Core Insights - Agora, Inc. has announced a strategic partnership with Sentino to develop a new AI Agent Platform for Physical AI, aimed at creating emotionally engaging AI companions for brands and device manufacturers [1][3] Group 1: Platform Features - The platform utilizes Agora's Conversational AI Engine, integrating real-time conversation with memory, emotion, and multimodal expression to enhance user engagement [2] - Key features include an "Agent OS" that generates context-aware inner thoughts, an AI Diary for capturing shared moments, and a Music Diary that transforms diary content into emotion-driven music [6][7][12] - The platform is designed to maintain presence and emotional connection, encouraging users to return for ongoing interactions rather than one-time engagements [4][10] Group 2: Market Positioning - Agora provides the foundational real-time AI infrastructure, while Sentino focuses on developing agent personas and companion features, allowing for rapid product launches without the need for extensive system development [9] - The collaboration aims to redefine Physical AI, making it feel personal and worth revisiting, thus enhancing user retention and emotional bonds [16][19] Group 3: Executive Perspectives - Executives from both companies emphasize the importance of building human-centric AI that transforms static characters into dynamic assets, fostering sustainable emotional economies with fans [15][21] - The platform is designed to evolve over time with ongoing updates and new scenarios, ensuring it remains relevant and engaging for users [15]

Core Insights - Nvidia's CEO Jensen Huang emphasized that AI robotics represents a "once-in-a-generation" opportunity for Europe, leveraging its strong industrial manufacturing base [1] - Huang noted that this opportunity allows Europe to "leap past" the software era dominated by the U.S. [2] Rise of AI Robotics - There is a growing focus on autonomous robotics within the industrial and tech sectors, driven by advancements in AI [3] - Major European companies like Siemens, Mercedes-Benz Group, Volvo, and Schaeffler have initiated robotics projects and partnerships in the past year [3] - Big Tech firms are also heavily investing in robotics, with Tesla's CEO stating that 80% of the company's value will derive from its Optimus humanoid robots, and Nvidia forming partnerships with Alphabet for physical AI [4] Energy Supply Concerns - To capitalize on AI opportunities, Europe must improve its energy supply to support necessary infrastructure investments [5][8] - High energy costs in Europe are a significant challenge, as highlighted by Microsoft’s CEO, who stated that energy costs will influence the success of countries in the AI race [5] - Huang pointed out that Europe is facing limited energy access while hyperscalers aim to deploy AI infrastructure [8] Infrastructure Buildout - Huang described the current AI infrastructure development as the "largest infrastructure buildout in human history," with hundreds of billions already invested and trillions needed for future expansion [9]

Core Insights - The Nightview Fund ETF (NITE) achieved a gain of 22.56% in 2025, outperforming the S&P 500's total return of 17.88% [7] - The fund's strategy focuses on a 20-stock "best ideas" portfolio aimed at long-term investment opportunities rather than following specific trends [8] - The rise of artificial intelligence (AI) has created both opportunities and risks, with AI startups capturing 50% of all venture capital in 2025, a 37% increase from the previous year [13] Investment Strategy - The fund is bullish on AI as a transformative force in the global economy, believing it will lead to significant infrastructure changes [12] - The investment approach is barbelled, balancing exposure to technological advances with investments in sectors rooted in human experiences, such as travel and entertainment [38] - The fund has invested in Alibaba, recognizing its strong position in China's economy despite negative market sentiment [34] Sector Analysis - The semiconductor industry is experiencing a shift, with high-performance computing now accounting for approximately 60% of quarterly revenue for companies like TSMC, up from 30% in 2018 [44] - AI's integration into physical systems is expected to create competitive advantages for companies that can leverage real-world data and learning [22] - Tesla is highlighted as a key player in the transition to AI-driven autonomy, with significant improvements in its Full Self-Driving technology [25][27] Market Conditions - The current market environment presents a widening opportunity set, with some companies realizing efficiency gains from AI while others remain undervalued [33] - As interest rates stabilize, there are signs of recovery in deal-making and trading volumes across financial services [37] - The historical context of past technology cycles suggests that while excesses may emerge, the demand for AI-driven infrastructure is likely to remain strong [49][50]

Core Viewpoint - Serve Robotics Inc. has announced an agreement to acquire Diligent Robotics, marking its first expansion into indoor environments, particularly in healthcare settings [1][4]. Company Overview - Serve Robotics is a leading autonomous robotics company focused on developing AI-powered delivery robots, spun off from Uber in 2021 [16]. - Diligent Robotics, founded in 2017, specializes in AI-powered robot assistants for healthcare, having raised over $100 million from notable investors [2][14]. Acquisition Details - The acquisition involves a total transaction value of $29 million in common stock, with a potential earn-out of up to $5.3 million based on performance milestones [11]. - The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions [12]. Product and Market Impact - Diligent's Moxi robot has completed over 1.25 million autonomous deliveries across more than 25 hospital facilities, with annual sales per hospital expected to range between $200,000 to $400,000 [3][6]. - The acquisition will broaden Serve's market opportunity beyond last-mile delivery, enhancing its autonomy platform for indoor applications [6][7]. Strategic Benefits - The combination of Serve and Diligent aims to accelerate the deployment of Moxi robots, improving service efficiency for clinicians and validating high-revenue healthcare use cases [7][10]. - The integration of both companies' technologies is expected to enhance learning and scalability across their robotic platforms, creating a unified autonomy stack [5][8]. Leadership and Operations - Diligent Robotics will operate as a subsidiary of Serve under the leadership of Andrea Thomaz, continuing its mission to enhance healthcare productivity through robotics [9][10].

