Core Insights - RoboSense ranks first globally in 2025 for sales volume of 3D LiDAR for robotic lawn mowers, leveraging its digital LiDAR technology and partnerships with leading companies like Mammotion and Segway Navimow [1][2] Group 1: Company Performance - RoboSense achieved a record sales volume of 303,000 LiDAR units in 2025, marking an increase of 1141.8% compared to the previous year [2] - The company has established itself as a key partner for several leading robotic lawn mower manufacturers, enhancing its market position [5] Group 2: Industry Trends - The robotic lawn mower segment was the fastest-growing category in 2025, with global shipments reaching 2.343 million units in the first half of the year, a rise of 327.2% year-over-year [3] - The application of digital LiDAR technology is expected to enter a new phase of rapid expansion as the global penetration of robotic lawn mowers increases [5] Group 3: Product Features - The E1R, RoboSense's fully solid-state digital LiDAR, features a wide vertical field of view of 90° and 144 beams, enabling precise detection of small obstacles and terrain changes [4] - The E1R is designed to withstand harsh conditions, having passed over 60 reliability tests and offering a lifespan of up to 8 years outdoors, exceeding industry standards [4]

Core Insights - RoboSense has been ranked number 1 in global 3D LiDAR sales volume for robotic lawn mowers in 2025, showcasing its leadership in the market [1][2] - The company achieved a record sales volume of 303,000 units of its LiDAR products in the robotics sector, marking a staggering increase of 1141.8% compared to the previous year [2] - The robotic lawn mower segment was the fastest-growing category in robotics, with global shipments reaching 2.343 million units in the first half of 2025, reflecting an annual growth of 327.2% [3] Product Overview - The E1R is the world's first fully solid-state digital LiDAR for robotics, featuring a 90° ultra-wide vertical field of view and 144 beams for precise detection of small obstacles and terrain changes [4] - The solid-state design enhances resilience against vibrations and shocks, improving operational stability on rough terrain by up to three times [4] - The E1R has passed over sixty reliability tests and can operate reliably in harsh conditions, with a lifespan of up to eight years, exceeding industry standards [4] Market Position and Future Outlook - RoboSense has established deep partnerships with leading global robotic lawn mower companies, positioning itself as a core partner in the industry [5] - As the global market penetration of robotic lawn mowers continues to grow, the application of LiDAR is expected to enter a new phase of rapid expansion, with RoboSense poised to leverage its first-mover advantage [5]

Core Insights - Jason Calacanis, a tech investor, believes Tesla's humanoid robot Optimus could surpass the company's automotive legacy, indicating a significant shift in focus for Tesla [1][3] Group 1: Visit to Tesla Optimus Lab - Calacanis visited Tesla's Optimus lab with CEO Elon Musk, observing the development of Optimus 3 and the engineering teams at work [2] - The visit took place two Sundays prior to the podcast episode recording, highlighting the ongoing advancements in Tesla's robotics efforts [2] Group 2: Future of Optimus - Calacanis predicts that Tesla will be remembered more for Optimus than for its cars, with Musk aiming to produce a billion units of the robot [3] - Musk has set a target price of $20,000 to $30,000 per unit for Optimus once mass production begins, indicating a strategic pricing approach [3] Group 3: Technology Integration - Large language models are expected to enhance Optimus robots, allowing them to understand and perform tasks that humans prefer to avoid [4] - Calacanis describes Optimus as potentially the most transformative technology product in human history, suggesting a future where there could be a one-to-one ratio of humans to Optimus robots [4] Group 4: Competition - Musk's Optimus project faces competition from Chinese Unitree robots, which have demonstrated impressive capabilities, including flips and dance routines [5]

