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.
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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.
Nvidia's $1 Trillion AI Bombshell: Jensen Huang Sees Massive Blackwell-Rubin Boom Through 2027
Nvidia CEO Jensen Huang unveils $1 trillion opportunity in Blackwell & Rubin AI chips through 2027 at GTC 2026. Wedbush calls it a stunner as AI demand accelerates.
Meta's $27 Billion AI Infrastructure Splash: Partnering With Nebius on Vera Rubin Tech
Meta commits up to $27 billion over 5 years to Nebius for dedicated AI capacity starting 2027, using NVIDIA Vera Rubin tech in major push to rival OpenAI and Google.