Latest news with #GR00T-Dreams
Business Insider
23-05-2025
- Business
- Business Insider
‘This New Technology Ups the Game,' Says Kevin Cassidy About Nvidia Stock
Nvidia (NASDAQ:NVDA) has been at the center of the tech world's attention for the past couple of years, so it's only fitting that it takes the spotlight at the world's biggest computing tech show. Confident Investing Starts Here: That would be Computex 2025, which is taking place in Taipei this week. Donning his trademark leather jacket, Nvidia CEO Jensen Huang opened the event with a keynote filled with new product announcements and advancements aimed at driving the Age of AI forward. Among the key unveilings was NVLink Fusion, a new technology that enables seamless integration of chips from multiple vendors. With this, customers can combine Nvidia's Blackwell GPUs with third-party CPUs, or pair Nvidia's Grace CPUs with custom AI chips from other makers, all connected through the NVLink system. Initial partners include Fujitsu and Qualcomm on the CPU side, while AI chip developers like AIchip Technologies, Astera Labs, Marvell, and MediaTek are also on board. Huang's presentation also ventured into robotics, revealing the Isaac GR00T N1.5 and GR00T-Dreams platforms, new tools aimed at accelerating humanoid robot development. GR00T-Dreams, powered by the Cosmos platform, enables robots to master tasks using synthetic motion data and customizable AI models. The initiative is already attracting major names such as Boston Dynamics and Agility Robotics. On the hardware front, Nvidia introduced high-performance servers built for AI factories, powered by the new RTX PRO 6000 Blackwell GPUs. These systems support up to eight GPUs and include next-gen networking via BlueField-3 DPUs and ConnectX-8 SuperNICs. A new Enterprise AI Factory reference design will help customers deploy these capabilities quickly, with firms like Cadence, Foxconn, and Lilly already planning to build AI factories around them. Moreover, Nvidia has plans to build an AI factory supercomputer with Foxconn and the Taiwan government. It will use 10,000 Blackwell GPUs to boost AI computing power and support R&D. Foxconn will use it to speed up automation in smart cities, EVs, and manufacturing. All in all, it was a showcase packed with developments, and analysts were paying close attention. One of them is Rosenblatt's Kevin Cassidy, a 5-star analyst ranked in the top 3% of Wall Street stock pro, who saw one announcement in particular as a standout moment. 'We view the announcement of the NVLink Fusion for custom silicon the most important,' said Cassidy. 'This new technology will allow semiconductor providers taking part in custom silicon road maps to combine with NVIDIA chips via the NVLink computing fabric. We view this technology as a strategic move by NVIDIA to take part in upcoming custom silicon road maps from customers, including hyperscalers.' Reflecting his conviction, Cassidy rates NVDA shares a Buy, while setting a $178 price target. If met, the figure could yield returns of ~32% over the one-year timeframe. (To watch Cassidy's track record, click here) He's in good company. 33 other analysts also rate NVDA a Buy, with just 5 Holds and 1 Sell, resulting in a Strong Buy consensus rating. The average price target of $164.51 implies a 12-month gain of ~24% from current levels. (See NVDA stock forecast) To find good ideas for AI stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
19-05-2025
- Business
- Yahoo
Trending tickers: The latest investor updates on Nvidia, Alibaba, Novavax, Ryanair and Diageo
Jensen Huang, CEO of Nvidia (NVDA), revealed details around a number of announcements on new technologies on Monday at the Computex tech expo in Taipei, Taiwan. This included showcasing Nvidia Isaac GR00T-Dreams, which the company described as a blueprint that helps generate large amounts of synthetic motion data that physical artificial intelligence (AI) developers can use to teach robots new behaviours. Read more: FTSE 100 LIVE: Stocks dip as the UK and EU reach deal ahead of summit In addition to its robotics capabilities, Nvidia unveiled its new NVLink Fusion offering, which allows customers to build custom servers using Nvidia's Grace CPU and a third-party AI chip paired with Nvidia's various server infrastructure offerings. Nvidia shares were down 2.5% in pre-market trading on Monday, though the stock has seen a stronger performance more recently and is up 29% over the past month. Last week, Huang said during an investment forum in Saudi Arabia — which was attended by US president Donald Trump and other Big Tech CEOs — that the chipmaker will ship its semiconductors to Saudi Arabian artificial intelligence company Humain for its massive data centre plans. Hong Kong-listed shares in Alibaba ( fell 3% on Monday, following a report over the