无源物联网的知名企业Wiliot在最近的一篇文章中提出了一个耐人寻味的问题：为什么你的人工智能代理，不能也不应独立做出供应链决策？ 文章中设想了这样一个场景：一个功能强大的供应链AI智能体，基于庞大的数据集和精准的算法模型，自信地预测市场需求即将激增，并自动下达了一 笔5万件产品的采购订单。 表面上，这似乎是一次高效而理性的决策。然而，AI忽略了几个关键的现实因素：它不知道，这次"需求高峰"其实源于竞争对手因产品召回而造成的短期 市场缺口；它也并未察觉，生产合作伙伴的工厂正在经历严重的质量控制问题；更重要的是，它并不知情，自己公司的研发部即将在下个季度推出一款足 以重塑市场格局的全新旗舰产品。 这个案例精准揭示了当前人工智能在发展过程中所面临的一个根本性矛盾：强大的计算能力与对真实世界有限感知之间的断层。 AI在数字世界中几乎无所不能，但当它试图在充满动态变量与复杂反馈的物理世界中行动时，往往因为缺乏实时、细粒度的感知而出现偏差。它就像一 个在"数字孪生"沙盘上运筹帷幄的将军，一旦踏上真实战场，便可能因情报不全而误判形势。 以无源物联网（Ambient IoT）为代表的新一代泛在通信与感知技术，正在为AI补上 ...

Haier is considering an initial public offering of its internet-of-things unit Cosmoplat, sources say https://t.co/GyOBLUrpzh ...

Core Insights - Carrier Global Corporation has made a strategic investment in Net Feasa to enhance real-time container visibility at sea, addressing a critical gap in logistics visibility [1][2]. Investment Details - The investment is part of Carrier's commitment to intelligent, connected cold chain solutions, ensuring containers are visible and secure throughout their journey, including during maritime transit [2][3]. - The partnership aims to integrate Net Feasa's Vessel Control Tower technology with Carrier's Lynx Fleet platform, enabling shipping lines to make faster, data-driven decisions [3]. Technology and Capabilities - Net Feasa's dual-mode vessel networks comply with maritime cybersecurity and radio standards, facilitating secure data transmission across various shipping routes [4]. - The collaboration will expand Carrier's connected cold chain capabilities, incorporating mixed-fleet monitoring, advanced wireless networks, and AI-driven analytics [3][4]. Company Overview - Carrier Global Corporation is recognized as a leader in intelligent climate and energy solutions, focusing on innovations that enhance comfort, safety, and sustainability [4].

The global market for internet of things (IoT) devices will top $1.5trn by 2029, almost doubling from 2024, according to a new report. GlobalData’s Market Opportunity Forecasts to 2029: Internet of Things report indicates that total IoT revenues were $760.9bn in 2024 and are expected to grow at a compound annual growth rate (CAGR) of 15.05% through 2029 to reach $1.53trn. Internet of things market value 2024-29 Manufacturing and government organisations continue to represent the largest vertical segment ...

Some pundits think the company is the right kind of manufacturer at the right time.The target of not just one but two bullish analyst notes in a matter of days, Impinj (PI -3.21%)'s stock was a success story this week. According to data compiled by S&P Global Market Intelligence, its shares had risen in value by 11% week to date as of late Thursday evening.Impressed by the IoT starThe first of the two analyses evaluating Impinj -- which makes radio frequency identification (RFID) components, and was one of ...

Core Insights - Comcast is shifting its growth strategy towards enterprise technology, leveraging artificial intelligence to diversify and capture higher-value opportunities as traditional cable and media businesses face slower expansion [1][4] - The MachineQ unit is a key component of this strategy, providing AI-powered insights and transforming raw sensor data into actionable intelligence for enterprises [2][5] Competitive Positioning - Comcast's MachineQ differentiates itself by offering a fully integrated, end-to-end IoT service that simplifies adoption and provides real-time AI insights, competing against major players like Amazon, Microsoft, and Cisco [3][5] - Amazon has established a strong position in enterprise IoT with AWS IoT Core, while Microsoft and Cisco have also enhanced their offerings with AI-driven features [3] Investment Outlook - The expansion of MachineQ indicates Comcast's ambition to diversify beyond its core media and broadband business, aiming to tap into enterprise technology budgets [4] - Success will depend on scaling adoption and demonstrating efficiency gains for customers, positioning MachineQ as a potential long-term growth lever [4]

