Latest news with #TheInformation
Business Insider
3 days ago
- Automotive
- Business Insider
Tesla (TSLA) Struggles to Scale Optimus Robot Production amid High Costs and Bottlenecks
Elon Musk has made it clear that he sees humanoid robots as the future of EV maker Tesla (TSLA), but the company is far from hitting its ambitious production goals, according to The Information. Indeed, Musk previously announced a target of producing at least 5,000 Optimus robots this year. However, sources say that Tesla has only built a few hundred so far. To meet its goal, Tesla would need to dramatically scale up production in the second half of the year. This comes as the company's revenue declines in its electric vehicle business and is searching for its next major growth driver. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. One of Tesla's biggest challenges when it comes to developing Optimus is designing functional, human-like hands capable of performing a wide range of tasks. In fact, these hands have proven to be extremely complex to engineer, and some robots remain incomplete without them. Nevertheless, Tesla has been testing about 50 Optimus robots at its Palo Alto facility, where they are trained to walk and handle objects under supervision. Production has since shifted to Fremont, California, where Tesla also builds its cars. Still, behind the scenes, Tesla has faced production bottlenecks, high research costs, and leadership changes. The company has also taken legal action against former employees accused of stealing trade secrets related to robots. While Musk predicts that Tesla will produce more than a million robots a year by 2030 and even imagines Optimus walking on Mars, skeptics point out that the company has a history of missing deadlines. What Is the Prediction for Tesla Stock? Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 14 Buys, 14 Holds, and seven Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average TSLA price target of $314.48 per share implies 0.5% downside risk.
Tom's Guide
3 days ago
- Tom's Guide
GPT-5 could be OpenAI's most powerful model yet — here's what early testing reveals
The next major language model for ChatGPT may be closer than we think, and early feedback suggests GPT-5 could be a serious upgrade. According to a new report from The Information, someone who's tested the unreleased model described it as a significant step forward in performance. While OpenAI hasn't confirmed when GPT-5 will launch inside ChatGPT or its API platform, CEO Sam Altman recently acknowledged using the model and enjoying the experience. That alone hints that OpenAI is preparing to roll out a more powerful assistant; one designed to improve in areas where earlier versions have started to plateau. The report suggests GPT-5 blends OpenAI's traditional GPT architecture with elements from its reasoning-focused 'o' models. That would give it the flexibility to adjust how much effort it puts into different tasks, doing quick work on easy queries, but applying deeper reasoning to complex problems. This approach mirrors Anthropic's Claude models, which already let users fine-tune how much 'thinking' the model does. Get instant access to breaking news, the hottest reviews, great deals and helpful tips. In GPT-5's case, this could mean faster responses when you're asking something simple, and more thoughtful output for challenges like debugging code or solving abstract math problems. One of GPT-5's biggest reported strengths is software engineering. According to The Information, the model handles both academic coding challenges and real-world tasks, such as editing complex, outdated codebases, more effectively than previous GPT versions. That could make it especially appealing to developers, many of whom currently rely on competitors like Anthropic's Claude. A person who tested GPT-5 told The Information it outperformed Claude Sonnet 4 in side-by-side comparisons. That's just one data point and Claude Opus 4 is still considered Anthropic's most advanced model, but it signals OpenAI is serious about reclaiming ground in this space. Here's where things get a little murky. Some researchers speculate GPT-5 might not be a single, brand-new model, but instead a routing system that dynamically selects the best model, GPT-style or reasoning-based, depending on your prompt. If that's true, it could signal a shift away from scaling traditional LLMs toward optimizing post-training performance through reinforcement learning and synthetic data. That's where models are fine-tuned using expert feedback after training and it's an area where OpenAI has been investing heavily. If GPT-5 lives up to early reports, it could help OpenAI win back developer mindshare and chip away at Anthropic's dominance in coding assistants; a market that could be worth hundreds of millions annually. It would also strengthen OpenAI's pitch to enterprise users and give its chip suppliers, like Nvidia, another reason to celebrate. For users of ChatGPT, the biggest change could be more efficient and accurate answers across the board, especially for bigger tasks that current models still struggle with. We'll have to wait and see what OpenAI officially announces in the coming weeks, but if GPT-5 is as strong as it sounds, the next wave of AI tools could be the most capable yet. Follow Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button.
