Compute, capex, and the machines coming for the machines.
A 24x throughput increase in under 120 days, paid BMW deployments, and the first credible answer to the only question that matters: can you build them fast enough?
The biggest buyers of GPUs are becoming sellers of GPU time. That sound you hear is a thousand data center models being rebuilt from scratch.
Fremont production slips to late July or August. The robot is not shipping on time. The narrative ships daily.
OpenAI commits to Oracle. Oracle buys Nvidia. Nvidia invests in OpenAI. At some point this is either the greatest infrastructure buildout in history or a very expensive group hug.
The backflip robot got a job. The era of humanoids as YouTube content is ending. The era of humanoids as line workers is starting, slowly, in Georgia.