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🚨 BREAKING: NVIDIA just announced the Isaac GR00T Reference Humanoid Robot. The first fully open humanoid robot reference design built on Jetson Thor, and it's going straight to the world's top research institutions. This is Jensen Huang's bet on open physical AI infrastructure. The hardware stack is serious: →...

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Lukas Ziegler

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16,062 просмотров • 3 месяцев назад •via X (Twitter)

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NVIDIA announces the first open humanoid robot reference design built for robotics research. The NVIDIA Isaac GR00T Reference Humanoid Robot combines the Unitree H2 humanoid robot, Sharpa Wave five-fingered hands for dexterous manipulation, Jetson Thor onboard compute, and Isaac GR00T open software and models, giving researchers a full-stack platform from data capture to model deployment. Read the #NVIDIAGTC Taipei announcement:
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NVIDIA announces the first open humanoid robot reference design built for robotics research. The NVIDIA Isaac GR00T Reference Humanoid Robot combines the Unitree H2 humanoid robot, Sharpa Wave five-fingered hands for dexterous manipulation, Jetson Thor onboard compute, and Isaac GR00T open software and models, giving researchers a full-stack platform from data capture to model deployment. Read the #NVIDIAGTC Taipei announcement:

NVIDIA Robotics

174,301 просмотров • 3 месяцев назад

$NVDA announced Isaac GR00T which is its first open humanoid robot reference design for robotics research. The nearly 6-foot humanoid runs on Unitree hardware, Sharpa hands, Jetson Thor compute and Nvidia Isaac software.
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$NVDA announced Isaac GR00T which is its first open humanoid robot reference design for robotics research. The nearly 6-foot humanoid runs on Unitree hardware, Sharpa hands, Jetson Thor compute and Nvidia Isaac software.

Shay Boloor

97,521 просмотров • 3 месяцев назад

What if you could turn a single 360° photo into a production-ready Isaac Sim environment in minutes? That's exactly what we did here. Using World Labs' Marble and an Insta360 X5 capture (rotating on top), we generated a complete navigable 3D environment and populated it with Lightwheel Sim Ready assets (bottom view). The result? A fully interactive scene in Isaac Sim, ready for sim2real testing,. Navigation, manipulation, or any robotics task you need to validate. What used to take weeks of manual 3D modeling and asset placement now takes minutes. Capture once in the real world, simulate everywhere in your training pipeline. This is the future of robotics development with world models. NVIDIA Robotics NVIDIA Omniverse #Sim2Real #Robotics #Simulation
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What if you could turn a single 360° photo into a production-ready Isaac Sim environment in minutes? That's exactly what we did here. Using World Labs' Marble and an Insta360 X5 capture (rotating on top), we generated a complete navigable 3D environment and populated it with Lightwheel Sim Ready assets (bottom view). The result? A fully interactive scene in Isaac Sim, ready for sim2real testing,. Navigation, manipulation, or any robotics task you need to validate. What used to take weeks of manual 3D modeling and asset placement now takes minutes. Capture once in the real world, simulate everywhere in your training pipeline. This is the future of robotics development with world models. NVIDIA Robotics NVIDIA Omniverse #Sim2Real #Robotics #Simulation

Jonathan Stephens

46,885 просмотров • 9 месяцев назад

Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.
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Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.

Pierre-Alexandre Balland

186,094 просмотров • 9 месяцев назад

Today may be the ImageNet moment for robotics. RT-X: the largest open-source robot dataset ever compiled, across 33 institutes, 22 robot hardware, 527 skills, and 1M episodes. Why is robotics lagging so far behind NLP, vision, and other AI domains? Data scarcity is the main culprit to blame, among other difficulties. Unlike text, images, and videos, you cannot download mass amounts of onboard robot control data from the internet. They simply don't exist in the wild. 11 yrs ago, ImageNet kicked off the deep learning revolution. 3-4 yrs ago, internet-scale data fueled the first GPTs and Diffusions that define this era of foundation models. I think 2023 is finally the year for robotics to scale up. Robot foundation models like VIMA ( my team's work at NVIDIA) and RT-1/2 ( Google DeepMind's effort) are extremely data hungry. While massively parallel simulations like NVIDIA IsaacGym & Omniverse can alleviate the problem to some extent, it's still not quite enough to bridge the gap to the messy, physical world. This new dataset is not just a technical contribution. I also see it as a commendable effort to overcome institutional bureaucracies and unite researchers from around the world to tackle a grand challenge together. Robotics will be the final holy grail that we capture in AI. We are not there yet, but ascending in the right gradient direction. RT-X website: Launch blog:
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Today may be the ImageNet moment for robotics. RT-X: the largest open-source robot dataset ever compiled, across 33 institutes, 22 robot hardware, 527 skills, and 1M episodes. Why is robotics lagging so far behind NLP, vision, and other AI domains? Data scarcity is the main culprit to blame, among other difficulties. Unlike text, images, and videos, you cannot download mass amounts of onboard robot control data from the internet. They simply don't exist in the wild. 11 yrs ago, ImageNet kicked off the deep learning revolution. 3-4 yrs ago, internet-scale data fueled the first GPTs and Diffusions that define this era of foundation models. I think 2023 is finally the year for robotics to scale up. Robot foundation models like VIMA ( my team's work at NVIDIA) and RT-1/2 ( Google DeepMind's effort) are extremely data hungry. While massively parallel simulations like NVIDIA IsaacGym & Omniverse can alleviate the problem to some extent, it's still not quite enough to bridge the gap to the messy, physical world. This new dataset is not just a technical contribution. I also see it as a commendable effort to overcome institutional bureaucracies and unite researchers from around the world to tackle a grand challenge together. Robotics will be the final holy grail that we capture in AI. We are not there yet, but ascending in the right gradient direction. RT-X website: Launch blog:

