For the first time, powerful techniques born in AI—like transformer models, neural networks, tokenization, data regeneration, and agentic AI—are being applied to rewrite the rules of wireless. 6G will be built with these AI techniques woven in from the start. This special address showcases the first milestones achieved on NVIDIA platforms that are setting the stage for 6G today and spotlights ecosystem announcements. The session will feature demonstrations showing how AI is transforming every layer of next- ...

Robot ETFs can electrify your portfolio's gains thanks to their focus on AI chipmakers and physical AI opportunities.Artificial intelligence (AI) has been the defining trend for the stock market. Some AI stocks have rocketed tenfold within five years, and AI exchange-traded funds (ETFs) have been some of the market's top-performing funds.However, the next big winners may be robot stocks and ETFs. These funds also ride AI tailwinds but focus on physical AI. Humanoid robots, drones, and AI-powered surgical to ...

Core Insights - Nvidia is expanding its presence in open source AI through the acquisition of SchedMD and the release of a new model family called Nvidia Nemotron 3 [1][3][6] Group 1: Acquisition of SchedMD - Nvidia has acquired SchedMD, the leading developer of the open source workload management system Slurm, which is essential for high-performance computing and AI [1][2] - The terms of the acquisition were not disclosed, but Nvidia plans to continue operating Slurm as an open source, vendor-neutral software [1][2] Group 2: New Model Release - Nvidia introduced the Nvidia Nemotron 3 family, which is claimed to be the most efficient set of open models for creating accurate AI agents [3][6] - The Nemotron 3 family includes three models: Nemotron 3 Nano for targeted tasks, Nemotron 3 Super for multi-AI agent applications, and Nemotron 3 Ultra for more complex tasks [4] Group 3: Strategic Focus on Open Source - Nvidia's CEO Jensen Huang emphasized that open innovation is crucial for AI progress, aiming to transform advanced AI into an open platform for developers [6] - The company has recently announced additional open source initiatives, including the Alpamayo-R1 model focused on autonomous driving research [7] - Nvidia is positioning itself as a key supplier for robotics and self-driving vehicle companies, betting on physical AI as the next frontier for its GPUs [8]

Core Viewpoint - The discussion centers around the potential for Tesla to reach a market cap of $3 trillion by late 2026 or early 2027, driven by advancements in autonomous technology and AI applications [4][9]. Group 1: Tesla's Market Potential - Tesla is expected to significantly increase its earnings power, potentially 4x to 5x over the next few years, due to advancements in full self-driving (FSD) technology and true autonomy [5]. - The company could capture 70% to 80% of the global autonomous market in the coming years, indicating a strong competitive position [9]. - Full self-driving penetration is anticipated to rise from 15% to as high as 50%, which would greatly enhance profit margins [10][12]. Group 2: Autonomous Technology and Robotics - The advancements in physical AI are seen as crucial for Tesla's growth, particularly in the context of robo-taxis and robotics, which are expected to be transformative for the company [3][9]. - The introduction of the Optimus robot is also highlighted as a significant factor in Tesla's future growth narrative [5][9]. Group 3: Competitive Landscape - The emergence of SpaceX as a public entity is discussed, with implications for Tesla's valuation and investor interest, suggesting that SpaceX could attract attention away from Tesla [7][8]. - Comparisons are made between Tesla and competitors like Waymo, with Tesla expected to outperform due to its scale and technology [11][12]. Group 4: Regulatory Environment - Anticipation of a federal executive order that could streamline regulations for autonomous vehicles is noted, which would benefit Tesla's operations and expansion plans [13].

Core Insights - Hesai Technology has been recognized by Morgan Stanley as the only lidar company in the "Humanoid Tech 25" list, highlighting its influence in the robotics sector [1][4] - The report emphasizes that the robotics era is already in progress, with reliable perception being essential for the effective operation of robots [2] - Lidar technology is crucial for providing accurate 3D spatial perception, which is necessary for the functionality of 1.4 billion robots expected by 2050 [3] Company Positioning - Hesai has achieved significant milestones, including being the first automotive lidar company to exceed 2 million cumulative deliveries and maintaining the top market share for ADAS main lidar for nine consecutive months [4] - The company has developed four generations of proprietary ASICs, which enhance product reliability and manufacturing scalability, with production capabilities of one lidar every 10 seconds [4] - Hesai's JT-series mini 360° 3D robotics lidars have surpassed 200,000 cumulative deliveries, indicating strong market validation and adoption across various sectors [5] Industry Outlook - The demand for lidar units is projected to increase nearly 300 times from 2025 levels to support the perception needs of the anticipated 1.4 billion robots by 2050 [3] - Global robot hardware revenues are expected to reach $25 trillion by 2050, marking robotics as a significant computing and industrial platform [7] - As robotics applications expand, Hesai is positioned to play a foundational role in the development of the next generation of robotics and embodied AI [6]

