February 9, 2026 OUSTER OUST LISTED NASDAQ s ouste Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Ouster intends such forward- looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Seourities Act of 1933, as annended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, ...

Core Insights - Ouster, Inc. has successfully completed the acquisition of StereoLabs SAS, enhancing its capabilities in AI vision and perception solutions [1] - This acquisition marks the launch of Physical AI's first unified sensing and perception platform, integrating various technologies including digital lidar, cameras, AI compute, sensor fusion, and perception software [1] Company Overview - Ouster, Inc. is recognized as a leader in sensing and perception technologies for Physical AI [1] - The acquisition of StereoLabs SAS positions Ouster to offer a comprehensive solution in the AI perception market [1] Industry Impact - The integration of high-performance digital lidar and AI technologies is expected to advance the capabilities of Physical AI applications [1] - The move signifies a strategic expansion in the AI vision and perception sector, potentially influencing market dynamics and competition [1]

凤凰网科技讯 2月9日，飞捷科思智能科技（Fysics AI）联合复旦大学认知智能技术实验室（CITLab） 正式发布了全球首个面向真实物理世界的全模态物理AI基础模型——OmniFysics。该模型旨在解决当前 生成式AI普遍存在的"物理盲"问题，即虽然能够生成高质量图像或对话，但在处理涉及重力、材质、密 度等物理规律时常出现违背常识的"幻觉"。 在技术架构上，OmniFysics采用了四阶段渐进式训练法，先独立训练单模态感知，再进行全模态深度融 合，有效平衡了单一任务的专业性与跨模态的协同能力。为验证模型的实际物理理解水平，团队同步推 出了FysicsEval评测基准。 这是一套涵盖物理属性预测、物理逻辑推理及跨模态一致性判断的综合评估体系，旨在考核AI是否具 备识破"水往高处流"等违反物理常识现象的能力，为具身智能从语义理解迈向物理交互提供了量化标 尺。 不同于传统大模型依赖海量视觉数据进行模式匹配的路径，OmniFysics在仅有3B参数量的轻量化架构 下，引入了物理感知与因果推理机制。通过"静态中枢（FysicsAny）"与"动态中枢 （FysicsOmniCap）"两大独创数据生态，该模型能够识别 ...

Rockwell Automation autonomous mobile robot operates beside conveyor, highlighting industrial automation driving efficiency. Key Points Rockwell Automation’s February pullback appears to be a countertrend move within a broader bullish setup tied to growth and cash flow. Fiscal Q1 results beat expectations on revenue and earnings, with margin expansion and strong segment performance supporting the outlook. Analyst targets and capital returns (dividends and buybacks) reinforce the bull case despite near- ...

Investment Rating - The report does not explicitly provide an investment rating for the Physical AI industry Core Insights - The convergence of AI and robotics, termed Physical AI, is seen as a potential breakthrough akin to previous technological revolutions, with significant market growth anticipated, particularly in humanoid robotics, projected to reach $5 trillion by 2050 [3][12][49] - The industry faces challenges including technology and economic barriers, with a lack of standardization in the robotics supply chain hindering scalability and innovation [4][14][21] - Policymaker interest in Physical AI is driven by economic, social, and national security factors, particularly in addressing labor shortages and enhancing operational efficiency in various sectors [12][14] Summary by Sections Introduction - Physical AI enables autonomous machines to learn and interact with their environment, with current focus on humanoid, industrial, and autonomous mobile robots [8][10] AI-Robotics Supply Chain - The report outlines the hardware and software supply chains essential for Physical AI, highlighting the need for breakthroughs in both areas to support the convergence of AI and robotics [5][16] Robotics Hardware Supply Chain - The hardware supply chain is characterized by a lack of standardization, which limits economies of scale and innovation among component suppliers [21][64] - Key components include structural systems, actuation systems, power systems, computing systems, and sensor systems, each with specific requirements and challenges [19][22] Robotics Software Supply Chain - Advances in AI, including large language models and reinforcement learning, are enhancing how robots are trained and how they learn from their environments [27][28] - The software ecosystem is critical for enabling robots to understand and interact with the physical world effectively [34][60] Competitiveness Assessment - The report assesses global competitiveness in AI-robotics convergence, noting that while China leads in research output, the U.S. excels in highly cited work and investment [37][42] - U.S. firms dominate in investment and patenting activities, particularly in specific sub-markets of robotics [44][43] Market Analysis - The global AI-robotics market is projected to grow significantly, with estimates suggesting it could exceed $100 billion in the next decade [49][50] - The market for humanoid robots is expected to grow from $6 billion today to $38 billion by 2035, with substantial investment directed towards warehouse robotics [48][49]

