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Introducing DreamZero 🤖🌎 from @nvidia > A 14B “World Action Model” that achieves zero-shot generalization to unseen tasks & few-shot adaptation to new robots > The key? Jointly predicting video & actions in the same diffusion forward pass Project Page: https://x.com/jang_yoel/status/2019083437265867057
New milestone: we trained a robot foundation model on a world model backbone, and enabled zero-shot, open-world prompting capability for new verbs, nouns, and environments. If the world model can “”dream”” the right future in pixels, then the robot can execute well in motors. We”” https://x.com/DrJimFan/status/2019112603637920237
The AI Arms Race is over 5x larger than the Manhattan Project or the Apollo Program 2026 CAPEX for Alphabet, Amazon, Meta and Microsoft is ~650B or ~2% of US GDP For comparison: – Apollo program: 0.4% of US GDP – Manhatten project: 0.4% of US GDP – although it cost $150B the”” https://x.com/scaling01/status/2019789747896377697
Cerebras https://www.cerebras.ai/press-release/cerebras-systems-raises-usd1-billion-series-h
Cerebras Raises $1.1 Billion at $8.1 Billion Valuation https://www.cerebras.ai/press-release/series-g
CoreWeave’s $30 Billion Bet on GPU Market Infrastructure https://davefriedman.substack.com/p/coreweaves-30-billion-bet-on-gpu
📢 New paper from GEAR team @NVIDIARobotics We released DreamZero, a World Action Model that turns video world models into zero-shot robot policies. Built on a pretrained video diffusion backbone, it jointly predicts future video frames and actions. 🌐”” https://x.com/yukez/status/2019096072690553112
Why Nvidia builds open models with Bryan Catanzaro https://www.interconnects.ai/p/why-nvidia-builds-open-models-with
Our Abilene Stargate data center is driving local economic value, for the city and its residents:”” https://x.com/gdb/status/2018374301465096589
Nvidia CEO Huang denies he’s unhappy with OpenAI, says huge investment planned https://www.cnbc.com/2026/01/31/nvidia-ceo-huang-denies-hes-unhappy-with-openai.html
Introducing NVIDIA Cosmos Policy for Advanced Robot Control https://huggingface.co/blog/nvidia/cosmos-policy-for-robot-control
DreamZero: World Action Models are Zero-shot Policies
https://dreamzero0.github.io/
Jim Fan on X: “The Second Pre-training Paradigm” / X
https://x.com/DrJimFan/status/2018754323141054786
Website: https://t.co/2YwjQs3JMC Robot execution demos across various verbs, nouns, and environments: https://t.co/loUZXZODcR The model is open-source! https://x.com/DrJimFan/status/2019112605315637451
SpaceX acquired xAI to build a vertically integrated innovation engine, bypassing terrestrial power and cooling limits via “”space-based AI.”” By using Starship to launch a one-million-satellite constellation of orbital data centers, SpaceX aims to add 100 GW of annual compute”” https://x.com/TheHumanoidHub/status/2018449994756636690
Anyone who thought that a lot would already be invested in AI by 2025 will be surprised: the capital expenditure of hyperscalers for data centers will double in 2026 compared to the previous year.”” https://x.com/kimmonismus/status/2019773237618479594
Intel is moving into GPUs, has hired a chief architect, CEO Tan says https://www.cnbc.com/2026/02/03/intel-gpu-chief-architect-ai-lip-bu-tan.html
Owning a $5M data center – comma.ai blog https://blog.comma.ai/datacenter/
Building a sovereign enterprise https://www.ibm.com/think/insights/ceo-mandate-building-sovereign-enterprise-ai-era?p1=Display&p2=439289718&p3=247627917
📈 vLLM community + @nvidia pushed gpt-oss-120b performance on Blackwell GPUs to new heights: ⚡ +38% max throughput 🎯 +13% min latency 📈 Entire Pareto frontier improved Key ingredients: FlashInfer integration, torch.compile kernel fusions, async scheduling, and stream”” https://x.com/vllm_project/status/2018859316258931161
🚀🚀🚀 vLLM on NVIDIA GB200: 26.2K prefill TPGS, 10.1K decode TPGS for DeepSeek R1/V3. 📈 3-5x throughput vs H200 – with half the GPUs! Key optimizations: – NVFP4 GEMM for MoE experts – FP8 GEMM for MLA – Kernel fusion (RoPE+Quant+Q Write) – Weight offloading v2 with async”” https://x.com/vllm_project/status/2019105689403334825
Nemotron ColEmbed V2: Raising the Bar for Multimodal Retrieval with ViDoRe V3’s Top Model https://huggingface.co/blog/nvidia/nemotron-colembed-v2
can someone explain to me in simple words why the CEO of the highest valued company in the world is having a conference in the middle of a one way street during rush hour”” https://x.com/yacinelearning/status/2018689145086898466
NVFP4-QAD-Report.pdf https://research.nvidia.com/labs/nemotron/files/NVFP4-QAD-Report.pdf
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”” https://x.com/sama/status/2018451015272694248
An open-source extension for LLM serving engines – LMCache It’s like a caching layer for large-scale, production LLM inference. LMCache implements smart KV cache management, reusing key-value states of previously seen text across GPU, CPU and local disk. It can reuse any”” https://x.com/TheTuringPost/status/2017258518857105891
Rapid progress at Tesla Cortex 2 at Giga Texas, the ~500 MW AI datacenter for training Optimus: – 100+ Megapacks delivered (~390 MWh) for power stability. – Chiller plant construction is well underway. – The data center is expected to be operational by summer.”” https://x.com/TheHumanoidHub/status/2018405563001090127
Elon: AI chips for space would have to be designed to be more radiation-tolerant. About a 20% increase in the operating temperature of the chip will cut the radiator mass in half.”” https://x.com/TheHumanoidHub/status/2019148450198352212
Hard to know which X articles are valuable, but this is a good summary of the significance of world modeling by a distinguished scientist and robot expert NVIDIA”” https://x.com/emollick/status/2018774863734075878
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