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News, social posts, and analysis from the photonics supply chain
Sensors function in a world of fragmentation across robots and physical AI models and systems. Arm is spearheading an effort to change that.
Francesco Doddo, a 26-yeasr veteran of STMicroelectronics, sat down with Edge AI Foundation CEO Pete Bernard for a discussion on the role of sensors in the physical AI era.
Long-time RFID leader Impinj created a new company logo and platform around Physical Intelligence to stress the link between billions of physical items and AI.
Omdia analyst forecasts 68% CAGR in humanoid growth through 2035, including multiple sensors inside
Chip companies are buying up or consolidating efforts to own the physical AI space, from sensing to decisions and actions.
Small innovators in humanoids and physical AI should be exempted from many AI regulations.
On September 11, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) topped Wall Street estimates for its fiscal first-quarter results and reported a smaller cash burn than expected. It sent shares up 4% in extended trading and offered investors confidence that its AI infrastructure investments are generating returns without overwhelming its balance sheet. Oracle booked more […]
On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling its current roughly 12-gigawatt footprint, according to Bloomberg News reporting that cited people familiar with the plans. Only about 2 gigawatts of Microsoft’s current capacity is dedicated […]
The AI boom is now reshaping bond markets, with long term yields hitting levels last seen in the mid 2000s as heavy spending on AI infrastructure meets higher interest rates. That mix is draining cheap capital from speculation and pushing attention toward businesses that turn AI demand into hard cash. This article highlights three picks and shovel stocks powering that physical backbone, drawn from our AI infrastructure screener. The three stocks covered below are just a small sample of the...
AI headlines have moved from product launches to power and politics, as the White House courts Anthropic while courts label it a supply chain risk. That mix of access and anxiety is where pricing gaps can open for investors who move before the story feels comfortable. This article walks through three U.S. AI Leaders stocks exposed to this news and explains how the same catalyst can reshape risk as well as reward. The three U.S. AI Leaders stocks highlighted below are only a starter pack, and...
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