Synaptics (NasdaqGS:SYNA) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsJoe Quatrochi - Managing DirectorKen Rizvi - CFOMunjal Shah - VP and Head of Investor RelationsRahul Patel - President and CEORobert Mertens - Equity Research AssociateConference Call ParticipantsChristopher Rolland - Managing Director and Senior Equity AnalystKevin Cassidy - Senior Research AnalystNeil Young - AnalystPeter Peng - Stock AnalystRoss Seymore - Managing Director and Senior Equity AnalystTom O'Mall ...

Synaptics (NasdaqGS:SYNA) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsKen Rizvi - CFOMunjal Shah - VP and Head of Investor RelationsRahul Patel - President and CEORobert Mertens - Equity Research AssociateConference Call ParticipantsChristopher Rolland - Managing Director and Senior Equity AnalystKevin Cassidy - Senior Research AnalystNeil Young - AnalystPeter Peng - Stock AnalystRoss Seymore - Managing Director and Senior Equity AnalystTom O'Malley - Director and Equity Research ...

完成从"单点技术"向"城市通用智能"战略跃迁。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，城市通用 AI 机器人服务提供商酷哇科技（Coowa）于2月5日正式发布 Coowa WAM 2.0 (World-Action Model) 通用世界模型底座。 这意味着，酷哇科技已构建起"技术底座+商业规模"的双轮驱动体系，正式开启万台级"城市新基 建"的规模化部署。 值得一提的是， 酷哇科 技同步披露公司 已率先实现年度 EBITDA（息税折旧摊销前利润）回正。 当然，这一爆发式增长，本质上是市场红利与酷哇极致交付能力的双向奔赴： 一方面，2025年智慧环卫需求突破74亿元/年，相较2023年提升了约4倍，千万元以上智慧环卫项 目中规模化使用比例在2025年达到30%，这表明市场对城市智能机器人的需求已正式从"试点尝 鲜"转为"刚需认可"。另一方面， 在单项目投入10台以上的规模化订单中， 酷哇市场占有率约 80%，交付能力居市场最高水平；同时，2025年酷哇客单价较2022年增幅达106%， 单客户年均 付费金额的大幅提升，充分印证了客户对酷哇长 ...

Drive + Work双核驱动：酷哇构建城市具身智能的"通用大模型"之路。 作者丨 簪竹 来源丨 投中网 这个概念最早在2020年的一篇论文《Nature Machine Intelligence》中首次被提出，不同于生成式AI，Physical AI强调的是"能够执行通常与智能生 物体相关任务的实体系统，可实现机体、控制、形态、动作执行和感知的协同进化"。 通俗一点，就是让智能体（多指机器人）能够感知环境、理解上下文、做出决策并执行任务。在大多数人看来，其终极价值在于将人类从重复物理劳动 中解放出来，成为新的劳动力。 将投中网设为"星标⭐"，第一时间收获最新推送 2026年最火爆的概念会是什么？或许答案已经浮现出来了—Physical AI。 资本方向转变更为迅速。数据显示，美国风险投资机构在2025年前三个季度向Physical AI初创公司投入超160亿美元，比2024年的全部投资多出了近 280%。然而，Physical AI也面临着大模型公司的普遍挑战，最紧迫的就是可用数据紧缺，"快速发展的世界模型，需要大规模的高质量多模态数据集 进行训练，从而准确实现对现实世界的感知和交互。" 如何能获取大规模 ...

Symbotic (NasdaqGM:SYM) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsCharlie Anderson - VP of Investor RelationsColin Rusch - Head of Sustainable Growth and Resource Optimization ResearchIzzy Martins - CFOJoe Giordano - Managing DirectorRick Cohen - Founder, Chairman and CEOConference Call ParticipantsDerek Soderberg - Senior Equity Research AnalystGreg Palm - Senior Research AnalystGuy Hardwick - Senior AnalystJim Ricchiuti - Senior AnalystKeith Housum - Managing Director and Res ...