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23.07.26 - 03:54
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Deutsche Bank: Humanoid Robot Market Accelerates Globally As China Ramps Production (ZeroHedge)
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Deutsche Bank: Humanoid Robot Market Accelerates Globally As China Ramps Production
The latest "Humanoid Robot Pulse" report from Deutsche Bank states that the global humanoid robot market is accelerating, with China, unsurprisingly, leading the race.
"The humanoid robot market is accelerating globally. China is leading in production, with government officials estimating 100,000 units of humanoid robot production in 2026, significantly higher than our expectation of ~40,000 units," analyst Iris Zheng wrote in the report.
The Hong Kong-based Deutsche Bank analyst specializes in Asia-Pacific automation and industrials, providing clients with key updates across the industry:
Activities in the US stepping up: Agility going public through SPAC by 4Q26; Meta acquiring an embodied AI model startup; OpenAI recruiting robotics engineers; and NVIDIA expanding its robotics team in China.
Continuing developments in China: AGIBOT accelerating production; updates from BYD and Li Auto on...
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22.07.26 - 20:24
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Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand (24/7 Wall St.)
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Wall Street's smart money is decisively bullish on data center infrastructure, with TD Cowen's latest supply chain checks describing record hyperscaler leasing led by Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet's (NASDAQ:GOOGL) Google, while Morgan Stanley has warned clients that the memory shortage will intensify into 2027 and 2028. That view lands after weeks of ... Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand...
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22.07.26 - 17:30
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Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be? (24/7 Wall St.)
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Artificial intelligence has become the biggest spending race the technology sector has ever seen. Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Oracle (NASDAQ:ORCL) are committing hundreds of billions of dollars to new data centers, networking equipment, and power infrastructure as they compete for AI leadership. Investors have largely embraced those investments because ... Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be?...
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