As Friday, October 3rd, 2025, dawns, the U.S. stock market is signaling a continuation of its recent bullish trend, with equity futures showing modest gains in premarket trading. This comes on the heels of a record-setting week for major indices, as investors appear to shrug off the ongoing government shutdown and remain focused on corporate earnings and the persistent momentum in the artificial intelligence sector.Premarket Activity and Index PerformanceU.S. equity futures are holding steady or slightly hi ...

Core Viewpoint - Nvidia and Fujitsu have formed a partnership to develop artificial intelligence technologies, focusing on smart robots and other innovations using Nvidia's computer chips [3][4]. Group 1: Partnership Details - The collaboration aims to build an "AI infrastructure" that will support various applications in healthcare, manufacturing, environmental management, next-generation computing, and customer services, with a target to establish this infrastructure in Japan by 2030 [5][6]. - The initial focus will be on the Japanese market, leveraging Fujitsu's extensive experience, with potential for global expansion in the future [6][7]. Group 2: Strategic Goals - Nvidia's CEO Jensen Huang emphasized the importance of building infrastructure for the AI industrial revolution, suggesting that Japan has the potential to lead in AI and robotics [4][8]. - Fujitsu's CEO Takahito Tokita highlighted a "humancentric" approach to keep Japan competitive, aiming to create unprecedented technologies that address significant social issues [8]. Group 3: Future Collaborations - The companies are exploring potential collaborations in AI for robotics with Yaskawa Electric Corp., indicating a focus on evolving AI technologies [7]. - Both companies have previously worked together on AI initiatives to enhance manufacturing processes through digital twins and robotics, particularly in response to Japan's labor shortages [7].

Paul, we have to start with the geopolitics here because there's a lot of them, as we were just speaking to Peter about. Does the shutdown risk Trump all of that pun not intended. I don't think it matters really very much at all from what we're seeing so far, Kristie.If you look at global equity markets, they just continue that much higher. It's really all about this air and air enthusiasm. And we're feeling that particularly strongly in Asia this week.We've had some Oatman from open air kind of moving arou ...

Group 1 - The report provides an overview of the OT cybersecurity services market, including definitions, product categories, and growth trends from 2020 to 2031 [2][3]. - The market is segmented into various product types such as OT security assessment and consulting, OT security architecture design and integration, and OT security monitoring and management [2][3]. - The report highlights the growth trends in different applications of OT cybersecurity services, particularly in sectors like energy, petrochemicals, and smart manufacturing [2][3]. Group 2 - The global OT cybersecurity services market is projected to grow significantly, with detailed forecasts for both global and Chinese markets from 2020 to 2031 [3][10]. - The report analyzes the market size and growth rates across major regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [3][10]. - The competitive landscape is examined, detailing the revenue analysis and market share of key players in the OT cybersecurity services sector from 2020 to 2025 [3][7]. Group 3 - The report discusses the barriers to entry in the OT cybersecurity services industry and provides insights into development trends and recommendations for stakeholders [3][4]. - It identifies key opportunities and driving factors for the growth of the OT cybersecurity services industry, as well as potential risks and policy considerations [4][6]. - The supply chain analysis of the OT cybersecurity services industry is included, covering the industry chain, procurement models, and sales strategies [6][7]. Group 4 - The report includes profiles of major global OT cybersecurity service providers, detailing their market distribution, business operations, and revenue performance from 2020 to 2025 [8][9]. - It provides a SWOT analysis for Chinese enterprises in the OT cybersecurity services market, highlighting strengths, weaknesses, opportunities, and threats [10][11]. - The report features various tables and figures that illustrate market trends, growth forecasts, and competitive dynamics within the OT cybersecurity services sector [7][10].

Standard Chartered’s venture building arm and Fujitsu team up on quantum computing, the latest in a slew of financial firms investing in faster technology to speed up services https://t.co/gLmqVQ2svU ...

Core Insights - D-Wave Quantum Inc. is facing significant scrutiny regarding its technology's viability, with claims that its quantum annealer may not match classical solvers' performance until 2054, raising doubts about its quantum advantage [1][2] - The critique highlights that D-Wave's technology has been consistently outperformed by conventional systems and emerging technologies, suggesting a potential dead-end for its current approach [2][6] Performance Comparison - A benchmark study from the Jülich Supercomputing Centre indicates that D-Wave's machine is outclassed by VeloxQ, a conventional solver, leading to concerns about the technology's practical utility [2][3] - D-Wave's latest hardware reportedly underperforms against competitors like Fujitsu's Digital Annealer and even free optimization software such as Gurobi and CPLEX [4] Management and Credibility Issues - The critique accuses D-Wave's management of deceptive practices, including the promotion of a research paper on "Scaling Advantage" that was allegedly discredited shortly after publication [5] - The company failed to qualify for the initial stage of DARPA's Quantum Benchmarking Initiative, indicating a lack of confidence from the U.S. defense research agency in the technology's future [3] Market Performance - Despite the negative analysis, D-Wave's stock (QBTS) experienced a significant rise, with an 11.91% increase on a recent Friday, culminating in a 52.25% rise over the past week and a staggering 2,886.67% increase year-over-year [7]

