This is usually how we train our robots is actually someone teleoperates the robot. So they have to physically move the robot. And right now what he's doing is he's training the robot how to do a task.So traditionally people will train a single model per robot. In Geminina Robotics 1.5%, we're actually using a single model across multiple robots. So, here's an example.We're hanging things from that workbench. One of the key things in 1.5% is that now all of our other robots can actually do the same task. Th ...

Core Insights - Coherent Corp. has announced a breakthrough in short-reach optical interconnect technology with the demonstration of next-generation 2D VCSEL and photodiode (PD) arrays, aimed at addressing the increasing data traffic demands in modern datacenters [1][7] Technology Advancements - The new high-density 2D array architecture (1.6T, 850 nm, 32x50G NRZ) leverages Coherent's proven 100G PAM4 multimode VCSEL and PD platform, facilitating copper link replacement and enhancing parallelism [2] - These arrays are designed for low power consumption, reduced latency, and cost efficiency, supporting the transition to Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) for AI/ML workloads in hyperscale datacenters [2] Future Developments - Coherent plans to introduce 1060 nm backside-emitting (BSE) flip-chip VCSEL/PD array variants in 2026, expanding its product portfolio for next-generation optical networking [4] - The innovation will be showcased at ECOC 2025 in Copenhagen, Denmark, from September 29 to October 1, 2025 [4] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions for datacenter, communications, and industrial markets [5] - Founded in 1971, the company operates in over 20 countries and offers a comprehensive technology stack and supply chain resilience to address complex technology challenges [6]

Core Insights - Alpha Edge Media, Inc. has acquired WhaleTales, a cryptocurrency-focused newsletter, enhancing its digital asset portfolio and aligning with its strategy to build a multi-asset financial media platform [1][3][5] Company Overview - Alpha Edge Media is a digital-first financial media company that builds, acquires, and scales newsletter brands to provide actionable insights to modern investors [2][7] - Aether Holdings, Inc. is the parent company of Alpha Edge Media, focusing on transforming how investors navigate markets through proprietary tools and data [9][11] Acquisition Details - The acquisition of WhaleTales includes all operational assets, intellectual property, and a subscriber base, completed in an all-cash transaction for a relatively small consideration [6] - WhaleTales has quickly gained popularity since its launch in April 2025, amassing over 40,000 subscribers with a focus on comprehensive insights into cryptocurrency markets [4][5] Strategic Implications - The acquisition strengthens Alpha Edge Media's foundation in digital assets and provides a new channel to serve readers seeking clarity in the fast-evolving cryptocurrency sector [5][6] - WhaleTales will benefit from beehiiv's publishing infrastructure, which offers growth, analytics, and monetization tools, positioning it for continued audience expansion [5]

Core Insights - BullFrog AI Holdings, Inc. has entered a commercial phase in collaboration with Sygnature Discovery, unlocking a potential revenue opportunity of $15–$30 million through 2028 [1][2][3] Group 1: Commercial Launch - The sales kickoff for BullFrog Data Networks™ occurred on September 12, marking a significant milestone for the company [1] - Sygnature's global business development team has completed training to effectively market BullFrog Data Networks™ [2] Group 2: Technology and Applications - BullFrog Data Networks™ utilizes AI and machine learning to assist researchers in navigating complex datasets, with applications in target identification, mechanism-of-action elucidation, patient stratification, drug repurposing, and clinical trial optimization [3][4] - The platform aims to enhance R&D efficiency and unlock the full potential of biopharma data [4] Group 3: Company Background - BullFrog AI focuses on advancing drug discovery and development through collaborations with leading research institutions and employs causal AI alongside its proprietary bfLEAP™ platform [4] - Sygnature Discovery is a prominent contract research organization with over 1,000 employees, specializing in drug discovery across various therapeutic areas [5]

