AI News on August 25th

1. NVIDIA Announces "New Brain" for Robots at SIGGRAPH Conference

#NVIDIA #Robotics #AI

NVIDIA's official robotics account teased a major announcement with an image of a black gift box and a card signed by CEO Jensen Huang reading "Enjoy!"[citation:2][citation:4]. The company is expected to unveil a breakthrough AI product described as a "new brain" for robots, building on their Cosmos Reason visual reasoning model announced earlier this month[citation:2][citation:8]. This model enables robots to "reason like humans" using existing knowledge and concepts to take action in the real world[citation:2][citation:3].

2. Apple in Talks with Google to Power New Siri with Gemini AI

#Apple #Google #GeminiAI

Apple is negotiating with Google to use its Gemini AI as the backbone for a smarter version of Siri[citation:1]. The talks are still in early stages, with Apple requesting Google create a custom AI model for Siri that can run on Apple's private cloud servers[citation:1]. Apple is testing multiple LLMs, including its own models, to determine which provides the best results for customers[citation:1].

3. Physical AI Market Projected to Reach Trillion-Dollar Scale

#PhysicalAI #MarketGrowth #Innovation

NVIDIA's Omniverse and simulation technology VP Rev Lebaredian emphasized at the 2025 World Robotics Conference that Physical AI has the potential to unlock a market worth trillions of dollars[citation:3][citation:5]. Jensen Huang has repeatedly stated that "the next wave is Physical AI," describing it as AI that understands and interacts with the physical world using motor skills, typically embedded in robots or autonomous vehicles[citation:5].

4. NVIDIA Prepares for Critical Quarterly Earnings Report

#NVIDIA #Earnings #StockMarket

NVIDIA faces a crucial test with its quarterly earnings report due Wednesday after market close[citation:3][citation:7]. Traders hope the results will ease concerns about AI spending and confirm that the recent market rally isn't another tech bubble[citation:3]. With nearly 8% weight in the S&P 500 index and about 40% of revenue coming from Meta, Microsoft, Alphabet and Amazon, NVIDIA's performance is seen as a bellwether for the AI sector and broader market[citation:3][citation:7].

5. Humanoid Robots Gain Commercial Traction with Major Orders

#HumanoidRobots #Commercialization #ChinaTech

The humanoid robot sector is seeing increased commercial adoption, with Zhiji Robot and Yushu Technology jointly winning a $124.05 million bid from China Mobile Hangzhou Information Technology for humanoid bipedal robot manufacturing services[citation:2]. This represents the largest publicly disclosed commercial order in China's humanoid robot sector to date. Ubtech Technology followed with a $90.51 million equipment procurement contract[citation:2].

6. Shanghai Announces "AI+Manufacturing" Implementation Plan

#AIManufacturing #Policy #Shanghai

Shanghai has released a three-year implementation plan to accelerate "AI+Manufacturing" development[citation:2]. The plan aims to drive intelligent applications across 3,000 manufacturing enterprises, build approximately 10 demonstration factories, develop 10 industry benchmark models, create 100 intelligent products, promote 100 application scenarios, and cultivate about 5 comprehensive integration service providers[citation:2].

7. NVIDIA's Cosmos Reason Already Deployed by Uber and Magna

#AIDeployment #AutonomousVehicles #NVIDIA

NVIDIA's visual reasoning model Cosmos Reason has already been adopted by major companies including Uber and Magna for applications in autonomous driving annotation and instant delivery scenarios[citation:2]. The model serves as the "brain" for robotic planning and reasoning technologies, enabling deliberate and methodical decision-making[citation:2][citation:4].

8. Wall Street Analysts Remain Bullish on NVIDIA Despite Valuations

#WallStreet #Investing #AISTocks

Despite concerns about high valuations, Wall Street analysts remain optimistic about NVIDIA's prospects[citation:3][citation:7]. In just the past week, at least 9 analysts covering the company have raised their price targets[citation:3][citation:7]. The average target price now exceeds $194, compared to Friday's closing price of $178, implying approximately 9% upside potential[citation:3][citation:7].

9. Global AI Race Intensifies as Companies Seek Competitive Edge

#GlobalAI #Competition #Innovation

The competition in AI development is intensifying worldwide, with major tech companies racing to develop advanced AI models and applications[citation:1][citation:5]. Companies like Huawei, ByteDance,比亚迪, Xiaomi, and广汽 in China, along with Tesla, 1X, and FigureAI overseas, are increasing their investments in embodied intelligence[citation:5]. This global push is accelerating the development of general-purpose robot models and bringing humanoid robots closer to commercial reality[citation:5].

10. AI Ethics and Safety Concerns Grow Along with Technological Advances

#AIEthics #Safety #ResponsibleAI

As AI technologies become more powerful and pervasive, concerns about ethics, safety, and responsible development are growing[citation:2][citation:5]. The rapid advancement of physical AI and embodied intelligence raises important questions about how these technologies should be developed and deployed to ensure they benefit humanity while minimizing potential risks[citation:5]. Industry leaders and policymakers are increasingly focusing on establishing frameworks for the safe and ethical development of advanced AI systems[citation:2].