创业邦·2025-10-21 03:12Group 1 - The core viewpoint of the article emphasizes the importance of cost and weight considerations in the hardware aspect of robotics, while the concept of intelligence in AI remains somewhat ambiguous [2] - Apple's first eSIM phone, the iPhone Air, is set to launch in China, with predictions indicating that global eSIM smartphone connections will reach 1 billion by the end of 2025 and 6.9 billion by 2030, accounting for 76% of total smartphone connections [2] - Intel's Gaudi 3 AI accelerator has faced long-term sales challenges, leading to the introduction of a redesigned hybrid AI rack solution that integrates Gaudi 3 with NVIDIA's Blackwell B200 GPU and ConnectX networking technology [2] - Lingyi Technology's subsidiary has signed a strategic cooperation agreement with Stardust Intelligent, a company specializing in mass production of rope-driven AI robots, focusing on technology collaboration and product procurement [2]