On July 27, 2026, the Chinese AI startup Moonshot AI officially open-sourced the weights for its flagship AI model, Kimi K3. Boasting a total parameter count of 2.8 trillion (2.8T), Kimi K3 currently...
Dexterous hands are one of the most costly core modules in humanoid robots. As robot shipments grow, the market for dexterous hands expands in lockstep, and capital is rapidly flowing into specialized...
Green communications leverages nuclear power, liquid cooling, and virtual power plants to overcome energy barriers for 5G and AI, integrating green hydrogen and small reactors for low-carbon power whi...
The global humanoid robotics industry is advancing rapidly across three key hubs—China, North America, and the broader Asian supply chain—and is approaching a pivotal inflection point around 2026 as t...
Following its IPO, SpaceX is building a proprietary satellite ecosystem spanning broadband, direct-to-cell, and space computing, creating fresh global supply chain opportunities. Leading operators use...
Co-packaged optical (CPO) technology is entering the commercialization stage, driven by AI data center demand for higher bandwidth and lower power consumption. Volume production begins in 2026, with l...
Optical interconnects in AI data centers are shifting from legacy pluggable optics toward LPO, CPO and OCS. LPO streamlines the signal chain to improve power while keeping a pluggable model, CPO co‑pa...
Intensifying global geopolitical conflicts are driving up defense spending, and warfare is pivoting toward asymmetric and information warfare, making low-cost unmanned vehicles (UAVs) crucial. China i...
With the generative AI market expanding at a CAGR of over 35%, data throughput for a single large language model (LLM) training task has reached the exabyte (EB) level. As transmission speeds evolve t...
1. Google is consolidating its proprietary TPUs, Ironwood racks, 3D Torus topology, and the Apollo OCS optical backbone into a unified high-speed interconnect architecture. As a result, the focus of c...
The exponential growth of generative AI is forcing data center infrastructure into an unprecedented architectural overhaul. As system bottlenecks shift away from compute and toward the “I/O wall,” the...
The arrival of 6G marks a fundamental shift toward fully AI-native network architectures, reshaping both communications technologies and market structures. Compared with 5G-Advanced, 6G design places...
This report examines SpaceX’s latest developments and competitive advantages in space launch services and LEO satellite communications. It also highlights SpaceX’s recently disclosed plans for space-b...
The need for upgraded passive optical network (PON) technology is accelerating as global residential and enterprise demand for FTTH continues to surge. Driven by policy initiatives, China and the U.S....
The global satellite market is expected to reach $392 billion in 2026. Competition will intensify as Starlink continues expanding satellite broadband and direct-to-cell (D2C) services into emerging ma...