TechCrunch
3 days ago
- Automotive
- TechCrunch
Tesla is reportedly behind on its pledge to build 5,000 Optimus bots this year
In Brief Tesla is well behind the pace needed to meet its earlier stated goal of producing at least 5,000 Optimus humanoid robots this year, The Information reports. Nearly eight months into 2025, and the number of bots Tesla has produced is only in the hundreds, according to two sources. That means Tesla will either need to step it up or push back the deadline. The news comes after Tesla reported a 12% decline in overall revenue in the second quarter, due to falling EV sales, less cash from regulatory credits, and a decline in solar and energy storage sales. During the Q2 earnings call earlier this week, Musk said that Tesla would start production on its latest Optimus 3 design by early next year. 'We will scale Optimus production as fast as possible and try to get to a million units a year as quickly as possible,' Musk said. 'We think we can get there in less than five years. That's a reasonable aspiration.' Recall that Musk has made bold claims like this before. During Tesla's 2019 Autonomy Day, Musk said the company would have a fleet of a million robotaxis on the road by 2020. Two years later, he said Tesla would mass-produce robotaxis by 2024. Neither of those projections has yet come to pass.
Yahoo
4 days ago
- Business
- Yahoo
NVIDIA Corporation (NVDA)'s Going To Have A Good Quarter, Says Jim Cramer
We recently published . NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. NVIDIA Corporation (NASDAQ:NVDA) has become the most valuable company in the world once again as we enter the year's second half. The firm has benefited from long-term investor optimism about AI and a relatively benign impact of US GPU restrictions on China. Cramer is a believer in NVIDIA Corporation (NASDAQ:NVDA) and holds the opinion that apart from AI, the firm can benefit from robotics as well. This time, he commented on NVIDIA Corporation (NASDAQ:NVDA)'s upcoming quarter and a report from The Information: 'NVIDIA's going to have a good quarter. There's an article today, from The Information saying they're gonna have problems with meeting the new Chinese chips. They went into quiet period this weekend. So when I did my check. . . Look, I started the and I said to people, you know what, it's a free fire zone when companies are going into quiet. Free fire zone. You have something? We're like gonna sell subs.' Earlier, he maintained that NVIDIA Corporation (NASDAQ:NVDA) is ushering in a new industrial revolution: 'NVIDIA, own it, don't trade it. That's been my advice for about $3.7 trillion in market capitalization. Today. NVIDIA became the first $4 trillion company, and it's hard not to celebrate the success of this business or the man behind it… Now let's talk about this $4 trillion achievement. Let's put it in perspective. In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
CNBC
5 days ago
- Business
- CNBC
No near-term lifeline from China for Nvidia's H20 chips
Nvidia investors should expect a slow, methodical China recovery and not a near-term sales spike. Earlier this month, the company announced plans to resume sales of H20 chips to China . The less-advanced semiconductors, built on its Hopper architecture, are designed for artificial intelligence computing, but remain compliant with U.S. export restrictions to China. However, a report in The Information suggested Nvidia is facing production delays in restarting H20 shipments to China. The report flags logistical setbacks, but Nvidia has already outlined a similiar timeline , indicating that revenue from these chips will likely be negligible until at least the fourth quarter. Analysts at Morgan Stanley, Piper Sandler, and Rosenblatt cite a mix of hurdles: export licenses are still pending, previous orders were canceled , and Nvidia has little finished inventory. The company's supply chain also takes nine months to ramp. "We would keep near-term expectations in check, given licenses have not yet been issued, and we see questions around available supply of H20 and whether RTX chips (formerly B30/B40) will also be included, but it is a significant positive for 2026 for all AI stocks, including our Top Pick NVDA," Morgan Stanley analyst Charlie Chan wrote in a research note Sunday. NVDA YTD mountain Nvidia shares year to date Nvidia shares have risen 24% year to date, with a nearly 6% gain so far this month. To propel future gains, investor attention is likely to continue shifting toward Nvidia's next-gen Blackwell-based RTX chips, potentially accelerating a move away from the older Hopper line. For now, the path to recovery in China is more about rebuilding momentum than generating near-term upside – with the potential for a more material revenue impact starting next year.
