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Goldman Sachs raised its 2035 humanoid robot forecast nearly 5x to 6.5 million units, valuing the market at $138 billion. This could drive up to $39 billion in annual chip demand, providing multi-yea…
Caterpillar is partnering with FieldAI to advance autonomous industrial operations, utilizing NVIDIA accelerated computing and NVIDIA Omniverse platforms for high-fidelity digital twins and physical …
Hugging Face’s new consumer robot, 'Microduck', generated over $2.6 million in preorders within 24 hours, highlighting surging interest in AI robotics. Nvidia is reportedly in talks to acquire Huggin…
NVIDIA is reportedly in talks to acquire AI hub Hugging Face for $13 billion. Analysts view this potential deal as a strategic move to deepen NVIDIA's control over AI model development and deployment…
Kodiak AI announced a collaboration with AMD to implement AMD EPYC processors into its seventh-generation autonomous truck platform. Kodiak is the first company to deploy EPYC CPUs for driverless tru…
Former Waymo and Google X leader Sebastian Thrun is launching a stealth robotics venture called Dulo. The startup focuses on foundation models for hardware design and manufacturing, drawing talent fr…
Nvidia partners with LG Group to develop humanoid robots using its Isaac GR00T and Jetson Thor platforms, expanding beyond AI data-center chips into the robotics market, projected to be worth trillio…
Nvidia and LG Group are partnering on humanoid robots, AI factories, and autonomous vehicle platforms, expanding Nvidia's footprint in physical AI, robotics, and industrial computing sectors.
NVIDIA CEO Jensen Huang stated the 'ChatGPT moment' for physical AI and robotics has already occurred, signaling the start of a $50 trillion trend. Bolstered by massive revenue growth and supply comm…
Samsung launched a new robotics division (RX) led by CEO TM Roh, targeting humanoid robots and physical AI, backed by a $40.7B investment. Samsung shares jumped 6.76% on the news.
Alibaba integrated Nvidia’s physical AI tools into Alibaba Cloud and boosted AI spending, lifting Alibaba shares and expanding Nvidia’s access to Chinese developers for robotics and autonomous system…
Baird upgraded Tesla to Outperform, citing leadership in physical AI and catalysts like Optimus, robotaxi expansion, affordable models, and a CEO pay vote, lifting shares ahead of imminent Q3 deliver…