New Photo - Seahawks' Klint Kubiak in 2nd round of head coach interviews with Raiders and Cardinals

Seahawks&x27; Klint Kubiak in 2nd round of head coach interviews with Raiders and Cardinals MARK ANDERSON and DAVID BRANDT Sun, February 1, 2026 at 3:24 AM UTC 0 Seattle Seahawks offensive coordinator Klint Kubiak speaks during news conference at the team's facilities, Thursday, Jan. 22, 2026, in Seattle. (AP Photo/John Froschauer) () Seattle Seahawks offensive coordinator Klint Kubiak interviewed Saturday for the Las Vegas Raiders' head coaching job and was also scheduled, according to multiple reports, to meet with Arizona Cardinals officials about their vacancy.

Seahawks' Klint Kubiak in 2nd round of head coach interviews with Raiders and Cardinals

MARK ANDERSON and DAVID BRANDT Sun, February 1, 2026 at 3:24 AM UTC

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Seattle Seahawks offensive coordinator Klint Kubiak speaks during news conference at the team's facilities, Thursday, Jan. 22, 2026, in Seattle. (AP Photo/John Froschauer) ()

Seattle Seahawks offensive coordinator Klint Kubiak interviewed Saturday for the Las Vegas Raiders' head coaching job and was also scheduled, according to multiple reports, to meet with Arizona Cardinals officials about their vacancy.

This was the second round of interviews with Kubiak for both teams — the last two NFL clubs still searching for head coaches.

If Kubiak reaches an agreement with either team, no announcement can be made until after the Super Bowl on Feb. 8 between the Seahawks and New England Patriots in Santa Clara, California.

Kubiak also could decide to stay in Seattle and wait another year rather than take on a challenge of turning around a franchise — either one — that since 2022 represent two of the three worst in terms of losses.

The Raiders haven't won a playoff game since their last Super Bowl appearance in the 2002 season. They have made the postseason just twice since, most recently in the 2021 season. The Raiders went 3-14 this season, resulting in the firing of Pete Carroll.

Las Vegas has been a revolving door of coaches, and the Raiders will begin next season with a different person in charge for the third year in a row.

But the Raiders also have the top pick in this year's NFL draft and are expected to take quarterback Fernando Mendoza. The Heisman Trophy winner led Indiana to the national championship and could be the franchise QB the organization has long sought.

Management will have nearly $90 million in salary cap space to surround Mendoza with potential talent, the second-highest amount in the league, according to overthecap.com.

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Both teams have taken their time to fill this position, though the Raiders seemed to have focused recently on Kubiak. That became even more clear this week when Denver quarterbacks coach Davis Webb reportedly pulled his name from consideration.

Team minority owner Tom Brady was notably complimentary of the 38-year-old Kubiak while serving as the Fox Sports analyst during the NFC championship on Sunday between the Seahawks and Los Angeles Rams NFC championship. Sam Darnold completed 25 of 36 passes for 346 yards and three touchdowns in the 31-27 victory.

Arizona's stealthy, meandering search is nearing four weeks. Jonathan Gannon was fired on Jan. 5 after a 15-36 record over three years, including a 3-14 mark this season.

The Cardinals haven't officially announced any interviews, but have been linked to discussions with several candidates, including Rams offensive coordinator Mike LaFleur, former Falcons head coach Raheem Morris, Jaguars defensive coordinator Anthony Campanile, Broncos defensive coordinator Vance Joseph and former Panthers and Commanders coach Ron Rivera.

Campanile appears to be out of the running after signing a new deal with the Jaguars. Joseph was the Cardinals' defensive coordinator from 2019 to 2022.

Arizona hasn't made the playoffs since 2021 and has the No. 3 overall pick in the upcoming draft. The Cardinals' roster could be in a state of flux — particularly at quarterback. Kyler Murray is in the middle of a $230.5 million deal that could keep him in the desert through 2028, but the 28-year-old missed most of last season with a foot injury and it's unclear whether the franchise wants to stick with him after seven seasons.

