Investment Rating - The report does not explicitly provide an investment rating for the AI industry Core Insights - NVIDIA has announced the expansion of its open-source model library, contributing the largest open-source dataset globally, which includes 100 trillion language training tokens and 100TB of vehicle sensor data, aimed at accelerating AI innovation across various sectors [3] - Marvell's acquisition of XConn is expected to enhance its capabilities in high-speed switching chip technology, allowing better market positioning in PCIe and CXL switching [4] - NAVER has built the largest AI computing cluster in South Korea, integrating 4000 NVIDIA B200 AI GPUs, significantly improving AI model training efficiency [5] - DeepMind and Boston Dynamics are collaborating to integrate the Gemini Robotics model into Atlas and Spot robots, focusing on real-world interaction and learning in dynamic environments [6] - OpenAI has launched the ChatGPT Health mode, designed to facilitate secure discussions about health issues while isolating sensitive information from general conversations [12] - NVIDIA has introduced the Rubin platform, featuring six new chips designed for advanced AI computing, aiming to lower costs and accelerate mainstream AI adoption [18] Summary by Sections AI Industry Dynamics - NVIDIA's contribution includes a vast open-source dataset across language, robotics, autonomous driving, and healthcare, marking a significant step in building an open ecosystem for AI [3] - Marvell's acquisition of XConn is set to enhance its technology in PCIe and CXL switching, with the deal expected to close in 2026 [4] - NAVER's new AI computing cluster can train a 72 billion parameter AI model in just 1.5 months, a significant improvement over the previous system [5] AI Application Insights - D.O.N is set to launch the world's first belt-type wearable device, VITAL BELT, which can monitor health metrics through clothing [7] - MSI's MEG X monitor integrates AI gaming features to enhance user experience, including AI-assisted gaming functionalities [9] - LG has showcased the CLOiD AI robot designed for home environments, capable of interacting with users and controlling smart home devices [10] - Amazon has launched a web-based version of its Alexa+ AI assistant, allowing seamless access across devices [11] AI Large Model Insights - OpenAI's ChatGPT Health mode aims to provide a secure platform for health discussions, isolating sensitive information from regular chat logs [12] - Universal Music is collaborating with NVIDIA to leverage AI in music discovery and creation, marking a significant industry partnership [13] - Google has integrated the Gemini AI solution into Gmail, enhancing email management for its 3 billion users [14] Technology Frontiers - NVIDIA's Rubin platform is designed to create advanced AI systems at lower costs, featuring a collaborative design of six new chips [18] - AMD's upcoming MI500 AI accelerator will utilize 2nm technology, promising higher performance compared to previous models [20] - ODINN has developed a compact AI supercomputer that offers high-level computing power without the need for extensive data center infrastructure [21]

Core Concept - D.O.N Co. Ltd. is set to unveil VITAL BELT, the world's first abdominal belt-type sensing wearable device, at CES 2026, which combines apparel development with millimeter-wave sensing technology for non-invasive health monitoring [1][9]. Development Background - The development of VITAL BELT is driven by the challenges of a super-aging society, including the increasing medical burden and the need for preventive care and daily health monitoring [2]. Sensing Technology - VITAL BELT utilizes millimeter-wave sensing technology to measure respiration, pulse, and body movement without direct skin contact, allowing for health data visualization that was previously difficult to capture [3]. Health Analysis Potential - By integrating data from VITAL BELT with existing wrist- or finger-based wearables, the device aims to enhance health management by detecting subtle changes in breathing patterns, stress levels, and postural imbalances, with future applications in medical and wellness fields [4]. User Interface - The device features an intuitive user interface with a neodymium magnet attachment system, allowing the sensing unit to be removed for charging while the belt can be worn as a regular accessory [5]. Application Features - Users can authenticate and calibrate the device through an app, which collects data for health management and provides recommendations based on breathing and sleep data, as well as real-time safety support for elderly users [6]. Development Progress - The company has received inquiries from various firms after unveiling prototype samples in Japan, and is working on enhancing accuracy and usability through user testing and partnerships for employee health monitoring [7]. Future Vision - VITAL BELT aims to redefine wearable technology by merging apparel with health monitoring, envisioning a future where clothing itself can monitor the body [8].