Infineon and ZuriQ expand partnership for scalable quantum

NVIDIA released Nemotron 3.5 Super VL, a 120-billion-parameter model, on October 15, offering open weights and datasets. On October 21, NVIDIA and the German government formalized an AI ecosystem partnership, focusing on infrastructure. The model is adopted by companies like Scale AI and Salesforce, aiming to drive enterprise adoption and infrastructure demand. NVIDIA's strategy involves giving away the model to capture value through hardware and infrastructure.

GM unveiled a fourth-generation EV platform with 15% lighter vehicles, 20% more efficiency, and 20% less battery capacity. The platform uses lithium-manganese-rich (LMR) batteries, reducing costs. GM aims to launch vehicles on this platform shortly, targeting high-volume segments like crossover SUVs. The new architecture also features 30% less wiring and 40 times more processing power. The 2028 Cadillac Escalade IQ will be the first model with this technology.

Amgen (AMGN) reported 10% revenue growth in Q2, with Tezspire sales up 42%. However, earnings per share rose just 4%, raising questions about earnings growth. The company's newer drugs, like Repatha and Imdelltra, drove growth, but older drugs face biosimilar competition. MariTide, an obesity drug, is a key focus for future earnings.

Bolt plans to use Nvidia's Alpamayo Stack software for autonomous driving in 25,000 Lucid vehicles in Europe, starting with a data-collection program in Madrid in 2027. Bolt and Nvidia will adapt the system to European road conditions. Lucid's potential robotaxi volume reaches 60,000 vehicles with existing partnerships.

Anthropic has committed nearly $90 billion to secure compute infrastructure, including $44.6 billion confirmed in an SEC filing and another $45 billion in negotiations. The deals target the Monarch Compute Campus in West Virginia, highlighting the shift in focus from model weights to power control. DeepSeek and llm-d released open-source software, reducing costs and commoditizing the inference stack.

Lucid's 25,000 Bolt robotaxis will use Nvidia's Alpamayo Stack self-driving software, starting with data collection in Madrid in 2027. Lucid has robotaxi deals with Nuro for Uber and Nvidia for Bolt. Bolt aims for 100,000 autonomous vehicles by 2035. Lucid's robotaxi orders total 60,000 vehicles, nearly four years of current deliveries.