Core Insights - Axcelis Technologies, Inc. has announced a Joint Development Program (JDP) with GE Aerospace to develop production-worthy 6.5 to 10kV superjunction power devices [1][2] - The JDP is part of the 'Advanced High Voltage Silicon Carbide Switches' project under the Commercial Leap Ahead for Wide Bandgap Semiconductors (CLAWS) Hub, led by North Carolina State University [2] - Silicon Carbide (SiC) wide bandgap semiconductors are crucial for aerospace and defense applications, offering higher voltages, operating temperatures, and frequencies compared to traditional Silicon devices [3] Company Overview - Axcelis has been providing innovative, high-productivity solutions for the semiconductor industry for over 45 years, focusing on ion implantation systems [7] - The Purion XEmax™ high energy implanter from Axcelis is noted for its high beam currents and broad energy range, optimizing the profile in depth and concentration [4] Industry Context - GE Aerospace has a leading IP portfolio in SiC technologies and is focusing on SiC developments for extreme operating environments, including hypersonic travel and electric propulsion [5][6] - High voltage SiC power devices are essential for emerging applications such as artificial intelligence, quantum computing, and autonomous vehicles [3][6]

Grab Partners With WeRide To Rollout Robotaxis Across Southeast Asia https://t.co/gI8xqZf4ej https://t.co/gI8xqZf4ej ...

Autonomous Vehicle Industry Challenges - Autonomous vehicles make hundreds of life-or-death decisions every second, but these decisions are limited by the quality of the underlying data [1] - The challenge lies in scattered information across systems, processing delays, and the disappearance of critical insights, not in sensors or algorithms [1] DDN's Solution and Benefits - DDN unifies vehicle sensor data, training simulations, and real-world testing into one intelligent stream [2] - DDN's infrastructure is built for split-second decisions, enabling faster model training on complete datasets [2] - Vehicles make smarter choices with full context, accelerating development and multiplying breakthroughs [2] - DDN is building the backbone that makes intelligence possible in autonomous vehicles [2] Impact and Future - Breakthroughs in autonomous vehicle technology mean fewer accidents and more lives protected [3] - The autonomous future is happening right now [3]

Core Insights - Lucid Group aims to significantly increase its stock price, proposing a 1-for-10 reverse stock split which could theoretically boost the stock price by 10 times [5][6] - The company has recently entered a partnership with Uber Technologies to supply over 20,000 Gravity SUVs equipped with autonomous software, which is expected to enhance its market position [4][7] - Despite a strong performance in July, Lucid's stock has faced pressure in August, raising questions about the sustainability of its recent rally [2] Group 1: Stock Performance and Market Reactions - Lucid's stock rallied 16.6% in July, with a peak increase of 48% during trading [1] - However, the stock has lost approximately 7% of its value in August so far [2] - Investor interest is rising due to recent enhancements, including access to Tesla's supercharger network for all Air sedans [2][3] Group 2: Product and Technological Developments - The EPA range estimate for Lucid's 2026 Air Touring model has increased by over 6%, reaching 431 miles due to denser battery cells [3] - The company has hired actor Timothée Chalamet as its first global brand ambassador to enhance brand appeal [3] Group 3: Production and Financial Challenges - Lucid has reduced its full-year production guidance to 18,000 to 20,000 vehicles from a previous forecast of 20,000 [8] - The company is facing production issues, high costs, and manufacturing inefficiencies, which could negatively impact demand and sales [8] - Lucid reported a net loss of $855 million in the second quarter, an increase of 8% from the previous year [8]

