Blackwell GPU Production and Market Outlook

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware?

• Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg)
• OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ)
• Grammarly is changing its name to Superhuman (The Verge)
• AI start-up Character.ai bans teens from talking to chatbots (FT)
• Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ)
• 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget)

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