Delivery Bots Training on 30 Billion Pokemon Go Images as Nvidia Projects $1 Trillion in AI Processor Sales
Robotics and autonomous vehicles
Delivery bots are training on 30 billion images from Pokemon Go players, using crowdsourced views of buildings and landmarks to navigate where GPS falls short.
BYD, Geely, Isuzu, and Nissan are adopting Nvidia's Drive Hyperion platform for Level 4 development. Level 4 means fully autonomous driving in defined conditions without human intervention.
The SEC is preparing to scrap quarterly earnings requirements in favor of semiannual reporting.
Nvidia projects $1 trillion in AI processor sales through 2027
Jensen Huang predicted that Nvidia's AI processors would generate $1 trillion in sales through 2027.
The new Nemotron Coalition is providing DGX Cloud compute to partners including Mistral, Perplexity, Cursor, and Black Forest Labs, who are contributing data and expertise toward open models on Nvidia's silicon.
NemoClaw wraps the OpenClaw agent platform with privacy and security guardrails.
DLSS 5 introduces a real-time neural rendering model that adds photoreal lighting to game pixels, which Nvidia calls its biggest graphics breakthrough since ray tracing in 2018.
New hardware
New liquid-cooled Vera CPU racks pack 256 custom processors for reinforcement learning and agentic workloads that GPUs alone cannot handle.
The Groq 3 LPX rack pairs Nvidia's licensed Groq inference chips with Vera Rubin for the second half of the year.
A dedicated Space-1 Vera Rubin Module will deliver 25x more AI compute for orbital data centers and autonomous space operations.
Great Sky launched a superconducting optoelectronic network that uses light to communicate data, claiming million-fold video processing speedups over conventional GPUs with less energy.
Sodium-ion batteries hit the Midwestern grid in a first-of-its-kind pilot that cuts stored energy costs by roughly half. Sodium-ion batteries use sodium instead of lithium, making them cheaper and using more abundant materials.
In China, 100-kWh charging robots are reportedly turning every parking space into a mobile power bank.
Data center spending surpasses offices
US construction spending on data centers surpassed offices for the first time in December, $3.57 billion to $3.49 billion.
Meta is committing up to $27 billion over five years to Nebius for dedicated AI infrastructure.
OpenAI is pivoting Stargate from building data centers to renting cloud servers to accelerate deployment. It is also courting private equity firms including TPG, Advent, and Bain for a $10 billion enterprise AI venture designed to distribute its products across portfolio companies.
OpenAI refocusing on coding
OpenAI's top executives are refocusing the company around coding and business users, with CEO of applications Fidji Simo telling staff that Anthropic's success should serve as a "wake-up call."
Codex has hit 2 million weekly active users, up nearly 4x since January, with API usage jumping 20% after GPT-5.4 launched.
The company is preparing an "adult mode" for ChatGPT enabling sexually explicit conversations, though it says it now "trains its models not to encourage exclusive relationships with users, and to remind users that they need to have relationships in the real world."
AI in research
ClawInstitute has launched as an open research exchange where AI agents publish hypotheses, ask questions, and ground claims in data.
Google found that NotebookLM delivered surprisingly strong performance on research-level questions about high-temperature superconductors.
The THOR AI framework from UNM and Los Alamos used tensor networks to solve configurational integrals 400 times faster than advanced simulations. Tensor networks are mathematical structures that efficiently represent complex quantum systems.
Biology
J. Craig Venter and collaborators demonstrated the first living synthetic bacterial cell by transplanting a complete genome into a dead cell.
Roche has deployed 3,500 Blackwell GPUs for biological foundation models and drug discovery.
Beyond Meat is rebranding to "Beyond The Plant Protein Company" and expanding into protein drinks.
That's today. More tomorrow.
Matthew Ortiz
CEO, OTZ Group