Core Insights - Innoviz Technologies has made significant progress in 2025, achieving more revenue in the first half than in all of 2024, with a cash burn in Q2 being in the single digits [2][4][6] - The company signed a Statement of Development Work (SODW) agreement with a top 5 passenger automotive OEM for modifications to its InnovizTwo LiDAR for a level 3 global production vehicle program set for SOP in 2027 [2][6][7] - Innoviz introduced the InnovizSMART for industrial applications and announced several collaborations shortly after its launch, integrating it into the NVIDIA Jetson Orin ecosystem [2][7] Commercial and Strategic Updates - Innoviz is shipping units from its high-volume production line at Fabrinet to support L3, L4, and non-automotive applications [6][7] - The company is raising its 2025 NRE bookings target to $30-$60 million from $20-$50 million, having already booked over $20 million in NREs year to date [9][6] - The company aims for record H1 revenues exceeding full-year 2024 levels, with Q2 cash burn at approximately $7.3 million [6][8] Financial Results - Revenues in Q2 2025 were $9.7 million, up from $6.7 million in Q2 2024, driven by NRE services and LiDAR unit sales [4][17] - Operating expenses in Q2 2025 were $18.5 million, a 20% decrease from $23.3 million in Q2 2024, including $2.3 million in share-based compensation [4][17] - As of June 30, 2025, liquidity was approximately $79.4 million, consisting of cash and cash equivalents, short-term deposits, marketable securities, and short-term restricted cash [5] Updated Financial and Operational Targets - The company is reiterating its FY 2025 revenue guidance, expecting revenues of $50-$60 million, more than double the levels of 2024 [6][8] - Innoviz's development agreement with a top 5 passenger OEM reinforces its position as a preferred technology partner for global OEMs [6][9] - The company has begun shipping first units from Fabrinet's high-volume production line, supporting increasing demand from new and existing customers [6][7]

Uber Freight CEO Lior Ron is joining Waabi as it prepares to begin operating fully autonomous U.S. trucking runs later this year and scaling up throughout 2026. (Photo: Waabi)https://t.co/gXqDiiybRP https://t.co/2zdbc7lj5r ...

Robotics has captured our imagination. Building a truly intelligent robot requires a large amount of training data. But capturing realworld training data or manually creating enough synthetic data is expensive and timeconuming.By combining computer graphics with AI, we can help robots learn faster and better understand the real world. NVIDIA Cosmos is a world foundation model platform built for developers to generate the required training data at an industrial scale. Cosmos Predict generates realistic train ...

Going in a Robotaxi in the Bay Area tonight ...

Regulatory Approval - Tesla has obtained a rideshare license in Texas, enabling the operation of its robotaxi service [1] - The license is under new regulations governing autonomous vehicles in Texas [1] Autonomous Vehicle Development - This license paves the way for Tesla to operate its robotaxi service [1]

Core Insights - Lyft is expanding its addressable market significantly through acquisitions and partnerships, while Uber is focusing on leveraging its existing platform for growth [1][9][10] - Both companies reported strong Q2 2025 financials, with Uber outperforming Lyft in terms of internal efficiency and monetization strategies [2][14] - The strategic approaches of Uber and Lyft are diverging, with Uber emphasizing cross-platform engagement and Lyft focusing on geographic expansion and partnerships [4][10] Group 1: Company Strategies - Lyft's acquisition of Freenow has nearly doubled its total addressable market to over $300 billion in personal vehicle trips annually [9] - Lyft's Q2 results were bolstered by a 25% increase in partnership rides, driven by collaborations with Alaska Airlines, Chase, and DoorDash [10] - Uber is enhancing integration between its ride-hailing and delivery services, with only 20% of its 180 million monthly active users utilizing both services, yet these dual users generate three times the gross bookings of single-use customers [4][14] Group 2: Financial Performance - Uber's Q2 revenue increased by 18% year-over-year to $12.7 billion, with gross bookings reaching $46.8 billion and adjusted EBITDA of $2.1 billion [14] - Lyft reported record gross bookings of $4.5 billion, up 12%, with revenue of $1.6 billion, up 11%, and an adjusted EBITDA of $129 million [15] - Uber's trips rose by 18% to 3.3 billion, while Lyft's rides increased by 14% to 235 million, with active riders reaching 26.1 million [15] Group 3: Future Initiatives - Lyft is planning to introduce autonomous vehicles in partnership with Baidu, starting in 2026, as part of its broader AV initiatives [12] - Lyft is also exploring advertising and membership models to enhance monetization, with its "LyftSilver" subscription already attracting new riders [13] - Uber's strategy is focused on cross-selling and product integration to drive growth, rather than expanding into new geographies [7]