Uber began deploying Wayve-powered autonomous vehicles across London
on Thursday, marking Wayve's first commercial public
service
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TLDR HARDWARE 2026-09-04
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HEADLINES AND LAUNCHES
UBER AND WAYVE LAUNCH LONDON'S FIRST PUBLIC ROBOTAXI SERVICE, BEATING
WAYMO TO THE CITY (3 MINUTE READ) [5]
Uber began deploying Wayve-powered autonomous vehicles across London
on Thursday, marking Wayve's first commercial public service anywhere
in the world and making London only the second European city with
robotaxis, after Zagreb. The initial fleet, fewer than 20 Ford Mustang
Mach-Es with plans to add Nissan Leafs later, keeps a licensed safety
operator behind the wheel for now, and riders booking UberX, Comfort,
or Electric may get matched with one at no extra cost.
FIGURE SECURES UP TO 100,000 GPUS FROM NSCALE TO TRAIN ITS HUMANOID
ROBOTS (3 MINUTE READ) [6]
Figure signed a deal with Nscale to deploy up to 100,000 Nvidia Vera
Rubin GPUs, starting in Barstow, Texas, in the second half of 2027, an
initial $3.5 billion compute commitment with intent to scale past $6
billion, with Nscale also making a strategic investment in Figure. It
follows last week's launch of Index, Figure's crowdsourced humanoid
training dataset now generating 35 minutes of data every second,
addressing the other half of the bottleneck: Figure says it's now
largely constrained by data and compute rather than robot hardware
itself in training its Helix model.
ENGINEERING AND APPLICATIONS
MICRON REPORTEDLY EXPLORES NEAR-GPU NAND, A FLASH TIER SITTING
BETWEEN HBM AND THE SSD (4 MINUTE READ) [7]
Micron is reportedly investigating near-GPU NAND, high-endurance
flash modules placed right on the GPU package where HBM sits today,
aiming to fill the massive latency and bandwidth gap between HBM and a
system's SSD. The pitch is memory-bound inference: large models buy
extra accelerators purely to hold weights and KV cache, an expensive
way to add capacity since HBM is the priciest, tightest-supplied
memory around, so a cheaper flash tier fast enough to keep compute fed
could let the same model run on fewer GPUs.
WIRED'S FIRST LOOK AT NVIDIA'S RTX SPARK LAPTOPS, ARRIVING FALL 2026
(4 MINUTE READ) [8]
Nvidia's RTX Spark superchip fuses a 20-core Grace Arm CPU with a
Blackwell RTX GPU on one 3nm package, delivering up to 1 petaflop of
AI performance and 128GB of unified LPDDR5X memory, enough to run 120-billion-parameter models locally with up to a 1-million-token
context window. It's Nvidia's first true client SoC for Windows,
pairing native CUDA support with full RTX graphics tech, so the same
chip targets AI development, creative work, and gaming. Jensen Huang
promises at least 100fps at 1440p in modern AAA titles.
RESEARCH AND PROTOTYPES
BIMO, AN OPEN-SOURCE BIPEDAL ROBOTICS KIT WITH SIM-TO-REAL TRANSFER
(3 MINUTE READ) [9]
Bimo is an open-source, 3D-printable bipedal robot kit built with
custom quasi-direct drive actuators, ROS 2 integration, and
simulation-ready environments for reinforcement learning locomotion
policies. The repository provides complete mechanical models,
electronics schematics, and training pipelines to enable reliable
sim-to-real transfer on a desktop-sized robot. It offers an
accessible, affordable testbed for experimenting with legged
locomotion dynamics, custom motor control schemes, and modern
reinforcement learning algorithms without requiring high-cost
industrial hardware.
ARDUINO WITH ZEPHYR (3 MINUTE READ) [10]
Arduino trained a generation of young engineers, and now,
post-Qualcomm acquisition, they are professionalizing the framework.
The recent Arduino Core on Zephyr 1.0.0 release bridges the familiar, beginner-friendly Arduino API with the industrial-grade Zephyr
Real-Time Operating System. This integration allows developers to
leverage enterprise capabilities like preemptive multi-threading,
advanced power management, and standardized networking stacks while
writing standard Arduino code.
MISCELLANEOUS
NVIDIA'S PAIR TURNS SPARE RTX GPUS ON YOUR HOME NETWORK INTO ONE
INFERENCE CLUSTER (4 MINUTE READ) [11]
As multi-agent AI workflows spawn dozens of independent model calls
from a single task, all competing for one local GPU's execution queue,
Nvidia's new open-source PAIR router spreads those calls across every
eligible RTX GPU, RTX PRO workstation, DGX Spark, or Apple M4+ device
already sitting on a home network. It doesn't split one inference
request across multiple GPUs or pool VRAM into a bigger virtual
accelerator - each request still runs whole on one node, but it
proxies existing Ollama and LM Studio interfaces so agents keep using
the connection they already expect while PAIR handles discovery (via
mDNS), MTLS-secured pairing, and live scheduling based on which paired
node is actually ready.
DYSON'S CAMERAJET TOOTHBRUSH USES A 100K PIXEL CAMERA TO AUTO-TARGET
AND JET-FLOSS GAPS BETWEEN TEETH (4 MINUTE READ) [12]
Dyson's CameraJet packs a 100,000-pixel macro lens camera into the
brush head, running its "Gap Optical Targeting" machine learning
system to detect and predict gaps between teeth in real time,
triggering a jet of water within 100 milliseconds of spotting one.
QUICK LINKS
TSMC'S EQUIPMENT PROCUREMENT FORECAST NEARLY DOUBLED IN SIX MONTHS AS
IT BUILDS 20 FABS AT ONCE (3 MINUTE READ) [13]
TSMC Senior VP Jeffrey Hou revealed at SEMICON Taiwan 2026 that
AI-driven demand has pushed the company's equipment purchase forecasts
to nearly double what they were just six months earlier, as it
simultaneously builds roughly 13 fabs in Taiwan and 5-6 overseas, 4-5
times its historical pace.
AGS-PLANTSEG - A DATASET AND BENCHMARK FOR AGRICULTURAL ROBOTICS (2
MINUTE READ) [14]
AGS-PlantSeg is an open-access 3D point cloud dataset and benchmark
designed for semantic segmentation in complex agricultural
environments across varying plant growth scales.
HTC'S $499 VIVE EAGLE SMART GLASSES LAND IN THE US, PITCHING A
PRIVACY-FIRST DESIGN AGAINST META (3 MINUTE READ) [15]
HTC's Vive Eagle glasses go on sale in the US, Europe, and Australia
at $499 (or $599 with photochromic lenses).
BROADCOM'S Q4 FORECAST MISSES ESTIMATES, FALLING SHORT OF NVIDIA'S AI BENCHMARK (2 MINUTE READ) [16]
Broadcom guided to $34.8 billion in fourth-quarter revenue, below the
$35.1 billion analysts expected and well under some estimates that
topped $36 billion, sending shares down about 4% after hours.
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Kshitij Sudan [21] & Adi Nikumbh [22]
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