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18.01.26 - 15:57
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Ahead Of Mass Adoption Cycle: A Full Supply-Chain Breakdown Of Smart Glasses (ZeroHedge)
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Ahead Of Mass Adoption Cycle: A Full Supply-Chain Breakdown Of Smart Glasses
Smart glasses took center stage at CES 2026 in Las Vegas last week, highlighting a new generation of AI-enabled eyewear integrated with real-time assistants.
In Meta's case, the push is clearly toward affordability and mass adoption, positioning these glasses as everyday consumer electronics rather than super expensive niche hardware for elites.
A lesson for smart glasses manufacturers is not to repeat Apple's misstep with the prohibitively priced Vision Pro, which crushed any chance of widespread adoption and eventually led to the exodus of developers.
Before affordable smart glasses hit the consumer market this year and next, Goldman analyst Jerry Shen published a clear, straightforward view of the AI and AR glasses supply chain, breaking it down by the companies that supply the critical components behind these devices.
We suspect demand will accelerate this year after a Bloomberg report earlier this week revealed...
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18.01.26 - 02:36
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MGC expands into AI liquid cooling market (Digitimes)
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Meta Green Cooling (MGC) is making a comprehensive push into the AI liquid cooling sector, leveraging its unique full-spectrum capabilities. MGC chairman James Chen noted that, unlike competitors, MGC integrates mechanical design, electromechanical systems, thermal management, monitoring, data center design, and maintenance services under one roof. The company posted a remarkable 215% revenue growth in 2025 and expects similar expansion in 2026 as it capitalizes on rising liquid cooling demand....
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17.01.26 - 19:12
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Tech companies′ access to UK ministers dwarfs that of child safety groups (The Guardian)
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Exclusive: Amazon, Meta and X among firms holding hundreds of meetings with people at heart of government, data showsTech companies have been meeting government ministers at a rate of more than once per working day, enjoying high-level political access that dwarfs that of child safety and copyright campaigners, who called the pattern “shocking” and “disturbing”.Amazon, Meta, Microsoft and Elon Musk's X, whose Grok AI image generator has sparked outrage with its sexualised images of women and children, were among the US tech companies holding hundreds of meetings with people at the heart of government, a Guardian investigation has found. Continue reading......
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17.01.26 - 13:12
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′We could hit a wall′: why trillions of dollars of risk is no guarantee of AI reward (The Guardian)
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Progress of artificial general intelligence could stall, which may lead to a financial crash, says Yoshua Bengio, one of the 'godfathers' of modern AIWill the race to artificial general intelligence (AGI) lead us to a land of financial plenty – or will it end in a 2008-style bust? Trillions of dollars rest on the answer.The figures are staggering: an estimated $2.9tn (£2.2tn) being spent on datacentres, the central nervous systems of AI tools; the more than $4tn stock market capitalisation of Nvidia, the company that makes the chips powering cutting-edge AI systems; and the $100m signing-on bonuses offered by Mark Zuckerberg's Meta to top engineers at OpenAI, the company behind ChatGPT. Continue reading......
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16.01.26 - 19:54
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Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) has delivered outstanding performance compared its hyperscaler peers such as Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT). Over the last 12 months, revenue growth hit 21.3%, far exceeding the low- to mid-teens rates for the others, such as with Alphabet at 13.4% and Amazon below that. And in the past ... Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers?
The post Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? appeared first on 24/7 Wall St.....
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16.01.26 - 18:30
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Metaverse: Digital-Schlaraffenland, jetzt Schrott im Cyber-Orbit (Inside Paradeplatz)
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Postfinance, Sygnum, Vontobel – sogar eine Krankenkasse machte sich zum Affen: Sanitas schickte ihre Kunden ins digitale Nirgendwo. Jetzt KI.
Zuckerberg versprach das Paradies. Getrieben von weiteren Tech-Aposteln stolperten gestandene Unternehmen blindlings hinterher. Man gierte nach Goldvreneli im Metaverse – dem vermeintlichen digitalen Eldorado. Heute steht fest: Das Metaverse ist die teuerste Geisterbahn der Geschichte. Zuckerberg hat über 70 Milliarden […]...
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16.01.26 - 16:57
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US Outraged Iranian Warships Are Docked At Cape Town: South Africa ′Cozying Up′ To Tehran (ZeroHedge)
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US Outraged Iranian Warships Are Docked At Cape Town: South Africa 'Cozying Up' To Tehran
The United States is making its anger known to longtime but strained ally South Africa, charging the country's defense ministry of ignoring directives from its own government to send Iranian warships home after they took part in naval exercises in South African waters.
Washington's statement held nothing back: "South Africa can't lecture the world on 'justice' while cozying up to Iran," the US embassy in South Africa posted on Facebook. Islamic Republic warships have been docked in Cape Town for some days now. "Iran is a destabilizing actor and state sponsor of terror, and its inclusion in joint exercises - in any capacity - undermines maritime security and regional stability," the US statement said.
AFP: An Iranian corvette, the IRIS Naghdi, was among the vessels that moored off Cape Town ahead of the BRICS navy exercises
"It is particularly unconscionable that South Af...
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