Group 1 - The company Google recently mentioned a potential shift back to optical interaction technology, indicating ongoing developments in this area [1] - There are concerns regarding power supply, with feedback from North America suggesting that current computing power is already allocated for the year 2027, highlighting a significant electricity shortage [1] - Apart from the 2GW power source, Google currently lacks visibility on new large power supply sources [1] Group 2 - The industry continues to maintain a positive outlook on the robotaxi sector, suggesting confidence in its growth potential [2]