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Disney’s next-gen robots powered by Nvidia’s Newton

Disney’s dream of bringing lifelike robotic characters to its theme parks is closer to reality, thanks to a new collaboration with Nvidia and Google DeepMind. At GTC 2025, Nvidia CEO Jensen Huang introduced Newton, an advanced physics engine designed to enhance how robots interact with their surroundings. The first to benefit from this technology will be Disney’s next-generation entertainment robots, including the Star Wars-inspired BDX droids, one of which made a surprise appearance on stage during Huang’s keynote.

Newton is engineered to improve the expressiveness and adaptability of robots, enabling them to handle complex tasks with greater precision. The open-source engine will allow developers to simulate interactions with real-world elements such as fabric, sand, and food, making robotic movement more natural. Nvidia confirmed that Newton will integrate seamlessly with Google DeepMind’s robotics toolkit, including MuJoCo, its multi-joint simulation engine.

Disney has long experimented with robotic characters for its theme parks, showcasing controlled demonstrations at events like SXSW. With the introduction of Newton, Disney Imagineering sees an opportunity to roll out these robots across multiple park locations starting next year. The collaboration between Nvidia, Disney, and Google DeepMind marks a major leap in entertainment robotics, promising theme park guests a more immersive and dynamic experience.

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Mark Zuckerberg confirms Llama’s soaring popularity

Meta’s open AI model family, Llama, has reached a significant milestone, surpassing 1 billion downloads, according to CEO Mark Zuckerberg. The announcement, made on Threads, highlights a rapid rise in adoption, with downloads increasing by 53% since December 2024. Llama powers Meta’s AI assistant across Facebook, Instagram, and WhatsApp, forming a crucial part of the company’s expanding AI ecosystem.

Despite its success, Llama has not been without controversy. Meta faces a lawsuit alleging the model was trained on copyrighted material without permission, while regulatory concerns have stalled its rollout in some European markets. Additionally, emerging competitors, such as China’s DeepSeek R1, have challenged Llama’s technological edge, prompting Meta to intensify its AI research efforts.

Looking ahead, Meta plans to launch several new Llama models, including those with advanced reasoning and multimodal capabilities. Zuckerberg has hinted at ‘agentic’ features, suggesting the AI could soon perform tasks autonomously. More details are expected at LlamaCon, Meta’s first AI developer conference, set for 29 April.

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California approves Tesla’s transport permit, but not for robotaxis

Tesla has received approval from the California Public Utilities Commission (CPUC) to operate a transportation service in the state, though the permit does not yet extend to autonomous vehicle operations. The transportation charter permit (TCP), granted on Tuesday, allows Tesla to use its own vehicles and employees as drivers for prearranged transport services. Initially, the company plans to use this permit for employee transportation, with the possibility of expanding to public services in the future.

Unlike Uber and Lyft, which operate under transportation network company (TNC) permits, Tesla’s TCP authorisation requires the company to own the vehicles and directly employ its drivers. The permit does not allow Tesla to test or deploy autonomous vehicles, nor does it grant the company participation in California’s Autonomous Vehicle Passenger Service Programs. Should Tesla wish to operate a driverless service, it would need additional approvals from both the CPUC and the California Department of Motor Vehicles (DMV).

Despite these restrictions, Tesla continues to push forward with its self-driving ambitions. CEO Elon Musk has announced plans to launch a robotaxi service in Austin, Texas, as early as June, using vehicles equipped with an updated version of the company’s Full Self-Driving software. While California regulators have not yet approved Tesla’s autonomous ride-hailing plans, the newly acquired permit may represent the first step towards that goal.

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Nvidia introduces high-performance AI machines for the future

At GTC 2025, Nvidia CEO Jensen Huang unveiled a new generation of AI-focused personal supercomputers designed to redefine computing in the era of AI. The two new machines, DGX Spark and DGX Station, are powered by Nvidia’s Grace Blackwell chip platform and promise to deliver unprecedented AI computing power at the edge.

