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Morgan Stanley's Heavyweight Robotics Yearbook (II): Robots "Escape the Factory," Training Focus Shifts from "Brain" to "Body," Edge Computing Expected to Explode

Morgan Stanley pointed out that AI robots are moving from factories to complex real-world scenarios, with the focus of training shifting from AI model optimization to physical action execution. Robots need to collect real physical data through remote operation, simulated training, and video learning. As application scenarios expand, the demand for real-time decision-making becomes prominent, making edge computing a necessity. The firm predicts that by 2050, 1.4 billion robots will be sold globally, driving the demand for edge AI computing power to reach the equivalent of millions of B200 chips, reshaping the distribution pattern of global computing infrastructure

Wallstreetcn·
US
NVDA
-3.27%
Wallstreetcn·
US
NVDA
-3.27%

Kindle app now answers questions about the book you’re reading

Amazon has introduced a new AI feature in the Kindle app called 'Ask this Book,' which provides spoiler-free answers to questions about the book you're reading. This feature answers questions about plot details, character relationships, and thematic elements based on the pages you've read so far. Authors cannot opt out of this feature.

The Verge·
US
AMZN
-1.78%
US
AMZU
-3.63%
The Verge·
US
AMZN
-1.78%
US
AMZU
-3.63%

Tesla Board Members Rake In Over $3 Billion In Stock Awards Despite 2021 Pay Freeze: Report

Tesla board members have amassed over $3 billion in stock awards, surpassing other major U.S. tech firms, despite a 2021 pay freeze. An analysis by Equilar and Reuters highlights that Tesla's board opted for stock options, raising governance concerns. Kimbal Musk's recent $25 million share sale and Elon Musk's $1 trillion pay package have sparked further scrutiny. Tesla's stock rose 21.01% year-to-date, closing at $458.96 on Friday.

benzinga_article·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
benzinga_article·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%

Dow Jones futures rise after AI sell-off; Tesla, Eli Lilly lead 5 stocks in buy areas

Futures rose Monday after bears mauled the AI sector even as the broader market remained bullish. Tesla and Eli Lilly are in buy zones.

MSN·
US
TSLA
+2.70%
US
LLY
+1.80%
MSN·
US
TSLA
+2.70%
US
LLY
+1.80%

Wedbush sees Tesla surging to a $2 trillion market cap next year

Wedbush Securities predicts Tesla's market cap will surge to $2 trillion next year, driven by accelerated Robotaxi launches and Cybercab production. Analyst Dan Ives highlights Tesla's AI and autonomous advancements as key factors, estimating Tesla will dominate 70% of the global autonomous market over the next decade. Tesla's current market cap is $1.53 trillion, with shares up 1.1% in premarket trading.

MSN·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
MSN·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
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