Inside Nvidia’s Record Quarter and the Global AI Arms Race @cheddar

Uploaded May 2026 | Updated September 2026, 2 weeks ago

Ray Wang of Constellation Research breaks down Nvidia’s blockbuster earnings and the future of the AI chip race.

Connect with Cheddar!
On Facebook: facebook.com/cheddar
On Instagram: instagram.com/cheddar
On the web: cheddar.com
In your inbox: need2know.cheddar.com/subscribe

Inside Nvidia’s Record Quarter and the Global AI Arms Race

This NYC Startup Is Implanting More Brain Chips Than Neuralink🧠💡

LGA reopened Monday after a deadly runway collision killed both pilots and injured 41 others

Bring baxk Lazy Susans back to fridges?🧊 Credit @antiqueappliance_restorations #invention

AI vs. Gen Z: Why Young Workers Fear Automation the Most

$China Is Flooding America With Robots🤖 This Startup Is Fighting Back🦾 In 2026, China installs a new industrial robot every two minutes. America installs a fraction of that. The race is not over, but can the U.S. keep up? In this episode of NYC Innovates, we take a deep dive into Standard Bots, a New York-based startup and currently the biggest American maker of industrial robot arms, is building something the robotics industry has never really attempted: a robot so intuitive that a factory worker with zero technical background can pick it up, program it, and deploy it in a single day. Backed by Amazon, Samsung, and General Catalyst, and operating inside a vertically integrated production facility that takes raw bars of metal in one end and ships finished robots out the other, Standard Bots is making the case that American manufacturing does not have to lose this race. The question is whether the US moves fast enough to win it. 00:00 Intro 00:24 The numbers 01:23 The American Security Robotics Act explained 02:38 Inside Standard Bots New York production facility 03:01 How Standard Bots builds robots differently using AI 04:14 Three robot arm sizes and the iPhone-style software experience 05:05 Physical AI training: show the robot once, it learns autonomously 06:12 The data flywheel: every robot makes every robot smarter 07:15 The shift from software to physical AI as the next big platform 08:05 Chinas $137B state fund and the solar industry warning Connect with Cheddar! On Facebook: https://facebook.com/cheddar On Instagram: https://instagram.com/cheddar On the web: https://cheddar.com In your inbox: https://need2know.cheddar.com/subscribe$

Did we just find the perfect closet-sized bicycle? 😯🚲

Just a few more software updates before Olaf is ready for a full-time shift☃️😭

Another “didn’t-know-I-needed-this” accessory added on the list🍷😯

Big Business This Week: How Trumps First Week Is Affecting Businesses, Markets & Your Wallet

Simon Kim Is Building a Fine Dining Empire Out of Korean BBQ

Cheddar |

Inside Nvidia’s Record Quarter and the Global AI Arms Race