Jim Fan

265,061 просмотров • 3 лет назад

Genesis AI just unveiled Eno. It's humanoid robot that challenges everything the industry assumed about what robots should look like. Forbes just called it 'the iPhone moment for humanoid robots'. No head. No face. No exposed motors or cables. 22 degrees of freedom per hand with different finger lengths (like actual human hands). Back-drivable for safety. Onboard cameras and tactile sensors. In demos: bundling wires with tape (genuinely hard, tape is sticky and unpredictable), performing lab automation with millimeter precision on unmodified equipment. Optional chest screen shows the robot's reasoning before it acts, a visual window into its mind to build trust. Powered by Genesis AI GENE foundation model. Payload 3-5kg per arm, 4-6 hours battery. Industrial deployments late 2026, homes much later. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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Genesis AI just unveiled Eno. It's humanoid robot that challenges everything the industry assumed about what robots should look like. Forbes just called it 'the iPhone moment for humanoid robots'. No head. No face. No exposed motors or cables. 22 degrees of freedom per hand with different finger lengths (like actual human hands). Back-drivable for safety. Onboard cameras and tactile sensors. In demos: bundling wires with tape (genuinely hard, tape is sticky and unpredictable), performing lab automation with millimeter precision on unmodified equipment. Optional chest screen shows the robot's reasoning before it acts, a visual window into its mind to build trust. Powered by Genesis AI GENE foundation model. Payload 3-5kg per arm, 4-6 hours battery. Industrial deployments late 2026, homes much later. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

29,727 просмотров • 3 месяцев назад

Multi-robot learning is getting a serious boost! 📚 Researchers have extended Isaac Lab to train heterogeneous multi-agent robotic policies at scale. The new framework supports high-resolution physics, GPU-accelerated simulation, and both homogeneous and heterogeneous agents working together on coordination tasks. They benchmarked different approaches (MAPPO: Multi-Agent Proximal Policy Optimization and HAPPO: Heterogeneous Agent PPO) across six challenging scenarios and showed that large-scale multi-robot training is not only feasible, but efficient. It’s an important step for real-world robotic collaboration, where teams of robots need to coordinate, split tasks, adapt roles, and interact dynamically, not just operate as identical clones. The code is open-source, and it pushes Isaac Lab closer to what robotics actually needs: scalable, physics-driven environments where many different robots can learn to work together. Here's the project page: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:16

Multi-robot learning is getting a serious boost! 📚 Researchers have extended Isaac Lab to train heterogeneous multi-agent robotic policies at scale. The new framework supports high-resolution physics, GPU-accelerated simulation, and both homogeneous and heterogeneous agents working together on coordination tasks. They benchmarked different approaches (MAPPO: Multi-Agent Proximal Policy Optimization and HAPPO: Heterogeneous Agent PPO) across six challenging scenarios and showed that large-scale multi-robot training is not only feasible, but efficient. It’s an important step for real-world robotic collaboration, where teams of robots need to coordinate, split tasks, adapt roles, and interact dynamically, not just operate as identical clones. The code is open-source, and it pushes Isaac Lab closer to what robotics actually needs: scalable, physics-driven environments where many different robots can learn to work together. Here's the project page: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