weekend that the Trump administration had raised concerns about a potential deal between the Chinese tech giant and iPhone-maker Apple (AAPL). The New York Times reported on Saturday that the White House and congressional officials have been scrutinising Apple's plan to strike a deal with Alibaba to make its AI available on iPhones in China. Read more: Gold rises on safe haven appeal as Moody's downgrades US credit rating Spokespeople for the White House, Alibaba and Apple had not responded to Yahoo Finance UK's request for comment at the time of writing. The report further weighed on Alibaba shares, which dropped last week after the company's earnings missed estimates. Fourth-quarter revenue of 236.45 billion yuan was below analyst expectations of 237.24 billion yuan (£24.57bn), according to a Reuters report. Adjusted earnings of 12.52 yuan per American Depositary Share also just missed estimates of 12.94 yuan. Shares in biotechnology company Novavax (NVAX) surged 17% in pre-market trading on Monday, after the US Food and Drug Administration (FDA) approved its Covid-19 vaccine, albeit with certain conditions. In a letter issued on Friday, the FDA said that the vaccine was approved for people aged 65 and over, and those aged 12 and over if they had at least one underlying condition that put them at high risk of severe illness from Covid. Read more: Stocks that are trending today According to a CNN report, Novavax CEO John Jacobs said in a statement on Saturday: "Market research and US statistics indicate that older individuals and those with underlying conditions are the populations most likely to seek out COVID-19 vaccination seasonally. "This significant milestone demonstrates our commitment to these populations and is a significant step towards availability of our protein-based vaccine option." Shares in Ryanair ( were up 4.3%, on the back of the budget airline's full-year results. Ryanair posted revenue of €13.44bn (£11.31bn), which was up 4% on the previous year, while profit after tax of €1.6bn was down 16%. Russ Mould, investment director at AJ Bell (AJB.L), said: "Companies often find some extraordinary language to avoid stating the bare facts. Ryanair says consumer spending pressure and a drop-off in online travel agent bookings 'necessitated repeated price stimulation'. In plain English, it had to cut prices to get bums on seats. Stocks: Create your watchlist and portfolio "Further headwinds for Ryanair are the problems at Boeing which are limiting its growth efforts and have forced consistent downgrades to its passenger growth targets," he said. "The airline is confident it can catch up on this missed growth but, in the current environment, investors would be forgiven for exercising some healthy scepticism." However, Mould said that profit was towards the "higher end of expectations and the company feels sufficiently confident about the outlook to unveil a substantial share buyback." On the London market, Diageo (DGE.L) shares were flat after the drinks maker said that it expected to take a hit of $150m (£112m) from tariffs. In its third quarter results, released on Monday, Diageo posted a 2.9% increase in net sales to $4.4bn and reiterated its guidance for the full-year. In addition, the company said it was launching a $500m cost savings programme over three years. "Investors were braced for a bad quarter from Diageo yet the drinks giant has managed to pull a rabbit out of the hat," said AJ Bell's Mould. Read more: Stocks to watch this week: Palo Alto Networks, Analog Devices, Marks & Spencer, Greggs and easyJet "Sales were driven by a mixture of volume and prices, with Diageo benefiting from wholesalers stocking up ahead of tariffs. That suggests the next quarter might not be as good if some of its sales have effectively been brought forward." Mould said that Diageo seemed "remarkably calm about tariffs", despite the guidance of a $150m impact. "It's no surprise to see the announcement of a new cost-saving programme, and it's talking the market's language by chatting about cash flow targets," he added. "These are the kind of things that excite investors and get them fired up, but there's a big difference between saying you'll do something and actually achieving it. "Diageo has a big job to win back the market's favour after a difficult few years and it could be a long road to recovery." Assura (AGR.L) Baidu ( Moody's Corporation (MCO) Big Yellow Group (BYG.L) Kainos (KNOS.L) Read more: Five 'buy' rated European travel stocks UK economy grows 0.7% in first quarter of the year Savers making costly 'bad decisions' around pensions as 15 million risk retirement poverty
Yahoo
19-05-2025
- Business
- Yahoo
Trending tickers: The latest investor updates on Nvidia, Alibaba, Novavax, Ryanair and Diageo
