AM ET | $NVDA | 3:30 AM ET @massimo_mazza on X Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯 | |
| 9:39 PM ET | $TSLA | 9:39 PM ET The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨
-- China's Robot Olympics and the Optimus Future $TSLA
-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations
-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?
-- Druck's AI WSJ Op-Ed Controversy
-- CIA Chie… / X Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? \-\- Druck's AI WSJ Op-Ed Controversy \-\- CIA Chief Visits Moscow \-\- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and… | |
| 4:12 PM ET | $NVDA | 4:12 PM ET @csentropy on X In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first… | |
| 4:00 PM ET | $NVDA | 4:00 PM ET Conference & Program | embeddedworld North America 2026 Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical… | |
| 10:11 AM ET | A1a16z | 10:11 AM ETA1a16z Why Top Founders Are Racing Into AI Infrastructure - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to… | |
| 9:54 AM ET | 9:54 AM ET The Humanoid Race Is Moving From Lab to Factory Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not… | ||
| 8:00 PM ET | CECerebras | 8:00 PM ETCECerebras Cerebras's Next Generation CS-4: Fast Just Got Faster SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per… | |
| 5:18 AM ET | $NVDA | 5:18 AM ET Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots… | |
| 4:05 PM ET | $NVDA | 4:05 PM ET How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washabaugh and Aishwarya Singh +9 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - COMPASS adapts the pretrained NVIDIA X-Mobility policy into residual specialists for specific robots and environments using reinforcement learning. - An agent-driven workflow with human approval gates automates environment validation, scene preparation, smoke testing, residual training, checkpoint evaluation,… | |
| 12:01 PM ET | $NVDA | 12:01 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor - Live Broadcast by NVIDIA Robotics / X \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics From Robot Development to Deployment with Isaac GR00T & Jetson Thor | |
| 8:43 PM ET | $NVDA | 8:43 PM ET @smsehy on X The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every humanoid joint, every collaborative robot wrist, runs through the same two factories. Fund ten humanoid companies. If they all need the same reducers, the production ceiling is set by component throughput in Tsu and Hotaka, not by venture capital. | |
| 6:07 PM ET | $NVDA | 6:07 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier… | |
| 11:43 AM ET | HDHarmonic Drive System | 11:43 AM ETHDHarmonic Drive System @OLIMPYLAND on X @PepInvestStocks @agilityrobotics Already you forgot the biggest potentiel of all the market #humanoid man $6324 Harmonic Drive System it s not indi 😂 HDS has a fucking MONOPOLE 80% and cost to build 1 robots 🤖 = 40/50% Harmonics man $6324 is the futur $NVDA 100000 yen 2027 | |
| 11:07 AM ET | $NVDA | 11:07 AM ET NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications. - Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance. - More than 3 million developers have built on the NVIDIA robotics stack, with Cognex, Doosan… | |
| 8:12 AM ET | 8:12 AM ET China’s Robot Boom Tests Investor Discipline Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%) Costco Wholesale CorpCOST $943.65-1.82(-0.19%) Johnson & JohnsonJNJ $266.68-1.36(-0.51%) Procter & GamblePG $144.94+1.16(0.81%) Home DepotHD $327.13-3.06(-0.93%) Bank of AmericaBAC $62.06-0.26(-0.42%) AbbVie Inc.ABBV $255.59+0.11(0.04%) Palantir Technologies Inc.PLTR $185.84-0.46(-0.24%) Coca-ColaKO $89.07-0.59(-0.66%) Philip Morris InternationalPM… | ||
| 12:01 PM ET | $NVDA | 12:01 PM ET Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app | |
| 12:00 PM ET | $NVDA | 12:00 PM ET Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - NVIDIA Jetson Thor can run the 4B Cosmos 3 Edge omni-model natively for on-device robot manipulation policies. - Post-training Cosmos 3 Edge on the Cosmos3-DROID dataset produces a policy that generates action chunks in about 1.53 seconds on Jetson AGX Thor T5000, enabling continuous real-time control. - In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9%… | |
| 10:21 PM ET | $NVDA | 10:21 PM ET NVIDIA on X: "Great to welcome @LGE_Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration.