DGX Spark, available immediately, features the GB10 Grace Blackwell Superchip, capable of up to 1,000 trillion operations per second. Meanwhile, the DGX Station, set for release later this year, is built with the GB300 Grace Blackwell Ultra Desktop Superchip and 784GB of memory. According to Nvidia, these supercomputers will allow users to prototype, fine-tune, and deploy AI models with greater efficiency.

Huang described the devices as the future of computing, highlighting their role in supporting AI applications across enterprises. Nvidia has partnered with major manufacturers, including Asus, Dell, HP, and Lenovo, to bring these machines to market. As AI adoption continues to surge, these systems could become essential tools for developers and businesses looking to stay ahead in an increasingly AI-driven world.

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Nvidia holds back on optical technology for GPUs

Nvidia’s CEO, Jensen Huang, has stated that a promising new chip technology, co-packaged optics, is not yet reliable enough for use in the company’s flagship GPUs.

The technology, which uses laser beams to transfer data via fiber optic cables instead of traditional copper, is more energy-efficient and faster.

However, Huang emphasized that copper connections remain ‘orders of magnitude’ more reliable than today’s optical alternatives, making them the preferred choice for now.

Speaking at Nvidia’s annual developer conference in San Jose, Huang announced that the company will use co-packaged optics in two upcoming networking chips designed for server switches, increasing their energy efficiency by three and a half times.

These switch chips will be released later this year and into 2026, marking a gradual technological step forward. However, Huang clarified that Nvidia currently has no plans to implement optical connections between GPUs, as reliability remains a key priority for its AI-focused customers like OpenAI and Oracle.

Silicon Valley startups such as Ayar Labs, Lightmatter, and Celestial AI have invested heavily in co-packaged optics, seeing it as essential for building more powerful AI systems. Nvidia itself has backed some of these ventures, despite Huang’s cautious approach.

While optical connections could eventually help AI models process complex tasks more efficiently, Nvidia is prioritizing proven technology for its near-term roadmap, ensuring stability in an industry preparing to invest hundreds of billions in AI infrastructure.

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Tencent sees surge in profits and revenue

Tencent, a leading Chinese tech giant, has reported impressive financial results for the fourth quarter and full year, boosted by its strategic investment in AI.

For the three months ending December 31, Tencent’s net profits soared by 90% year-on-year to 51.3 billion yuan ($7.1 billion), while its revenue increased by 11% to 172.4 billion yuan, surpassing analyst expectations.

The company’s strong performance was attributed to AI-driven enhancements in its advertising platform, growing video account engagement, and solid results from its gaming division.

For the full year, Tencent’s revenue reached 660.3 billion yuan, up 8% from the previous year, with net profits jumping 68% to 194.1 billion yuan.

CEO Pony Ma highlighted the role of AI in driving innovation, noting that Tencent had reorganized its AI teams to focus on fast product development and advanced model research.

The company’s stock price has surged to its highest in nearly four years, reflecting strong investor confidence.

The increased AI interest follows the unexpected global success of DeepSeek, a Chinese startup whose chatbot development caught the attention of investors, positioning China as a competitor to Western tech leaders like OpenAI.

Ma expressed Tencent’s admiration for DeepSeek and confirmed its active integration of their technology. Tencent has also started testing its own AI model, ‘Hunyuan Thinker’, which aims to offer more professional and human-like responses.

Despite its financial successes, Tencent faces ongoing challenges, including a sluggish domestic economy and political tensions, particularly with the US.

In January, the US added Tencent to a list of firms linked to China’s military, a move the company and the Chinese government have criticized as unjustified.

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Shareholders’ lawsuit against Amazon rejected with prejudice

A US judge has dismissed a lawsuit accusing Amazon of misleading shareholders about its treatment of third-party sellers and its expansion plans, which ultimately led to an antitrust case by the Federal Trade Commission (FTC).

The ruling by Judge John Chun in Seattle was made with prejudice, meaning the lawsuit cannot be refiled. Lawyers representing the shareholders did not immediately comment on the decision.