Core Viewpoint - D-Wave Quantum Inc. is facing significant scrutiny regarding its technology's viability, with claims that its quantum annealer may not achieve competitive performance until 2054, raising doubts about its quantum advantage [1][2]. Performance Comparison - A benchmark study from the Jülich Supercomputing Centre indicates that D-Wave's technology is consistently outperformed by conventional solvers like VeloxQ, which utilize standard CPUs and GPUs [2]. - D-Wave's latest hardware has been reported to underperform against competitors such as Fujitsu's Digital Annealer and even free optimization software like Gurobi and CPLEX [4]. DARPA Initiative - The company reportedly did not qualify for the initial stage of DARPA's Quantum Benchmarking Initiative, suggesting a lack of a viable path for its technology to become useful [3]. Management Critique - Allegations have been made against D-Wave's management for misleading practices, including the promotion of a research paper on "Scaling Advantage" that was allegedly debunked shortly after publication [5]. Emerging Technologies - The analysis highlights the rise of new technologies, specifically "p-computers," which are claimed to be millions of times more powerful and efficient than D-Wave's offerings, indicating that D-Wave's technology may be obsolete [6]. Stock Performance - Despite the negative analysis, D-Wave's stock (QBTS) saw an increase of 11.91% on a recent Friday, closing at $26.88 per share, with a year-to-date increase of 179.71% and a staggering 2,886.67% rise over the year [7].

Core Viewpoint - Keysight Technologies, Inc. is expected to report third-quarter fiscal 2025 results on August 19, with anticipated revenue growth driven by various market strengths and collaborations [1][11]. Group 1: Revenue Expectations - Keysight is projected to report revenues of $1.31 billion for the third quarter, reflecting a year-over-year increase from $1.22 billion [7][11]. - The Communications Solutions Group segment is estimated to generate $909.4 million, indicating a 7.4% year-over-year growth [6]. - Revenues from the Electronic Industrial Solutions Group are expected to reach $401.3 million [6]. Group 2: Collaborations and Innovations - Keysight's collaboration with AMD involves the use of its solutions for testing electrical compliance for pre-production AMD server CPUs, enhancing demand for its products [3]. - The partnership with Synopsis aims to streamline the migration of analog and RF circuits to new process nodes, which is expected to accelerate time to market and increase demand for Keysight's solutions [4]. - Keysight's deployment of the Quantum Control System in Fujitsu's 256-qubit superconducting quantum computer and the delivery of a large commercial quantum control system to a Japanese institute highlight its advancements in Quantum Computing [5]. Group 3: Earnings Insights - The consensus estimate for adjusted earnings per share is $1.68, an increase from $1.57 reported a year ago [7][11]. - Keysight's Earnings ESP is 0.00%, indicating no definitive prediction for an earnings beat in the upcoming quarter [9].

Core Viewpoint - The TFLN modulator is a crucial optical device for high-speed modulation in fiber optic communication systems, leveraging advanced micro-nano manufacturing techniques for integration with photonic circuits and CMOS processes [1][2]. Market Overview - The global TFLN modulator market is projected to reach $1.51 billion by 2034, with a compound annual growth rate (CAGR) of 46.9% over the coming years [2]. - Major manufacturers in the TFLN modulator market include Fujitsu, HyperLight, and Yuanxin Optoelectronics, with the top three companies holding approximately 94.0% market share in 2024 [5]. Product Type Segmentation - The TFLN phase modulator currently dominates the market, accounting for about 88.1% of the share, with strong growth in demand for phase modulators used in applications like optical phased arrays and LIDAR [7]. Application Segmentation - Optical communication is the primary application area, representing around 52.2% of the market, particularly in high-speed coherent transmission systems such as 400G/800G [8]. Market Dynamics - Key drivers include the high bandwidth and low insertion loss of TFLN modulators, increasing demand from data centers and 5G infrastructure, and compatibility with silicon photonics [11]. - Major challenges include high production costs and complex manufacturing processes, as well as competition from traditional technologies in certain markets [12]. Industry Development Opportunities - Expansion into quantum and microwave photonics is a significant opportunity, as TFLN's characteristics are suitable for cutting-edge applications [15]. - The TFLN modulator is also entering new markets beyond communication, such as sensing and laser radar, creating additional commercial opportunities [16]. - Localization of manufacturing and the entry of new players are expected to drive cost reductions and increase market penetration [17].

Core Viewpoint - The article discusses the challenges and strategies involved in handling excess chip inventory, emphasizing the importance of timely processing to minimize depreciation and maximize recovery value [2][6]. Group 1: Inventory Management Strategies - Excess chip inventory depreciates over time, becoming "dead stock" if not processed quickly [2]. - There are various methods to handle excess inventory, categorized into four quadrants based on price and speed of sale [2][4]. - The ideal scenario is to sell high and fast, but this is often only possible for a limited number of items [4]. Group 2: Pricing and Market Dynamics - Selling at a low price while taking a long time to sell is a common situation, often leading to a continuous lowering of expectations [6]. - Companies may choose to process excess inventory at the end of financial periods to clear stock [6]. - The article highlights the importance of understanding the hidden value in excess inventory, such as valuable metals that may not be initially recognized [5]. Group 3: Service Offerings - The company offers services to help users quickly sell excess inventory, providing rapid quotations and dedicated support [9][11]. - The platform has served 20,000 users since its launch in 2019, facilitating quick transactions and improving inventory turnover [6][13]. - The service aims to assist users in finding better prices for their inventory and locating hard-to-find items within excess stock [9][15].