ロボティクス

October 21, 2025, 2:14 PM EDT. Nvidia and TSMC marked a milestone with the first US-made Blackwell wafer produced at Arizona's Fab 21, underscoring onshore ambitions for advanced semiconductors amid policy pressure. Jensen Huang joined TSMC executives to celebrate a chip now manufactured in the United States by the most advanced fab. The Arizona campus aims to scale toward smaller nodes, including 2nm, and is envisioned as a gigafab cluster. The piece notes competition and collaboration with Intel's new 18A node and its Panther Lake CPUs, highlighting how domestic capacity for AI accelerators is shaping investment and trade dynamics around Nvidia and the broader ecosystem.

October 21, 2025, 2:12 PM EDT. Meta is boosting its AI talent push with Tim Brooks-co-leader of OpenAI's Sora team before a 2024 move to Google DeepMind-now at Meta's Superintelligence Labs. The hire underscores Meta's push on world models, a concept many see as a key step toward AGI. Brooks has deep roots at OpenAI and Google DeepMind, reflecting how rival firms compete for top researchers. OpenAI's Sora 2, which can produce realistic videos from text, has intensified debate about whether high-fidelity simulations enable faster AI learning. Google and DeepMind have publicly linked world models to AGI, a view Meta appears eager to advance by acquiring Brooks.

October 21, 2025, 2:06 PM EDT. NVIDIA's earnings strength keeps it at the AI frontier, with revenue and net income expected to rise as demand for GPUs and AI chips remains robust. The company, part of the Magnificent Seven, has seen its stock rally-year-to-date gains near 31% and a record $4 trillion market cap in July. NVIDIA announced plans to invest up to $100 billion in OpenAI, prompting upgrades from Evercore to $225 and Barclays to $240, among others. Q2 results beat expectations: EPS $1.05 on revenue of $46.74B. Analysts remain bullish, with multiple firms raising price targets and predicting continued upside into 2025-2030. NVIDIA's leadership in semiconductors and AI tooling positions it to capitalize on a megatrend with potential 10x gains.

October 21, 2025, 2:02 PM EDT. WhatsApp is testing new features in its Android and iOS betas, including username reservation, reaction stickers for status updates, a redesigned iPad sidebar, and limits on new chats to curb spam. In the iOS 25.29.10.72 beta, the iPad app gains a Mac-like sidebar that reorganizes chats, calls, and settings for larger screens. The username reservation lets users claim handles (3-30 chars, lowercase, digits, underscores, periods) to connect without sharing numbers, with an optional PIN to block unwanted messages. Android beta 2.25.30.2 adds reaction stickers for status, while Android beta 2.25.31.5 introduces a monthly cap on initiating chats with non-repliers. Rollouts appear close to general availability.

October 21, 2025, 2:00 PM EDT. Tesla's quarterly results are in focus as cheaper Model Y and Model 3 versions put margins to the test. The Standard variants start around $39,990 and $36,990, with battery downsizing and feature removals aimed at boosting volume. Analysts expect thousands of dollars in per-vehicle cost reductions to offset pricing pressure, but cannibalization of pricier models is possible. The end of the federal tax credit in the U.S. and stronger demand in Europe and Asia add complexity. Elon Musk has prioritized scale and robotaxis, betting that higher volumes will support profitability over time. Deliveries may dip this year, though tax-credit rebounds could appear in the results. Tesla faces a tricky balance among cost cuts, margins, and growth in a competitive EV landscape.