38,997 просмотров • 10 месяцев назад

🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

76,328 просмотров • 2 месяцев назад

Walden Robotics came out of stealth with a $300M seed at a $1.1B valuation. A Toyota Research Institute spinout (founded January), its thesis: the hard problem in robotics is now deployment, not research. So it's putting general-purpose humanoids to work on the repetitive tasks workers find burdensome. They're already running in a pilot at a North American Toyota plant: its robot works 8-hour shifts alongside human teams, loading and unloading car parts, cleaning machinery, and kitting for assembly. Team: led by CEO Russ Tedrake (MIT professor, ex-SVP of Large Behavior Models at TRI), with a founding group drawn largely from TRI's robotics team plus deployment and operations veterans. Full-stack: builds its own hardware, software, and AI models Backers: Toyota, NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures, Deviation Capital Cambridge, MA based
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Walden Robotics came out of stealth with a $300M seed at a $1.1B valuation. A Toyota Research Institute spinout (founded January), its thesis: the hard problem in robotics is now deployment, not research. So it's putting general-purpose humanoids to work on the repetitive tasks workers find burdensome. They're already running in a pilot at a North American Toyota plant: its robot works 8-hour shifts alongside human teams, loading and unloading car parts, cleaning machinery, and kitting for assembly. Team: led by CEO Russ Tedrake (MIT professor, ex-SVP of Large Behavior Models at TRI), with a founding group drawn largely from TRI's robotics team plus deployment and operations veterans. Full-stack: builds its own hardware, software, and AI models Backers: Toyota, NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures, Deviation Capital Cambridge, MA based

The Humanoid Hub

40,594 просмотров • 2 месяцев назад

TESLA HALTED MODEL S AND MODEL X PRODUCTION TO BUILD AN ARMY OF OPTIMUS ROBOTS The Fremont assembly line was torn down in 46 days. In its place, Tesla is building a line for humanoid production, aiming for a million units a year A humanoid robot is a body shaped like a human. Physical AI is the intelligence that controls that body Walking and making coffee is often just imitation learning from a scripted routine. But once the environment shifts, the learned trick stops working Language models had the entire internet to train on. Robotics has nothing close to that scale of data, which is why one giant brain hasn't worked for anyone yet The industry is moving toward modularity instead - separate models for vision, movement, and planning, each improved on its own The real question is no longer whether a robot can move impressively. It's whether it can pull its sensors into one picture of the world and adapt to whatever wasn't scripted for it
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TESLA HALTED MODEL S AND MODEL X PRODUCTION TO BUILD AN ARMY OF OPTIMUS ROBOTS The Fremont assembly line was torn down in 46 days. In its place, Tesla is building a line for humanoid production, aiming for a million units a year A humanoid robot is a body shaped like a human. Physical AI is the intelligence that controls that body Walking and making coffee is often just imitation learning from a scripted routine. But once the environment shifts, the learned trick stops working Language models had the entire internet to train on. Robotics has nothing close to that scale of data, which is why one giant brain hasn't worked for anyone yet The industry is moving toward modularity instead - separate models for vision, movement, and planning, each improved on its own The real question is no longer whether a robot can move impressively. It's whether it can pull its sensors into one picture of the world and adapt to whatever wasn't scripted for it

iamigorekk

22,205 просмотров • 1 месяц назад

This guy built a mini AI farm out of 4 Nvidia boxes It does not look like a data center. It looks like a stack of small machines sitting next to a laptop. But each box is a DGX Spark with Grace Blackwell inside, 128GB unified memory, and enough room to run models normal gaming GPUs cannot even open. Using the launch price from the article, 4 of them is almost $12,000 of local AI compute on one desk. That sounds expensive until you compare it to cloud GPUs. A serious AI builder can burn $1,500 to $3,000 a month renting A100s and H100s for client work, fine-tunes, agents and 70B models. He basically moved that bill from the cloud into hardware he owns. 4 Nvidia boxes. 512GB unified memory. No hourly meter running in the background. No rented GPUs eating the margin every time an agent runs too long. The funny part is most people still think local AI means a slow laptop running a toy model. Meanwhile guys like this are stacking compute at home. Save this, local AI is turning into the new mining farm.
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This guy built a mini AI farm out of 4 Nvidia boxes It does not look like a data center. It looks like a stack of small machines sitting next to a laptop. But each box is a DGX Spark with Grace Blackwell inside, 128GB unified memory, and enough room to run models normal gaming GPUs cannot even open. Using the launch price from the article, 4 of them is almost $12,000 of local AI compute on one desk. That sounds expensive until you compare it to cloud GPUs. A serious AI builder can burn $1,500 to $3,000 a month renting A100s and H100s for client work, fine-tunes, agents and 70B models. He basically moved that bill from the cloud into hardware he owns. 4 Nvidia boxes. 512GB unified memory. No hourly meter running in the background. No rented GPUs eating the margin every time an agent runs too long. The funny part is most people still think local AI means a slow laptop running a toy model. Meanwhile guys like this are stacking compute at home. Save this, local AI is turning into the new mining farm.

