（原标题：Meet the New "New Trio" ，China's Answer to Tech Revolution丨CBN Perspective） In AI, multiple enterprises already hold a market cap of over 100 billion yuan. The colloquial "Ji Lian Hai" refers to Cambricon, Foxconn Industrial Internet, and Hygon—firms focusing on AI computing chips and infrastructure. Their order books and profit margins hit record highs in H1 2024. Meanwhile, "Yi Zhong Tian" denotes Eoptolink, Zhongji Innolight, and Tianfu Communication, whose optical modules are in high demand for hig ...

Amazon could surpass the combined market value of Palantir and Nvidia within five years as AI innovations drive profitability.Nvidia and Palantir Technologies are two of the most popular artificial intelligence stocks. Their collective market value is currently $4.7 trillion. I think Amazon (AMZN -0.84%) can surpass that figure by 2030. Here's what my prediction means for shareholders:Amazon is currently worth $2.3 trillion. Its market value must increase 109% to reach $4.8 trillion, and reaching that figur ...

RT Sundar Pichai (@sundarpichai)New Gemini Robotics 1.5 models will enable robots to better reason, plan ahead, use digital tools like Search, and transfer learning from one kind of robot to another. Our next big step towards general-purpose robots that are truly helpful — you can see how the robot reasons as it sorts laundry in the video below. ...

Group 1 - Cathie Wood, head of Ark Investment Management, has diversified her portfolio by investing in two popular Chinese tech stocks amid a volatile year for her funds [1][2] - The Ark Innovation ETF (ARKK) has shown a year-to-date increase of nearly 45% as of September 24, significantly outperforming the S&P 500's 12.9% gain [2] - Despite a remarkable return of 153% in 2020, the Ark Innovation ETF has faced challenges, with a five-year annualized return of negative 0.53% compared to the S&P 500's 17.1% [3] Group 2 - Over the past 12 months, the Ark Innovation ETF experienced approximately $1.2 billion in net outflows, indicating investor concerns [4] - Wood's investment strategy focuses on emerging high-tech companies in sectors like artificial intelligence, blockchain, biomedical technology, and robotics, which are expected to deliver long-term returns despite volatility [4][5] - An analysis revealed that the Ark Innovation ETF has wiped out $7 billion in investor wealth over the past decade, ranking it as the third-biggest wealth destroyer among mutual funds and ETFs [6] Group 3 - Wood remains optimistic about the market, suggesting that technological innovation platforms will gain traction despite recession predictions [7]

[Music] Hi, Aloha. Can you use my location and sort the objects into the correct compost, recycling, and trash bins. To perform the sorting task based on San Francisco waste guidelines, I will use the green bin for compost, the blue bin for recycling, and the black bin for trash.Here we have an agentic layers. Both control the robot and have access to the internet. To sort the trash, they had to look up the rules and look at the objects on the table, think about where each object should go, matching the rul ...

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 ...

Earlier this year, we brought Gemini's multimodal understanding to the physical world with Gemini robotics, allowing robots to behave in interactive, dextrous, and general ways. Previously, robots could complete one task per instruction. >> Previous Gemini Robotics version has been tested over and over and over again to put this banana into the bowl.This is a very simple task. >> Today, we've reached a new milestone. We're introducing Gemini Robotics 1.5%, a new family of models to power the next generation ...

[Music] Previous Gemini Robotics version has been tested over and over and over again to put this banana into the bowl. This is a very simple task. I'm going to switch the model here and make the task slightly more challenging.[Music] So this is Gemini Robotics 1.5%. Aloha. Clear sort these fruits into color matching plates.>> Sure, I can certainly help you do that. Put the green fruit into the green plate. >> We enable it to think.It can perceive the environment, different colors of the object, different c ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported approximately $8.3 billion in revenue, exceeding guidance by roughly $800 million, with core operating income at $519 million and a core operating margin of 6.3%, a 50 basis point improvement year-over-year [8][9] - GAAP operating income totaled $337 million, with diluted earnings per share at $1.99 and core diluted earnings per share at $3.29 [8][9] - Full-year adjusted free cash flow was over $1.3 billion, with a healthy balance sheet showing a debt-to-core EBITDA ratio of 1.3 times and cash balances of approximately $1.9 billion [11][12] Segment Performance Changes - Regulated Industries revenue was $3.1 billion, with a year-over-year increase of approximately 3% and a core operating margin of 6.5% [9] - Intelligent Infrastructure revenue reached $3.7 billion, driven by strong demand in cloud and data center, with a core operating margin of 5.9% [9][10] - Connected Living and Digital Commerce revenue totaled $1.4 billion, reflecting a year-over-year decline of approximately 14%, but with a core operating margin of 6.6%, up 210 basis points year-over-year [10] Market Data and Key Metrics Changes - The company anticipates Regulated Industries revenue for Q1 FY26 to be $3.05 billion, up 3% year-on-year, while Intelligent Infrastructure is expected to grow approximately 47% year-on-year to $3.67 billion [13][14] - Connected Living and Digital Commerce revenue is expected to decline by 16% year-on-year to $1.29 billion, reflecting a strategic shift towards higher-margin opportunities [13][14] Company Strategy and Industry Competition - The company is focusing on system-level integration in Intelligent Infrastructure, leveraging AI-related growth across capital equipment, cloud, and data center markets [21][49] - In Regulated Industries, the strategy includes supporting automotive and healthcare sectors while navigating regulatory changes and market dynamics [16][48] - The Connected Living segment is transitioning away from lower-margin consumer products towards advanced technologies in automation and robotics [30][54] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth in healthcare and AI-related sectors, despite short-term challenges in automotive and renewables [46][48] - The company expects overall revenue growth of approximately 5% for FY26, with core operating margins expanding to around 5.6% [55][56] - The focus remains on maintaining a strong balance sheet while returning about 80% of free cash flow to shareholders [56][58] Other Important Information - The company completed a $1 billion share repurchase authorization and has a new $1 billion program authorized for FY26 [12] - The anticipated new facility in North Carolina is set to come online in summer 2026, aimed at enhancing AI rack manufacturing capabilities [52] Q&A Session Summary Question: Growth areas in AI - The company expects 25% year-on-year growth in AI revenue, with significant growth in cloud and data center infrastructure, particularly in electrical switch gear [62][64] Question: Healthcare growth outlook - The company anticipates low to mid-single-digit growth in healthcare, driven by drug delivery systems and new business opportunities, despite delays in the Croatia facility impacting margins [63]

Core Viewpoint - Nasda's subsidiary, Jihai Micro, is focusing on humanoid robot product development, including various advanced chips and sensors for robotics and industrial automation [1] Group 1: Product Development - Jihai Micro is developing a range of products for humanoid robots, including joint controllers, real-time control DSP chips, smart encoder chips, cerebellum computing chips, battery management master control chips, visual radar sensor chips, and torque sensor chips [1] - Some of these products have already been shipped in bulk to companies in the robotics and industrial automation sectors, such as Yushu Technology and Huichuan Technology [1]