Together, we’re expanding our work across AI infrastructure, physical AI and robotics.
We’re excited about what our teams can build together." / X Post Log in Sign up Post NVIDIA on X: "Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding our work across AI infrastructure, physical AI and robotics. We’re excited about what our teams can build together." - NVIDIA @nvidia Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding our work across AI infrastructure, physical AI and robotics. We’re excited about what our teams can build… | |
| 8:00 PM ET | $NVDA | 8:00 PM ET Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot arms, and single-arm robots. Middle: Visible embodiment motion is represented as image-plane flow trajectories, placing heterogeneous interactions in a common, pixel-aligned action flow space independent of embodiment-specific joint or end-effector coordinates. This unified interface enables a single generalist world model to learn from multi-embodiment data and transfer across interaction… | |
| 4:01 PM ET | $NVDA | 4:01 PM ET 5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or… | |
| 4:01 PM ET | $NVDA | 4:01 PM ET 5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or… | |
| 8:33 AM ET | 8:33 AM ET Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including… | ||
| 1:00 AM ET | ALAMI Labs | 1:00 AM ETALAMI Labs Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models… | |
| 1:00 AM ET | ALAMI Labs | 1:00 AM ETALAMI Labs Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models… | |
| — | $NVDA | — NVIDIA/Isaac-GR00T <div align="center"> <img src="media/header_compress.png" width="800" alt="NVIDIA Isaac GR00T N1.7 Header"> <!-- --- --> <p style="font-size: 1.2em;"> <a href="https://developer.nvidia.com/isaac/gr00t"><strong>Website</strong></a> | <a href="https://huggingface.co/collections/nvidia/gr00t-n17"><strong>Model</strong></a> | <a href="https://huggingface.co/collections/nvidia/physical-ai"><strong>Datasets (Physical AI)</strong></a> | <a href="https://arxiv.org/abs/2503.14734"><strong>Paper</strong></a> | <a href="https://developer.nvidia.com/isaac"><strong>NVIDIA Isaac</strong></a> | <a… | |
| — | $NVDA | — Conference & Program | embeddedworld North America 2026 Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical… | |
| — | $NVDA | — NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks… |
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:04 PM ET | 11:04 PM ET @CapitalSqueez on X $CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard problems: sim-to-real, faster-than-demo execution, generalist robot policies, force-aware manipulation. This isn’t a random follow. Amazon already invested in Agility and ran Digit pilots in its warehouses. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 10:00 PM ET | $NVDA | 10:00 PM ET @SemiAnalysis_ on X An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular software, this could be anything from Docker to the NVIDIA driver to Kubernetes or the Linux kernel. Clearly people, and in this case agents, can just read that description and then build an exploit from it." | |
| 7:00 PM ET | OPOpenAI | 7:00 PM ETOPOpenAI @SemiAnalysis_ on X OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses. | |
| 5:28 PM ET | $NVDA | 5:28 PM ET @NVIDIARobotics on X Excited to see @fieldai_ and Caterpillar advance physical AI across heavy industry. A step forward for bringing autonomous robots into real-world environments. 👏 https://t.co/96533YilzZ | |
| 3:24 PM ET | $NVDA | 3:24 PM ET @NVIDIARobotics on X Can AI and safety work hand in hand in industrial environments? Our VP of Industry Safety, Riccardo Mariani, joins Robert Weber and Peter Seeberg on the Industrial AI Podcast to discuss safety frameworks for physical AI, simulation and the future of industrial AI. Listen 🎧 https://t.co/SnOAYIcyfa | |
| 2:37 PM ET | $NVDA | 2:37 PM ET @NVIDIARobotics on X 🤖💚 https://t.co/AjKvGIEtjj | |
| 1:33 PM ET | $NVDA | 1:33 PM ET @CKCapitalxx on X $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion… | |
