Nvidia slips as robotics push sparks partner rallies

Nvidia shares slipped 0.75% to $209.11 on Monday as investors reacted to developments in US‑Iran peace talks. The decline followed a 3% gain on Thursday and occurred while parts of the semiconductor sector posted gains.

Intel rose 4.9% to a record high after a 10.6% surge on Thursday, and Advanced Micro Devices gained 1.1%. Traders and analysts have cited the peace talks as a factor that could affect energy prices and inflation expectations, which in turn can influence Federal Reserve policy and demand for AI hardware. Nvidia’s stock is up about 10% year to date and roughly 44% over the past 12 months.

On Monday Nvidia introduced Halos for Robotics, a safety system intended to support autonomous robots in industrial settings. Nvidia described Halos as a unified safety architecture that links AI compute, system software, sensor inputs, safety applications and inspection tools. Deepu Talla, Nvidia’s vice president of robotics and edge AI, commented, “Physical AI is transforming how factories, warehouses and logistics operations work, and robotics teams need a unified safety architecture to scale autonomous systems into these environments.”

Agility, a humanoid robotics and physical AI company, is the first adopter and will deploy Halos in humanoid robots used in factories, warehouses and logistics for customers including Amazon, GXO, Schaeffler and Toyota Motor Manufacturing Canada. Nvidia also said Halos Core for its IGX platform is available in early access for registered developers in Linux and Linux plus QNX OS for Safety 8.0 configurations. An open‑source Halos Outside‑In Safety Blueprint was released in early access on GitHub.

Separately, Nvidia disclosed that 35 AI high‑performance computing supercomputers are in development across Europe, which the company described as the region’s largest one‑year expansion of supercomputers. The projects include national supercomputing centers, AI factories and academic research institutions and are expected to support work in climate science, healthcare, clean‑energy decarbonization, quantum computing and basic science.

Several Nvidia partners posted notable gains on the session. Fervo Energy rose after announcing an agreement with Nvidia and the Pacific Northwest National Laboratory to develop a digital platform for geothermal drilling operations. Super Micro Computer jumped 16% after unveiling its Data Center Building Block Solutions blueprint for high‑performance computing at the ISC High Performance Conference in Hamburg. Super Micro said the infrastructure is optimized for Nvidia’s Vera Rubin NVL4 platform and that its AI business centers on the DCBBS platform, which integrates Nvidia processors into customizable server systems.

Nvidia’s stock finished the day slightly lower as market participants continued to monitor geopolitical developments and sector trends.