Group 1 - The core viewpoint of the news highlights Guangdong's leading position in the AIR (Artificial Intelligence and Robotics) industry, with industrial robots accounting for over 40% of the national output and service robots over 80% [1][2] - In the first ten months of 2025, the scale of the core AI industry exceeded 230 billion yuan, with industrial and service robot production reaching 260,200 units and 12,838,800 units respectively, maintaining the top position in the country [1] - The AIR industry in Guangdong is characterized by a strong application-driven approach, supported by a robust industrial foundation and a complete ecosystem, with major tech companies like Huawei and Tencent contributing to advancements in computing power and AI models [2][3] Group 2 - The Guangdong government has implemented precise policies and innovative mechanisms to continuously drive the development of the AIR industry, including the establishment of a leadership group for AI and robotics innovation [3][4] - The focus for the 14th Five-Year Plan includes promoting high-quality development of the AI industry and its application across all sectors, emphasizing the need for AI technology to permeate every aspect of economic and social development [3] - The goal of achieving "full coverage" involves breaking regional barriers and promoting the AIR industry from the Pearl River Delta to less developed areas, thereby driving industrial upgrades and reducing regional disparities [4]

Core Viewpoint - The article highlights the transformative evolution of the AI industry in Guangdong, showcasing advancements in robotics and AI applications across various sectors, emphasizing the region's unique advantages and capabilities in driving innovation and integration of AI technologies into everyday life [1][12][20]. Group 1: Evolution of Robotics - Robots in Guangdong have evolved from isolated units to a cohesive team with intelligence and purpose, becoming popular products in the market [1]. - In the 15th National Games, the "Kua Fu" humanoid robot became the world's first 5G-A torchbearer, showcasing the advanced capabilities of AI in public events [1]. - Exoskeleton robots are now utilized as climbing aids for tourists at scenic spots like the Great Wall and Mount Tai, indicating a shift from simple repetitive tasks to more complex functions [1]. Group 2: Breaking Barriers - AI is not limited to factories; it is breaking industry barriers, particularly in transportation, with autonomous vehicles providing smart connections at events [7]. - Companies like XPeng Motors have received L3 autonomous driving licenses, indicating a shift from pilot projects to regular operations in urban areas [7]. - The dual listing of self-driving companies like WeRide and Pony.ai on both US and Hong Kong stock exchanges reflects the growing investment and interest in the autonomous driving sector [8]. Group 3: Integration and Application - The integration of AI with drones has led to remarkable achievements, such as 10,518 drones lighting up the night sky in Vietnam, setting a Guinness World Record [9]. - Agricultural drones capable of carrying 80 kilograms have pushed the limits of transport capabilities, with exports to over a hundred countries [9]. - AI technologies are being applied in various real-world scenarios, from delivery drones to real-time translation services, demonstrating the practical growth and iteration of AI in everyday life [10][11]. Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from three major advantages: a complete industrial chain, a large real-time population supporting a vast market, and the fusion of various industries creating diverse application scenarios [13]. - The province has released 78 application scenarios across 13 key areas to accelerate the integration of AI into various sectors [14]. - Guangdong is leading the nation in establishing AI development bureaus at both municipal and district levels, indicating a strong commitment to fostering AI growth [15]. Group 5: Hardware and Infrastructure - The region is recognized as a unique area where AI algorithms and hardware are deeply integrated, positioning itself as a hub for AI and electromechanical integration [16]. - The introduction of comprehensive chip manufacturing processes signifies Guangdong's stronghold on the foundational elements of computing power essential for the smart era [18]. Group 6: Future Outlook - The AI industry in Guangdong is poised for significant growth, with innovative AI applications being integrated into daily life, paving the way for technology to empower industries and benefit the public [20].

