
Bedrock Robotics raises $600M to put autonomous excavators on job sites
The Series C values the two-year-old company at $4.1 billion and follows the first paid work by its fully autonomous excavators in August.
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NVIDIA makes the chips that train virtually every frontier AI model. Our NVIDIA coverage tracks earnings, hardware launches (Blackwell, Rubin), software strategy (CUDA, NIM), and the company's deals with frontier labs and hyperscalers.

The Series C values the two-year-old company at $4.1 billion and follows the first paid work by its fully autonomous excavators in August.

Nvidia, AMD and Broadcom signaled interest in up to $5B of the shares, and a separate $60B Class C share sale is planned for 2027.

Musk says the callable debt funds GPU deliveries due in the first half of 2027, as he predicts a shakeout among poorly capitalized neoclouds.

Kazakhstan signed onto Pax Silica and China's World AI Cooperation Organization within weeks, as Washington warns partners they can't back both.

CoreWeave, Nebius and IREN have each lost at least 30% in October as Nvidia's off-balance-sheet guarantees to AI cloud builders come under scrutiny.

The open-source waddling robots from Hugging Face's Pollen Robotics unit are set to ship in time for Christmas.

The Shanghai-listed AI chipmaker's quarterly revenue rose 104.5% to 3.5 billion yuan as Chinese labs move workloads off Nvidia hardware.

Block says Dessa runs faster than real time on a MacBook Pro, was trained on a single Nvidia GB200 NVL72, and is opening first to AI safety researchers.

Nvidia and TCV extend Higgsfield's $400 million August Series B as the startup says registered users have passed 40 million.

Minerva maps GPUs, networking and running jobs into a live knowledge graph to trace slowdowns to one faulty part; IBM, Lambda and Tesla plan to deploy it.

The Philadelphia Semiconductor Index fell 6.3% as Meta, Lam Research and CoreWeave earnings and debt worries renewed questions about AI spending.

Nvidia, Snowflake, Databricks, Apollo and Bain are among the launch partners helping enterprises deploy Grok and plug it into their existing tools.

The two-phase plan covers about 27,000 GPUs, moving from Blackwell B300 systems this quarter to Vera Rubin in 2027, with 50MW set aside for a US client.

The partnership pairs Mistral Large 4 with Nvidia CUDA-X, Warp and Omniverse, and adds open benchmarks for AI agents doing CAE and chip-design work.

IBIDEN and KYEC get capacity reservation advances, including $1.1B for new US testing sites, as Nvidia targets 2.5x more substrate capacity.

The Jetson Thor-powered research humanoid, built with Agile Robots, is due in early 2027 alongside new open robotics runtimes and datasets.

Index Ventures and Lux Capital led the round for the year-old lab, which is rewriting low-level Nvidia GPU software to squeeze more out of each chip.

Arc runs inside Nvidia's OpenShell runtime, ships at no extra cost in three EmployeeWorks tiers, and supports Mac now with Windows to follow.

Seventeen partners including Dell, HPE and Schneider Electric plan to ship the containerized AI factories worldwide in early 2027.

The Paris company says annual recurring revenue has passed $100 million, and the EU-backed Scaleup Europe Fund led the round with Nvidia joining.

The prequel joins GeForce NOW alongside nine other titles, with Fire TV membership purchases coming via Amazon in the weeks ahead.

Agility Robotics' Digit 5 and Boston Dynamics are early adopters; Nvidia says safety is the next bottleneck for humanoids and mobile robots.

The new SKU runs 100B-parameter models on device; two units cluster to 128GB and 200B via Nvidia Sync Cluster Assistant.

The chipmaker is pushing an open-source Agent Safety Platform as frontier labs disclose agents hacking Hugging Face and probing government sites.

A policy reversal would reopen one of Nvidia's largest export markets after months of Beijing steering domestic buyers toward local silicon.
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