It was Kubiak's work with Darnold that got the attention of both Southwest-based teams. Darnold, taken third overall by the New York Jets in the 2018 NFL draft, had been considered a bust until leading Minnesota to a 14-win season in 2024. But the Vikings moved on from Darnold, and he proved that season was no fluke by winning 14 games in Seattle en route to leading the Seahawks to the Super Bowl against New England.

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Seahawks' Klint Kubiak in 2nd round of head coach interviews with Raiders and Cardinals

Seahawks&x27; Klint Kubiak in 2nd round of head coach interviews with Raiders and Cardinals MARK ANDERSON and DAV...
New Photo - Justin Rose enters final round at Farmers with 6-shot lead

Justin Rose enters final round at Farmers with 6shot lead Field Level MediaSun, February 1, 2026 at 12:47 AM UTC 0 Jan 31, 2026; San Diego, California, USA; Justin Rose reacts after putting on on the sixth hole during the third round of the Farmers Insurance Open golf tournament at Torrey Pines Municipal Golf Course South Course. Mandatory Credit: Abe ArredondoImagn Images (Abe ArredondoImagn Images) England's Justin Rose might be too far ahead for the rest of the golfers in the Farmers Insurance Open to catch up.

Justin Rose enters final round at Farmers with 6-shot lead

Field Level MediaSun, February 1, 2026 at 12:47 AM UTC

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Jan 31, 2026; San Diego, California, USA; Justin Rose reacts after putting on on the sixth hole during the third round of the Farmers Insurance Open golf tournament at Torrey Pines Municipal Golf Course - South Course. Mandatory Credit: Abe Arredondo-Imagn Images (Abe Arredondo-Imagn Images)

England's Justin Rose might be too far ahead for the rest of the golfers in the Farmers Insurance Open to catch up.

Rose shot a 4-under-par 68 on Saturday in the third round to carry a six-stroke lead into the final round in San Diego.

Despite three bogeys on the Torrey Pines South Course's back nine, Rose enters Sunday's play at 21-under 195 for the tournament.

Joel Dahmen also posted a 68, putting him in second place. Japan's Ryo Hisatsune (68) and South Korea's Si Woo Kim (69) share third place at 13 under. Max McGreevy (71) is next at 12 under.

"If Justin makes his tee time and continues to play this way, he's going to win the golf tournament," Dahmen said. "He's just playing too well."

Rose is looking for his second title at Torrey Pines, where he won in 2019 with a 21-under score.

On Saturday, Rose was 4 under through seven holes and added a birdie on No. 10 before a pair of bogeys. His birdie on the 13th hole got him back on track, while he finished the round with a birdie putt from about 3 1/2 feet on the par-5 18th.

Maverick McNealy (70), Germany's Stephan Jaeger (65) and Ireland's Seamus Power (74) are at 11 under.

Jaeger had the best round of the day with all pars and birdies. Defending champion Harris English recorded a 67 and sits tied for 20th at 8 under through three rounds.

"Happy to turn around and have a really nice round," Jaeger said.

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Jaeger had only one birdie Friday. He said he adjusted his putting grip and that paid off.

"I think I'm going to try them again (Sunday)," he said. "I putted really nicely today so it's going to stay for a while."

The next-best rounds of 4 under were turned in by Adam Schenk and Keith Mitchell -- both at 9 under -- along with Australia's Jason Day, Rose, Hisatsune and Dahmen.

Brooks Koepka, in his first tournament since defecting from the LIV Golf, won't factor in the final round after posting his second 73 of the tournament during an erratic round. He's at 2 under and tied for 61st.

Koepka said he was nervous upon making his return. Now playing on the weekend, he's relieved regarding the reception he has received.

