Group 1 - Nvidia is set to unveil its latest humanoid robot technology, referred to as the "new brain" for robots [1][3] - The product launch was teased with a social media post featuring a black gift box and a signed card from founder Jensen Huang [2] - The new brain is designed to enhance the capabilities of various humanoid robots, as indicated by the presence of multiple arm models in the promotional video [5][6] Group 2 - At the recent SIGGRAPH conference, Nvidia introduced the NVIDIA Omniverse library and NVIDIA Cosmos foundational model to accelerate robot solution development [8] - The Cosmos Reason is a new open-source, customizable 70 billion parameter reasoning VLM aimed at enabling robots to understand and interact with the physical world like humans [8] - Nvidia's collaboration with leading Chinese robotics companies, such as Fourier and others, highlights the strong potential of China's robotics industry [9] Group 3 - Nvidia is scheduled to release its Q3 financial report, which is anticipated to stabilize market concerns regarding AI spending [10][11] - Analysts remain optimistic about Nvidia's performance, with at least nine analysts raising their target prices recently, indicating a potential upside of approximately 9% [11] - Melius Research predicts Nvidia's market value could reach $9 trillion by 2030, driven by significant demand for AI infrastructure [11]

Group 1 - Nvidia is set to unveil its latest humanoid robot technology, referred to as the "new brain" for robots, with a promotional teaser featuring a signed card from founder Jensen Huang [1][4] - The new brain is designed to enhance the capabilities of humanoid robots, with indications that it is compatible with various models, as demonstrated in a promotional video [3][4] - Nvidia has launched new tools like the NVIDIA Omniverse library and NVIDIA Cosmos, aimed at accelerating the development and deployment of robotic solutions, including a new open-source model for physical AI [4] Group 2 - Nvidia is collaborating with several prominent Chinese robotics companies, including Fourier and others, to develop advanced robotic products, highlighting China's unique capabilities in cost-effective and efficient robot manufacturing [5] - Nvidia is expected to release its Q3 financial report soon, with market participants hoping for results that will stabilize concerns regarding AI spending and confirm the recent stock market rebound [6] - Analysts remain optimistic about Nvidia's stock, with recent target price increases suggesting a potential upside of approximately 9%, and predictions of Nvidia's market valuation reaching $9 trillion by 2030 based on AI infrastructure demand [6]

Group 1 - Nvidia is set to unveil a new humanoid robot "brain" product, with a promotional video featuring founder Jensen Huang encouraging users to "enjoy" their new brain [1][3] - The new brain is designed to be compatible with various humanoid robots, as indicated by the appearance of multiple arm models in the promotional video [3] - Nvidia is intensifying its focus on robotics, having launched new tools like the NVIDIA Omniverse library and NVIDIA Cosmos, which aim to accelerate the development and deployment of robotic solutions [5] Group 2 - Nvidia's upcoming Q3 earnings report is highly anticipated, with traders hoping it will stabilize market concerns regarding AI spending and confirm that the recent stock market rebound is not another tech bubble [7] - Analysts on Wall Street remain optimistic about Nvidia, with at least nine analysts raising their target prices in the past week, now averaging over $194, indicating a potential upside of about 9% from the previous closing price [7] - Nvidia has become the first company to reach a valuation of $4 trillion, with projections suggesting it could reach $9 trillion by 2030, driven by significant demand for AI infrastructure [7]