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Chinese humanoid robot startup Galbot announced an investment of US$300 million to bolster the mass production and commercial deployment of AI-empowered mobile arms. Another Chinese company, LimX Dynamics, introduced its new product, TRON 2, which breaks product classification boundaries with its capabilities in modularity and form transformation. Before humanoid robots are widely adopted, companies are using "mobile robotic arms" as a transitional solution before the large-scale application of humanoid robots.
Looking to 2026, sustained AI infrastructure build-outs will drive server demand. High CAPEX from North American CSPs supports NVIDIA's new platforms and ASICs. While Tier-2 risks exist, robust major CSP demand boosts ODM AI revenues and cements the critical role of liquid cooling solutions.
The world's largest robotics event, the International Robot Exhibition (iREX), took place in Japan in early December 2025. This year's theme, "Sustainable Societies Through Robotics," aimed to explore how robotic technology can address global challenges such as labor shortages, aging populations, and climate change.
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasing capex and deploying next-gen GPU platforms to meet soaring AI computing demands.
Memory price surge continues into 1Q26, pushing BOM cost to a critical point. Brands freeze price cuts and downsize specifications, facing severe sales challenges.
In late November 2025, the National Development and Reform Commission (NDRC) took the rare step of issuing a public warning, highlighting risks of overheated investment situation, excessive capacity expansion, and herd-like mentality in project development.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to strengthen supercomputing and data-center ecosystems, with growth momentum expected to persist.
Navigation technology is crucial for the development of robots, as it supports a variety of tasks. Recent strategic moves by companies such as Galbot and NEURA, along with developments by Agility and Apptronik, underscore the importance of navigation technology.
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
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