"It has been phenomenal," Koepka said. "It has been overwhelming. It has been very cool. I don't know what I expected, but this is beyond what I could have dreamed of."

Chris Gotterup, who won the season-opening Sony Open a couple of weekends ago, said golfers are anxious to find positives early in the schedule.

"All of us want to get off to good starts (to the season)," he said.

Gotterup shot 70 for the second straight day and is tied for 20th at 8 under, but he said the course is offering a fair yet challenging test.

"You have to be in the fairway, you have to be in the right spots on the greens," Gotterup said. "Whoever wins this week is going to earn it."

--Field Level Media

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Justin Rose enters final round at Farmers with 6-shot lead

Justin Rose enters final round at Farmers with 6shot lead Field Level MediaSun, February 1, 2026 at 12:47 AM UTC 0 Jan...
New Photo - Cavaliers coach receives hefty fine for interaction with NBA official

Cavaliers coach receives hefty fine for interaction with NBA official James H. Williams, USA TODAYSun, February 1, 2026 at 3:26 AM UTC 0 Cleveland Cavaliers head coach Kenny Atkinson has been fined for an aggressive interaction with an official during a game against the Phoenix Suns on Jan. 30. James Jones, who serves as the NBA's Executive Vice President/Head of Basketball Operations, announced that Atkinson was fined $50,000 for "aggressively pursuing, berating and making inadvertent contact" with a referee.

Cavaliers coach receives hefty fine for interaction with NBA official

James H. Williams, USA TODAYSun, February 1, 2026 at 3:26 AM UTC

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Cleveland Cavaliers head coach Kenny Atkinson has been fined for an aggressive interaction with an official during a game against the Phoenix Suns on Jan. 30.

James Jones, who serves as the NBA's Executive Vice President/Head of Basketball Operations, announced that Atkinson was fined $50,000 for "aggressively pursuing, berating and making inadvertent contact" with a referee.

Atkinson was assessed his second technical foul of the game and was ejected with 10:59 left in the fourth quarter of Friday night's contest. The Suns went on to beat the Cavaliers 126-113, the loss snapping Cleveland's five-game winning streak.

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Atkinson was upset about a no-call on Suns guard Collin Gillespie, who was aggressively defended by Cavaliers guard Sam Merrill.

When do Cavaliers play next?

The Cleveland Cavaliers will play the Portland Trail Blazers on Sunday, Feb. 1, at 9 p.m. ET.

This article originally appeared on USA TODAY: Cavaliers coach Kenny Atkinson fined for interaction with NBA official

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Published: February 01, 2026 at 07:27AM on Source: RED MAG

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Cavaliers coach receives hefty fine for interaction with NBA official

Cavaliers coach receives hefty fine for interaction with NBA official James H. Williams, USA TODAYSun, February 1, 202...
New Photo - Jordon Hudson Planning 'Huge Bash' for Boyfriend Bill Belichick on 'Same Day' as Football Hall of Fame Ceremony (Exclusive)

Jordon Hudson Planning 'Huge Bash' for Boyfriend Bill Belichick on 'Same Day&x27; as Football Hall of Fame Ceremony (Exclusive) Natasha DyeSun, February 1, 2026 at 1:07 AM UTC 4 Bill Belichick and Jordon Hudson on Febr. 6, 2025 in New Orleans Kevin Mazur/Getty Jordon Hudson is planning a "huge bash" for boyfriend Bill Belichick on the same day as the Pro Football Hall of Fame induction ceremony, a source tells PEOPLE exclusively The eighttime Super Bowlwinning coach didn't reach the final round of voting to be inducted this year Tom Brady, Jimmy Johnson and Bill Parcels, as well as "many of th...