Jensen Huang, CEO of Nvidia (NVDA), revealed details around a number of announcements on new technologies on Monday at the Computex tech expo in Taipei, Taiwan. This included showcasing Nvidia Isaac GR00T-Dreams, which the company described as a blueprint that helps generate large amounts of synthetic motion data that physical artificial intelligence (AI) developers can use to teach robots new behaviours. Read more: FTSE 100 LIVE: Stocks dip as the UK and EU reach deal ahead of summit In addition to its robotics capabilities, Nvidia unveiled its new NVLink Fusion offering, which allows customers to build custom servers using Nvidia's Grace CPU and a third-party AI chip paired with Nvidia's various server infrastructure offerings. Nvidia shares were down 2.5% in pre-market trading on Monday, though the stock has seen a stronger performance more recently and is up 29% over the past month. Last week, Huang said during an investment forum in Saudi Arabia — which was attended by US president Donald Trump and other Big Tech CEOs — that the chipmaker will ship its semiconductors to Saudi Arabian artificial intelligence company Humain for its massive data centre plans. Hong Kong-listed shares in Alibaba ( fell 3% on Monday, following a report over the weekend that the Trump administration had raised concerns about a potential deal between the Chinese tech giant and iPhone-maker Apple (AAPL). The New York Times reported on Saturday that the White House and congressional officials have been scrutinising Apple's plan to strike a deal with Alibaba to make its AI available on iPhones in China. Read more: Gold rises on safe haven appeal as Moody's downgrades US credit rating Spokespeople for the White House, Alibaba and Apple had not responded to Yahoo Finance UK's request for comment at the time of writing. The report further weighed on Alibaba shares, which dropped last week after the company's earnings missed estimates. Fourth-quarter revenue of 236.45 billion yuan was below analyst expectations of 237.24 billion yuan (£24.57bn), according to a Reuters report. Adjusted earnings of 12.52 yuan per American Depositary Share also just missed estimates of 12.94 yuan. Shares in biotechnology company Novavax (NVAX) surged 17% in pre-market trading on Monday, after the US Food and Drug Administration (FDA) approved its Covid-19 vaccine, albeit with certain conditions. In a letter issued on Friday, the FDA said that the vaccine was approved for people aged 65 and over, and those aged 12 and over if they had at least one underlying condition that put them at high risk of severe illness from Covid. Read more: Stocks that are trending today According to a CNN report, Novavax CEO John Jacobs said in a statement on Saturday: "Market research and US statistics indicate that older individuals and those with underlying conditions are the populations most likely to seek out COVID-19 vaccination seasonally. "This significant milestone demonstrates our commitment to these populations and is a significant step towards availability of our protein-based vaccine option." Shares in Ryanair ( were up 4.3%, on the back of the budget airline's full-year results. Ryanair posted revenue of €13.44bn (£11.31bn), which was up 4% on the previous year, while profit after tax of €1.6bn was down 16%. Russ Mould, investment director at AJ Bell (AJB.L), said: "Companies often find some extraordinary language to avoid stating the bare facts. Ryanair says consumer spending pressure and a drop-off in online travel agent bookings 'necessitated repeated price stimulation'. In plain English, it had to cut prices to get bums on seats. Stocks: Create your watchlist and portfolio "Further headwinds for Ryanair are the problems at Boeing which are limiting its growth efforts and have forced consistent downgrades to its passenger growth targets," he said. "The airline is confident it can catch up on this missed growth but, in the current environment, investors would be forgiven for exercising some healthy scepticism." However, Mould said that profit was towards the "higher end of expectations and the company feels sufficiently confident about the outlook to unveil a substantial share buyback." On the London market, Diageo (DGE.L) shares were flat after the drinks maker said that it expected to take a hit of $150m (£112m) from tariffs. In its third quarter results, released on Monday, Diageo posted a 2.9% increase in net sales to $4.4bn and reiterated its guidance for the full-year. In addition, the company said it was launching a $500m cost savings programme over three years. "Investors were braced for a bad quarter from Diageo yet the drinks giant has managed to pull a rabbit out of the hat," said AJ Bell's Mould. Read more: Stocks to watch this week: Palo Alto Networks, Analog Devices, Marks & Spencer, Greggs and easyJet "Sales were driven by a mixture of volume and prices, with Diageo benefiting from