| 1:14 PM ET | $NVDA | 1:14 PM ET @tchsignal on X Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwell RTX GPU and unified memory in Windows 11 laptops and small desktops. The higher-end configuration pairs 20 CPU cores with 6,144 CUDA cores and supports up to 128GB of LPDDR5X unified memory. A second configuration combines 18 CPU cores with 5,120 CUDA cores and supports up to 64GB according to Nvidia's current specifications. Laptop versions operate within a 45–80W TDP range, while Nvidia… | |
| 1:12 PM ET | $NVDA | 1:12 PM ET @chris_j_paxton on X Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how to build the right humanoid) or for relentless cost optimizing as per tesla https://t.co/bOI8GzmWBK | |
| 1:04 PM ET | $NVDA | 1:04 PM ET @tchsignal on X Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI inference through a single endpoint. PAIR can route independent requests to available machines based on factors including model availability and GPU utilization. It supports local inference backends including Ollama and LM Studio, with compatible hardware spanning GeForce RTX 20 Series and newer GPUs, RTX PRO systems, DGX Spark and Apple M4 or newer devices.… | |
| 12:47 PM ET | 12:47 PM ET @TheHumanoidHub on X Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp | ||
| 12:36 PM ET | $NVDA | 12:36 PM ET @tchsignal on X Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not… | |
| 12:06 PM ET | $NVDA | 12:06 PM ET @TheHumanoidHub on X Nvidia is now a humanoid robot designer. That's the real takeaway from this news. Nvidia is acquiring Hugging Face for $12.93B. Hugging Face is the largest open-model and dataset hub, the "GitHub of AI," with 3M+ models and 18M+ developers, robotics included. But here's the interesting part: Hugging Face has a serious robotics team from its acquisition of Pollen Robotics, which designs and builds open-source hardware platforms for robots, including humanoids (Reachy). Pollen team now gets the backing of the world's most valuable company. $NVDA | |
| 12:00 PM ET | $NVDA | 12:00 PM ET @joinautopilot on X Big Buy Alert: Someone just invested $648K into Actively Managed > $185,000,000+ AUM > $648,695 just deposited > Up over 100% on $MU and $AMD > Portfolio up 46% YTD $NVDA is the portfolio's largest holding at 12.61% And Nvidia just agreed to acquire Hugging Face for $12,900,000,000 Full portfolio by @InTheMoneyAdam in the replies | |
| 11:31 AM ET | 11:31 AM ET @humanoidsdaily on X Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh | ||
| 11:31 AM ET | 11:31 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:30 AM ET | OPOpenAI | 11:30 AM ETOPOpenAI @SemiAnalysis_ on X Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵 | |
| 11:30 AM ET | 11:30 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:22 AM ET | 11:22 AM ET @CrossedOffCap on X When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason… | ||
| 10:45 AM ET | $NVDA | 10:45 AM ET @stretchcloud on X $12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's team is not buying Hugging Face for what it does today. They are buying the channel through which every future model will move.Hardware companies do not buy software companies to improve their margins. They do it to eliminate the surface area where the next bottleneck forms. This is the same logic behind Intel buying McAfee and Qualcomm buying NXP. Except the AI compute market is growing faster… | |
| 9:11 AM ET | 9:11 AM ET @HumanoidInvest on X Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb | ||
| 9:10 AM ET | $NVDA | 9:10 AM ET @CKCapitalxx on X $NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 companies using it to discover, test and deploy AI. Every open weight release lands there first. The detail most people will miss is that Nvidia was already the largest contributor to the platform. Over 500 models and 250 open datasets released there. They've been building inside this ecosystem for years, and now they own it. Here's what it opens up. >Distribution. Nvidia owns the compute. Hugging Face… | |
| 9:09 AM ET | 9:09 AM ET @adcock_brett on X Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN | ||
| 9:09 AM ET | NSNscale | 9:09 AM ETNSNscale @Figure_robot on X Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale https://t.co/2MsCfuAqiz | |
| 8:54 AM ET | $NVDA | 8:54 AM ET @BitsWattsDesk on X 12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppliers had already filed the ranking. https://t.co/xMjT28qSBU | |