Jordon Hudson Planning 'Huge Bash' for Boyfriend Bill Belichick on 'Same Day' as Football Hall of Fame Ceremony (Exclusive)

Natasha DyeSun, February 1, 2026 at 1:07 AM UTC

4

Bill Belichick and Jordon Hudson on Febr. 6, 2025 in New Orleans

Kevin Mazur/Getty

Jordon Hudson is planning a "huge bash" for boyfriend Bill Belichick on the same day as the Pro Football Hall of Fame induction ceremony, a source tells PEOPLE exclusively

The eight-time Super Bowl-winning coach didn't reach the final round of voting to be inducted this year

Tom Brady, Jimmy Johnson and Bill Parcels, as well as "many of the outspoken supporters," are invited to the summertime party to celebrate Belichick, according to the insider

Jordon Hudson is planning a "huge bash" for boyfriend Bill Belichick, after the eight-time Super Bowl-winning coach was snubbed by the Pro Football Hall of Fame.

As A-listers from all over the sports world — including Tom Brady, LeBron James, Deion Sanders and Patrick Mahomes — said they're baffled after Belichick, 73, was not voted as a first ballot Hall-of-Famer, a source tells PEOPLE exclusively that Hudson, 24, is planning to celebrate the former New England Patriots coach with a party on the same day as the HOF ceremony on Aug 8.

"Jordon is planning to throw Bill a huge bash on the same day as the Pro Football Hall of Fame ceremony," the insider says.

"Tom Brady, Jimmy Johnson, Bill Parcels and others who were planning on attending Bill's HOF induction ceremony in Canton are invited," the source continues, referring to some big names in the NFL world.

Other invitees, the source adds, include "many of the outspoken supporters from the wake of Belichick's HOF snub."

Bill Belichick and Jordon Hudson on March 8, 2025

Jared C. Tilton/Getty

According to the source, the planned party lines up with the HOF ceremony this summer, because those invited "were already planning to travel to support Bill."

"The purpose of the bash is to celebrate alongside all of his people," the insider adds.

This year's official HOF inductees — which may include Patriots owner Robert Kraft, 49ers running back Roger Craig and Bengals quarterback Kenny Anderson — will be revealed next week.

Bill Belichick and Jordon Hudson attend the 14th Annual NFL Honors on February 06, 2025

Kevin Mazur/Getty

When Belichick was first announced as a Hall of Fame finalist in December, he set aside his feud with Kraft, 84, who was denied nominations for the honor more than a dozen times after he was involved in scandals like "Deflategate" and accused of soliciting sex workers at a spa in Florida. (Those charges were later dropped.)

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After it was revealed that Belichick, who has dealt with heavy public interest surrounding his relationship with Hudson, was not voted into the Hall of Fame when first eligible, sports stars from all leagues expressed their confusion.

Tom Brady and Bill Belichick on Jan. 16, 2016 Maddie Meyer/Getty Images

Belichick's longtime quarterback Brady, 48, said, per ESPN, "I don't understand it. I mean, I was with him every day. If he's not a first-ballot Hall of Famer, there's really no coach that should ever be a first-ballot Hall of Famer, which is completely ridiculous because people deserve it."

The retire athlete added, "There's no coach I'd rather play for. If I'm picking one coach to go out there to win a Super Bowl — give me one season — I'm taking Bill Belichick. So that's enough said."

Chiefs quarterback Mahomes, 30, said in a post on X, "Insane… don't even understand how this could be possible," while football coach Sanders, 58, called the snub "straight out IGNORANT," writing on X that Belichick is "arguably the BEST NFL COACH TO EVER COACH THE GAME!"

NBA star James, 41, said in his own social media post, "Man there's no way I read that right! Right? Ain't no WAY Bill Belichick ain't 1st Ballot HOF!! That's IMPOSSIBLE, EGREGIOUS, and quite frankly DISRESPECTFUL!"

J.J. Watt also expressed his shock on X. "I can't be reading this right. This has to be some knock-off Hall of Fame or something, it can't be the actual NFL Hall of Fame, There is not a single world whatsoever in which Bill Belichick should not be a First-Ballot Hall of Famer," he wrote.

