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Daily Report : (PDF) Morgan Stanley - The Humanoid 100 : Mapping the Humanoid Robot Value Chain

1. 모건스탠리 'Humanoid 100' 보고서: 휴머노이드 로봇 생태계의 투자 지도Brain, Body, Integrator로 구성된 밸류체인 분류: 모건스탠리는 반도체, AI 모델, 센서·배터리 등 핵심 부품부터 통합 로봇 제조 기업까지 총 100개 기업을 'Humanoid 100'으로 선정하고, 로봇의 뇌(Brian), 신체(Body), 통합자(Integrator)로 구분해 투자 관점에서 산업 생태계를 분석.중국 기업 비중 56%, 아시아 하드웨어 우위 확인: 선정된 기업...

(PDF) Morgan Stanley - The Humanoid 100 : Mapping the Humanoid Robot Value Chain

Morgan Stanley has unveiled the "Humanoid 100," a comprehensive mapping of global companies that stand to benefit from the rise of humanoid robots. As artificial intelligence continues its transition from software-based applications to physical machines, investors are seeking opportunities to capitalize on what analysts at Morgan Stanley describe as a rapidly emerging and disruptive market.The...

Apple Is Working On A Cheaper, Lighter Vision ‘Air’ Headset With Rumored $1,500 Price Tag

The original Vision Pro felt like strapping a Mac Studio to your face—with all the weight and price tag that implies. Nearly 1kg once you factored in the external battery, $3,500 out of pocket, and a risk of strained necks by hour two. Apple’s most ambitious product in years turned out to be a niche flex, applauded by developers and early adopters, but ultimately undercut by its own bravado....

U.S. Brands Beware : Anti-American Sentiment Is Rising Sharply Among Global Consumers

Is anti-American sentiment putting consumers off buying U.S. brands? According to a recent report by Morning Consult, this is the case. Northerly neighbor Canada is perhaps the clearest example of this trend, with consumers having turned away from purchasing U.S. products in protest against U.S. President Donald Trump’s latest policies and rhetoric and instead choosing to “Buy Canadian”. In...

Lab-Grown Teeth to 'Fill in The Gaps' in Regenerative Dentistry

There is no shortage of teeth to admire at the King's College Faculty of Dentistry, Oral & Craniofacial Sciences. While many species can regenerate their teeth, human beings only get one chance at growing a healthy set of adult pearly whites.But that could be about to change.Scientists from King's College London have managed to grow a tooth under laboratory conditions.And while this breakth...

Heinz Brazil Unveiled Custom Grillz Designed to Make Opening Sauce Packets Easier

Heinz, the world's number one ketchup brand, has just launched an unconventional campaign that elevates "drip" to a new level of practicality. Playing off consumers' common struggle with opening sauce sachets, the brand introduces "Heinz Grillz." Shared across the brand’s social media platforms, this accessory—visually inspired by hip-hop culture and increasingly popular with Generation Z—fu...

Google - 601 Real-World Gen AI Use Cases from The World's Leading Organizations

AI is here, AI is everywhere: Top companies, governments, researchers, and startups are already enhancing their work with Google's AI solutions.Exactly a year ago, we first published this list during Google Cloud Next 24. It numbered 101 entries. It felt like a lot at the time, and served as a showcase of how much momentum both Google and the industry were seeing around generative AI adoption....

This Tiny Screw is Powering The Humanoid Robot Revolution

Planetary roller screws are emerging as a critical—and costly—component in next-gen robots. China is racing ahead in controlling their supply.The humanoid robotics revolution is just around the corner. Test models are already working in factories alongside human beings across the world, while AI companies develop new foundation models designed to help robots navigate their environments as eas...

AI-Generated Content is Working Well at Many News Companies

There are plenty of examples of how AI-generated content is raising eyebrows right now. You’ve already read about the Los Angeles Times’ initiative on this. You have probably also come across references to Il Foglio, the Italian publication that created an entirely AI-generated newspaper, complete with opinions and letters to the editor, mainly to be provocative.Separately, visual data journa...

 

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