| 8:28 AM ET | $NVDA | 8:28 AM ET @Biti8888 on X 🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup, and country build AI on their own terms. He thanked Hugging Face CEO @ClementDelangue for the trust - NVIDIA will be a great home for the platform and its community. 🤗 Deal size: ~$11.9B, closing expected in 2027. PS picture is not real😁 | |
| 8:22 AM ET | $NVDA | 8:22 AM ET @techniahqrobot on X People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and humanoid robotics. NVIDIA already controls a major part of the robotics stack with GR00T, Cosmos, Isaac Sim, Isaac Lab, Jetson Thor, CUDA and TensorRT. Hugging Face adds another critical layer with LeRobot, open robotics datasets, pretrained policies, VLA tooling, model distribution and Pollen Robotics with Reachy 2. Bring those pieces closer together and the robotics workflow becomes much more… | |
| 8:08 AM ET | $NVDA | 8:08 AM ET @ricci_nov on X Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply as everything else in the rack. https://t.co/LjEYfYrfKm | |
| 7:55 AM ET | $NVDA | 7:55 AM ET @CrossedOffCap on X It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive… | |
| 7:52 AM ET | $NVDA | 7:52 AM ET @ParadisLabs on X NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -> bonds fall. PMs will need to find a new hiding place within equities (cos bonds will be selling-off). They'll then ask: whose earnings are least connected to what's going wrong? I think that'll be $NVDA and $AVGO ... They've got the most stable/visible earnings growth driven by hyperscaler capex - and there's little risk of capex slowing thanks to hyperscalers' cloud backlogs being at enormous… | |
| 10:06 PM ET | 10:06 PM ET @ruima on X Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a… | ||
| 9:23 PM ET | GUGUC | 9:23 PM ETGUGUC @BitsWattsDesk on X Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other half. GUC (TWSE: 3443), the design-house subsidiary of TSMC (TWSE: 2330), will tape out a POC (proof-of-concept) optical chiplet before the end of 2026, using TSMC's COUPE on a 2.5D interposer. Against pluggable optics the company estimates transmission power falls 70 percent with CPO, 85 percent with the 2.5D chiplet, 95 percent with 3D. Those are GUC's own numbers. Here is the part that changes… | |
| 9:00 PM ET | $NVDA | 9:00 PM ET @SemiAnalysis_ on X NVIDIA Research 🚀 has produced some great research, like LatentMoE (used in Kimi K3) and GatedDeltaNets (used in Qwen). But for e2e frontier training, NVIDIA's bureaucratic culture has produced embarrassing models like Nemotron3 Ultra. Despite NVIDIA Research having amazing talent, Nemotron3 Ultra, with 550B total params (55B active), is getting mogged by all the Chinese models, including even Qwen3.8 27B parameters, which has ~20x fewer parameters. | |
| 6:00 PM ET | $NVDA | 6:00 PM ET @NVIDIARobotics on X Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/KuuYG9io52 https://t.co/fPOZUrWjyr | |
| 3:00 PM ET | $NVDA | 3:00 PM ET NVIDIA at ROSCon 2026 | Toronto, Canada Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps Discover What’s Possible With NVIDIA Robotics Join NVIDIA, partners, and customers for three days of workshops, technical talks, tutorials, and demos. Learn from leading robotics developers and get the latest on the NVIDIA Isaac™ and… | |
| 12:00 PM ET | $NVDA | 12:00 PM ET @NVIDIARobotics on X 🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 seconds of robot motion in about 1.53 seconds, then replans from fresh camera and robot-state observations. Developers can test the same policy in closed-loop RoboLab simulation across 120 language-conditioned manipulation tasks before evaluating on hardware. | |
| 11:26 AM ET | $NVDA | 11:26 AM ET @MilkRoadAI on X Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing… | |
| 9:43 AM ET | $NVDA | 9:43 AM ET @techniahqrobot on X We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion. It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems. Instead of tying an action to one specific robot body, Hydra-0 predicts how objects should move in the image. The team also tested it on a real 14-DoF YAM robot, which bent a flexible pipe from a desired object motion. This is still a controlled… | |
| 9:20 AM ET | CACaterpillar | 9:20 AM ETCACaterpillar Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI
$CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies.