Investors had alleged that Amazon hid an algorithm that ensured its own products were priced lower than competitors’ and failed to disclose the risks of overexpanding its fulfilment network.

However, Judge Chun found no compelling evidence that Amazon executives, including former CEO Jeff Bezos and current CEO Andy Jassy, intentionally misled investors.

The court ruled that Amazon’s actions were more likely driven by profit-focused business strategies rather than fraud.

The FTC filed an antitrust case against Amazon in September 2023, accusing the company of using its market power to suppress competition and inflate prices.

Eighteen US states and Puerto Rico have joined the lawsuit, with a nonjury trial set for October 2026. The shareholder lawsuit covered Amazon stockholders from February 2019 to April 2022.

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Elon Musk’s xAI expands with Hotshot acquisition

xAI, Elon Musk’s AI company, has acquired Hotshot, a San Francisco-based startup focused on generative AI video tools.

The company, founded by Aakash Sastry and John Mullan, initially developed AI-driven photo editing tools but shifted its focus to text-to-video AI models.

Hotshot’s video foundation models, such as Hotshot-XL and Hotshot Act One, have already gained significant attention in the AI industry.

The acquisition is expected to boost xAI’s plans to develop its own video generation models, competing with major competitors like OpenAI’s Sora and Google’s Veo 2.

Musk had previously hinted at the creation of a ‘Grok Video’ model, which he anticipates launching in the near future. Hotshot’s team will likely play a key role in scaling these efforts, using xAI’s powerful infrastructure, including the Colossus cluster.

Hotshot’s website has confirmed the sunsetting of its video creation tools as of March 14, with existing customers having until March 30 to download their content.

The specifics of the staff transition to xAI remain unclear, with Sastry declining to comment. This acquisition represents a significant step for xAI in the rapidly evolving generative AI space.

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Intel’s new CEO plans major changes to revive the company

Intel’s incoming CEO Lip-Bu Tan is considering major changes to the company’s chip manufacturing and AI strategies to revive the struggling tech giant.

Sources revealed that Tan aims to restructure Intel’s approach to AI and implement staff cuts to streamline operations, focusing on addressing slow-moving middle management.

One of Tan’s core priorities is revamping Intel’s manufacturing operations, which have expanded to include producing semiconductors for external clients like Nvidia.

The changes come as Intel looks to regain its competitive edge after a decade of missed opportunities in smartphone chips and AI processors, allowing competitors such as Arm Holdings and Nvidia to dominate.

At a recent town hall, Tan told employees that the company would need to make ‘tough decisions’ to improve performance. Intel’s shares rose over 8% following his appointment, as investors await further details on his plans.

Tan’s immediate focus includes bolstering Intel Foundry’s performance and attracting new customers in sectors such as AI and robotics.

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Samsung faces tough shareholder meeting over AI struggles

Samsung Electronics faces a challenging annual general meeting as shareholders express frustration over its failure to capitalise on the AI boom.

Despite being South Korea’s most valuable company, Samsung’s stock tumbled nearly a third last year, making it one of the worst-performing tech firms.

Executives, including Co-CEO Han Jong-hee, will address concerns over lagging innovation, competition in semiconductor technology, and strategies to counter US tariffs.

Internal discussions at Samsung have revealed concerns about losing its technological edge, particularly in high bandwidth memory (HBM) chips, where it trails rival SK Hynix.

Chairman Jay Y. Lee reportedly criticised the company for focusing on maintaining the status quo rather than driving major innovation.

A stagnation like this has contributed to Samsung losing market share to competitors like TSMC in chip manufacturing and Apple in smartphones.

Adding to its challenges, Samsung has warned of sluggish AI chip sales due to US export restrictions to China, its biggest market. This puts the company at greater risk from potential US tariffs on Chinese trade.

In an attempt to regain investor confidence, Samsung launched a $7.2 billion share buyback plan in November, which has helped its stock recover slightly. However, shareholders remain sceptical about its future growth strategy.

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