Group 1 - SuperX has established a wholly-owned subsidiary in Nevada, with its North American headquarters in Silicon Valley, expected to be operational by Q4 2025 [1] - The establishment of the U.S. subsidiary is a key step in SuperX's global expansion strategy and aims to build a global technology partnership network [1] - The Silicon Valley office will serve as a collaborative innovation center, enabling closer cooperation with U.S. partners in joint R&D and integrated design of full-stack AI solutions [1] Group 2 - SuperX plans to leverage Silicon Valley's geographical advantages to build a global network of hardware, software, and channel partners, enhancing the competitiveness of its solutions [2] - The U.S. subsidiary will strengthen SuperX's ties with the U.S. capital markets, increasing its visibility and participation in the U.S. [2] - SuperX is also expanding its presence in Japan and China, with plans to establish an AI supply center in Japan by H2 2025, capable of assembling and integrating 10,000 high-performance AI servers annually [2] Group 3 - SuperX launched its flagship product, the SuperX XN9160-B200 AI server, featuring NVIDIA's latest Blackwell architecture GPU, designed for high-performance AI, ML, and HPC applications [3] - A joint venture, SuperX Digital Power Pte. Ltd., was established with Chinese digital energy company Zhongheng Electric to offer high-efficiency, low-cost HVDC solutions for global markets [3] - The combination of insights from the Silicon Valley R&D and strong engineering capabilities in Asia is expected to accelerate SuperX's technology innovation cycle [3]

Core Insights - VIAVI Solutions Inc. has launched the ONE-1600ER module, enhancing its ONE LabPro testing platform to support next-generation 1.6Tb optical components [1][3] - The new module is designed to meet the increasing demands driven by AI and machine learning in network infrastructure [2][4] Product Enhancements - The ONE-1600ER module extends the capabilities of the ONE LabPro platform with full Ethernet support based on the latest 802.3dj specification, including 1.6Tb and 8x200G testing [3][4] - It offers native support for Riding Heat Sink (RHS) OSFP 1600G modules and comprehensive RFC2544 for full performance testing [3][4] Industry Context - The deployment of 1.6Tb optical transceivers is becoming prevalent as infrastructure operators adapt to AI-driven demands [2][4] - VIAVI has been actively engaged in supporting the rollout of 1.6Tb and 200G SERDES technologies, being the first to market with a 1.6Tb solution [3] Upcoming Events - The ONE-1600 and MAP-300 platforms will be showcased at ECOC 2025 in Copenhagen from September 29 to October 1 [5] - VIAVI will also demonstrate seamless PCIe 6.0 interoperability over an optical link in collaboration with Alphawave Semi [6] Additional Features - The ONE-1600ER includes robust power and cooling management properties for next-generation 1.6Tb coherent modules [4] - Enhancements to the MAP-300 platform and inspection portfolios are aimed at addressing scaling challenges for manufacturers of transceivers and connectors [4][6]

General Overview - The author encourages readers to reshare the content if they found it insightful [1] - The author shares tutorials and insights on Data Science (DS), Machine Learning (ML), Large Language Models (LLMs), and Retrieval-Augmented Generation (RAGs) daily [1] Author Information - The author can be found on Twitter/X with the handle @_avichawla [1]

Company Overview - Intermap Technologies Corporation is a global leader in 3D geospatial products and intelligence solutions, focusing on the creation and analysis of 3D terrain data to produce high-resolution thematic models [11] - The company utilizes scientific analysis of geospatial information and patented sensors and processing technology to provide diverse, multi-source datasets for seamless integration into customer workflows [11] Offering Details - Intermap has filed a prospectus supplement for a bought deal public offering of 8,334,000 Class A common shares at a price of $3.00 per share, aiming for aggregate gross proceeds of $25,002,000 [1][2] - The offering is underwritten by a syndicate led by Stifel Nicolaus Canada Inc., including Canaccord Genuity Corp. and Beacon Securities Limited [3] - An over-allotment option allows underwriters to purchase an additional 1,250,100 common shares, potentially increasing total gross proceeds to $28,752,300 if fully exercised [4] Use of Proceeds - The net proceeds from the offering are intended for working capital and general corporate purposes, as detailed in the prospectus supplement [5] Regulatory Compliance - The prospectus supplement has been filed in each province of Canada (excluding Québec) and is qualified for distribution in the United States on a private placement basis to "Qualified Institutional Buyers" [2]