Early applications include au… / X Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include autonomous inspections, real-time digital twins, risk detection and AI-driven optimization of equipment and facility operations." - Wall St Engine @wallstengine CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and… | |
| 4:00 AM ET | 4:00 AM ET Humanoid Digest: August 2026 | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation continued across the sector. .png) August 28, 2026 Category: Physical AI Read time: 11 minutes Share This: Unitree became the latest robotics company to go public in August, giving investors another public benchmark for valuing the sector. As more robotics companies mature outside private funding, public markets are beginning to play a larger role in how the industry is financed and valued. The… | ||
| 11:53 PM ET | 11:53 PM ET @CapitalSqueez on X $CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit is already on live floors moving totes and tending machines. NVIDIA is not a distant partner here. Agility is an NVentures portfolio company, Digit’s onboard brain is moving onto Jetson / IGX Thor @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 10:38 PM ET | $GOOGL | 10:38 PM ET @OdinsDeposition on X @dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain from widespread digital AI. | |
| 7:00 PM ET | $NVDA | 7:00 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to… | |
| 7:00 PM ET | $NVDA | 7:00 PM ET Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development with the Moby general-purpose industrial robot and its supporting software stack, including a proprietary AI driven whole-body-control system. Moby is designed for complex, hazardous, and labor-intensive work across factories, logistics centers, construction sites, and semiconductor facilities, where operating reliably requires advanced perception, reasoning, adaptation, and physical interaction.… | |
| 4:48 PM ET | $NVDA | 4:48 PM ET Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier… | |
| 2:09 PM ET | NMNoble Machines | 2:09 PM ETNMNoble Machines From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in From Robot Development to Deployment with Isaac GR00T & Jetson Thor Tap to unmute 2x From Robot Development to Deployment with Isaac GR00T & Jetson Thor NVIDIA Omniverse 12,267 views Streamed 7d ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV… | |
| 2:09 PM ET | $NVDA | 2:09 PM ET Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Excludes XIAO & Raspberry Pi series) \\ \\ the AI Hardware Partner For Industry Products Local Warehouse Documents Customization Solution Software Support Open Claw Quick Order Account Get more with a SeeedStudio accountclear \\ \\ 1 on 1 Support \\ \\ Local Delivery \\ \\ 30-Day DOA Guarantee \\ \\ 30-Day Returns Sign In Create Account My Orders\\ Track, change, cancel Account Information\\ Update… | |
| 12:53 PM ET | $NVDA | 12:53 PM ET Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." - Polymarket Money @PolymarketMoney BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company. 12:53 PM · Sep 1, 2026200.5KViews 78 283 3.3K 503 - GEODNET @GEODNET 20h Jensen is spot on. But as Physical AI scales 10x, standard digital compute isn't enough. Autonomous robots,… | |
| 11:12 AM ET | $TSLA | 11:12 AM ET @MilkRoadAI on X Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle… | |
| 10:01 AM ET | FAFanuc | 10:01 AM ETFAFanuc Learning about robots from science fiction - by Andra Keay Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics… | |
| 8:53 PM ET | 8:53 PM ET @SemiAnalysis_ on X Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting. | ||
| 5:45 PM ET | $NVDA | 5:45 PM ET @a16z on X Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do… | |
| 4:01 PM ET | NANabtesco | 4:01 PM ETNANabtesco @LeoKharon on X Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it… | |
| 2:01 PM ET | $NVDA | 2:01 PM ET NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks… | |
| 9:25 AM ET | VAVeeda AI | 9:25 AM ETVAVeeda AI Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.… | |
| 7:20 PM ET | 7:20 PM ET @ParadisLabs on X AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office… | ||
