Digital Twin

Search documents
透过数据看跨越式发展 中国连续12年居最大工业机器人应用市场
Yang Shi Wang· 2025-08-09 06:47
我国工业机器人产量由2015年的3.3万套增长至2023年的55.6万套,服务机器人产量为1051.9万套,同比增长34.3%。在技术创新方面,截 至2024年7月,中国持有的机器人相关有效专利超过19万项,占全球总量的约三分之二。 随着人工智能、数字孪生、生物仿生等技术的深度渗透,机器人正以前所未有的广度和深度融入生产生活:工业机器人向更智能、更柔性 进化,成为智能制造的核心引擎;服务机器人精准嵌入日常生活场景,提供个性化智慧服务;特种机器人勇闯深海、驰援险境,持续拓展人类 认知与实践的边界。 央视网消息:记者从2025世界机器人大会上获悉,经过多年探索、发展和积累,中国机器人产业实现跨越式发展,不仅连续12年位居全球 最大工业机器人应用市场,更跻身全球第一大机器人生产国。 工业和信息化部副部长辛国斌称:"今年上半年,机器人产业营业收入同比增长27.8%,连续12年位居全球最大工业机器人应用市场。" ...
Silvaco Group, Inc.(SVCO) - 2025 Q2 - Earnings Call Presentation
2025-08-06 21:00
August 6, 2025 Innovative Semiconductors / Photonics Design and Manufacturing Through AI Automation, Digital Twin Modeling, and Simulation Software APRIL 2024 From Atoms to Systems Q2 2025 Earnings Presentation This presentation and the accompanying oral presentation include express and implied "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "can," "co ...
Bentley(BSY) - 2025 Q2 - Earnings Call Transcript
2025-08-06 13:17
Financial Data and Key Metrics Changes - Total revenues for Q2 were $364 million, up 10% year over year on a reported basis and 9% on a constant currency basis [27] - Subscription revenues now represent 92% of total revenues, up two percentage points from the same period last year, with subscription revenues growing 12% year over year [28] - Free cash flow was $57 million for the quarter and $273 million year to date, with an increased full-year free cash flow outlook raised to a range of $430 to $470 million [34][36] Business Line Data and Key Metrics Changes - ARR grew 11.5% year over year, with a net revenue retention rate of 109% [18][31] - The fastest-growing sector was Resources, particularly driven by mining, which outpaced civil for the first time in six quarters [19] - Perpetual license revenues for the quarter were $10 million, down $1 million year over year, making up only 3% of total revenues [28] Market Data and Key Metrics Changes - Growth in the Americas was solid, with Latin America standing out, while the US accounts remained confident despite uncertainties [21] - EMEA delivered solid growth, with the Middle East leading, and investment remains strong across various infrastructure sectors [22] - In Asia Pacific, India showed positive sentiment, while Australia experienced a slowdown in transportation spending [24] Company Strategy and Development Direction - The company is focused on going digital as a long-term growth driver, emphasizing the need for enhanced software utilization and AI [5] - The acquisition strategy is now focused on asset analytics opportunities rather than broad programmatic acquisitions [69] - The integration of Cesium and AI capabilities is a priority, with ongoing developments expected to enhance product offerings [66][90] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting full-year outlook based on low double-digit ARR growth and continued margin expansion [17] - The demand for better infrastructure continues to outpace available engineering resources, positioning the company favorably [17][41] - The company anticipates a favorable impact from recent legislative changes regarding infrastructure investment [21][23] Other Important Information - The company highlighted the success of its first Cesium Data conference, showcasing its 3D geospatial platform and integration with existing products [25] - The company is well-positioned to support major infrastructure projects tied to upcoming events like the 2032 Brisbane Olympics [24] Q&A Session Summary Question: Inquiry about macroeconomic conditions and SMB strength - Management noted a consistent environment with strong investment in infrastructure, despite tariff uncertainties [39][40] Question: Addressing the long tail of engineers and product offerings - The company confirmed it has a full range of products to address various market segments, with MicroStation being a key entry point for new users [43][44] Question: Data center opportunity and partnerships - Management discussed the infrastructure needs surrounding data centers and the potential for partnerships with hyperscalers [47][49] Question: Clarification on free cash flow guidance - The company confirmed that the increase in free cash flow guidance is due to tax benefits and will provide multiple years of benefits [53][54] Question: Development priorities and R&D hiring trends - The focus is on AI and Cesium integration, with a strategic approach to hiring in R&D to support these initiatives [61][66] Question: Drivers of slight downtick in net revenue retention - Management explained that the NRR is stable and influenced by pricing and consumption factors, with China’s impact noted [81][85]
Bentley Systems to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-04 15:10
Key Takeaways The consensus mark for BSY's Q2 earnings of 29 cents per share implies a YOY decline of 6.5%.Revenues are expected to rise 9.9% to $363.1M, fueled by U.S. infrastructure investments and AI adoption.Cost pressures from annual raises and weak China demand may impact margins despite strong product traction.Bentley Systems, Incorporated (BSY) is scheduled to report second-quarter 2025 earnings on Aug. 6, before the market opens.The Zacks Consensus Estimate for Bentley Systems’ second-quarter earni ...