Gipp 🦅

591,405 просмотров • 4 месяцев назад

ENGINEAI just opened registration for URKL, a global humanoid fighting league with an insane ¥10,000,000 (approx. $1.39 million) top prize. 🤖🥊 This is a massive engineering challenge focused on motion control and balance using the "T800" humanoid as the standard bot. The rules are strictly "non-violent," meaning no destructive mods are allowed. You win through better code and smarter protective gear. Here is the breakdown for teams looking to jump in: ➤ Massive Payouts: The winner takes ¥10,000,000 (approx. $1.39 million), second gets ¥2,000,000 (approx. $278,000), and third takes ¥1,000,000 (approx. $139,000). ➤ Hardware Perks: Every team that makes it into the Top 16 officially owns their T800 robot. ➤ Career Fast-Track: Top 8 finalists get a "Green Channel" straight to the final interview for job offers at ENGINEAI. ➤ Registration: Open from March 1 to April 30. Teams need at least 3 members with skills in control, electronics, or mechanical design. ➤ Global Finals: After the qualifiers, the world championship is set for December 2026 through January 2027. Once you are in, the committee hands over the simulation platform and T800 models to start training your boxing algorithms. Full Info: #Robot #Humanoid #Robotics #AI #EmbodiedAI #PhysicalAI #URKL #ENGINEAI #RobotFighting
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ENGINEAI just opened registration for URKL, a global humanoid fighting league with an insane ¥10,000,000 (approx. $1.39 million) top prize. 🤖🥊 This is a massive engineering challenge focused on motion control and balance using the "T800" humanoid as the standard bot. The rules are strictly "non-violent," meaning no destructive mods are allowed. You win through better code and smarter protective gear. Here is the breakdown for teams looking to jump in: ➤ Massive Payouts: The winner takes ¥10,000,000 (approx. $1.39 million), second gets ¥2,000,000 (approx. $278,000), and third takes ¥1,000,000 (approx. $139,000). ➤ Hardware Perks: Every team that makes it into the Top 16 officially owns their T800 robot. ➤ Career Fast-Track: Top 8 finalists get a "Green Channel" straight to the final interview for job offers at ENGINEAI. ➤ Registration: Open from March 1 to April 30. Teams need at least 3 members with skills in control, electronics, or mechanical design. ➤ Global Finals: After the qualifiers, the world championship is set for December 2026 through January 2027. Once you are in, the committee hands over the simulation platform and T800 models to start training your boxing algorithms. Full Info: #Robot #Humanoid #Robotics #AI #EmbodiedAI #PhysicalAI #URKL #ENGINEAI #RobotFighting

RoboHub🤖

30,637 просмотров • 6 месяцев назад

A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷
0:13

A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷

Axis Robotics

28,096 просмотров • 8 месяцев назад

🦿Xpeng showed a humanoid robot called IRON whose movement looked so human that the team literally cut it open on stage to prove it is a machine. IRON uses a bionic body with a flexible spine, synthetic muscles, and soft skin so joints and torso can twist smoothly like a person. The system has 82 degrees of freedom in total with 22 in each hand for fine finger control. Compute runs on 3 custom AI chips rated at 2,250 TOPS (Tera Operations Per Second), which is far above typical laptop neural accelerators, so it can handle vision and motion planning on the robot. The AI stack focuses on turning camera input directly into body movement without routing through text, which reduces lag and makes the gait look natural. Xpeng staged the cut-open demo at AI Day in Guangzhou this week, addressing rumors that a performer was inside by exposing internal actuators, wiring, and cooling. Company materials also mention a large physical-world model and a multi-brain control setup for dialogue, perception, and locomotion, hinting at a path from stage demos to service work. Production is targeted for 2026, so near-term tasks will be limited, but the hardware shows a serious step toward human-scale manipulation.
0:17

🦿Xpeng showed a humanoid robot called IRON whose movement looked so human that the team literally cut it open on stage to prove it is a machine. IRON uses a bionic body with a flexible spine, synthetic muscles, and soft skin so joints and torso can twist smoothly like a person. The system has 82 degrees of freedom in total with 22 in each hand for fine finger control. Compute runs on 3 custom AI chips rated at 2,250 TOPS (Tera Operations Per Second), which is far above typical laptop neural accelerators, so it can handle vision and motion planning on the robot. The AI stack focuses on turning camera input directly into body movement without routing through text, which reduces lag and makes the gait look natural. Xpeng staged the cut-open demo at AI Day in Guangzhou this week, addressing rumors that a performer was inside by exposing internal actuators, wiring, and cooling. Company materials also mention a large physical-world model and a multi-brain control setup for dialogue, perception, and locomotion, hinting at a path from stage demos to service work. Production is targeted for 2026, so near-term tasks will be limited, but the hardware shows a serious step toward human-scale manipulation.