| 7:00 PM ET | OPOpenAI | 7:00 PM ETOPOpenAI @SemiAnalysis_ on X Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap | |
| 4:24 PM ET | $TSLA | 4:24 PM ET @AIEquities on X $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN | |
| 2:19 PM ET | 2:19 PM ET @AtMapshock on X The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would not accept subsidized, underperforming products — has been removed by US regulatory action. The FCC in July 2026 restricted new equipment authorizations for foreign-made advanced robotic devices, directly affecting Unitree and its peers [Source: Reuters, Aug 18, 2026]. Previously authorized models can still be sold, but the pipeline of new Chinese humanoid products entering the US market is… | ||
| 11:34 AM ET | $NVDA | 11:34 AM ET @ParadisLabs on X Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation… | |
| 11:02 AM ET | OPOpenAI | 11:02 AM ETOPOpenAI Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) Tap to unmute 2x Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) SemiAnalysis 19,743 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV… | |
| 11:00 AM ET | $NVDA | 11:00 AM ET Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% Russell 2000\\ \\ 2920.13\\ \\ -1.23% U.S. 10 Yr\\ \\ -1/32\\ \\ 4.804% VIX\\ \\ 16.34\\ \\ 9.52% Gold\\ \\ 4378.40\\ \\ -0.41% Bitcoin\\ \\ 77402.94\\ \\ 0.18% Crude Oil\\ \\ 90.77\\ \\ 0.61% Dollar Index\\ \\ 95.91\\ \\ 0.01% KBW Nasdaq Bank Index\\ \\ 183.86\\ \\ -0.84% S&P GSCI Index Spot\\ \\ 735.66\\ \\ 0.17% Advertisement This copy is for your personal, non-commercial use only. Distribution… | |
| 3:30 AM ET | $NVDA | 3:30 AM ET @massimo_mazza on X Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯 | |
| 9:39 PM ET | $TSLA | 9:39 PM ET The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨
-- China's Robot Olympics and the Optimus Future $TSLA
-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations
-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?
-- Druck's AI WSJ Op-Ed Controversy
-- CIA Chie… / X Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? \-\- Druck's AI WSJ Op-Ed Controversy \-\- CIA Chief Visits Moscow \-\- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and… | |
| 4:12 PM ET | $NVDA | 4:12 PM ET @csentropy on X In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first… | |
| 4:00 PM ET | $NVDA | 4:00 PM ET Conference & Program | embeddedworld North America 2026 Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical… | |
| 10:11 AM ET | A1a16z | 10:11 AM ETA1a16z Why Top Founders Are Racing Into AI Infrastructure - YouTube Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to… | |
| 9:54 AM ET | 9:54 AM ET The Humanoid Race Is Moving From Lab to Factory Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not… | ||
| 8:00 PM ET | CECerebras | 8:00 PM ETCECerebras Cerebras's Next Generation CS-4: Fast Just Got Faster SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per… | |
| 5:18 AM ET | $NVDA | 5:18 AM ET Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots… | |
| 4:05 PM ET | $NVDA | 4:05 PM ET How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washabaugh and Aishwarya Singh +9 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - COMPASS adapts the pretrained NVIDIA X-Mobility policy into residual specialists for specific robots and environments using reinforcement learning. - An agent-driven workflow with human approval gates automates environment validation, scene preparation, smoke testing, residual training, checkpoint evaluation,… | |
| 12:01 PM ET | $NVDA | 12:01 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor - Live Broadcast by NVIDIA Robotics / X \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics From Robot Development to Deployment with Isaac GR00T & Jetson Thor | |
| 8:43 PM ET | $NVDA | 8:43 PM ET @smsehy on X The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every humanoid joint, every collaborative robot wrist, runs through the same two factories. Fund ten humanoid companies. If they all need the same reducers, the production ceiling is set by component throughput in Tsu and Hotaka, not by venture capital. | |
| 6:07 PM ET | $NVDA | 6:07 PM ET From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier… | |
