NVIDIA Bets on Open Robotics as Its Next Platform Play
During National Robotics Week, NVIDIA released Cosmos Reason 2 and Isaac GR00T N1.6, a new generation of open physical AI models for robots. The move is less about generosity than platform strategy: every developer building on these open models will need NVIDIA hardware to run them.
Read full story →The Infrastructure Bill Keeps Growing and Nobody Is Blinking
TSMC posted a 35% revenue jump to a new record. CoreWeave secured a multibillion-dollar deal with Anthropic, one day after landing a $21 billion Meta commitment. Anthropic's run rate hit $30 billion, up from $9 billion four months ago. The AI infrastructure build-out is no longer speculative: it is being financed by existing demand.
Read full story →The 6am Email and the Molotov Cocktail
When a man throws a bottle at Sam Altman's gate, he is a criminal. When Oracle fires 30,000 people by email while posting $6 billion in quarterly profit, it is a capital allocation decision. The law is clear on both. The moral framing is not. And the asymmetry between how we treat corporate harm and individual harm is corrosive in a way that should concern anyone who believes democracy depends on the consent of the governed.
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