Robotics · Markets
Ex-Nvidia marketer says physical AI is still in its 'LEGO era'
Amulya Vishwanath says physical AI is in a 'LEGO era,' with foundational parts still being built and talent a key moat.
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Amulya Vishwanath says physical AI is in a 'LEGO era,' with foundational parts still being built and talent a key moat.
Nvidia plans to back four German startups in robotics, healthcare, AI audio and satellites, part of its European push.
Eka Robotics, founded by an MIT professor and a former DeepMind researcher, has raised a $150 million Series A led by a16z and F-Prime at a $1.45 billion post-money valuation, betting that a force-driven model can make robot hands reliable enough for general use.
Elice fell 32% in its South Korean trading debut, pressuring CoreWeave and other AI data-center stocks and reviving concerns over overcapacity and credit risk.
NPR examines whether an AI bubble burst could cause a recession that speeds AI-driven job losses.
Estonia-based Blackwall has raised $100 million in Series C funding at a $2.2 billion valuation, quadrupling its valuation as it expands tools for hosting providers to filter bot and AI-agent traffic.
US tech shares rebounded, lifting the Nasdaq more than 1%, while Asia's Kospi fell over 4%. Nvidia unveiled backing for four German AI startups, and Jio's IPO anchor book drew heavy demand.
Neolix completed a nearly $400 million Series E round, the largest single autonomous driving financing in China this year, and plans to expand its unmanned delivery network and end-to-end model training.
Seoul stocks fell sharply late Tuesday morning, with the KOSPI down 2.36%, as AI investment concerns hit major chip shares.
Dream Labs raised $90M and launched a public API for Dream-1, a robot model trained on video and language.
KOSPI fell 2.26% to 5,637.43 by 9:15 a.m. Tuesday as tech stocks slid amid AI investment concerns and profit-taking.
Anthropic and Nscale reportedly seek a second $45B compute deal, Bloomberg says, as both pursue IPOs.
Cramer: AI data-center stocks still risky despite rebound; charts, earnings, election and Anthropic IPO are hurdles.
doubleAI raised $200M in a Series A with Nvidia and Dell participating; CTech valued it above $1B.
Tenstorrent raised $1.5B at a $6.2B valuation to scale chips for open-weight AI and video generation.
Kalshi gives Anthropic 75% odds of a 2026 IPO announcement, the only major company above 50% as rivals delay.
Tenstorrent raised $1.5B at a $6.2B valuation to expand its open RISC-V AI compute platform and challenge Nvidia.
MemSilicon has raised more than RMB400 million in a Series A round and appointed former Graphcore president Lu Tao as CEO and co-founder, as the startup expands from RRAM storage into LPU inference chips.
Seoul's KOSPI closed up 1.76% as institutions bought shares, while the won hit a two-year high and investors weighed returns on heavy AI spending.
South Korea's FSS chief vows stronger cybersecurity after breaches exposed about 100,000 personal data cases.
CXMT shares fell 6.5% despite a forecast swing to profit for the first nine months of 2026.
Microsoft has ended a U.K. AI data center lease with Nscale, hurting the Nvidia-backed neocloud’s planned U.S. IPO.
Nscale's £2bn Essex data centre is delayed to the 2030s by grid constraints; Microsoft exits as anchor tenant.
A CNBC columnist argued that Friday’s sharp selloff in AI and semiconductor shares may reflect forced deleveraging rather than the end of the data-center buildout, citing CoreWeave’s bond yields and Nvidia’s financing role.