Group 1 - CEOs are increasingly prioritizing digital themes, with AI, software, and data centers being the leading topics in Q3 2025 earnings calls, reflecting a nearly doubled mention rate over the past five years [4][11][34] - Discussions around tariffs remain prevalent, cited in 53% of earnings calls, although this represents a 28% decline quarter-over-quarter, indicating a shift towards structured management of tariffs rather than mitigation [8][34] - The demand for data centers is strong, with mentions rising to 15% of earnings calls, particularly in the utilities and construction sectors, highlighting capacity constraints despite high demand [16][17] Group 2 - Agentic AI is gaining traction, with mentions rising 40% quarter-over-quarter to 4% of calls, while overall AI discussions reached 45% of calls, marking a significant increase in focus on practical applications [22][24] - Robotics, particularly humanoid applications, saw a 28% increase in mentions, with the manufacturing sector showing the highest engagement, indicating a growing interest in AI-driven robotics [28][30] - Economic growth is projected to slow, with global GDP growth expected to decrease from 3.3% in 2024 to 3.2% in 2025, influenced by factors such as tariff increases and inflation [5][6]

RT s4mmy (@S4mmyEth)DeAI evolves as Korea Blockchain Week is in the rear view mirror & Singapore is in full flow.Developments include:- Automated yield opportunities- Robotics Private equity exposure- Enhanced onchain activity, enabled by AIHere's the latest DeAI roundup:- @SemanticLayer launched "42"; an on-chain arena for autonomous agents that chat, trade, and mint "AGAs" with full trading functionality and reward pools going live at month-end- @Almanak__ vaults emerge as the leader in DeFAI with > $90m ...

Group 1 - Zhipu GLM-4.6 has been released, with Cambricon and Moore Threads completing adaptation [1] - Ant Group has open-sourced a trillion-parameter inference model [1] - Doubao's large model 1.6-vision has been officially released [1] Group 2 - ZhiYuan has opened a robot experience center in Wuxi, with tickets priced at 128 yuan [1] - Tesla's third-generation humanoid robot is set to begin mass production next year [1]

DeAI Ecosystem Developments - Semantic Layer launched "42", an on-chain arena for autonomous agents with full trading functionality and reward pools going live at month-end [1] - Almanak vaults emerge as the leader in DeFAI with over $90 million in TVL, offering opportunities for bespoke DeFi strategies and automated yield around 20% [1] - GAIB AI hit its $90 million deposit cap and partnered with Siam AI to tokenize $30 million worth of NVIDIA GPUs [1] - USDai continues to attract attention as an AI-backed synthetic dollar opportunity, with $500 million in deposit caps being reached quickly [1] - Xmaquina's $3 million third tranche of investments for its $DEUS token sold out in 20 minutes, indicating strong demand for Robotics exposure [1] - Mira Network launched on Binance & Upbit with social farmers printing 5-figure airdrops [1] - UseTria revealed closed-beta metrics of over $1 million swap volume, $180 thousand revenue, and 1,600 users [1] Infrastructure and Partnerships - Ankr goes live on 0G_labs Aristotle Mainnet, enabling fast reliable RPC infra on the AI focused Chain [1] - Giza's autonomous agents now drive approximately 3% of daily Base volume [1] - AethirCloud closed a $344.4 million hybrid cash/crypto PIPE with a Nasdaq-listed company for distributed GPUs priced 40-80% below legacy clouds [3] - Spheron partnered with Meganet to merge bandwidth-sharing with compute and GPU infrastructure [3] Sui Ecosystem - MMTfinance reached $232 million TVL and $12.4 billion cumulative volume with their "HODL Yield" campaign offering over 100% APR on the SUI:USDC pair [3]

Core Insights - Ralliant Corporation (NYSE: RAL) is recognized as a promising technology stock by hedge funds, following the announcement of two new product launches from its Tektronix business [1][3] Product Launches - The company launched the 7 Series DPO oscilloscope, which offers enhanced clarity and performance, supporting emerging technologies such as AI, advanced communications, robotics, and quantum computing [2] - The MP5000 Series modular precision test system features a modular design that allows engineers to quickly add or reconfigure modules, thereby reducing downtime [2] Strategic Importance - Both products are expected to strengthen Tektronix's role in critical customer workflows and expand support for next-generation electronics innovation [2]

