Nvidia’s Jetson AGX Thor is here: 7.5× more AI compute than Orin, 3.5× better efficiency, 128 GB memory & 2,070 FP4 TFLOPS. Early adopters include Agility, Boston Dynamics & Meta . Galbot’s G1 humanoid already runs Thor .

Sora goes mainstream. Microsoft’s Bing Video Creator now lets anyone generate free 5-sec vertical clips using Sora . Broader access also hit ChatGPT in July: Plus users get 10s/720p, Pro 20s/1080p .

Sora 2 rumors: expected to add speech, lip-sync & environmental audio to challenge Google’s Veo 3 .

OpenAI + Nvidia: partnership to deploy 10 GW of Nvidia systems, up to $100B investment, first gigawatt in 2026 .

Figure AI raised $1B, now valued at $39B, to scale humanoid robots with Nvidia & Intel backing .

Tesla’s Optimus: PharmAGRI signed LOI for up to 10K robots. Musk targets 5K–10K units this year, scaling to 100K in 2026 .

RoboBallet: UCL & DeepMind’s algorithm teaches up to 8 robot arms to collaborate like a dance, generating plans in seconds .

Euclyd’s CRAFTWERK: exascale inference arch delivers 32 PFLOPS (FP4) with 100× energy efficiency, aimed at agentic AI .

Humanoid’s HMND 01: UK’s first industrial humanoid (2.2 m tall, 7.2 km/h, 15 kg payload) begins trials ahead of 2026 Beta .

The robotics race is accelerating: compute, capital & creativity converging.