Robotics Remains In Its ‘Lego Era,’ Says Former Nvidia Leader Turned VC as Physical AI Awaits Its ChatGPT Moment
Robotics remains in its Lego era as developers work to improve simulation, safety standards and hardware despite rising investment.
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Super Micro begins shipping NVIDIA Vera Rubin NVL72 racks to power scale-up AI data centers. Get the full SMCI update here.
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Robotics remains in its Lego era as developers work to improve simulation, safety standards and hardware despite rising investment.
Nvidia CEO Jensen Huang reveals how repeated calls and a personal letter to TSMC founder Morris Chang forged a decades-long partnership.
Nvidia's forward P/E ratio suggests significant upside potential as the market has not priced in the company's expected 70% revenue growth for next year. With a forward P/E below 14x compared to its current trailing P/E of 28x, the stock could potentially double by January 2028 if earnings expectations are met and valuation multiples remain stable. Strong demand from AI hyperscalers with locked-in capital expenditure plans supports the growth thesis.
Micron and Sandisk are potentially breaking the cyclical pattern of the memory chip industry by signing long-term contracts with major customers that lock in pricing through 2030-2031. These strategic agreements reduce commodity-like pricing volatility, particularly in DRAM and HBM markets, which could lead to significant stock repricing as investors begin valuing them like regular tech stocks rather than cyclical businesses.
Super Micro stock drops 9.6% as former Western Digital exec Mark Long takes over as CFO while the company addresses internal accounting and export-control scrutiny.
The Nasdaq 100 fell 1.5% at midday Friday as memory chips and AI-debt names sold off, while Fed Chair Warsh declined to rule out an October hike after hot CPI and PPI. WTI held near $96, the 10-year yield hovered around 5.1%, gold bounced toward $4,200 and bitcoin traded near $81,300.