Chips wobble while robots load up on open-source brains
Nvidia defends $200 amid a semiconductor bear market, a 27,500-GPU national AI factory breaks cover, and robot training data goes handheld.
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Nvidia tests $200
NVDA is trying to stabilize above $200 after the Philadelphia Semiconductor Index fell about 10% in a week and entered a technical bear market, down more than 20% from its June peak.
A national-scale AI factory
Nvidia and Noetra Corp. are launching a Vera Rubin AI factory with 13,750 Vera CPUs and 27,500 Rubin GPUs aimed at national physical AI workloads.
LeRobot gets Nvidia's stack
Nvidia and Hugging Face expanded their collaboration to fold Nvidia's robotics stack - foundation models, teleoperation, simulation - into the open-source LeRobot library.
Xiaomi's 100,000 hours of handheld data
Xiaomi-Robotics-1 was trained on motion data collected by people using camera-equipped handheld grippers rather than robots - a cheap path to embodied training data.
A 38B embodied model goes open
A 38-billion-parameter open-source embodied AI model unifies scene generation, robot transfer, video generation and image editing in one system.
Kimi K3 runs out of compute
Moonshot AI temporarily stopped accepting new subscriptions after demand pushed available capacity to its limits.