Core Insights - Oshkosh Corporation will participate in CES 2026, showcasing innovations in autonomy, AI, connectivity, and electrification [1][2][3] Technology Focus - The company emphasizes four key technology pillars: autonomy, artificial intelligence, connectivity, and electrification, aimed at transforming industries and enhancing operational efficiency [3][4][6] Product Recognition - Two Oshkosh products received CES 2026 Innovation Awards: the JLG® Boom Lift with Robotic End Effector in the Robotics category and the Oshkosh® Airport Products Striker® Volterra™ Electric Airport Rescue and Fire Fighting Vehicle in the Travel and Tourism category [5] Thought Leadership Panels - Oshkosh executives will participate in various panels discussing the future of robotics, mobility, and AI, including topics on smart operations, data-driven decisions, integrated ecosystems, and sustainable electric platforms [6][7][13] Company Overview - Oshkosh Corporation, headquartered in Wisconsin, employs over 18,000 team members and operates in more than 150 countries, providing purpose-built equipment for various sectors [10]

Narendra Modi’s government has indeed boosted connectivity in India. But now it needs to go beyond providing hardware such as flashy airports, roads and new train carriages https://t.co/E4qGk0p8bx ...

Summary of Astera Labs FY Conference Call Company Overview - **Company**: Astera Labs (NasdaqGS: ALAB) - **Date of Conference**: December 11, 2025 Key Industry Insights - **AI Investment Cycle**: The company believes it is in the early stages of a significant AI investment cycle, requiring increased compute power and connectivity to enhance AI systems' efficiency [3][4][5] - **Connectivity Challenges**: Astera Labs is focused on solving connectivity issues among GPUs, CPUs, and XPUs, which are critical for AI applications [6][10] Core Business Developments - **Memory Solutions**: Astera is addressing memory bottlenecks in AI applications through partnerships, particularly with Microsoft, to implement CXL technology for improved memory efficiency [11][12] - **Taurus Growth**: The Taurus segment is expected to be a major growth driver, with a ramp-up in 400 gig and 800 gig solutions anticipated in the upcoming quarters [20][21] - **Aries Platform**: The Aries platform is seeing growth due to the transition from Gen 5 to Gen 6 retimers, with significant demand from hyperscalers [25][26] Financial Performance and Projections - **Gross Margins**: Astera aims for a long-term gross margin model of 70% and operating margins of 40%, with current performance exceeding these targets [95] - **Cash Flow and Investments**: The company is profitable and building a strong balance sheet, with plans for strategic M&A and initiatives rather than immediate returns to investors [96] Competitive Landscape - **CXL and Memory Efficiency**: CXL technology is positioned as a second tier of memory to support larger AI models, with initial deployments in general-purpose computing [12][15] - **Market Positioning**: Astera is confident in its competitive position within the evolving AI landscape, particularly with the introduction of UALink switches expected in 2026 [66][67] Future Outlook - **Optical Technology**: The company sees significant potential in optical technology for scaling up architectures, with expected developments around 2028-2029 [88][89] - **Ecosystem Coexistence**: Astera anticipates a fractured market where multiple protocols (NVLink, PCI Express, UALink, Ethernet) will coexist, allowing for diverse customer needs [72][76] Additional Insights - **Customer Engagement**: Astera is engaged with over 10 customers on the Scorpio X family, indicating strong interest and potential for future growth [36][42] - **Strategic Focus**: The company remains focused on PCI Express and transitioning to UALink, with no immediate plans to enter the Ethernet switching market due to competitive challenges [82][84] This summary encapsulates the key points discussed during the Astera Labs FY Conference, highlighting the company's strategic direction, market positioning, and future growth opportunities.

RT Elon Musk (@elonmusk)Starlink is providing Internet connectivity to schools and hospitals in Africa that had nothing or very expensive and bad connectivity before.This will do more to lift people out of poverty than all the NGOs combined. ...

Starlink Direct to Cell is now available to @EntelPeru customers.Peru marks the second country in Latin America to enable satellite-to-mobile connectivity, ensuring customers stay connected to data, voice, video and messaging in even the most remote locations.Entel Perú (@EntelPeru):Entel y Starlink se unen para llevar conectividad satelital a tu celular 🛰️🚀. Una Señal Power que llega donde otros no llegan. Cámbiate a la Señal Power. Más info en https://t.co/V7iOOZpfob @Starlink https://t.co/ATAew3PRXP ...

Stay connected as you explore with Starlink Mini 🛰️🏜️Jose (@Yoshi_3000):@cb_doge Starlink mini, in the middle of the desert. 🏜️We’re living in the future. 🛰️ https://t.co/uURkT3eYdZ ...

RT Dima Zeniuk (@DimaZeniuk)BREAKING: SpaceX @Starlink is providing free service to people affected by the severe flooding in Indonesia and is working with the government to rapidly restore connectivity https://t.co/ODOXp4iRdW ...

❤️Starlink (@Starlink):For those affected by the severe flooding in Indonesia, Starlink is providing free service to new and existing customers through the end of December. We’re also working with the Indonesian government to rapidly deploy terminals and restore connectivity to the hardest-hit areas on ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Chile has officially become the first country in Latin America to offer @Starlink Direct to Cell service! 🇨🇱✨From dense forests to vast deserts, customers can now stay connected wherever they go with true satellite-to-mobile technology.Thanks to Entel’s partnership with Starlink, seamless connectivity is now available in every corner of Chile. ...

RT Gail Alfar (@gailalfaratx)1/5Starlink is changing lives at home and in places most people can’t find on a mapClinics in rural Kenya get blood-test results in minutes, not weeksKids on Pacific islands take live classesFirst responders stay connected when towers are down.I want to hear your story. ...