NVIDIA's $50 Trillion AI Move

Plus, a meetup in BOULDER tonight!

BOULDER, COLORADO! I’m hosting a small meetup tonight, June 13th, at West End Tavern from 6-8pm. Drop in for casual conversation about AI, emerging tech, e/acc, or just to say hello! RSVP here and I hope to meet a few of you! -Jeff (AI Breakfast)

Good morning. It’s Friday, June 13th.

In today’s email:

  • NVIDIA Goes All-In on Robotics

  • The New AI Browser

  • 5 New AI Tools

  • Latest AI Research Papers

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Today’s trending AI news stories

Nvidia Bets on Physical AI as $50 Trillion Industrial Backbone

Physical AI is fast becoming Nvidia’s defining bet on the future of industry, intelligence, and infrastructure. At recent events in Paris, CEO Jensen Huang laid out a sweeping vision that positions robotics, autonomous systems, and industrial AI as the backbone of a $50 trillion market opportunity. This effort is already materializing through Nvidia’s Drive AV platform, now live in the Mercedes CLA and set to roll out across Volvo and JLR vehicles, with new Cosmos models enhancing performance in challenging environments.

Image: REUTERS/Gonzalo Fuentes

To scale AI-driven manufacturing, Nvidia is building its first industrial AI cloud in Germany, a 10,000-GPU hub using DGX B200 and RTX PRO servers, while expanding tech centers and committing to 20 AI factories across Europe. Sovereign AI is now strategic infrastructure, with DGX Cloud Lepton and national providers offering over 3,000 Blackwell-based exaflops to enterprises. Partnerships with Mistral and Novo Nordisk highlight the platform’s breadth, from advanced AI deployment to accelerated drug discovery via the Gefion supercomputer.

Supporting this push into embodied intelligence, Nvidia also open-sourced Gr00t N1.5, a 3B-parameter foundation model designed for humanoid reasoning and compatible with Hugging Face’s LeRobot SO-101 Arm. Read more.

Dia Is a Chat-First Browser That Knows What You’re Doing

Dia is a new AI-powered web browser from The Browser Company designed to act more like an intelligent assistant than a traditional browser. At the center of its interface is a built-in chatbot that stays with you as you browse, able to reference your open tabs, past activity, and even logged-in accounts to help you search, summarize, answer questions, or complete tasks, all without switching between apps or tabs.

What makes Dia unique is its ability to understand what you’re trying to do and route your request to the right AI tool, whether it’s for shopping, writing, or research. The address bar doubles as a command line, where you can type anything, from a search to a task. With access to local cookies and browsing data, Dia builds contextual memory that evolves with use, while keeping sensitive data encrypted and mostly device-local. Instead of trying to outdo other AI models, it focuses on seamlessly combining them to make browsing smarter and more fluid. Read more.

5 new AI-powered tools from around the web

arXiv is a free online library where researchers share pre-publication papers.

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