News · Yahoo Finance

Sereact, NVIDIA, Nebius, CEVA Logistics and Zalando Close the Training Loop for Robotic Returns Handling

Sereact, NVIDIA, Nebius, CEVA Logistics and Zalando announced a closed training loop for Cortex, Sereact's robot brain, first deployed on Zalando returns handling at selected CEVA Logistics fulfillment centers. Episodes recorded at the returns stations are stored on Nebius, turned into thousands of simulated variants with NVIDIA Isaac Lab, and re-rendered across garment states, packaging, materials and lighting with NVIDIA Cosmos before Cortex is post-trained on Blackwell GPUs. A new policy is scored on held-out variants against a threshold set by Sereact; passing policies go to a real-world test at the stations, while failing ones trigger targeted variants for missed cases and another training run. An AI agent builds and runs the loop, previewing GPU cost and checking the gate, while Sereact engineers set goals and approve runs above a cost limit. The partners say a fix that once took weeks can now return as a tested policy update within days.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

artificial intelligenceNvidiasupply chainrobotics

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

• Neutral

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.2T
Close on 10/20/2026216.48
Change that session-0.28%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • What's unique about Gecko Robotics' contracts with Nvidia & the US Navy: CEO

    Gecko Robotics CEO Jake Loosararian says the company's US Navy contract has grown from $71 million awarded in April to $300 million, more than quadrupling, to help the military branches stay ready. The robots gather data that feeds the company's AI systems, helping shipyards and dry docks repair and maintain ships faster and return them to service. Loosararian says the company has deployed in critical environments for 13 years and has a robust security architecture to keep sensitive data private, including with the Navy. A recently announced Nvidia partnership adds deployment of AI agents in these environments, and the Navy-specific robot Komodo was built alongside experts and designed to keep humans in control. He argues the technology gives workers insights and repair capabilities they never had before, claiming China does not have any of this.

    Yahoo Finance·defenseartificial intelligenceNvidia
  • Bear Robotics Launches KINO-2 Through Engineering Collaboration with NVIDIA

    Bear Robotics announced KINO-2, a robot-learning platform that turns task demonstrations into deployable manipulation skills on its KR1 humanoid robot, extending its robots from moving goods to handling them. Bear has deployed over 16,000 robots, mostly service robots, at over 5,000 customer locations, and is piloting manipulation tasks such as supermarket returns and warehouse crate handling. KINO-2 uses NVIDIA Isaac OS as the core of its perception runtime, and with TensorRT and quantization, Bear cut GR00T inference time from about 500 milliseconds to around 60 milliseconds, roughly an 8x speedup in internal measurements. Bear's in-house model also reached a 4.2x speedup, falling from 72.3 to 17.2 milliseconds. KINO-2 is being launched at NVIDIA GTC Berlin, where Bear is demonstrating KR1 running it.

    Yahoo Finance·roboticsNvidiaartificial intelligence
  • NVIDIA Advances Isaac Platform for General-Purpose Robotics With New Reference Humanoid, Frameworks, Simulation Pipelines and Data

    NVIDIA has unveiled updates to its Isaac platform for general-purpose robotics, including Isaac OS, Isaac Lab 3.0 and open source reference workflows. Agile Robots introduced Agile ONE SN, a humanoid reference platform built on Isaac GR00T and Jetson Thor, scheduled for availability in early 2027 with planned integration of the Halos safety stack. European players such as ABB Robotics, KUKA and Universal Robots are also building on NVIDIA's open platform. NVIDIA says these technologies give developers a faster path from data to real-world deployment.

    Yahoo Finance·▲ NVDANvidiaartificial intelligencerobotics
  • Reply Earns "NVIDIA Physical AI Specialization" for Production-Ready Robotics and Digital Twins

    Reply [EXM, STAR: REY] is among the first NVIDIA partners worldwide to earn the Physical AI Specialization within the NVIDIA Partner Network, recognizing its expertise in deploying AI-driven robotics and digital twins in real operating environments. The award followed a technical assessment covering a customer implementation, solution architecture, certified OpenUSD expertise and its development roadmap. A current example is Roboverse Reply's work with Otto Group and NVIDIA on a virtual control system at the Hermes Fulfilment logistics centre in Loehne, Germany, which connects autonomous mobile robots from different manufacturers to fleet-management and warehouse systems. Simulating and validating new layouts and workflows in NVIDIA Omniverse and Isaac before deployment speeds integration, reduces the risk of testing in live operations, and provides a blueprint for other Otto Group sites.

    Yahoo Finance·Nvidiaartificial intelligencerobotics
  • Tech companies need more data centers. So why are nearly half of all planned projects delayed or canceled?

