NVIDIA

🎧 Prefer to listen? Your browser does not support the audio element. “A part of our NVIDIA GEAR lab now self-improves tirelessly overnight. We just read the reports in the morning.” That’s Jim Fan, director of AI at Nvidia, describing what happened when his team gave AI coding agents a lab full of robotic arms, some compute resources, and — in his words — a “generous token budget.” The agents didn’t just follow instructions. They wrote their own training programs, tested them on real robots, debugged failures, and iterated until the robots could cut zip ties and insert GPUs into motherboard sockets with 99% accuracy. All while the researchers slept. ...

🎧 Prefer to listen? Your browser does not support the audio element. I’ve been watching the AI infrastructure space for a while now, and something just happened that deserves way more attention than it’s getting. Yesterday — June 16, 2026 — a company called Coherent Corp broke ground on a $650 million expansion of its semiconductor facility in Sherman, Texas. Jensen Huang, the CEO of NVIDIA, was literally there with a shovel. And if you’re wondering why the CEO of a trillion-dollar AI company is flying to a small town an hour north of Dallas for a groundbreaking ceremony, that’s exactly the right question. ...