ESPN and USA Today reported earlier this month that Belichick didn't reach the final round of voting, securing only 40 of the 50 votes needed for induction. Inductees for the Pro Football Hall of Fame (also referred to as the NFL Hall of Fame) are selected by a committee of up to 50 people.

The official list of who did and didn't write Belichick's name down hasn't been released. The official list of 2026 inductees will not be announced until the NFL Honors on Feb. 5.

Belichick will not be able to be reconsidered for the HOF spot until 2027.

on People

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Published: February 01, 2026 at 07:27AM on Source: RED MAG

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Jordon Hudson Planning ‘Huge Bash’ for Boyfriend Bill Belichick on ‘Same Day' as Football Hall of Fame Ceremony (Exclusive)

Jordon Hudson Planning 'Huge Bash' for Boyfriend Bill Belichick on 'Same Day&x27; as Football Hall of ...
New Photo - Yvie Oddly and Nina West hilariously recall when congeniality cracked on Drag Race season 11

EW's BINGE podcast welcomes season 11 winner and Miss Congeniality to spill all the behindthescenes secrets on that time West snapped on Ariel Versace, Branjie, mean magicians, and the struggles queens of color face after the show. Yvie Oddly and Nina West hilariously recall when congeniality cracked on Drag Race season 11 EW's BINGE podcast welcomes season 11 winner and Miss Congeniality to spill all the behindthescenes secrets on that time West snapped on Ariel Versace, Branjie, mean magicians, and the struggles queens of color face after the show.

EW's BINGE podcast welcomes season 11 winner and Miss Congeniality to spill all the behind-the-scenes secrets on that time West snapped on Ariel Versace, Branjie, mean magicians, and the struggles queens of color face after the show.

Yvie Oddly and Nina West hilariously recall when congeniality cracked on Drag Race season 11

EW's BINGE podcast welcomes season 11 winner and Miss Congeniality to spill all the behind-the-scenes secrets on that time West snapped on Ariel Versace, Branjie, mean magicians, and the struggles queens of color face after the show.

Joey Nolfi, senior writer at

Joey Nolfi is a senior writer at *. *Since 2016, his work at EW includes *RuPaul's Drag Race* video interviews, Oscars predictions, and more.

EW's editorial guidelines

September 11, 2020 2:12 p.m. ET

Drag is magic. But it's also tragic if you're Ariel Versace on the receiving end of a hilarious pop off in the midst of Wig Gate.

*RuPaul's Drag Race* season 11 winner Yvie Oddly and Miss Congeniality Nina West stopped by the most recent episode of *EW's BINGE* podcast to tell hosts Joey Nolfi and Jillian Sederholm about a particularly testy, unaired moment that saw the latter queen — regarded as one of the kindest, gentlest souls in the RuGirl family — losing it in the middle of the season's most peculiar controversies.

"Wig Gate was such a big thing for our season," West said, as Oddly chimed in about the "so stupid" moment that, in the simplest of terms, sort of (but then later sort of didn't) involve various queens being accused of stealing Versace's wigs after her elimination. Tensions flared up over the confusion when the previously eliminated queens returned to the Werk Room for the perennial makeover challenge. "I completely lost my cool. All of those girls came back on my elimination episode," West recalls. "At this point, I was really raw. I had a feeling that this just might be my time, I was like, I think I'm going home. It was right when those girls walked in, and Ariel looked over at my station and she goes, 'That's my wig!' and I completely lost my s---. I don't think there were any cameras on me. I was like, I don't know why she would accuse me of stealing, I don't need to steal! Ariel and I have obviously talked about it since, because I popped off as the most Nina West pop off I've ever done."

Oddly also remembers the moment with a laugh, mimicking West's tone as she delivered a fatal, verbal blow to Versace after the accusation: "You cut her off immediately like, 'No, no, no, no, sweetie! That's *my* wig. It, unfortunately, *looks* like it's styled like one of your wigs!'"