AI Innovation & Technological Advancement - Google is transitioning into a new category of "AI phone," with Pixel and Tensor at the forefront [1][38] - Tensor G5 represents the biggest upgrade yet, marking a milestone in deeper chip customization since 2021, leading to leaps in performance, AI innovation, and camera quality [2] - The machine learning model for ProRes Zoom has grown from tens of thousands of parameters in 2021 to nearly 1 billion parameters with Tensor G5, showcasing exponential AI progress [1][2] - Tensor G5's TPU (Tensor Processing Unit) achieves up to a 60% compute uplift compared to the previous year, enhancing AI processing for features like Gemini Nano and ProRes Zoom [2][33] - The CPU (Central Processing Unit) in Tensor G5 sees a 34% average performance uplift versus last year, contributing to general-purpose computing improvements [2] - Tensor G5 transitions to TSMC's leading 3 nanometer process node, enabling more transistors, higher compute, higher performance, and lower energy expenditure [2][3] - Google DeepMind and Tensor teams co-designed the latest Gemini Nano model, resulting in a Matformer model architecture that dynamically chooses between a full-size model for peak quality and a submodel for peak speed [18][26] - Recorder summarization is 26% faster and twice as energy-efficient on Tensor G5, demonstrating improved user experience [29] Strategic Focus & Industry Perspective - Google initiated the Tensor program to bring the best of Google research to Pixel devices, controlling the entire technology stack from cloud TPUs to device hardware [1] - Google is designing Tensor chips for Pixel users and focusing on use cases, performance, efficiency, and end-to-end experience rather than solely on benchmarks [30][31] - The industry's definition of a flagship mobile processor is shifting towards on-device AI innovations, with Tensor being ahead of the curve [35][36]

Federal Reserve and Interest Rates - The Federal Reserve cut the benchmark lending rate by 25 basis points to a range of 4-4.25% on September 17, marking the first rate cut of the year [1] - The Fed's dot-plot indicates two additional rate cuts of 25 basis points each in 2025 and one in both 2026 and 2027 [1] Fintech Industry Overview - The fintech sector benefits from a low-interest-rate environment, which fosters technological improvement and product innovation [2] - The growth of mobile and broadband networks, along with advancements in AI and machine learning, positions fintech for significant expansion [3] Investment Recommendations - Five fintech companies are recommended for investment based on favorable Zacks Ranks: CoStar Group Inc. (CSGP), PayPal Holdings Inc. (PYPL), SoFi Technologies Inc. (SOFI), Interactive Brokers Group Inc. (IBKR), and Robinhood Markets Inc. (HOOD) [4][9] - All five companies exhibit strong revenue and earnings growth expectations for the current year [9] CoStar Group Inc. (CSGP) - CSGP benefits from a resilient subscription business and a strong portfolio of marketplaces, with global traffic reaching 141 million in Q2 2025 [7] - New product launches, such as Matterport 3D tours and AI voice search, enhance customer experience [8] - Expected revenue and earnings growth rates for CSGP are 18.1% and 21.1%, respectively, for the current year [10] PayPal Holdings Inc. (PYPL) - PYPL is experiencing robust growth in total payment volume and strengthening customer engagement [11] - The company leverages AI for fraud detection and operational efficiency, contributing to an expected revenue and earnings growth rate of 4% and 12.5%, respectively, for the current year [13] SoFi Technologies Inc. (SOFI) - SOFI is positioned as a leader in online banking services, benefiting from lower interest rates that encourage customer growth [14] - The expected revenue and earnings growth rates for SOFI are 31.7% and over 100%, respectively, for the current year [16] Interactive Brokers Group Inc. (IBKR) - IBKR's initiatives to enhance its global presence and product suite are expected to support revenue growth, with a projected CAGR of 6.5% by 2027 [17] - Expected revenue and earnings growth rates for IBKR are 8.9% and 11.4%, respectively, for the current year [19] Robinhood Markets Inc. (HOOD) - HOOD operates a financial services platform that allows users to invest in various assets, benefiting from increased retail market participation [20][21] - The expected revenue and earnings growth rates for HOOD are 35.4% and 41.3%, respectively, for the current year [22]