| 11:43 AM ET | HDHarmonic Drive System | 11:43 AM ETHDHarmonic Drive System @OLIMPYLAND on X @PepInvestStocks @agilityrobotics Already you forgot the biggest potentiel of all the market #humanoid man $6324 Harmonic Drive System it s not indi 😂 HDS has a fucking MONOPOLE 80% and cost to build 1 robots 🤖 = 40/50% Harmonics man $6324 is the futur $NVDA 100000 yen 2027 | |
| 11:07 AM ET | $NVDA | 11:07 AM ET NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications. - Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance. - More than 3 million developers have built on the NVIDIA robotics stack, with Cognex, Doosan… | |
| 8:12 AM ET | 8:12 AM ET China’s Robot Boom Tests Investor Discipline Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%) Costco Wholesale CorpCOST $943.65-1.82(-0.19%) Johnson & JohnsonJNJ $266.68-1.36(-0.51%) Procter & GamblePG $144.94+1.16(0.81%) Home DepotHD $327.13-3.06(-0.93%) Bank of AmericaBAC $62.06-0.26(-0.42%) AbbVie Inc.ABBV $255.59+0.11(0.04%) Palantir Technologies Inc.PLTR $185.84-0.46(-0.24%) Coca-ColaKO $89.07-0.59(-0.66%) Philip Morris InternationalPM… | ||
| 12:01 PM ET | $NVDA | 12:01 PM ET Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app | |
| 12:00 PM ET | $NVDA | 12:00 PM ET Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - NVIDIA Jetson Thor can run the 4B Cosmos 3 Edge omni-model natively for on-device robot manipulation policies. - Post-training Cosmos 3 Edge on the Cosmos3-DROID dataset produces a policy that generates action chunks in about 1.53 seconds on Jetson AGX Thor T5000, enabling continuous real-time control. - In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9%… | |
| 10:21 PM ET | $NVDA | 10:21 PM ET NVIDIA on X: "Great to welcome @LGE_Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration.
Together, we’re expanding our work across AI infrastructure, physical AI and robotics.
We’re excited about what our teams can build together." / X Post Log in Sign up Post NVIDIA on X: "Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding our work across AI infrastructure, physical AI and robotics. We’re excited about what our teams can build together." - NVIDIA @nvidia Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding our work across AI infrastructure, physical AI and robotics. We’re excited about what our teams can build… | |
| 8:00 PM ET | $NVDA | 8:00 PM ET Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot arms, and single-arm robots. Middle: Visible embodiment motion is represented as image-plane flow trajectories, placing heterogeneous interactions in a common, pixel-aligned action flow space independent of embodiment-specific joint or end-effector coordinates. This unified interface enables a single generalist world model to learn from multi-embodiment data and transfer across interaction… | |
| 4:01 PM ET | $NVDA | 4:01 PM ET 5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or… | |
| 4:01 PM ET | $NVDA | 4:01 PM ET 5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or… | |
| 8:33 AM ET | 8:33 AM ET Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including… | ||
| 1:00 AM ET | ALAMI Labs | 1:00 AM ETALAMI Labs Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models… | |
| 1:00 AM ET | ALAMI Labs | 1:00 AM ETALAMI Labs Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models… | |
| — | $NVDA | — NVIDIA/Isaac-GR00T <div align="center"> <img src="media/header_compress.png" width="800" alt="NVIDIA Isaac GR00T N1.7 Header"> <!-- --- --> <p style="font-size: 1.2em;"> <a href="https://developer.nvidia.com/isaac/gr00t"><strong>Website</strong></a> | <a href="https://huggingface.co/collections/nvidia/gr00t-n17"><strong>Model</strong></a> | <a href="https://huggingface.co/collections/nvidia/physical-ai"><strong>Datasets (Physical AI)</strong></a> | <a href="https://arxiv.org/abs/2503.14734"><strong>Paper</strong></a> | <a href="https://developer.nvidia.com/isaac"><strong>NVIDIA Isaac</strong></a> | <a… | |
| — | $NVDA | — Conference & Program | embeddedworld North America 2026 Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical… | |
| — | $NVDA | — NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks… |