DeAI Ecosystem Developments - SemanticLayer launched "42", an on-chain arena for autonomous agents with full trading functionality and reward pools going live at month-end [1] - Almanak vaults emerge as the leader in DeFAI with over $90 million in TVL, offering opportunities for bespoke DeFi strategies and automated yield around 20% [1] - GAIB AI hit its $90 million deposit cap and partnered with Siam AI to tokenize $30 million worth of NVIDIA GPUs [1] - USDai Official saw $500 million in deposit caps hit in minutes, indicating strong interest in AI-backed synthetic dollars [1] - Xmaquina's $3 million third tranche of investments for its $DEUS token sold out in 20 minutes, reflecting appetite for Robotics exposure [1] - Mira Network launched on Binance & Upbit, with social farmers printing 5-figure airdrops [1] - Cloudflare CEO announced their AI focused stablecoin, potentially tailoring currency and payment rails to AI agents [1] AI & Blockchain Infrastructure - Ankr goes live on 0G Labs Aristotle Mainnet, enabling fast reliable RPC infra on the AI focused Chain [1] - Cerebro HQ plugs SUI into its AI portfolio analytics protocol [3] - AethirCloud closed a $344.4 million hybrid cash/crypto PIPE with a Nasdaq-listed company for distributed GPUs [3] - MMTfinance reached $232 million TVL and $12.4 billion cumulative volume with their "HODL Yield" campaign, offering over 100% APR on the SUI:USDC pair [3]

DeAI Ecosystem Developments - SemanticLayer launched "42", an on-chain arena for autonomous agents with full trading functionality and reward pools going live at month-end [1] - Almanak vaults emerge as the leader in DeFAI with over $90 million in TVL, offering opportunities for bespoke DeFi strategies and automated yield around 20% [1] - GAIB AI hit its $90 million deposit cap and partnered with Siam AI to tokenize $30 million worth of NVIDIA GPUs [1] - USDai Official saw $500 million in deposit caps hit in minutes, indicating strong interest in AI-backed synthetic dollars [1] - Xmaquina's $3 million third tranche of investments for its $DEUS token sold out in 20 minutes, reflecting appetite for Robotics exposure [1] - Mira Network launched on Binance & Upbit, with social farmers printing 5-figure airdrops [1] - Cloudflare CEO announced their AI focused stablecoin, potentially tailoring currency and payment rails to AI agents [1] AI & Blockchain Infrastructure - Ankr goes live on 0G Labs Aristotle Mainnet, enabling fast reliable RPC infra on the AI focused Chain [1] - Cerebro HQ plugs SUI into its AI portfolio analytics protocol [3] - AethirCloud closed a $344.4 million hybrid cash/crypto PIPE with a Nasdaq-listed company for distributed GPUs [3] - MMTfinance reached $232 million TVL and $12.4 billion cumulative volume with their "HODL Yield" campaign, offering over 100% APR on the SUI:USDC pair [3]

RT s4mmy (@S4mmyEth)DeAI evolves as Korea Blockchain Week is in the rear view mirror & Singapore is in full flow.Developments include:- Automated yield opportunities- Robotics Private equity exposure- Enhanced onchain activity, enabled by AIHere's the latest DeAI roundup:- @SemanticLayer launched "42"; an on-chain arena for autonomous agents that chat, trade, and mint "AGAs" with full trading functionality and reward pools going live at month-end- @Almanak__ vaults emerge as the leader in DeFAI with > $90m ...

DeAI evolves as Korea Blockchain Week is in the rear view mirror & Singapore is in full flow.Developments include:- Automated yield opportunities- Robotics Private equity exposure- Enhanced onchain activity, enabled by AIHere's the latest DeAI roundup:- @SemanticLayer launched "42"; an on-chain arena for autonomous agents that chat, trade, and mint "AGAs" with full trading functionality and reward pools going live at month-end- @Almanak__ vaults emerge as the leader in DeFAI with > $90m in TVL. Those with " ...

If you've flown or driven across the country, you've probably seen a solar farm. The panels are meticulously placed, and that used to take a lot of time to do, relying, of course, on human power. But now, robotics are taking on the job.This is Civot, a four-W wheeled robot that can mark up to 3,000 layout points per day with up to 8 mm accuracy. It can ride over rugged terrain and work through rough weather. The brainchild of California-based Civ Robotics.Our secret sauce is being able to take the blueprint ...