Nvidia announced its first commercial humanoid robot, Isaac GR00T, built with Chinese company Unitree Robotics, combining hardware from China and Singapore with Nvidia's AI brain. Unitree quickly received IPO approval in China, signaling strategic importance in the physical AI race, which aims to give AI a physical presence to address labor shortages and economic challenges. Nvidia's strategy is to provide a platform for others to build on, contrasting with Tesla's vertical integration approach, which leverages its AI stack and aims for mass production of its Optimus robot. The competition highlights China's strength in robot hardware and America's lead in AI intelligence, with both nations racing to dominate the $40 trillion physical AI market. SpaceX's upcoming IPO and potential merger with Tesla could create a highly integrated AI and robotics powerhouse, reshaping the industry landscape.
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
