SunBrief#44: Nvidia’s Brain for Robots

Welcome to the SunBrief

Today in SunBrief 🌞

• This Labour Day, Get Your Own AI Workforce

• Nvidia Launches $3,499 ‘Robot Brain’ to Drive Robotics Growth

• Stock Updates

• Google Supercharges Virginia with $9B Data Center Expansion

• AI Highlights of the Week

• Nvidia Forecasts Slowing Growth After Two-Year AI Boom

• Too Important to Miss

🚀 This Labour Day, Get Your Own AI Workforce

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Now it’s time for smart work.

This Labour Day, we’re giving you an exclusive chance to:
✅ Automate 80% of your repetitive work
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🧠 Learn to build your own AI agent — Monday, 1st September at 10 AM EST.

Don’t just celebrate labour.
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Nvidia Launches $3,499 ‘Robot Brain’ to Drive Robotics Growth

Nvidia Launches $3,499 Jetson AGX Thor Robotics Chip Developer Kit

Key Points:

• Robot Brain” for Prototyping: The Jetson AGX Thor enables companies to design and test robots before moving to production. For bulk orders (1,000+ units), Nvidia will sell the Thor T5000 modules at a discounted $2,999 each.

• Robotics Growth Market: CEO Jensen Huang has called robotics Nvidia’s biggest growth opportunity outside of AI, which has already tripled company sales in the past two years.

• Industry Adoption: Companies such as Agility Robotics, Amazon, Meta, and Boston Dynamics are already using Nvidia’s Jetson chips. Nvidia also backs startups like Field AI to expand robotics applications.

Why It Matters:

With the Jetson AGX Thor, Nvidia extends its reach beyond data centers into robotics and autonomous machines, reinforcing its role as core infrastructure for the AI era.

Google Supercharges Virginia with $9B Data Center Expansion

Google to Invest Additional $9 Billion in Virginia Data Centres

Alphabet’s Google is investing an additional US$9 billion in Virginia through 2026 to expand cloud and AI infrastructure, marking a major step in the US data centre boom.

Key Points:

• New and Expanded Facilities: Google will build a new data centre in Chesterfield County and expand existing campuses in Loudoun and Prince William counties.

• Industry Trend: Other major tech companies, including Microsoft, Amazon, and Meta, are also investing heavily in AI-related infrastructure.

• Energy & Partnerships: Dominion Energy will provide power, and Google is working with local partners to address energy capacity and efficiency.

• Education Initiative: Google committed US$1 billion to provide Virginia-based college students free access to the Google AI Pro plan and AI training for one year.

Why It Matters:
The investment highlights the growing race to build AI infrastructure in the US, strengthens domestic tech capabilities, and supports education and local partnerships to meet energy and training demands.

Stock Updates

Nvidia Forecasts Slowing Growth After Two-Year AI Boom

Nvidia’s Outlook Signals Cooling AI Boom

Nvidia, the world’s most valuable public company, reported a softer revenue outlook, causing its stock to dip –3.30% as investors reassess expectations for AI-driven growth.

Key Points:

• Stock Movement: Nvidia shares declined after its earnings release, reflecting investor concerns that the AI spending boom may be leveling off.

• China Opportunity: CEO Jensen Huang emphasized that China could still represent a $50 billion revenue opportunity this year, underscoring its importance as a growth market despite regulatory challenges.

• Market Sentiment: The weaker guidance shows a shift from hypergrowth to a more stable, maturing phase, prompting investors to recalibrate their expectations.

Why It Matters:
Nvidia is still at the core of the AI boom, but slowing growth raises doubts about how long its dominance can accelerate at the same pace.

AI Highlights of the Week

• Apple's 'Awe Dropping' Event Set for September 9

  Apple will unveil the iPhone 17 lineup on September 9, featuring a slimmer iPhone 17 Air and a 120Hz screen for the base model.

  Also expected: Apple Watch Ultra 3, AirPods Pro 3, and more.

• Tesla Moves to Toss $243M Verdict in Fatal Autopilot Crash Case

  Tesla is seeking to overturn or reduce a $242.5M verdict in a 2019 Autopilot crash case, arguing the driver was solely at fault.

  The company aims to cut damages and avoid punitive penalties, while plaintiffs blame Tesla’s Autopilot misrepresentations.

• AI Revolution to Slash Nearly $1 Trillion from S&P 500 Costs, Says Morgan Stanley
  AI could save S&P 500 companies up to $920 billion annually by driving automation and payroll reduction, especially in sectors like retail, real estate, and transportation.

  The transition will be gradual, focusing on task reassignment rather than immediate job cuts, while also creating new AI roles such as governance and strategy positions.

• Meta’s Louisiana AI Data Center Tipped to Cost $50 Billion, Trump Claims

  Trump claims Meta will invest $50B in its Hyperion AI data center in Louisiana, far above the $10B+ previously stated.

  Backed by $29B in funding, the project is part of Meta’s push to build AI superclusters and boost compute power.

Too Important to Miss

Nvidia Hits Record Sales Amid AI Bubble and Trade War Fears

Meta Slammed for Creating Flirty AI Chatbots of Celebrities Without Consent

German Court Bans Apple from Marketing Apple Watch as 'Carbon Neutral'

Analysts Say Google Losing $26B Search Deals Could Free Up Billions for AI Push

Last Week’s Poll Result

• Should tech leaders be allowed to make multi-billion-dollar bids to take over AI companies?

  Yes, 18.18%, Maybe, 27.27%. No, 54.55%.

  

• Would you support wider AI adoption like Gemini AI suite to government?

  Absolutely, 44.44%, Only for specific task, 8%. No, 44.00%.

• Do you think AI assistants like Google AI Mode will replace traditional search for planning tasks??

  Yes, 40.00%. Partially, 40.00%. No, 20.00%.

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