Super Micro Co-Founder Charged in $2.5 Billion AI Server Smuggling Scheme to China
US indicts Super Micro co-founder Wally Liaw for illegally diverting $2.5B Nvidia AI servers to China via Southeast Asia, evading export controls. SMCI shares plunge.
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Uber Bets $1.25 Billion on Rivian Robotaxis: 50,000 Self-Driving R2s by 2031
Uber commits up to $1.25B in Rivian to deploy 10,000+ autonomous R2 robotaxis starting 2028 in SF & Miami (first phase), expanding to 25 cities by 2031. Exclusive on Uber app.
Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.
Huang Reaffirms Copper's Role in Nvidia Servers: Optics Demand Takes a Breather
Nvidia CEO Jensen Huang reaffirms copper's role in AI server racks for Vera Rubin & Feynman, causing Coherent and Lumentum shares to fall ~4%. Credo rises as optics wait.
AEye Joins NVIDIA’s Halos AI Safety Lab to Advance Safer Self-Driving and Physical AI Solutions
AEye shares jump after joining NVIDIA’s first accredited Halos AI Safety Lab. Partnership boosts safety-certified long-range Apollo lidar for autonomous vehicles and physical AI.
Nvidia Supercharges Uber & Lyft: Robotaxis Hit LA and SF in 2027, Global Expansion by 2028
Uber and Lyft stocks rise after Nvidia announces expanded partnerships at GTC 2026, with Uber planning Level-4 robotaxis in Los Angeles and San Francisco in 2027, scaling to 28 global cities by 2028. Lyft boosts AI for rides and mapping.