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Technology News

  • NVIDIA NVDA Stock Falls on Export Controls, Valuation Worries Amid AI Boom
    November 8, 2025, 1:16 AM EST. Shares of Nvidia (NVDA) slid about 4% after renewed fears that AI-fueled gains have stretched valuations and U.S. export controls could curb China sales. Regulators reportedly blocked the sale of a reconfigured Blackwell chip, and CEO Jensen Huang said there are no active discussions with Chinese customers. The move comes as tech momentum cools and investors weigh the stock's lofty multiples. Nvidia has shown notable volatility, with several double- and triple-digit moves over the past year, but today's drop appears to reflect sentiment rather than a fundamental shift. Still, Huang's bullish tone at GTC- projecting hundreds of billions in potential revenue, and partnerships with Eli Lilly, Nokia, and expansion into sovereign AI- helps sustain the long-term AI growth thesis, even as near-term headwinds persist.
  • Elon Musk floats 'free Optimus' plan to monitor and deter crime
    November 8, 2025, 1:12 AM EST. At Tesla's shareholder meeting, Elon Musk floated a controversial idea: let criminals out of prison and arm them with an Optimus robot that would follow, surveil, and stop crime. The concept hinges on a future robot capable of predicting behavior, providing full surveillance, calling for help, and potentially subduing offenders, all while operating long hours and recharging autonomously. Critics warn that it raises civil-liberties concerns, safety, and feasibility questions about how such a system could work within law and policy. The piece situates Musk's ongoing Optimus hype in the broader context of hardware promises and the uncertain path from promising prototypes to scalable, ethical policy implications for security and labor.
  • Tesla teases FSD v14.3 as texting-and-driving pilots approach and Robotaxi rollout accelerates
    November 8, 2025, 1:10 AM EST. In a recent investor event, Elon Musk signaled that within the next month or two Tesla may allow drivers to text and drive, contingent on safety statistics, as the company's Full Self-Driving suite moves toward greater autonomy. The update comes with the v14 line, now deployed across the lineup including Cybertruck, with v14.1.5 current and v14.2/v14.3 slated as major upgrades. Tesla stresses that FSD remains a supervised system, but Musk hinted that v14.3 could let you fall asleep and wake up at your destination. Though investors have heard similar timelines before, progress like Robotaxi in Austin underscores that autonomous driving advances are accelerating, even as doubts about timing persist.
  • NVIDIA Drives TSMC 3nm Expansion by 50% for Vera Rubin AI Chips
    November 8, 2025, 1:08 AM EST. NVIDIA is pressing TSMC to lift 3nm output to 160,000 wafers per month, a 50% hike, likely with a large share reserved for NVIDIA. The move comes as NVIDIA ramps Blackwell Ultra and accelerates its Vera Rubin AI lineup. Jensen Huang reportedly visited TSMC's Tainan fab to oversee capacity for the N3 process and to lock in supply ahead of Rubin's launch. Beyond the N3P node, Rubin will pair with HBM4 to deliver a significant compute leap. NVIDIA has already secured Rubin customers even before mass production begins. For TSMC, HPC clients-led by NVIDIA-remain a primary revenue driver, prompting a swift shift to newer processes such as the A16 technology. Huang underscores TSMC's central role in NVIDIA's growth.
  • Google Wallet adds 'purchase and pass' personalization with opt-out privacy controls
    November 8, 2025, 1:06 AM EST. Google Wallet is adding a new 'purchase and pass' feature that can deliver more personalized recommendations based on your purchase and pass history. If enabled, Wallet may use online Google Pay transactions and stored passes (loyalty cards, tickets, boarding passes) to tailor ads, offers, and recommendations across Google services. It could suggest airline preferences when booking or related suggestions from apps you download like running trackers. Privacy options let you disable this entirely, and provide granular controls to toggle organic personalization, ads personalization, and ad measurements. Google says it will not sell this data to third parties, and sensitive information won't be used for ad targeting. The rollout to US users will occur "over the coming months," with a Wallet notification and a supporting document outlining details.