Weekend reading | AI glasses spark the "century war".
After recognizing the immense potential of the AI glasses market, the popularity of AI glasses has continued to rise since the second half of last year, with numerous players entering this field, all benchmarking against Meta, aiming to create the second blockbuster AI glasses.
Take-Two, Xometry: JPMorgan's Bets On Gaming, Manufacturing In 2025
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
US Stock Outlook | "ADP Employment Report" falls short of expectations! The three major futures indices show slight gains; boosted by AMD's bullish investment, AI startup ABSI rises over 40% in pre-market trading.
According to informed sources, Trump is considering declaring a national economic emergency to launch a new tariff plan; Federal Reserve Governor Waller: supports further interest rate cuts this year; Federal Reserve's Bostic: inflation will gradually decline, policymakers should remain cautious in their decision-making.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
NVIDIA, Xiaomi and other giants are competing to lay out their plans! AI glasses may become the next super Hardware market by 2025; which Concept stocks are likely to become big winners?
The market generally believes that the next device likely to become a phenomenon-level Asia Vets terminal will be AI glasses.
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
Top-rated Smaller Industrial Stocks Even as Inflation, Interest Rates Pressure Sector
Forecasting The Future: 10 Analyst Projections For Xometry
Momentum Reigned 2024: Buy-rated U.S. Stocks With the Highest RSI
Xometry Analyst Ratings
Supported by NVIDIA and Tesla! The Global robotics market may experience a major explosion, and these Concept stocks are likely to take off.
Jensen Huang once exclaimed, "The era of Siasun Robot&Automation is about to arrive."
Nano Dimension Shares Are Rising Thursday: What's Going On?
Nano Dimension Appoints Julien Lederman As Interim CEO Following Termination Of Yoav Stern; Board Initiates Search For Permanent CEO
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
3D Systems Set to Snap Seven Straight Days of Losses
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
2024's 'Biggest Loses' That Could See Reversal in 2025