Top stories today:

1. NVIDIA debuts Vera Rubin chips, promising 5× AI training compute
2. Boston Dynamics taps Google DeepMind’s Gemini for Atlas robots
3. Venezuela bondholders eye debt talks after Maduro ouster
4. Lyte, founded by ex-Apple engineers, emerges from stealth
5. Intel’s 2nm Panther Lake Core Ultra chips debut with major AI upgrades
6. S&P 500 expected to climb <10% in 2026 by median investor: survey

0. Calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. NVIDIA debuts Vera Rubin chips, promising 5× AI training compute over Blackwell

• 6 chips make up the platform “to create one AI supercomputer,” NVIDIA said.

• The chips are in “full production” and can train some LLMs with ~75% fewer chips than Blackwell, CEO Jensen Huang said.

• H2 2026: products and services powered by Rubin are set to debut.

• NVIDIA also unveiled its Alpamayo AI model family for autonomous vehicles and detailed a full-stack AV collaboration with Mercedes-Benz.

• Demand from China for NVIDIA’s H200 chip is strong, the company said, with export license applications now under US government review.

• NVIDIA has reportedly struggled to monetize Omniverse and shut down its Omniverse Cloud service in August 2025 amid weak demand.

2. Boston Dynamics taps Google DeepMind’s Gemini for Atlas humanoid robots

• Coming months: Gemini-powered Atlas robots will be tested at Hyundai’s auto factories.

• The partnership will focus on bringing industrial tasks to humanoids.

• The data collected by Boston Dynamics robots will help improve Gemini’s ability to operate in the physical world.

• Nov.: Google DeepMind hired the former CTO of Boston Dynamics.

Boston Dynamics also unveiled a new Atlas robot for Hyundai plants starting in 2028

• The humanoid robot features human-scale hands with tactile sensing and fully rotational joints capable of lifting up to 110 pounds.

• It can operate in temperatures ranging from −4°F (−20°C) to 104°F, Boston Dynamics said.

• The new Atlas robot will be deployed at a factory in Savannah, Georgia, among other Hyundai facilities.

• 30K Atlas robots a year by 2028 is Hyundai’s plan.

4. Venezuela bondholders eye debt talks after Maduro ouster

Venezuela’s 2027 notes +29% to ~43 cents on the dollar, returning to pre-default levels: