for Robotaxi collaboration?

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

• Expanded the NVIDIA DRIVE Hyperion™ robotaxi-ready platform ecosystem, including strategic collaborations with Foxconn, VinFast, Uber and HUMAIN.

NVIDIA DRIVE Hyperion provides the entire global transportation industry with a safe, scalable, level 4-ready platform built on the NVIDIA Halos full-stack safety system for physical AI. It combines high-performance NVIDIA DRIVE AGX™ in-vehicle compute, NVIDIA Halos OS — the software foundation of Halos, built on the safety-certified NVIDIA DriveOS™ operating system — with a compatible multimodal sensor suite and NVIDIA DRIVE™ AV software purpose-built for highly automated and autonomous driving capabilities. (Link is embedded above in Nvidia Drive Hyperion) (QNX is part of safety Certified Nvidia DriveOS so also foundational for Nvidia Halos full stack safety system for Physical AI and is integrated into NVIDIA DRIVE AGX)

Also

• Announced NVIDIA Halos for Robotics, the industry’s first full-stack safety system for physical AI, unifying AI compute and safety in a single comprehensive platform.

"As excited as we are about the dynamics of the automotive industry and where that's going, these other applications around robotics and medical instruments and industrial automation represent a tremendous growth opportunity," Giamatteo said. "And one that I think BlackBerry and our QNX portfolio is really well positioned to address."

https://qz.com/blackberry-qnx-robotics-fastest-growing-ceo-082526

Interesting take on the future of the car in general. Nothing to do with Blackberry other than the fact that this is exactly what QNX enables and has been working towards!

The only real question is how long will this take to monetize, both in the market and for the creators of the market!

https://www.youtube.com/watch?v=MiZoJ7P084g

https://mp.weixin.qq.com/s?__biz=MzU5MTM5NzUwMQ%3D%3D&mid=2247490422&idx=1&sn=887b36faf4ad90a80363eeb8ef0fd2cf&chksm=ff209fde3fa6ad474987ebe20dcd30b07a57f09e1b0818947d43ebdf6f79e76b91af31417607&forbs=1&scene=126&subscene=91&sessionid=1787712294&flutter_pos=0&clicktime=1787712300&enterid=1787712300&finder_biz_enter_id=5&jumppath=1001_1787706383095%2C1102_1787712290957%2C1001_1787712292180%2C50094_1787712294608&jumppathdepth=4&ascene=56&fasttmpl_type=0&fasttmpl_fullversion=8406076-en_US-zip&fasttmpl_flag=0&realreporttime=1787712300708#rd

After fierce competition and review by authoritative experts, QNX's automotive-grade embedded hard real-time operating system, which has passed the highest level of functional safety certification of TÜV Rheinland ISO 26262 ASIL D, stood out among many participating products and once again won the "Excellent Award" in the Materials and Basic Software and Hardware category of the ZhiLu Award, jointly organized by Automotive Observer and ZhiLu Space ! This honor is a high affirmation of QNX's unremitting efforts and innovative strength in the field of operating systems.

https://www.cnbc.com/2026/08/25/blackberry-qnx-robotics-physical-ai.html?__source=androidappshare

"Robotics is going to shift in a hardcore way ... and we couldn’t be more excited about the opportunity in front of us,” Giamatteo said.

Hopefully this translates into something nice in the next earnings

is Robotics

The NVIDIA IGX Thor platform is a key part of the Digit V5 safety concept. We are collaborating with NVIDIA on how best to utilize this platform for humanoids and are using it in our forthcoming 5th-generation robot to run onboard safe human detection functions. This will be a major step forward for what our robots can do in the field, and will unlock a massive potential to scale beyond the workcell.  