Rohan Paul

3,802,543 просмотров • 10 месяцев назад

I spent a month in Shenzhen visiting factories and robotics companies, and the contrast with the U.S. was striking. While Figure and Boston Dynamics hide their humanoids behind closed doors, Chinese companies have massive showrooms open to the public. But what really stood out wasn't just the transparency, it was how good they are at selling. Take UBTech: they've already sold 1,200 humanoid units at $200k each to factories. And here's the kicker, these robots aren't even that useful yet. They can only pick up and drop boxes at 1/10th the speed of a human, and factories still need to hire system integrators to train them for specific tasks. My theory is that these factories are terrified of getting left behind in the robotics/AI wave. They're investing in new tech not because it's ready, but because they can't afford to wait. The second surprise was the breadth of their robotics portfolio. These companies aren't just building humanoids, they're deploying service robots everywhere: restaurants, hotels, apartments. Consumer robots are cleaning houses, pools, pet waste, dishes. They're covering the entire spectrum. But the education piece shocked me most. I picked up what I thought was a high school or college robotics textbook, it was for primary school. The government mandated AI and robotics education starting in elementary school. Almost every single school in China now has AI and robotics curriculum, complete with education robots so kids can learn by building. They're creating a generation that grows up fluent in robotics and AI. China owns the supply chain and the hardware stack. But here's what I think people are missing: the race isn't just about who can build robots faster or cheaper. The U.S. advantage has always been in the layer between hardware and human, the interaction design, the software intelligence, the intuitive interfaces that make complex technology feel natural. China is building the physical infrastructure, but they're also learning fast. Every deployed service robot, every classroom full of kids building with education kits, every factory running humanoids, that's all data collection at scale. The window for the U.S. to establish its wedge is narrowing. It's not enough to be better at AI or software anymore. We need to be building the integration layer, the intelligence that makes physical AI actually useful, not just impressive in a showroom. Because right now, China isn't just manufacturing robots. They're manufacturing a robotics-native culture, and that might be the most defensible moat of all.
0:10

I spent a month in Shenzhen visiting factories and robotics companies, and the contrast with the U.S. was striking. While Figure and Boston Dynamics hide their humanoids behind closed doors, Chinese companies have massive showrooms open to the public. But what really stood out wasn't just the transparency, it was how good they are at selling. Take UBTech: they've already sold 1,200 humanoid units at $200k each to factories. And here's the kicker, these robots aren't even that useful yet. They can only pick up and drop boxes at 1/10th the speed of a human, and factories still need to hire system integrators to train them for specific tasks. My theory is that these factories are terrified of getting left behind in the robotics/AI wave. They're investing in new tech not because it's ready, but because they can't afford to wait. The second surprise was the breadth of their robotics portfolio. These companies aren't just building humanoids, they're deploying service robots everywhere: restaurants, hotels, apartments. Consumer robots are cleaning houses, pools, pet waste, dishes. They're covering the entire spectrum. But the education piece shocked me most. I picked up what I thought was a high school or college robotics textbook, it was for primary school. The government mandated AI and robotics education starting in elementary school. Almost every single school in China now has AI and robotics curriculum, complete with education robots so kids can learn by building. They're creating a generation that grows up fluent in robotics and AI. China owns the supply chain and the hardware stack. But here's what I think people are missing: the race isn't just about who can build robots faster or cheaper. The U.S. advantage has always been in the layer between hardware and human, the interaction design, the software intelligence, the intuitive interfaces that make complex technology feel natural. China is building the physical infrastructure, but they're also learning fast. Every deployed service robot, every classroom full of kids building with education kits, every factory running humanoids, that's all data collection at scale. The window for the U.S. to establish its wedge is narrowing. It's not enough to be better at AI or software anymore. We need to be building the integration layer, the intelligence that makes physical AI actually useful, not just impressive in a showroom. Because right now, China isn't just manufacturing robots. They're manufacturing a robotics-native culture, and that might be the most defensible moat of all.