Elsewhere on the episode, Oddly discusses an update on her overall health and the status of her Ehlers-Danlos syndrome, what her hot dad has been up to in quarantine, the difficulties queens of color face after graduating from the show, and another tense moment with that dreaded magician who guest-starred on the magic show challenge episode.

Listen to the full episode above.

*EW's BINGE* podcast on *RuPaul's Drag Race* — available on Apple Podcasts, Spotify, or wherever you find your favorite shows — returns next Thursday for its final *Drag Race* episode, featuring Jaida Essence Hall, Crystal Methyd, Jackie Cox, and Heidi N Closet for a wild season 12 recap. Check out our ongoing collection of *Snatch Game Fantasy* podcast segments as well to hear eliminated queens perform characters they never got the chance to play on their original season.

***Sign up for **********'s free daily newsletter****** to get breaking TV news, exclusive first looks, recaps, reviews, interviews with your favorite stars, and more.***

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- Monét X Change and Eureka admit there were almost more *Drag Race* season 10 finale reveals

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- Bob the Drag Queen, Naomi Smalls say even more kimonos nearly plagued *Drag Race* season 8 Kimonogate

- RuPaul's Drag Race Fandom

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Published: February 01, 2026 at 05:19AM on Source: RED MAG

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Yvie Oddly and Nina West hilariously recall when congeniality cracked on Drag Race season 11

EW's BINGE podcast welcomes season 11 winner and Miss Congeniality to spill all the behindthescenes secrets on that time...
New Photo - Amazon-Backed Anthropic, Pentagon Clash Over AI Safeguards — Officials Push Back Against Limits On Autonomous Weapons, Surveillance: Report

AmazonBacked Anthropic, Pentagon Clash Over AI SafeguardsOfficials Push Back Against Limits On Autonomous Weapons, Surveillance: Report Ananya GairolaFebruary 1, 2026 at 3:31 AM 0 Amazon.com, Inc. (NASDAQ:AMZN)backed AI developer Anthropic is reportedly in a standoff with the Pentagon over how its artificial intelligence tools can be used. Pentagon Vs. Anthropic: A HighStakes AI Dispute The dispute centers on whether Anthropic's AI models, which include safeguards to prevent harmful actions, can be deployed by U.S.

- - Amazon-Backed Anthropic, Pentagon Clash Over AI Safeguards — Officials Push Back Against Limits On Autonomous Weapons, Surveillance: Report

Ananya GairolaFebruary 1, 2026 at 3:31 AM

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Amazon.com, Inc. (NASDAQ:AMZN)-backed AI developer Anthropic is reportedly in a standoff with the Pentagon over how its artificial intelligence tools can be used.

Pentagon Vs. Anthropic: A High-Stakes AI Dispute

The dispute centers on whether Anthropic's AI models, which include safeguards to prevent harmful actions, can be deployed by U.S. military and intelligence agencies without restrictions, reported Reuters, citing people familiar with the matter.

As per the sources, Anthropic raised concerns that its technology could be used to target weapons autonomously or spy on Americans without human oversight.

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The U.S. government has "extensively used" Anthropic's AI for national security missions and the company is engaged in productive discussions about ways to continue that work, an Anthropic spokesperson told the publication.

Anthropic did not immediately respond to Benzinga's request for comments.

Pentagon officials, citing a Jan. 9 department memo on AI strategy, maintain that commercial AI should be deployable as long as it complies with U.S. law, regardless of corporate usage policies, the report added.

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Ethics, National Security And Silicon Valley Influence

The standoff represents an early test of how Silicon Valley companies can shape the ethical deployment of AI in military contexts.

Anthropic CEO Dario Amodei this week warned in a blog post that AI should support national defense "in all ways except those which would make us more like our autocratic adversaries."

The San Francisco-based startup is preparing for a potential public offering while investing heavily in U.S. national security partnerships.

