AI Morning Brief | World Humanoid Robot Games Adds New Events with 2,056 Robots Competing; NVIDIA in Talks to Invest $3 Billion in SoftBank’s SB Energy

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World Humanoid Robot Games Adds Long Jump, Weightlifting, Tug-of-War — 2,056 Robots Set to Compete

August 16 — According to the “Beijing Yizhuang” official account, the second World Humanoid Robot Games main event will take place August 22–26 at the National Speed Skating Oval, aka the “Ice Ribbon.” The competition features 51 events spanning 1,301 matches, drawing 666 teams with 2,056 robots in total. Both the event lineup and participant scale have been significantly upgraded this year, with new high-intensity showdowns including long jump, weightlifting, tug-of-war, and table tennis. Organizers also unveiled the official mascot, “Zhibao,” at the press conference.

NVIDIA Reportedly in Talks to Invest Up to $3 Billion in SoftBank’s SB Energy

August 16 — Reports indicate NVIDIA is negotiating an investment of up to $3 billion in SB Energy, a SoftBank subsidiary. SB Energy is currently developing a massive data center project in Ohio designed to provide AI computing infrastructure for OpenAI. The investment is reportedly part of broader discussions involving NVIDIA, OpenAI, and SB Energy around roughly $100 billion in credit support for the Ohio data center initiative. NVIDIA is expected to inject approximately $1.5 billion at the time of project signing, with the remaining capital potentially flowing in through SB Energy’s planned initial public offering (IPO). SB Energy is targeting a September listing, aiming to raise at least $5 billion.

Jensen Huang Moves to Calm AI Compute Market: NVIDIA May Offer “Up to 25% Residual Value Support” for Individual Projects

According to CCTV Finance, Jensen Huang recently joined forces with six Wall Street asset management heavyweights to champion the idea of “establishing AI compute as an independent asset class.” Analysts see this as Huang putting his so-called “token economics” into practice — a clear signal that the AI boom is now extending from a technology race into a capital race. However, the new plan has also sparked investor concerns over “circular financing” and debt risk. Facing the pushback, Huang personally stepped in to reassure the market. He stated that NVIDIA may “provide up to 25% residual value support for individual investment projects,” with each project undergoing careful evaluation. Market sentiment has since eased somewhat.

Unitree IPO: Dark Pool Trading Rumors Are Just Smoke and Mirrors, But Risks Remain Real

According to Shanghai Securities News, recent market chatter has suggested “scalpers hoarding allocations” for Unitree’s stock outside official channels, with some intermediaries quoting prices well above the offering price. NUPIAO reached out to investment institutions, private equity firms, brokers, and other seasoned market players for verification — all said they had seen no evidence of such activity, dismissing the rumors as largely baseless. They also warned that these unofficial off-market agreements and trades raise serious compliance questions, leaving investors highly vulnerable to losses. CITIC Securities, the lead underwriter for Unitree’s IPO, has also reminded investors that all securities transactions must strictly comply with laws, regulations, and exchange rules — conducted only through legally recognized channels with real-name accounts. The firm advises against blindly following hype, urging investors to stick with rational, value-driven investing and carefully assess risk before jumping in.

NVIDIA’s Q2 Portfolio Hits $63.4 Billion, Adds SpaceX as New Holding

On August 14 local time, NVIDIA’s 13F filing revealed its portfolio value stood at approximately $63.4 billion by the end of Q2 2026 — a massive jump from $18.4 billion at the end of Q1. This quarter, NVIDIA opened one new stock position: a disclosed stake in SpaceX. No increases, reductions, or exits from other holdings were reported. Looking at the portfolio breakdown, Intel, SpaceX, and CoreWeave rank as the top three holdings. Intel accounts for roughly 215 million shares valued at about $29.99 billion, representing roughly 47.3% of the total portfolio. SpaceX holds approximately 123 million shares worth around $20.98 billion, or about 33.1%. CoreWeave comes in at roughly 47.21 million shares valued near $4.70 billion, making up about 7.4%. Together, these three positions account for approximately 87.8% of NVIDIA’s 13F portfolio.

GoodWe and Shenzhen Institute of Computing Science Forge Strategic Partnership to Launch AI+ Smart Energy Innovation Center

According to GoodWe, on August 16, GoodWe Technologies Co., Ltd. and the Shenzhen Institute of Computing Science signed a strategic cooperation agreement at the GoodWe Smart Energy Building in Suzhou. The ceremony also marked the official unveiling of the “AI + Smart Energy” Joint Innovation Center. The center will focus on long-term collaborative R&D at the intersection of AI, data, and next-generation power systems, aiming to drive a paradigm shift across the smart energy industry.

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