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AI Investments

ETF movesThe AI stocks funds are adding, trimming, or dropping.

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Position changesComing soon
AI EntanglementsComing soon

Security

Can AI do this yet?

Compute & Infra

A credible orbital or otherwise unconventional data-center project moves beyond concept into construction or launch

Robots

A robot learns a new manipulation task from a short natural-language instruction or video

Google Gemini RoboticsPhysical Intelligence π0NVIDIA Isaac GR00T N1OpenVLAGoogle Gemini Robotics 1.5Dyna-2Gemini Robotics 2Gemini Robotics 1.5NVIDIA GR00T N1.5Skild AI S1
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Upcoming

Announced or reported, but not yet real or available.

AgentsSep 15

Google opens early access to Home agent controls

Waiting on: Availability - Home MCP is limited to approved early-access users with a Google Home Premium Advanced subscription plus Google Cloud and OAuth setup.

Compute & InfraSep 17

Aligned starts planned 2GW Pennsylvania data center campus

Waiting on: Construction - Project Phoenix has broken ground, but its three planned facilities are not operational.