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NVIDIA

316 summarised stories about NVIDIA, each linking back to the original source. Browse all topics →

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Sunday, 4 October 2026

Market concentration and AI buildout spending: tech drives S&P 500 earnings growth while capital ramps

Andreessen Horowitz 1 week ago 13

Tech companies drove most of S&P 500 earnings growth in 2026 while AI-related capex shifted demand from software toward semiconductors, power, networking, and other hardware buildouts. About 76% of the S&P 500’s total earnings growth in 2026 came from tech as of late August. The result is continued GPU demand and capital ramping in compute and related infrastructure despite early-stage AI adoption metrics.

Inside NVIDIA’s IsaacTeleop: From Hand and Controller Tracking to Robot Actions with the Graph-Based Retargeting Engine

MarkTechPost 1 week ago 33

NVIDIA’s IsaacTeleop tutorial builds the graph-based retargeting engine that converts XR hand tracking and controller inputs into action vectors for simulated and real robots without using a headset, by generating and wiring TensorGroups through NumPy-only steps.

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