WSJ Tech News Briefing Summary: "Why the Next Generation of Robots Might Be Soft and Squishy"

Release Date: May 27, 2025
Host: Julie Chang, The Wall Street Journal

Introduction

In this episode of the WSJ Tech News Briefing, host Julie Chang explores two groundbreaking topics in the tech world: the rise of sovereign AI and its implications for Nvidia, as well as the innovative development of soft and squishy robots at MIT's Computer Science and Artificial Intelligence Laboratory (CSAIL). This comprehensive discussion sheds light on how these advancements are reshaping industries and technological paradigms.

Sovereign AI and Nvidia's Future

The Emergence of Sovereign AI

Julie Chang introduces the concept of sovereign AI, a phenomenon where nations invest directly in artificial intelligence infrastructure instead of relying solely on private companies. This shift signifies a move towards national control over AI capabilities, influencing global tech dynamics.

Key Quote:
Nvidia CEO Jensen Huang stated, “We realize now we are an AI infrastructure company, an infrastructure company that's essential all around the world. Every region, every industry, every company will build these infrastructures.” (02:00)

Strategic Deals and Global Expansion

Huang emphasized Nvidia's pivotal role in global AI infrastructure, highlighting significant deals with countries like Saudi Arabia, India, and the UAE. These partnerships aim to bolster AI capabilities and infrastructure within these nations, positioning Nvidia as a cornerstone in the burgeoning AI landscape.

Challenges and Geopolitical Implications

Dan Gallagher, WSJ's Hurt on the Street columnist, delves into the politicization of the chip industry, particularly in the context of the U.S.-China trade tensions. He explains how sovereign AI introduces complexities for Nvidia, affecting its ability to navigate international sales and partnerships.

Key Quote:
Gallagher notes, “There's going to be a much more complicated business than Nvidia just getting the country to sign on the dotted line and make some sales. There's going to be a lot of politics involved.” (03:28)

Impact on Nvidia’s Earnings

With Nvidia slated to report earnings the following day, Gallagher anticipates potential challenges stemming from restricted sales to the Chinese market. The inability to sell AI chips deemed non-compliant with export controls could influence Nvidia's financial performance in the near term.

Key Quote:
Gallagher comments, “There's a potential that their forecast might be a little disappointing just because they're still dealing with the shut off of this market.” (04:19)

Soft and Squishy Robots: Rethinking Robotics at MIT

Breaking the Mold: Soft Robotics

Shifting focus, the podcast introduces MIT's CSAIL and its unconventional approach to robotics. Moving away from traditional hard, metallic, and humanoid robots, the lab pioneers soft and squishy robots designed to interact more seamlessly and safely within human environments.

Innovative Designs and Applications

Victoria Craig, speaking about the lab's projects, highlights the diversity in robot designs, including biodegradable materials and edible robots. One notable creation is "Crush," a sea turtle-inspired robot designed to monitor coral reefs without causing environmental harm.

Key Quote:
Craig explains, “One of the really fun things her lab is working on is a sea turtle robot named Crush... he has silicone flippers, essentially, and he's designed to monitor coral reefs and sea life and swim around.” (07:40)

Enhancing Human-Robot Interaction

The lab's focus on soft robotics addresses the limitations of rigid structures, especially in tasks requiring delicate manipulation. For instance, soft robotic hands can grip fruits gently in grocery stores, minimizing damage and enhancing efficiency.

Key Quote:
Daniela Ruse, director of CSAIL, shares her inspiration: “...if you have something that's like really, really soft, if you're a bit in error with what your grasp is, the silicone actually conforms to the shape.” (06:09)

Advancements in AI for Robotics

Beyond physical design, the lab is pioneering new AI algorithms inspired by the neural networks of worms. These liquid networks offer a simplified yet effective framework for robotic decision-making and movement, contrasting with the complexity of human-inspired neural models.

Key Quote:
Craig elaborates, “She's developed this sort of new type of AI algorithm that she thinks will be better at powering robots than the AI algorithms we currently use.” (10:00)

Real-World Testing and Laboratory Environment

Isabel Bousquet provides an inside look at the lab's dynamic testing environment, which includes outdoor setups with drones and autonomous vehicles. The expansive facility fosters innovation across various robotic applications, from underwater monitoring to kitchen assistance.

Key Quote:
Craig describes the lab: “It's expansive, it's a huge facility. It has about 1800 students and researchers at this point.” (09:52)

Conclusion

This episode of WSJ Tech News Briefing underscores the transformative potential of both sovereign AI and soft robotics. As nations redefine their AI strategies and researchers revolutionize robot design, the intersection of technology, policy, and innovation continues to evolve, promising significant advancements across multiple sectors.

For those interested in visual insights and further details, Isabel Bousquet's comprehensive story on MIT's lab is available with accompanying photos in the show notes.

Produced by Julie Chang with Deputy Editor Chris Vinsli.