Cell重磅:让人人都能建立虚拟细胞实验室!科学家创建“细胞语法”,用人类语言预测细胞行为
生物世界· 2025-07-26 03:56
Core Viewpoint - The article discusses a groundbreaking research published in the journal Cell, which introduces a novel framework called Cell Behavior Hypothesis Grammar. This framework allows researchers to use natural language to model complex multicellular systems, facilitating virtual cell laboratories for accelerated research in cancer and neuroscience [3][4][19]. Group 1: Research Framework - The Cell Behavior Hypothesis Grammar enables the construction of mathematical models using natural language descriptions of cellular rules, integrating biological knowledge and multi-omics data to create virtual cell models for thought experiments [4][10]. - This framework allows researchers to predict multicellular emergent behaviors and test new hypotheses, showcasing its potential in understanding cancer metastasis and drug resistance [4][19]. Group 2: Applications in Cancer Research - In cancer research, simulations revealed that cancer-associated fibroblasts (CAFs) can induce cancer cell shape changes, accelerating metastasis, while high-density CAFs can create physical barriers to cancer cell escape [13]. - During immune therapy simulations, it was found that macrophages could "betray" by secreting EGF signals that enhance breast cancer cell migration, leading to a 75% reduction in metastasis when EGF receptors were blocked [14]. Group 3: Applications in Neuroscience - The research team successfully simulated brain development, demonstrating how stem cells undergo asymmetric division to form different cortical layers, accurately replicating the differences between sensory and auditory cortices using data from the Allen Brain Atlas [16]. Group 4: Virtual Clinical Trials - The model initialized with pancreatic cancer patient data tested various immunotherapy combinations, revealing that tumors with high macrophage content responded best to a triplet therapy, paving the way for personalized treatment approaches [18]. Group 5: Future Implications - The open-source nature of the Cell Behavior Hypothesis Grammar allows researchers to quickly test drug regimens, potentially reducing drug development timelines from ten years to a single night in front of a computer screen [21].
