Nvidia stock dip as robotics push and partner stocks rally

Nvidia NVDA shares traded lower on Monday, falling 0.75% to $209.11 in trading as investors weighed developments in US-Iran peace talks.

The move followed a 3% gain on Thursday.

The stock’s muted performance came despite broader strength in parts of the semiconductor sector, with several peers moving higher in trading.

Intel rose 4.9%, hitting a new all-time high, following a 10.6% surge on Thursday, while Advanced Micro Devices gained 1.1%.

Tech stocks have been sensitive to geopolitical developments, with investors closely watching how peace talks could affect energy prices and inflation expectations.

Lower energy costs could, in turn, support the case for Federal Reserve rate cuts and boost demand for artificial intelligence-related hardware, including Nvidia’s chips.

Nvidia shares are up 10% year to date and have gained 44% over the past 12 months.

Nvidia expands robotics safety push with Halos system

Nvidia on Monday unveiled Halos for Robotics, an expansion of its safety system designed to support autonomous robots as deployment scales across industrial environments.

The system is intended to provide a unified safety architecture connecting AI compute, system software, sensor data, safety applications, and inspection tools.

"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," said Deepu Talla, vice president of robotics and edge AI at Nvidia.

Agility, a humanoid robotics and physical AI company, is the first adopter of Halos for Robotics.

The company will use the system in humanoids deployed in factories, warehouses, and logistics operations 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 has also been made available in early access on GitHub.

Europe supercomputer expansion and partner stocks move higher

Separately, Nvidia disclosed that 35 of its AI high-performance computing supercomputers are in development across Europe, marking what the company described as the region’s largest one-year expansion of supercomputers.

The projects span national supercomputing centers, AI factories, and academic research institutions, and are expected to support research in climate science, healthcare, clean energy decarbonization, quantum computing, and fundamental science.

While Nvidia shares were largely unchanged, several partner companies saw stronger moves on the session.

Fervo Energy surged after announcing an agreement with Nvidia and the Pacific Northwest National Laboratory (PNNL) to develop a digital platform aimed at improving 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, Germany.

The company said its infrastructure is optimized for Nvidia’s Vera Rubin NVL4 platform.

Super Micro has long served as a key Nvidia partner, integrating the chipmaker’s latest processors into its modular server systems.

Super Micro’s AI business is centered around its DCBBS platform, which integrates Nvidia’s chips into customizable server architectures, reinforcing the companies’ longstanding collaboration.