The disagreement comes as Anthropic, along with other AI developers like OpenAI, Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and Elon Musk's xAI, navigates contracts with the Pentagon.

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Anthropic Projects $18 Billion In 2026 Revenue

Anthropic has boosted its 2026 revenue projection by 20%, now expecting sales to reach $18 billion this year and $55 billion in 2027.

Its popular AI model, Claude, achieved a $1 billion run rate revenue just six months after its public launch.

In addition, Anthropic recently completed a funding round valuing the company at $350 billion, far surpassing its original $10 billion target.

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This article Amazon-Backed Anthropic, Pentagon Clash Over AI Safeguards — Officials Push Back Against Limits On Autonomous Weapons, Surveillance: Report originally appeared on Benzinga.com

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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Amazon-Backed Anthropic, Pentagon Clash Over AI Safeguards — Officials Push Back Against Limits On Autonomous Weapons, Surveillance: Report

AmazonBacked Anthropic, Pentagon Clash Over AI Safeguards — Officials Push Back Against Limits On Autonomous Weapons...
New Photo - Why Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era

Why Dan Ives Thinks Tesla And Nvidia Will Define The &x27;Physical AI&x27; Era Rishabh MishraSun, February 1, 2026 at 1:31 AM UTC 0 Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the "fourth industrial revolution," identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two indispensable pillars of the burgeoning physical AI market.

Why Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era

Rishabh MishraSun, February 1, 2026 at 1:31 AM UTC

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Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the "fourth industrial revolution," identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two indispensable pillars of the burgeoning physical AI market.

The Two Titans Of Physical AI

While the tech world remains captivated by Large Language Models (LLMs) and chatbots, Ives argues that the most significant value is shifting toward machines that interact with the physical world.

For Ives, two companies stand alone at the summit of this transition.

"It just comes down to like physical AI, the two best physical AI plays in the market, Tesla, and the other one, it's the godfather of AI, Jensen, Nvidia," Ives stated.

"Those to me are the two biggest and the best physical AI plays in the world," Ives told CNBC International.

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Tesla's Software Pivot And The $800 Bull Case

For Tesla, the narrative has shifted from vehicle delivery counts to high-margin software adoption.

Ives believes that Full Self-Driving (FSD) technology is the primary engine that will transform Tesla's valuation, forecasting a potential leap in adoption from 12% to 50%.

"I believe we talk about $600 base case, but $800 bull case, is… ….the margin story that's going to start take hold," Ives explained.

He described 2025 as a "huge transition year" leading into a "golden year" in 2026, driven by the convergence of FSD, autonomous Cybercabs, and robotics.

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Nvidia: The Infrastructure Powering The Boom

While Tesla represents the "Visionary" application of physical AI, Ives views Nvidia as the bedrock of the entire movement. He characterizes Jensen Huang's company as the essential provider of the hardware that makes autonomous systems and industrial robotics possible.

According to Ives, Nvidia will "continue to lead the infrastructure powering the AI boom."

He argues that the company remains "four to five years ahead of any other chip player," making it the primary beneficiary of the massive capital expenditure currently flooding the tech sector.

The Energy Bottleneck And Vertical Integration

As the "arms race" for AI supremacy intensifies, Ives warns that the primary constraint is no longer capital or engineering, but power.

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He noted that there are currently more data centers under construction than active data centers, putting an unprecedented strain on the grid.

To survive this "power crunch," Ives suggests that vertical integration—including custom cooling and on-site generation—is the only viable path forward.

"The only thing that's stopping it is not capbacks. It's not technology. The only stops are the shortages that we see in terms of energy," Ives concluded.

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This article Why Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era originally appeared on Benzinga.com

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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Why Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era

Why Dan Ives Thinks Tesla And Nvidia Will Define The &x27;Physical AI&x27; Era Rishabh MishraSun, February 1, 20...

 

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