Miyu Horiuchi

90,718 просмотров • 7 месяцев назад

Here's proof that the $Virtuals token is undervalued! We are three months into 2026 and Virtuals Protocol have; ➥ Overhauled the core Virtuals website including an outline of the four major pillars of focus for the year. Agent Commerce Protocol (ACP), Butler, Capital Markets, and Robotics. ➥ Added the Pegasus and Titan launchpads to add to the existing Unicorn launchpad. This now provides a full suite of launch options catering to all types. Arguably the most comprehensive launch suite across crypto! ➥ Listed on Aster 🥷 Perpetuals allowing up to 75x leverage trading on the $Virtual token. ➥ Integrated bankrbot to Butler and ACP. ➥ Partnered with XMAQUINA, a major player across Robotics Capital Markets and provided participants with access to the $DEUS pre-sale. One of many robotics partnerships for the year to date! ➥ Launched Virtuals on Base App ➥ Held, supported, and/or sponsored multiple hackathon/ builder meeting type events including; ↠ Physical AI Hackathon in SF ↠ Agentic Commerce Hackathon with the likes of Coinbase Developer Platform🛡️ and Google Cloud ↠ Traders House Consensus Hong Kong week with ACTIV8 ↠ ETH Denver ↠ Base Batches 003: Robotics ↠ Stanford Blockchain Accelerator (Standford Blockchain Accelerator (SBA)) ↠ Base Korea Builders Workshop (Base Korea) ↠ Eth Robotics Club HACK2026 (ETH Robotics Club) ↠ Synthesis Hackathon (synthesis) ➥ Partnered with OpenMind and Fabric Foundation and supported the $ROBO token launch. This matured into the first ever Titan launch on Virtuals with the $ROBO token being the highest launched on the protocol ($400m+). ➥ Launched Butler Pro, an enhanced version of the initial Butler we have come to know and love on the timeline, in the DMs, as well as on the Virtuals ACP site. ➥ Become the standout user of x402, accounting for over 95%+ of usage this year. ➥ Integrated on , the automated onchain finance investment platform. ➥ Supported and contributed to the implementation of the Ethereum Foundation ERC8004 standard. Integrating the standard into ACP and offering an automated integration to the standard for all ACP agents. ➥ Established an easy onboarding for OpenClaw🦞 agents to plug into Virtuals ACP, creating a new flow of agents and builders across the ecosystem. ➥ Launched the 60-days launch mechanic which allows builders to 'experiment' with a crypto token but having an option to exit after 60 days with partial refunds provided to holders. A game-changing launch mechanic not seen before in the space. ➥ Strengthened the relationship with Base and having multiple interactions with jesse.base.eth on the timeline! ➥ Launched the AGDP(dot)io site, creating an incentivised mechanism for agents contributing to the growth of the protocol to really earn. Imagine Amazon for autonomous agents with rewards up to $1m per month! This pushed the total agent-to-agent revenue over $4m USD with over 2m jobs completed. ➥ Collaborated with t54.ai, a business building trust and risk infrastructure for the agentic economy, to strengthen the ACP offering. ➥ Invested over $1m on 30+ humanoid robots as part of the soon to be announced 'Eastworld' Robotics accelerator lab. ➥ Released ERC8183, a universal commerce layer for AI agents, in partnership with the Ethereum Foundations dAI team. A significant offering which has since been integrated via partnerships with; ↠ BNB (BNB Chain) ↠ X Layer (X Layer) ↠ Monad (Monad) ↠ XRP Ledger (RippleX) ↠ World Chain (World Chain) ↠ Celo (Celo) ↠ Moonpay (MoonPay 🟣) ↠ Arbitrum (Arbitrum) ↠ Abstract (Abstract) ↠ Mante (Mantle) ➥ Launched the Virtuals Degen Arena providing up to $100k a week to top agents who compete in trading competitions in the arena. ➥ Launched the Virtuals Console, providing an ultra easy, no-code, way to own an AI agent in seconds. ↛. If you've managed to get to this point, I can't imagine you are anything other than bullish on Virtuals. What really is amazing is that there is MUCH more to come. Imagine where we are in another three months, and three months after that!?
0:10