Core Insights - GrocerIQ Holdings, Inc. has filed several new patents to enhance its Physical AI architecture, which integrates real-world sensing, edge computation, and autonomous intelligence [1][2] - The new patents expand GrocerIQ's intellectual property, reinforcing its technological differentiation in autonomous physical infrastructure for retail operations [2][3] Patent Expansion - The newly filed patents cover key capabilities such as predictive inventory accuracy, real-time fulfillment orchestration, and adaptive edge learning for distributed store networks [5] - This expansion positions GrocerIQ to drive greater precision, scalability, and operator value in the retail sector [5] Market Focus - GrocerIQ's platform targets the micro and small-format retail supply ecosystem, which is a significant segment of the global food economy [6] - The U.S. restaurant industry includes numerous independent operators and small to mid-sized chains, representing trillions of dollars in annual food sales [7] Operational Challenges - Many operators in the market lack real-time visibility into consumption and inventory movement, relying on static forecasts and manual processes, leading to challenges such as waste and stockouts [8] - GrocerIQ's systems aim to replace these outdated methods with real-time data and autonomous fulfillment processes [9] Demand for Automation - As labor availability tightens and costs rise, there is increasing demand for infrastructure-level solutions that can operate continuously and adapt in real time [10] - The shift towards smaller, faster, and decentralized retail formats makes Physical AI infrastructure essential for modern retail operations [11] Company Mission - GrocerIQ is focused on transforming how demand is measured and how supply responds within the food and retail supply chain [12] - The company's mission is to build a foundational layer of autonomous retail infrastructure that enhances operational efficiency and customer outcomes [12]

Core Insights - Serve Robotics Inc. has expanded its autonomous sidewalk delivery service to Alexandria, VA, in partnership with Uber Technologies through Uber Eats, providing residents and businesses with new delivery options [2][9] - This expansion is part of Serve Robotics' 2025 plan to scale its last-mile delivery network, leveraging Alexandria's urban layout to deploy next-generation sidewalk robots [3][4] Market Expansion - The launch in Alexandria aligns with Serve Robotics' strategy to introduce autonomous delivery in dense urban areas, with plans for further market entries across the U.S. through 2026 [4][5] - The company has been actively adding new markets and enhancing access to automated last-mile delivery options [4] Autonomy Platform Development - Serve Robotics is enhancing its autonomy capabilities by integrating large-scale AI models and a simulation-based data engine, which are expected to improve performance and reduce operational complexity [6][7] - These technological advancements are aimed at lowering data costs and strengthening key performance metrics as the robot fleet scales [6][7] Stock Performance - Serve Robotics' stock has increased by 7.7% over the past year, contrasting with an 18.3% decline in the Zacks Computers - IT Services industry, driven by strategic acquisitions and rapid expansion [11] - The company is investing significantly in autonomy and robotics, highlighted by recent integrations with Vayu and Phantom Auto [11]

Core Insights - Ouster, Inc. has appointed Phillip M. Eyler to its Board of Directors, who will also serve on the Compensation Committee [1] - Mr. Eyler brings over 30 years of experience in engineering, operations, and business, particularly in hardware and software solutions for automotive and industrial markets [2] - Ouster's CEO, Angus Pacala, expressed confidence that Mr. Eyler's leadership and expertise will significantly benefit the company as it executes its product roadmap and expands into four target verticals [3] Company Overview - Ouster is a global leader in high-performance lidar sensors and intelligent software solutions, focusing on bringing Physical AI to life across various sectors including automotive, industrial, robotics, and smart infrastructure [4] - The company's technology aims to enhance performance, reliability, and affordability, facilitating the widespread adoption of autonomous systems and improving safety, efficiency, and sustainability [4] - Ouster is headquartered in San Francisco, CA, with a presence in the Americas, Europe, and Asia-Pacific [4]

Core Insights - Peridio is expanding its mission to assist hardware teams in scaling Physical AI systems from prototype to production at software speed [1] - The company is leveraging its status as a Solution Advisor in Embedded Compute within the NVIDIA Partner Network to deliver a unified infrastructure layer [1] - The technology sector is experiencing a significant shift as AI continues to evolve [1] Company Developments - Peridio has created Avocado OS, which is central to its strategy for supporting hardware teams [1] - The unified infrastructure layer is designed to standardize deployments on NVIDIA Jetson [1] Industry Trends - The announcement reflects a broader trend in the technology sector towards the integration of AI in hardware systems [1] - The shift in the industry indicates a growing demand for solutions that facilitate the transition from AI prototypes to production-ready systems [1]

Core Insights - Serve Robotics Inc. (SERV) has seen a significant stock increase of 27.6% over the past month, outperforming the Zacks Computers – IT Services industry, the broader technology sector, and the S&P 500, driven by optimism around autonomous delivery and potential U.S. government support for robotics [1][4][21] Company Performance - The company has deployed over 1,000 robots, aiming to reach 2,000 by the end of 2025, which is expected to enhance network efficiency and operational learning [7][10] - Delivery volume has increased by 66% sequentially and over 300% year-over-year, with revenue rising 209% from the previous year [8][9] - The company has expanded its coverage to over 3,600 locations across major U.S. cities, significantly increasing its market reach [9] Strategic Partnerships and Market Position - Serve Robotics has integrated with major food delivery platforms, Uber and DoorDash, which together account for over 80% of U.S. delivery demand, enhancing robot utilization [12] - The acquisition of Vayu Robotics is expected to strengthen Serve's AI capabilities and reduce long-term data infrastructure costs, creating a "physical AI flywheel" effect [13] Financial Metrics and Challenges - Despite the growth, the company reported a GAAP net loss of $33 million in Q3 2025, with a total loss of $67 million for the first nine months of 2025 [16] - The current valuation stands at approximately 46.7X forward 12-month sales, which is high given the expected revenue base of only $2.5 million in 2025 [19] - Analysts have revised loss estimates for 2025 and 2026, indicating a widening of expected losses despite strong revenue growth projections [20] Future Outlook - The company maintains a strong liquidity position with $210 million in cash and marketable securities, allowing for continued expansion without immediate profitability pressure [15] - While the long-term vision of a nationwide robot logistics network appears achievable, the near-term outlook is complicated by widening losses and high valuation multiples [21]