Michael Burry highlights customer concentration risks at Nvidia

Spencer Huang, Nvidia’s robotics lead, tells WIRED that the new bot combines the best of both worlds.

Marvell's surge highlights the growing importance of AI infrastructure, potentially reshaping market dynamics and investment strategies. The post Marvell stock surges 33% after Nvidia CEO calls it a potential trillion-dollar company appeared first on Crypto Briefing.

At CVPR, NVIDIA is unveiling new physical AI agent skills that help researchers and developers speed the development of autonomous vehicles, robots and vision AI systems. The core challenge in physical AI research isn’t simply developing stronger models. It’s building a full workflow around them — reconstructing real-world scenes, generating edge-case scenarios, training policies, evaluating […]

CoinShares $1.47B crypto outflows and a nine-day U.S. spot BTC ETF drawdown contrast with Nvidia’s $81.6B quarter and $80B buybacks, explaining AI’s flow edge.

NVIDIA’s $81.6B quarter and a 5.9% semis surge coincided with record Bitcoin ETF outflows. Evidence of risk-on rotation and what could flip leadership back.

Nvidia’s RTX Spark could give PC makers a new high-end category, built around machines that run more demanding AI workloads locally rather than in the cloud. The chipmaker and Microsoft said RTX Spark Windows PCs will be built for personal AI agents and heavier local AI workloads, from AI development to engineering and content creation. Nvidia said RTX Spark will offer up to 1 petaflop of AI performance and up to 128GB of unified memory, allowing systems to run 120-billion-parameter large language models locally. Nvidia has lined up several major PC makers for the launch. The company said RTX Spark laptops and compact desktops will be available this fall from Asus, Dell, HP, Lenovo, Microsoft Surface, and MSI, with models from Acer and Gigabyte to follow. Dell is bringing the platform to its XPS 16 Creator Edition, while HP said upcoming OmniBooks powered by Nvidia will target agentic developers. Microsoft is positioning its Surface Laptop Ultra for creators, developers, and engineers.

The company’s RTX Spark chips might finally turn the “AI PC” into reality.

NVIDIA released Cosmos 3, open omnimodal world models pairing an autoregressive VLM reasoner with a diffusion generator for physical AI. The post NVIDIA Releases Cosmos 3: A Two-Tower Mixture-of-Transformers Foundation Model Unifying Physical Reasoning, World Generation, and Action Generation appeared first on MarkTechPost.