Market Overview - Several companies have experienced significant losses during the recent market downturn, including SeaStar Medical Holding Corporation, Li Bang International Corporation Inc., Ambipar Emergency Response, Cemtrex, Inc., and BT Brands, Inc., reflecting the broader market's susceptibility to fluctuations [1][7] SeaStar Medical Holding Corporation (ICU) - The company's stock price plummeted over 55% to $0.55, a drastic decline from its year-high of $4.55, despite ongoing clinical trials for adult acute kidney injury [2][7] - The independent Data Safety Monitoring Board reported no device-related safety issues, supporting the potential clinical benefits of the NEUTRALIZE-AKI trial [2] Li Bang International Corporation Inc. (LBGJ) - The company experienced a nearly 45% drop in stock price to $0.74, despite reporting a revenue of approximately $4.7 million for the six months ending December 31, 2024, marking a 27% increase from the previous year's $3.7 million [3][7] Ambipar Emergency Response (AMBI) - The stock price decreased by 43% to $1.93, and the company recently filed its annual report on Form 20-F for the fiscal year ending December 31, 2024, with the U.S. Securities and Exchange Commission [4][7] Cemtrex, Inc. (CETX) - The company's stock price fell over 35% to $0.40, but it has signed letters of intent for two strategic acquisitions in the robotics and aerospace sectors, which are expected to boost total annual revenues to $100 million [5][7] BT Brands, Inc. (BTBDW) - The company experienced a 33% drop in stock price to $0.17, facing significant market challenges despite its long-standing presence in the quick-service restaurant industry since 1987 [6][7]

Core Insights - WISeKey International Holding Ltd. reported its unaudited financial results for H1 2025, indicating a strategic shift towards next-generation technologies and a focus on its Convergence strategy [1][2][3] Financial Performance - Revenues for H1 2025 increased slightly by $0.1 million to $5.3 million, aligning with expectations amid a transition towards post-quantum and IoT-driven technologies [3] - The company anticipates full-year revenues to range between $18.0 million and $21.0 million, driven by growth in SEALSQ's traditional products and the acquisition of IC'ALPS [3] - Operating losses rose by $13.2 million to $27.3 million, primarily due to a one-off stock-based compensation charge of $10.1 million and increased R&D investments [3][20] - The net loss for the period was $22.3 million, an increase of $6.8 million compared to the same period last year [3][20] Strategic Developments - The Convergence strategy integrates semiconductors, trust services, satellites, blockchain, and digital identity into a unified ecosystem, enhancing revenue potential and reducing dependency on single business lines [2][4] - Investments in R&D totaled $5.8 million, focusing on SEALSQ's quantum-resistant chips and the SEALCOIN transactional IoT platform [3][20] - The company is preparing for the commercial launch of SEALSQ's QVault-TPM in Q4 2025, which is expected to drive significant growth in 2026 and beyond [7] Ecosystem and Revenue Model - SEALSQ, controlled by WISeKey with 52% voting rights, develops post-quantum secure chips that will generate both hardware sales and recurring revenues through chip personalization services [4][11] - The integration of SEALSQ chips with WISeSat's satellite communications is expected to create multiple revenue streams, including chip sales, personalization services, and satellite communication subscriptions [4][5] - The ecosystem also includes SEALCOIN, which aims to facilitate autonomous transactions in the IoT economy, and WISe.ART, which focuses on authenticated trading of digital and physical assets [11][21] Balance Sheet and Cash Position - As of June 30, 2025, WISeKey reported a cash balance of $124.6 million, enabling the company to accelerate technological development and strategic investments [3][20] - The total assets amounted to $154.99 million, with total liabilities at $28.43 million, indicating a strong balance sheet position [23][24]

Group 1 - The core point of the article is the establishment of a new company, Northern Xinchuang Technology (Liaoning) Co., Ltd., which is fully owned by *ST Aowei and focuses on various Internet of Things (IoT) businesses [1] - The new company's legal representative is Bai Lihai, and its business scope includes IoT technology services, sales of IoT devices, and IoT technology research and development [1]

Group 1 - A new company named Beifang Xinchang Technology (Liaoning) Co., Ltd. has been established, with Bai Lihai as the legal representative [1] - The company's business scope includes Internet of Things (IoT) technology services, sales of IoT devices, and IoT technology research and development [1] - Beifang Xinchang Technology is wholly owned by *ST Aowei (002231) according to the equity penetration data from Qichacha [1]