Global Defense Contractor Burke Products Selects Datavault AI for Enhanced National Defense and Aerospace Technologies Contracts
Globenewswire· 2025-07-22 07:09
Core Insights - Datavault AI has formed a strategic partnership with Burke Products to support defense and aerospace programs, leveraging Datavault's data technologies and Burke's manufacturing capabilities [1][3][9] - The partnership is expected to generate revenues from existing contracts in 2025 and expand into product offerings by 2026 [1][4] - Global defense spending is projected to exceed $2.2 trillion in 2025, with a focus on secure data solutions and advanced tracking, areas where Datavault AI is positioned to provide innovative solutions [4][9] Company Overview - Datavault AI Inc. specializes in data visualization, valuation, and monetization technologies, with a focus on AI-driven data experiences in the Web 3.0 environment [11] - The company’s technology suite includes patented solutions in acoustic science and data science, aimed at various industries including defense and aerospace [11] - Burke Products is a minority-owned manufacturer with over 59 years of experience in providing high-precision components for the defense sector, maintaining relationships with major clients like Lockheed Martin and Raytheon Technologies [12] Partnership Details - The collaboration will integrate Datavault AI's proprietary technologies, including ADIO® tone technology, into Burke's existing systems, with future phases potentially involving digital twin modeling and blockchain tools [5][9] - The partnership aims to enhance mission-critical systems through innovative solutions in acoustic sciences and secure data management [5][8] - Both companies emphasize a shared vision for scalable, American-built solutions that address complex challenges in the defense sector [8][10]
How do you know who you are? | Chris Skinner | TEDxYouth@HabsElstree
TEDx Talks· 2025-07-14 15:19
Fintech & Technology Trends - Fintech is turbocharged, prompting questions about the future of finance and technology [2] - Artificial intelligence, metaverse, next-generation mobile technologies, and ubiquitous connectivity are key technologies [4] - Quantum computing has massive transformation potential, enabling processing of vast datasets in minutes [4][6] - AI can significantly reduce workload, such as processing 7 years of work in minutes [7] AI & Deepfakes - The world is full of deep fakes, requiring alertness and verification of online content [11] - AI is not creative but regurgitates existing data, creating digital twins that can be exploited [12][13] - Deep fake scams, including romance scams, are prevalent, highlighting the need for caution [15] - AI-generated influencers can impact elections, emphasizing the importance of verifying information [16] Digital Identity & Security - Digital identity is a critical area, requiring solutions for verification, authentication, and trust [17][18] - Establishing digital identity is challenging due to disagreements between governments, banks, and industries [19][20] Adaptability & Innovation - The only constant is change, requiring individuals to challenge the status quo [7][21] - Future jobs will involve empathy, relationships, and human interaction, as well as training, maintaining, and sustaining AI [22] - Adaptability to change is crucial for success [27]
How AI Can Lead to an Era of Healthcare Abundance | Sai Balasubramanian | TEDxPlano
TEDx Talks· 2025-07-08 16:26
In 2012, the New York Times published an incredibly powerful story about how a father angrily walked into a Target store holding a handful of coupons for pregnancy related items like baby clothes and cribs in maternity wear. He demanded to speak with the manager and yelled at the manager. My daughter got these coupons in the mail.She's just in high school. Are you encouraging her to become pregnant at this age. The store manager was obviously confused, having no idea what the father was talking about, but h ...
Your Digital Twin:Future of Personal Cybersecurity | Santosh I | TEDxChennai Institute Of Technology
TEDx Talks· 2025-06-13 15:16
[Music] Good evening all. So let's imagine a world right. So whatever action you take from the online perspective. So let's take from the uh accessing your internet browsing or even uh the communicating in an online.So each and every actions you take is having a digital copy of you right. So this digital copy is not just like a profile or an account in an online perspective but it's completely a full reflection of your digital presence in an online. So I'm here to talk about your digital twin that is the fu ...
NVIDIA Builds World's First Industrial AI Cloud to Advance European Manufacturing
Globenewswire· 2025-06-11 10:23
Core Insights - NVIDIA is establishing the world's first industrial AI cloud in Germany to support European manufacturers, featuring 10,000 GPUs to enhance manufacturing applications [1][3][15] - Major European manufacturers like BMW Group, Maserati, Mercedes-Benz, and Schaeffler are adopting NVIDIA's technologies to transform their product lifecycles through AI-driven operations [2][10][12] Group 1: Industrial AI Cloud Development - The AI factory will utilize NVIDIA DGX B200 systems and NVIDIA RTX PRO Servers, running NVIDIA CUDA-X libraries and Omniverse-accelerated workloads [3][4] - This initiative aims to accelerate AI development and adoption in anticipation of AI gigafactories across Europe [5] Group 2: Partnerships and Software Integration - Siemens and NVIDIA are expanding their partnership to enhance industrial AI and digitalization, optimizing performance and productivity for various sectors [7] - Ansys is integrating Omniverse into its simulation software to improve fluid simulations, achieving a 2.5x acceleration in performance for Volvo Cars [8][9] Group 3: Manufacturer Innovations - Schaeffler is leveraging AI factories and NVIDIA's technology for digital factory planning and automation across its manufacturing plants [10][11] - BMW Group is creating digital twins of its production facilities to optimize manufacturing processes and develop AI applications [12][13]