    The AI boom has pushed global hyperscale data center spending toward approximately $700 billion, but construction is now constrained by industrial supply chains and utility grid capacity rather than chip shortages. Industry research found that 30% to 50% of the 16 GW of U.S. data center capacity scheduled to come online faces severe delays or cancellation, while Sandstone Group reports nearly half of planned U.S. projects are behind schedule. Allianz Research attributes the problems to prolonged permitting, a shortage of roughly 439,000 skilled construction workers, and electrical equipment deficits. Grid interconnection queues in markets such as Northern Virginia, Phoenix and Dallas routinely take 4 to 7 years, and Oracle and OpenAI shelved plans to expand the Abilene, Texas campus from 1.2 GW to 2.0 GW after financing and utility timeline talks stalled.

    sedaliademocrat.com·▼ NVDAdata centersartificial intelligenceNvidia
  • Amkor Technology stock jumps on Nvidia advanced packaging expansion

    Amkor Technology shares rose 8% on Wednesday after Nvidia said it plans to significantly expand its advanced packaging partnership with Amkor into South Korea, aiming for a more than 300% increase in interposer wafer capacity by the end of 2028. The initiative is part of Nvidia's wider effort to scale manufacturing across several supply chain partners to meet surging AI infrastructure demand. Other planned steps include a 2.5-fold increase in Nvidia's substrate capacity over three years, a $1.1 billion capacity reservation advance to KYEC for new U.S. testing facilities, and a 15-fold expansion of SPIL's Taiwanese optical engine capacity by mid-2027. The collaboration also involves IBIDEN, Samsung Electro-Mechanics and Unimicron.

    Yahoo Finance·Amkor TechnologyNvidiasemiconductors

Related markets

US stocks →

Latest news

  • Meta Earnings Prediction Market Preview: What Will Mark Zuckerberg Say?

    Meta Platforms (NASDAQ:META) reports third-quarter earnings after the market closes on Wednesday, as investors look for returns on its heavy AI spending and for comments from CEO Mark Zuckerberg. Analysts expect earnings of $5.89 per share on revenue of $63.36 billion.

    Yahoo Finance·• METAMETAearningsartificial intelligence
  • CoreWeave's business model explained: Why investors are worried

    The video likens CoreWeave to a landlord that borrowed heavily to buy 51 data centers and leases them to customers such as Microsoft and Meta. The speaker says it earned about $2.6 billion last quarter, roughly $1.5 billion after operating and capital costs, yet paid $640 million in debt repayments in the same period. Those payments are projected to rise by $300 million next year to $900 million, leaving the company about $626 million in the red after accounting for everything. Debt has grown to about $35 billion, with $10 billion due within 15 months against $5.5 billion in cash, while the company plans to spend around $6.4 billion on new data centers over the next three months. An online calculation cited in the video put the chance of default over the next three years at 55%, close to a coin flip.

    Yahoo Finance·• NVDA• MSFTCoreWeavedata centersdefault risk
  • Big Tech's eMudhra fixes may leave crypto bots exposed, CertiK warns

    CertiK says crypto trading bots and exchange apps may remain exposed to the eMudhra certificate flaw even though Google, Apple and Microsoft have blocked eight vulnerable certificates issued by India's eMudhra. Many applications outside the browser ecosystem do not enforce Certificate Transparency or receive the same revocation protections, so browser fixes may not cover them. Attackers could use compromised certificates to impersonate HTTPS connections to exchanges, wallets and APIs, replacing deposit addresses or tricking users into approving malicious transactions, though this would also require intercepting or redirecting users' traffic. CertiK urges operators to update their software and certificate trust stores and verify that their applications reject the affected certificates.

    Cointelegraph·cybersecuritycryptodigital certificates
  • Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here's their edge

    Fueled by the global AI stock boom, looser capital rules and greater lending to hedge funds, major Wall Street banks have already had a banner year in equities trading. The five largest investment banks generated about $67 billion in equities revenue through Sept. 30, $7 billion more than all of 2025. Goldman Sachs, JPMorgan Chase and Morgan Stanley account for a combined $52 billion, nearly 80% of the total, with prime brokerage, which includes margin loans and securities lending to hedge funds, a key growth driver. At Goldman Sachs, equities financing rose 96% in the third quarter to a record $3.37 billion. Asia, especially South Korea and Taiwan, was the fastest-growing frontier for equities.

    CNBC·▲ JPMGoldman SachsJPMorganbanks
  • From Cultural Appeal to Strategies for Growing Bank Value

    VPBank is placing pop culture at the core of its development strategy, as its shares have risen nearly 27% since late July, well ahead of the nearly flat VN-Index. The bank co-organized and was main sponsor of two BIGBANG concerts in Hanoi, which drew more than 50 million access visits to the ticketing platform, and then brought the group's Official Pop-up Store to its Flagship at 89 Láng Hạ, where thousands of fans queued from 3-4 a.m. The article cites KB Kookmin Bank's partnership with Aespa since 2021 and UOB's use of Taylor Swift's The Eras Tour, and notes that 91 of the world's 100 most valuable bank brands sponsor sports, per Brand Finance Banking 500 2025. It says these moves turn customer experiences into a competitive advantage.

    CafeF·VPBbanksbrands
  • SpaceX Bulls Rejoice: JPMorgan Sees 209% Upside

    JPMorgan analyst Doug Anmuth more than doubled his SpaceX (SPCX) price target to $500 from $240 on Oct. 21, implying 209% upside, even though the stock is still well below its June 16 high. Third-quarter revenue rose 161% to $14.6 billion, and SpaceX swung to $4.4 billion of net income from a $1.1 billion loss, with first-quarter 2027 revenue guided to $33 billion–$37 billion. Analysts' 2027 EPS estimate has risen to $2.25 from $0.65 three months ago, yet $500 equals 222x that figure, versus a consensus target of $223 as of Oct. 20. The article calls the target plausible but stretched, holding only if the annual recurring revenue forecast from CEO Elon Musk materializes, with capex of $19.6 billion in the third quarter and $35–40 billion expected in the fourth as key risks.

    Yahoo Finance·• TSLASpaceXvaluationearnings

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.