Here's proof that the $Virtuals token is undervalued! We are three months into 2026 and Virtuals Protocol have; ➥ Overhauled the core Virtuals website including an outline of the four major pillars of focus for the year. Agent Commerce Protocol (ACP), Butler, Capital Markets, and Robotics. ➥ Added the Pegasus and Titan launchpads to add to the existing Unicorn launchpad. This now provides a full suite of launch options catering to all types. Arguably the most comprehensive launch suite across crypto! ➥ Listed on Aster 🥷 Perpetuals allowing up to 75x leverage trading on the $Virtual token. ➥ Integrated bankrbot to Butler and ACP. ➥ Partnered with XMAQUINA, a major player across Robotics Capital Markets and provided participants with access to the $DEUS pre-sale. One of many robotics partnerships for the year to date! ➥ Launched Virtuals on Base App ➥ Held, supported, and/or sponsored multiple hackathon/ builder meeting type events including; ↠ Physical AI Hackathon in SF ↠ Agentic Commerce Hackathon with the likes of Coinbase Developer Platform🛡️ and Google Cloud ↠ Traders House Consensus Hong Kong week with ACTIV8 ↠ ETH Denver ↠ Base Batches 003: Robotics ↠ Stanford Blockchain Accelerator (Standford Blockchain Accelerator (SBA)) ↠ Base Korea Builders Workshop (Base Korea) ↠ Eth Robotics Club HACK2026 (ETH Robotics Club) ↠ Synthesis Hackathon (synthesis) ➥ Partnered with OpenMind and Fabric Foundation and supported the $ROBO token launch. This matured into the first ever Titan launch on Virtuals with the $ROBO token being the highest launched on the protocol ($400m+). ➥ Launched Butler Pro, an enhanced version of the initial Butler we have come to know and love on the timeline, in the DMs, as well as on the Virtuals ACP site. ➥ Become the standout user of x402, accounting for over 95%+ of usage this year. ➥ Integrated on , the automated onchain finance investment platform. ➥ Supported and contributed to the implementation of the Ethereum Foundation ERC8004 standard. Integrating the standard into ACP and offering an automated integration to the standard for all ACP agents. ➥ Established an easy onboarding for OpenClaw🦞 agents to plug into Virtuals ACP, creating a new flow of agents and builders across the ecosystem. ➥ Launched the 60-days launch mechanic which allows builders to 'experiment' with a crypto token but having an option to exit after 60 days with partial refunds provided to holders. A game-changing launch mechanic not seen before in the space. ➥ Strengthened the relationship with Base and having multiple interactions with jesse.base.eth on the timeline! ➥ Launched the AGDP(dot)io site, creating an incentivised mechanism for agents contributing to the growth of the protocol to really earn. Imagine Amazon for autonomous agents with rewards up to $1m per month! This pushed the total agent-to-agent revenue over $4m USD with over 2m jobs completed. ➥ Collaborated with t54.ai, a business building trust and risk infrastructure for the agentic economy, to strengthen the ACP offering. ➥ Invested over $1m on 30+ humanoid robots as part of the soon to be announced 'Eastworld' Robotics accelerator lab. ➥ Released ERC8183, a universal commerce layer for AI agents, in partnership with the Ethereum Foundations dAI team. A significant offering which has since been integrated via partnerships with; ↠ BNB (BNB Chain) ↠ X Layer (X Layer) ↠ Monad (Monad) ↠ XRP Ledger (RippleX) ↠ World Chain (World Chain) ↠ Celo (Celo) ↠ Moonpay (MoonPay 🟣) ↠ Arbitrum (Arbitrum) ↠ Abstract (Abstract) ↠ Mante (Mantle) ➥ Launched the Virtuals Degen Arena providing up to $100k a week to top agents who compete in trading competitions in the arena. ➥ Launched the Virtuals Console, providing an ultra easy, no-code, way to own an AI agent in seconds. ↛. If you've managed to get to this point, I can't imagine you are anything other than bullish on Virtuals. What really is amazing is that there is MUCH more to come. Imagine where we are in another three months, and three months after that!?

bigwil

1,658,580 просмотров • 6 месяцев назад

honestly no surprise why Silicon Valley is so obsessed with Matic robots right now > basically a Roomba on steroids > vacuums first, then mops > uses five cameras to build a live 3D map of your home > recognizes rugs, wires, furniture, pets, and people, then changes how it cleans > point at a mess and say “hey Matic, clean this” and it does > an NVIDIA Jetson inside the robot handles all the vision, mapping, and navigation > raw footage is discarded in real time and your 3D map never leaves the device btw that last privacy part is extremely underrated IMO my biggest fear with robotics is putting moving cameras and microphones inside our most private spaces without knowing where the data goes. > this week, camera components on Royal Navy drones were caught phoning home to China > Chinese Unitree robot dogs were found with a backdoor that let anyone with the key remotely control them and watch through their cameras > Roombas sent images from inside homes to overseas labelers, including a woman on the toilet and a child your home is your most sacred private space. if you're gonna buy a robot that can physically record, map, and move through it, make sure it's secure!
0:11

honestly no surprise why Silicon Valley is so obsessed with Matic robots right now > basically a Roomba on steroids > vacuums first, then mops > uses five cameras to build a live 3D map of your home > recognizes rugs, wires, furniture, pets, and people, then changes how it cleans > point at a mess and say “hey Matic, clean this” and it does > an NVIDIA Jetson inside the robot handles all the vision, mapping, and navigation > raw footage is discarded in real time and your 3D map never leaves the device btw that last privacy part is extremely underrated IMO my biggest fear with robotics is putting moving cameras and microphones inside our most private spaces without knowing where the data goes. > this week, camera components on Royal Navy drones were caught phoning home to China > Chinese Unitree robot dogs were found with a backdoor that let anyone with the key remotely control them and watch through their cameras > Roombas sent images from inside homes to overseas labelers, including a woman on the toilet and a child your home is your most sacred private space. if you're gonna buy a robot that can physically record, map, and move through it, make sure it's secure!