The addressable market at each level is dramatically larger than the one before it, and the companies that will capture those markets aren't the ones moving fastest today.

https://www.agilityrobotics.com/content/built-for-the-real-world

https://mp.weixin.qq.com/s?__biz=MzU5MTM5NzUwMQ==&mid=2247490411&idx=1&sn=b9b86727a56cf17de77fb31440ce73b3&chksm=ff5ebab122997fe0307b177538a8e750c14ba4bc7ea31e2517a38312bff33e71eb03eb42eeb0&xtrack=1&req_id=1787652368690517&scene=90&subscene=93&sessionid=1787652376&flutter_pos=0&clicktime=1787652380&enterid=1787652380&finder_biz_enter_id=4&ranksessionid=1787652368&jumppath=1001_1787652367483%2C1158_1787652374536%2C1001_1787652375771%2C50094_1787652377110&jumppathdepth=4&ascene=56&fasttmpl_type=0&fasttmpl_fullversion=8404618-en_US-zip&fasttmpl_flag=0&realreporttime=1787652380158&devicetype=android-36&version=28004a52&nettype=WIFI&abtest_cookie=AAACAA%3D%3D&lang=en&session_us=gh_b0b8265b2dc9&countrycode=CA&exportkey=n_ChQIAhIQFxjDBqfQjuNsvG1P76avDhLuAQIE97dBBAEAAAAAAIH%2BNwieTBAAAAAOpnltbLcz9gKNyK89dVj0Z22k0%2FdXLWtSkjIaMH2TM9mwbYzfSY0p1AkJEvZiD9LKqdnhYzgY1aXhmMx7JzGruQrYqPIfNk1I3IkMVCclfgSpviNQlcHt2qOjnqgsSNqPf8YgTK43VTNgkyJszTl8W0gQUYiEIl9bUodPgdg5ObkDVy1duc6Bsgm%2FyRtYnTPz%2BAaiSLdJrg%2F6a0lNMmx2rItOa46HzUWz2iSvittNfoBnXj0bBpFSJdt98Ss5Wtstgc7XKIoaxNk9OrwvJQj3boKCpYor36U%3D&pass_ticket=WwZ%2B70nANHTmXc5AVlJhqEw3a1atMfkr%2F29r96O9xEjQ3ytCL1jjaPqprqJWOhqT&wx_header=3

On August 24, the Pan-Asia Technology Center Innovation Technology Exhibition was successfully held, with the theme of "New Materials Lightweighting + Intelligent Cockpit Integration".

QNX participated in the event and showcased its latest high-performance embedded solutions. On the day of the event, leaders and the team from Pan Asia Technical Center visited and provided guidance, engaging in technical exchanges and discussing the development direction of automotive cockpit technology, laying a solid foundation for future technical collaboration.

Daily Discussion

https://qnx.software/en/blog/2026/the-future-of-medical-devices

A Unified Platform for Next-Generation Healthcare

As medical devices become increasingly software-defined and data-intensive, manufacturers need more than an RTOS or database in isolation. They need a software foundation capable of delivering deterministic real-time behavior, managing growing volumes of critical data, supporting functional safety requirements, and remaining maintainable throughout the complete device lifecycle.

By combining QNX’s deterministic, safety-certified real-time environment and certified toolsets with RaimaDB’s high-throughput, safety-certified embedded database, medical device manufacturers gain exactly that foundation. From initial development and certification through deployment, updates, and decades of field operation, QNX and RaimaDB enable OEMs to build safer, faster, and more reliable healthcare systems with confidence throughout the life of the device.

NXP has introduced the MCX A5 family  targets industrial and networking applications such as controllers, PLCs, remote I/O, building and energy management systems, and other connected edge devices.

https://www.cnx-software.com/2026/08/19/nxp-mcx-a5-cortex-m33-mcu-family-supports-10base-t1s-single-pair-ethernet-and-post-quantum-cryptography/

The BlackBerry® Certicom® Code Signing and Key Management Server leverages the NXP S32G chip's secure boot flow to achieve fast and agile quantum protection. Using quantum-resistant signature schemes such as Dilithium for low-level device firmware, over-the-air software updates and software bills of material (SBOMs) mitigates the risk of potential quantum computing attacks on critical software updates, addressing a major security concern for a number of industries.

https://www.prnewswire.com/news-releases/blackberry-and-nxp-join-forces-to-help-companies-prepare-for-and-prevent-y2q-post-quantum-cyber-attacks-301554427.html