Quick Read Arm Holdings stock dropped 43% from its peak amid analyst downgrades over valuation concerns. Softbank’s margin loan backed by Arm shares has raised investor worries about forced selling in market downturns. Arm Holdings launched a physical AI division and restructured to target humanoid robots and autonomous vehicles. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The tech and AI trad ...

Core Viewpoint - Manifold AI, founded by a former key member of SenseTime, aims to redefine embodied intelligence through its World Model technology, enabling robots to not only perceive but also predict physical interactions in their environment [1][4][12]. Group 1: Financing and Growth - Manifold AI has completed over 300 million yuan in financing within just seven months of its establishment, showcasing a rapid fundraising pace that reflects strong market interest in "Physical AI" [2][7]. - The company has successfully raised funds in three rounds: a seed round led by Inno Angel Fund, followed by two angel rounds, each exceeding 100 million yuan [4][7]. - The latest funding round included notable investors such as Meihua Venture Capital, Junlian Capital, and Huawei Hubble, indicating a strong backing from the industry [1][9]. Group 2: Technology Development - Manifold AI's technology focuses on World Model Action (WMA), which allows robots to predict physical state changes based on first-person perspective videos, moving beyond traditional visual-language models (VLM) [12][14]. - The company's WorldScape model enables robots to simulate and interact with their environment autonomously, marking a shift from mere execution of pre-set codes to possessing "brain-like" capabilities [14][15]. - Manifold AI is developing multiple specialized models, including DriveScape for autonomous driving, RoboScape for physical interaction, and AirScape for drones, all built on the foundational WorldScape model [15]. Group 3: Future Aspirations - The company aims to equip over 10% of robots in the market with its "Manifold Brain," pushing the boundaries of Physical AI agents [19][20]. - The long-term vision includes transitioning World Models from experimental stages to practical applications in warehouses, factories, and homes within the next three years [20][21]. - The strategy emphasizes creating a universal embodied world model while simultaneously commercializing sub-domain models to generate revenue and support further development [20].

This is me at 170km/h! My goodness, this is the first time I've ever felt like I'm on a roller coaster in a car! I feel a little nauseous. I'm not sitting in an F1 car, although my driver is a former professional race car driver. This is Geely's Extreme Krypton 7X model. On the first day of CES in early January, it showcased the cost-effectiveness of Chinese electric vehicles to global guests on the Las Vegas circuit . For this price, the number of features it offers is unbelievable. In the following days, ...

Company Overview - Ouster is not merely a sensor company but a perception solution platform that integrates sensing, software, and applications to drive outcomes [2][3] - The company emphasizes its evolution from hardware to a comprehensive platform that includes a perception software layer capable of generating actions [3] Technology and Innovation - Ouster's platform encompasses three core functions: sensing, thinking, and acting, which aligns with the concept of physical AI [3] - The company aims to redefine perceptions of its capabilities beyond traditional hardware offerings, highlighting its role in the AI landscape [2][3]

以下文章来源于瑞芯微电子 ，作者瑞芯微电子 瑞芯微电子 . 传递瑞芯微电子的最新产品信息及市场动态 机器之心发布 一年一度的"科技春晚"CES2026于上周落下帷幕，从今年的主题"定义AI的物理边界（Physical AI）"，可以看出全球科技新趋势正在推动AI从虚拟走向现 实应用，通过多元化的消费电子、机器人、智能汽车等实体形态让生活智能化变得具象。 瑞芯微作为国内AIoT芯片 领域的领军企 业，正在这一科技浪潮中扮演着重要角色。全球首颗3D架构协处理器RK182X系列芯片的技术突破，不仅为全 球"Physical AI"的发展提供强大的硬件和算力支撑，更是推进千行百业用AI重做一遍的AIoT2.0时代的落地进程。同时，瑞芯微将举办AI软件生态大会， 依 托在AIoT千行百业、超过5000家全球客户的广大生态， 搭建起AI软件与市场的桥梁。 瑞芯微RK1 82X：AIoT 2.0的算力引擎 从"功能机"到"智能体"的本质进化 。 基于实测数据显示， RK182X运行Qwen2.5-3B模型输出速度突破百Token，是市场对标产品的3倍； 同时 在多模态视觉语言模型任务上，瑞芯微已率先支 持Qwen3-VL- ...

分组1: Lockheed Martin - Lockheed Martin may face volatility due to a new initiative from President Donald Trump, which prohibits defense companies from stock buybacks, dividend distributions, and large executive salaries [1] - The potential lack of buybacks and dividends could make Lockheed Martin less attractive to investors [2] 分组2: Broadcom - Broadcom's AI semiconductor revenue surged by 74% year over year in the fourth quarter of fiscal 2025, with expectations for AI revenue to double year over year in the first quarter [6] - Broadcom's stock has increased by almost 700% over the past five years, indicating strong market performance and potential for continued growth [11] - The introduction of Broadcom's Wi-Fi 8 platform enhances its position in the AI market by providing stronger Wi-Fi for energy-intensive applications, which could lead to lucrative deals with various clients [9][10]