Ole Lehmann

45,092 просмотров • 1 месяц назад

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!
0:19

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

Kyle Reidhead | Milk Road

28,320 просмотров • 1 месяц назад

Goldman pays $27,000 per seat for a Bloomberg Terminal. I found 10 open source tools on GitHub that replicate almost all of it for free. Retail investors have never had this much firepower. Bookmark & Repost this one: 1. OpenBB Stocks, options, crypto, forex, and macro data in one research platform. Build your own dashboards, reports, and AI analysts on top of it. The OG of open source finance. 50K+ stars. 2. FinceptTerminal A full financial terminal: global market data, advanced charts, economic indicators, portfolio analysis, and AI research tools. Windows, Mac, and Linux. 3. Neuberg 516 drag-and-drop panels covering equities, bonds, commodities, currencies, credit, and macro. Even connects to Alpaca, Hyperliquid, and Polymarket so you can trade from the terminal itself. 4. Qlib (by Microsoft) An open source AI platform for quant investing. Train ML models, discover signals, backtest strategies, and build portfolios with the same workflow a quant desk uses. 5. FinRobot An AI equity research team on your laptop. Its agents read financial statements, build DCF valuations, debate bull vs bear cases, and generate full investment reports. 6. EdgarTools Turns the SEC database into something humans can actually use. Pull 10-Ks, 10-Qs, insider trades, executive pay, and hedge fund holdings going back to 1994. 7. LEAN (by QuantConnect) An institutional-grade engine for trading algorithms. Write strategies in Python or C#, backtest on decades of data, then connect to real brokers and go live. 8. FinanceToolkit 200+ financial ratios, valuation models, risk metrics, and economic indicators. Works on stocks, ETFs, options, currencies, commodities, and crypto from Python. 9. Ghostfolio A private wealth dashboard for stocks, ETFs, and crypto across all your accounts. Performance, allocation, diversification. Your data never leaves your machine. 10. OpenTerminalUI A self-hosted trading terminal: pro charts, screeners, options chains with live Greeks, portfolio optimization, backtesting, and an AI research agent. Runs entirely on your own hardware. Bloomberg spent 40 years building a $27,000/year moat. Open source is draining it one repo at a time. The software is free. Some live data feeds need your own API keys, but the barrier is now effort, not money. If you want the exact workflows we use to stack these tools with AI, join the AIBullss Discord:
0:13

Goldman pays $27,000 per seat for a Bloomberg Terminal. I found 10 open source tools on GitHub that replicate almost all of it for free. Retail investors have never had this much firepower. Bookmark & Repost this one: 1. OpenBB Stocks, options, crypto, forex, and macro data in one research platform. Build your own dashboards, reports, and AI analysts on top of it. The OG of open source finance. 50K+ stars. 2. FinceptTerminal A full financial terminal: global market data, advanced charts, economic indicators, portfolio analysis, and AI research tools. Windows, Mac, and Linux. 3. Neuberg 516 drag-and-drop panels covering equities, bonds, commodities, currencies, credit, and macro. Even connects to Alpaca, Hyperliquid, and Polymarket so you can trade from the terminal itself. 4. Qlib (by Microsoft) An open source AI platform for quant investing. Train ML models, discover signals, backtest strategies, and build portfolios with the same workflow a quant desk uses. 5. FinRobot An AI equity research team on your laptop. Its agents read financial statements, build DCF valuations, debate bull vs bear cases, and generate full investment reports. 6. EdgarTools Turns the SEC database into something humans can actually use. Pull 10-Ks, 10-Qs, insider trades, executive pay, and hedge fund holdings going back to 1994. 7. LEAN (by QuantConnect) An institutional-grade engine for trading algorithms. Write strategies in Python or C#, backtest on decades of data, then connect to real brokers and go live. 8. FinanceToolkit 200+ financial ratios, valuation models, risk metrics, and economic indicators. Works on stocks, ETFs, options, currencies, commodities, and crypto from Python. 9. Ghostfolio A private wealth dashboard for stocks, ETFs, and crypto across all your accounts. Performance, allocation, diversification. Your data never leaves your machine. 10. OpenTerminalUI A self-hosted trading terminal: pro charts, screeners, options chains with live Greeks, portfolio optimization, backtesting, and an AI research agent. Runs entirely on your own hardware. Bloomberg spent 40 years building a $27,000/year moat. Open source is draining it one repo at a time. The software is free. Some live data feeds need your own API keys, but the barrier is now effort, not money. If you want the exact workflows we use to stack these tools with AI, join the AIBullss Discord:

AI Bulls

20,605 просмотров • 1 месяц назад

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,578 просмотров • 2 месяцев назад