Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural competition ...

Tesla (TSLA) has halted Model S and X production to focus on Optimus, its humanoid robot now in third generation with expanded training at its Texas factory and potential consumer sales targeted for ...

Nvidia NVDA-3.28%decrease; red down pointing triangle is investing $2 billion in both Lumentum LITE-8.52%decrease; red down pointing triangle and Coherent as part of agreements to help accelerate ...

The U.S. halted Nvidia’s chip sales to China early last year but recently reversed course. Nvidia has been preparing for a return to the Chinese market. All of this has led to spectacular earnings ...

Nvidia is investing a combined $4 billion in Coherent and Lumentum, two photonics companies. Each company will receive $2 billion each from the chip giant as part of the strategic investment. In this ...

Nvidia is preparing to release an open-source platform to control AI agents. The company has reached out to some of the biggest names in technology about potential partnerships ahead of its annual ...

Optical tech from Lumentum and Coherent could be key to connecting the GPUs inside AI data centers. Optical tech from Lumentum and Coherent could be key to connecting the GPUs inside AI data centers ...

We've seen enough: The market is giving investors a gift of an entry point in Nvidia . Accordingly, we're upgrading Nvidia back to our buy-equivalent 1 rating, in line with Jim Cramer's commentary ...

US officials are considering caps on the number of AI accelerators Nvidia Corp. can export to any one Chinese company, which would further constrain the chipmaker’s reentry into a crucial market. The ...

Nvidia (NVDA) unveiled the Vera Rubin platform pairing next-generation Rubin GPUs with an 88-core Vera CPU for agentic AI workloads, projecting $1 trillion in cumulative orders for Blackwell and Vera ...

NVIDIA made relatively quick work of stomping out a bug in its 595.59 WHQL driver following reports of fan issues. Just a few days after pulling that driver release, NVIDIA is pushing out its 595.71 ...