wholesalers stocking up ahead of tariffs. That suggests the next quarter might not be as good if some of its sales have effectively been brought forward." Mould said that Diageo seemed "remarkably calm about tariffs", despite the guidance of a $150m impact. "It's no surprise to see the announcement of a new cost-saving programme, and it's talking the market's language by chatting about cash flow targets," he added. "These are the kind of things that excite investors and get them fired up, but there's a big difference between saying you'll do something and actually achieving it. "Diageo has a big job to win back the market's favour after a difficult few years and it could be a long road to recovery." Assura (AGR.L) Baidu ( Moody's Corporation (MCO) Big Yellow Group (BYG.L) Kainos (KNOS.L) Read more: Five 'buy' rated European travel stocks UK economy grows 0.7% in first quarter of the year Savers making costly 'bad decisions' around pensions as 15 million risk retirement povertyError in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Express Tribune
19-05-2025
- Business
- Express Tribune
Computex Taipei 2025: NVIDIA goes all-in on AI robotics
Nvidia came out swinging at Computex Taipei 2025 on Monday, unveiling a futuristic lineup of humanoid robotics tools and customizable AI server infrastructure aimed at accelerating the global AI boom. At the heart of the announcements was Nvidia Isaac GR00T-Dreams, a powerful new platform that helps developers generate vast training datasets to teach humanoid robots how to function and adapt in dynamic environments. Jensen just announced NVIDIA's Isaac GR00T N1.5 and GR00T-Dreams blueprint at COMPUTEX 2025: ⦿ Isaac GR00T N1.5 is the first update to NVIDIA's open, generalized, fully customizable foundation model for humanoid reasoning and skills. ⦿ 'Human demonstrations aren't scalable —… — The Humanoid Hub (@TheHumanoidHub) May 19, 2025 The move is a major step in what CEO Jensen Huang has called 'the next trillion-dollar industry'—physical AI. Nvidia is now staking its claim beyond just chips, focusing on the software and infrastructure to power a new generation of intelligent machines, both in industrial settings and, eventually, in homes. Also grabbing headlines was the debut of NVLink Fusion, a next-gen server architecture allowing customers to mix and match Nvidia's Grace CPU with third-party AI chips, or integrate Nvidia's GPUs with custom CPUs. Electricity. The Internet. Now it's time for another major technology, #AI, to sweep the globe. NVIDIA founder and CEO Jensen Huang took the stage at a packed Taipei Music Center Monday to kick off #COMPUTEX2025, captivating the audience of more than 4,000 with a vision for a… — NVIDIA (@nvidia) May 19, 2025 The goal: give hyperscalers and enterprises more flexibility in designing AI-first data centers. 'Using NVLink Fusion, hyperscalers can work with the NVIDIA partner ecosystem to integrate NVIDIA rack-scale solutions for seamless deployment in data center infrastructure,' the company said in a statement. Adding to the firepower, Nvidia announced RTX Pro Blackwell servers powered by its Blackwell Server Edition GPUs. These new systems are designed to handle 'virtually every enterprise workload,' from engineering simulations to large-scale agentic AI deployments. #NVIDIA just unveiled a beast at #Computex: the RTX PRO Server. This next-gen enterprise AI and industrial computing platform is built for real-time digital twin simulation and ultra-high-performance workloads.#RTXProServer #AIInfrastructure #DigitalTwins #Computex2025 — PCMag (@PCMag) May 19, 2025 To extend access to AI development tools globally, Nvidia launched DGX Cloud Lepton, a cloud-based AI processing platform built in collaboration with CoreWeave, Foxconn, SoftBank, and others. The system will tap into a global GPU cloud network, enabling customers to build and roll out AI software at scale. The announcements land at a pivotal time for Nvidia, fresh off a market boost following the US government's reversal on proposed export restrictions. The company is also set to deliver hundreds of thousands of AI processors to Saudi-backed startup Humain over the next five years, as revealed during President Trump's visit to the Kingdom. #Nvidia CEO Jensen Huang (#黄仁勋) announced that the company would be opening up an office in Taiwan, dubbed "Nvidia Constellation."#COMPUTEX2025 — Ifeng News (@IFENG__official) May 19, 2025 Despite a rocky few months on the stock market—linked to export controls, data center lease rumors, and semiconductor tariff fears—Nvidia's long-term trajectory appears more AI-fueled than ever. Shares are still up 43% over the past year, even as short-term volatility continues. From cloud to humanoids, Nvidia is clearly signaling that the future isn't just artificial intelligence—it's artificially embodied.