Core Insights - The article highlights the rapid evolution of AI technology in Guangdong, showcasing the transformation of robots from isolated units to integrated teams capable of performing complex tasks [2][5][7] Group 1: Evolution of AI Technology - Robots in Guangdong have evolved from simple machines to sophisticated entities with intelligence and coordination, becoming popular products in the market [2] - The integration of domestic technologies, such as the open-source HarmonyOS, facilitates communication between different robotic devices, enhancing their capabilities [7] Group 2: Breaking Industry Barriers - AI applications are expanding beyond factories, with significant advancements in sectors like transportation, where autonomous vehicles are now operational in daily scenarios [9][11] - The use of drones has reached new heights, with record-breaking performances in various applications, including agricultural transport and entertainment [11] Group 3: Fusion of Technologies - AI technologies in Guangdong are being applied in diverse scenarios, from delivery drones to real-time translation services, demonstrating their adaptability and integration into everyday life [11][13] - The region's robust industrial ecosystem supports the development and deployment of AI solutions across multiple industries [13] Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from a complete industrial chain, a large population supporting a vast market, and the fusion of various sectors creating unique applications [13][16] - The establishment of AI development agencies at both city and district levels positions Guangdong as a leader in AI and mechatronics integration [18] Group 5: Policy Support and Innovation - Since 2025, Guangdong has introduced numerous application scenarios to accelerate the integration of AI across various industries [16] - The region is recognized as a hub for both AI software and hardware innovation, with significant advancements in semiconductor technology supporting the AI ecosystem [20][18] Group 6: Scene-Based AI Development - The article emphasizes that the future of the AI industry in Guangdong will be shaped by innovative applications that integrate technology into daily life [22]

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As filed with the Securities and Exchange Commission on January 16, 2026 Registration No. 333-292488 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT THE SECURITIES ACT OF 1933 _______________________ (State or other jurisdiction of incorporation or organization) AMC Robotics Corporation Delaware 7372 41-3041844 (Primary Standard Industrial Classification Code Number) (Exact name of registrant as specified in its charter) ____________ ...

Core Insights - Serve Robotics (SERV) has made significant progress in reducing robot unit costs, with Gen 3 robots now costing approximately one-third of previous models, due to design simplification, manufacturing efficiency, and supply-chain optimization [1][8] Cost Reduction and Structural Changes - The cost reductions are attributed to a more modular robot architecture, fewer custom assemblies, and improved supplier relationships, alongside the availability of lower-cost sensors like LiDAR [2] - These developments enable Serve Robotics to deploy robots more efficiently as the fleet size increases [2] Financial Performance and Investments - In Q3, Serve Robotics reported total operating expenses of $30.4 million, up from $8.2 million in the same quarter last year, while adjusted EBITDA was negative $24.9 million compared to negative $6.2 million in the prior year [3] - The company is investing in operational expansion, launching in new cities, and integrating acquisitions, which has led to increased near-term costs [3] Efficiency Gains and Future Outlook - Management expects margin improvement to come from higher utilization rather than just hardware cost reductions, with average daily operating hours per robot increasing by 12.5% and delivery volume rising by 66% [4][8] - Future margin expansion is anticipated to follow scale as utilization improves across a larger and more autonomous fleet [5][8] Stock Performance and Valuation - SERV shares have increased by 1.6% over the past three months, contrasting with a 2.7% decline in the industry [6] - The stock is currently trading at a forward 12-month price-to-sales (P/S) multiple of 44.94, significantly higher than the industry average of 15.99 [10] Earnings Projections - The Zacks Consensus Estimate for Serve Robotics' 2026 loss per share has widened, with projections indicating a 15% decline in earnings, while competitors are expected to see growth [12][14]

Core Insights - The "Touch the Future · AI Together" AI Robot Technology Exhibition will be held from February 6 to February 28 at the Anqing Convention Center, covering an area of 12,000 square meters [1] - The exhibition will showcase over a hundred robots across various categories, including competitive robots, educational robots, and special robots, featuring humanoid robots, wheeled robots, and quadruped robotic dogs [1] - Interactive zones will allow visitors to engage deeply with robots, including playing games against AI robots, controlling combat robots, and participating in fun sports events with quadruped robotic dogs [1] - Daily scheduled large-scale robot stage shows will combine technology and art, providing a new audiovisual feast for attendees [1] - Leading industry companies, such as "Hangzhou Six Little Dragons," will present cutting-edge products and technologies to visitors [1]