Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton

(01:32) - NVIDIA Moves Up the AI Cloud Stack (09:54) - Factory-Cognition Drama (23:17) - Instinct Pushes into Shopping (35:23) - Gemini 4 Argon (44:45) - Will Bruey discusses Varda’s transition to operating a scalable fleet of commercial re…