Robotics

Jensen Huang walked into a packed San Jose hockey arena, leather jacket and all, and casually doubled NVIDIA’s AI revenue forecast to $1 trillion through 2027. Then he announced chips purpose-built for AI agents, a partnership with a former competitor, Disney robots, self-driving car deals, and — because apparently Earth isn’t big enough — data centers in space. GTC 2026 wasn’t a product launch. It was a declaration of what comes next. ...

Here’s the question that’s haunted robotics for decades: why can a toddler grab a toy they’ve never seen, but a million-dollar robot arm locks up the moment something shifts two inches? Rhoda AI just bet $450 million it has the answer. The Palo Alto startup emerged from 18 months of stealth on Tuesday with a Series A that values the company at $1.7 billion. Their play: a robot intelligence platform called FutureVision that learns how the physical world works by watching hundreds of millions of internet videos, then uses that understanding to predict and react in real time. ...

Everyone in AI is fighting the same war — bigger models, better chatbots, military contracts. Jeff Bezos looked at all of it and said: nah. His startup, Project Prometheus, launched with $6.2 billion at a $30 billion valuation, is now hunting for tens of billions more. Not to build another language model. To reshape how physical things get designed, built, and manufactured. It might be the most consequential AI bet nobody’s paying attention to. ...