Techday NZ
19-05-2025
- Business
- Techday NZ
NVIDIA unveils new Isaac GR00T tools powering robot evolution
NVIDIA has introduced updated cloud-to-robot computing platforms designed to support humanoid robot development using new data generation blueprints, simulation frameworks, and powerful workstation and server hardware. NVIDIA has announced NVIDIA Isaac GR00T N1.5, the first update to its open, customisable foundation model for humanoid reasoning and skills. In addition, the company unveiled Isaac GR00T-Dreams, a new synthetic motion data generation blueprint, and expanded its NVIDIA Blackwell systems portfolio to accelerate research, simulation, and deployment in the robotics industry. A range of robotics companies, including Agility Robotics, Boston Dynamics, Fourier, Foxlink, Galbot, Mentee Robotics, NEURA Robotics, General Robotics, Skild AI and XPENG Robotics, have adopted NVIDIA's Isaac platform technologies to progress humanoid robot development. Jensen Huang, Founder and Chief Executive Officer of NVIDIA, stated, "Physical AI and robotics will bring about the next industrial revolution. From AI brains for robots to simulated worlds to practice in or AI supercomputers for training foundation models, NVIDIA provides building blocks for every stage of the robotics development journey." NVIDIA Isaac GR00T-Dreams, demonstrated by Huang, is positioned as a blueprint for generating synthetic motion data known as neural trajectories. This data supports physical AI developers in teaching robots new behaviours and in improving adaptation to various environments. The Isaac GR00T-Dreams workflow involves the post-training of Cosmos Predict world foundation models (WFMs) for robots. Developers can use a single image as input, and GR00T-Dreams will output videos of the robot executing new tasks in novel environments. The system then extracts action tokens—small, processed data units—utilised to teach robots how to perform these tasks. This blueprint complements NVIDIA's previously released Isaac GR00T-Mimic, which uses the NVIDIA Omniverse and Cosmos platforms to augment existing data sets. By contrast, GR00T-Dreams generates fresh synthetic data, enabling further enrichment of robot training datasets. NVIDIA Research applied the GR00T-Dreams blueprint to quickly develop GR00T N1.5, updating its original model in 36 hours, compared to the nearly three months typically required for manual human data collection. The updated GR00T N1.5 model is capable of more effectively adapting to new workspaces and recognising objects based on user instructions. NVIDIA reports significant improvements in the model's success rate when performing common material handling and manufacturing tasks, such as sorting and storing objects. Early adopters of the GR00T N models include AeiRobot, Foxlink, Lightwheel and NEURA Robotics. These organisations are pursuing varied applications: AeiRobot is using the models to enable its ALICE4 robot to follow natural language instructions and perform complex pick-and-place tasks in industrial settings, while Foxlink Group is employing the models to enhance industrial robot manipulator efficiency. Lightwheel focuses on validating synthetic data for streamlined humanoid deployment in factories, and NEURA Robotics is evaluating the models to accelerate household automation system development. NVIDIA has also released additional simulation and data generation frameworks intended to bridge the gap in data quantity and mitigate the costs and risks associated with real-world robot testing. These developments include NVIDIA Cosmos Reason, a new world foundation model that uses chain-of-thought reasoning to curate higher-quality synthetic data for training physical AI models, and Cosmos Predict 2, which offers enhancements for world generation and reduced hallucination and will be available soon. Other new tools include Isaac GR00T-Mimic for generating vast quantities of synthetic motion trajectories using few human demonstrations, an open-source physical AI dataset incorporating 24,000 high-quality humanoid robot motion trajectories, and upcoming availability of Isaac Sim 5.0 and Isaac Lab 2.2 on open platforms such as GitHub. These simulation frameworks aim to make development pipelines more efficient and scalable. Various companies are already utilising these simulation tools and blueprints. Foxconn and Foxlink use GR00T-Mimic for synthetic motion generation, while Agility Robotics, Boston Dynamics, Fourier, Mentee Robotics, NEURA Robotics and XPENG Robotics train their robots with Isaac Sim and Isaac Lab. Skild AI develops general robot intelligence with these frameworks, and General Robotics integrates them into its platform. Regarding hardware, international system manufacturers have announced new RTX PRO 6000 Blackwell workstations and servers built with NVIDIA technology. These platforms are intended for robot developers to handle training, data generation, robot learning, and simulation workloads on a single architecture. Providers such as Cisco, Dell Technologies, Hewlett Packard Enterprise, Lenovo and Supermicro offer NVIDIA RTX PRO-powered servers, with Dell Technologies, HPI and Lenovo supplying RTX PRO 6000 Blackwell workstations as well. Developers with greater computational needs can access NVIDIA Blackwell systems including the GB200 NVL72, which is made available through NVIDIA DGX Cloud and cloud partners, enabling up to 18 times higher data processing performance for large-scale projects. NVIDIA plans to enable deployment of robot foundation models to its Jetson Thor platform, which will support accelerated on-robot inference and runtime performance.