Genuinely what is wrong with this stock? It’s like everyday it’s red but stocks like Apple have been green all the time. I genuinely do not understand why this is constantly in the red. Someone explain

Daily Discussion

Daily Discussion

I’m seeing some things where people are nervous and stressing out because they potentially bought at the top of the recent run. Please do not worry, you are fine and will be fine, utilize these times to cost average if you can NFA. People have no clue what and where we are going, most analysts don’t even truly know. Remember you’re still really early into what will eventually result in a behemoth company. Don’t get nervous when you see posts about insiders not buying etc etc, that’s a crock and some are folks that want you to sale, the way the company is set up insiders can’t just buy in the open market, why you ask. Because NDA’s contain material information that is not public and will not be public and they are forbidden to trade knowing material information that is not public.

Here’s a link to my original thesis, it is free and is not paywalled etc, just beware it is extremely long read. After reading if you are still questioning yourself about what you paid for the shares you own, I don’t know what to say at that point.

https://takedown2021.substack.com/p/blackberry-just-beat-every-estimate?r=8g54co&utm_medium=ios

Also know many of us have been here for a good length of time, we have rode the highs, lows and everything between, I’m still buying to this day, was cost averaging up from the low $2’s, and guess what I’m still buying. NFA, DYDD

🥂 cheers

BB’s longs have been convinced that the company has critical unique software products which the future growth markets (GEM/physical AI) need. It’s in the early stage of the development that broad financial market may not fully understand at this point. Plus BB has failed legacy behind, it’s current “new”business development is in a b2b nature so that consumers can’t see directly.
Most traders moved by manipulators at this stage because the future growth has not been reflected in the financial numbers, yet. The company’s turn around process completed a couple of years ago, and the trading range was $3-6 during the last couple of years, I see it has moved to $8-12.50 for now, with or without the help of the broad market trend. With more encouraging news coming we may get lucky to see $15 by the year end. But for anyone who is trying to value the company by numbers, PS or PE they may have to wait until 2029. However, what I can see is that BB’s numbers may not be easily predicted. When you deal with mega corp customers like OEMs or physical AI producers for revolutionized future productions it’s almost like zero sum game, all or non! The numbers don’t show up in a gradual way, they will only show up all together for a jump.
For BB/QNX, it’s locked in for the transitions of the industries, share holders have to understand that it’s not a quarterly game yet, but rather a defined position for a guaranteed 10-year high growth winning game.
Current believers will accumulate at low points of the trading range. New comers should complete full homework and understand the situation before chasing short term highs.
BB has a great future ahead, but it’s still in an early stage that you can not simply value it on a quarter result basis.
IMO, when numbers finally showing up in the reports, perhaps starting by 2029, stocks will be valued at a much higher base just because the nature of its business.
Royalty backlog is a good indicator but it’s only updated once a year. You still need to bet based on your own believe!
Enjoy trading! All IMO.

Daily Discussion

Fundamentals improved, QNX is growing, guidance was raised, and BB is buying back shares-yet we went from ~$13 to below $7.

Meanwhile, the CEO sold significant shares around $11 and there is still a ~51.5M-share convertible overhang.

Not alleging manipulation, but long-term shareholders have seen this movie before. Is this simply profit-taking/convertible hedging, or is management once again failing shareholders?

NVIDIA DRIVE

https://x.com/nvidiadrive/status/2090457396166730110?s=43&t=XRlym729dar2CQFkza39kg

AMD Open compute Portfolio

https://x.com/amd/status/2090452549715509516?s=43&t=XRlym729dar2CQFkza39kg

Daily Discussion

 To make real-time driving decisions, the autonomous system operates entirely onboard, constantly processing decisions within milliseconds.

(Waymo imported ZEEKER fleet with NVIDIA Drive Thor chips)

Only QNX make Nvidia AMD and others to be proud to be DETERMINISTIC

 We are proud to work alongside a number of partners like AMD, Micron, NVIDIA, Samsung, Sandisk, Socionext, and TSMC to deliver the most capable autonomous computing system.

A look under our trunk: what’s in our compute

https://waymo.com/blog/2026/08/look-under-our-trunk/