conv.

← The whole story
AI
China's robotics firms race to build AI brains as hardware commoditizes

Industry consensus shifts: AI, not hardware, is the margin driver

2 Nov 1 · 10d ago · 2 articles · 1 source · development 2 of 2

Robot makers have concluded that profits will come from software capabilities rather than mechanical performance. As competition drives down hardware prices, the focus on embodied AI—software enabling robots to understand surroundings, learn tasks, and adapt—becomes central to competitive advantage.

Industry consensus shifts: AI, not hardware, is the margin driver
Investing.com News

“the margin won't come from the hardware but from the brain”

Dermot McGrath

Dermot McGrath Founder, ZenGen Labs ShanghaiGao Yang Spirit AI co-founderYang Qian X Square co-founder and COOGeorg Stieler Robotics consultant

The whole story articles the bright band is this development · numbered dots are the others · click one to jump

Peak 2 pieces in 3h at Oct 31, 11 AM; 8 pieces over 12 days (5 articles · 3 posts) Oct 31, 11 AM — 2 pieces · 2 articles — Newswires 2Oct 31, 2 PM — quietOct 31, 5 PM — quietOct 31, 8 PM — quietOct 31, 11 PM — quietNov 1, 1 AM — quietNov 1, 4 AM — quietNov 1, 7 AM — quietNov 1, 10 AM — quietNov 1, 1 PM — quietNov 1, 4 PM — 2 pieces · 2 articles — Newswires 2Nov 1, 7 PM — 2 pieces · 1 article · 1 post — Mastodon 1, Newswires 1Nov 1, 10 PM — quietNov 2, 1 AM — quietNov 2, 4 AM — 1 piece · 1 post — Mastodon 1Nov 2, 7 AM — quietNov 2, 10 AM — quietNov 2, 1 PM — quietNov 2, 4 PM — quietNov 2, 7 PM — quietNov 2, 10 PM — quietNov 3, 1 AM — quietNov 3, 4 AM — quietNov 3, 7 AM — quietNov 3, 10 AM — quietNov 3, 1 PM — quietNov 3, 4 PM — quietNov 3, 7 PM — quietNov 3, 10 PM — quietNov 4, 1 AM — 1 piece · 1 post — Mastodon 1Nov 4, 4 AM — quietNov 4, 7 AM — quietNov 4, 10 AM — quietNov 4, 1 PM — quietNov 4, 4 PM — quietNov 4, 7 PM — quietNov 4, 10 PM — quietNov 5, 1 AM — quietNov 5, 4 AM — quietNov 5, 7 AM — quietNov 5, 10 AM — quietNov 5, 1 PM — quietNov 5, 4 PM — quietNov 5, 7 PM — quietNov 5, 10 PM — quietNov 6, 1 AM — quietNov 6, 4 AM — quietNov 6, 7 AM — quietNov 6, 10 AM — quietNov 6, 1 PM — quietNov 6, 4 PM — quietNov 6, 7 PM — quietNov 6, 10 PM — quietNov 7, 1 AM — quietNov 7, 4 AM — quietNov 7, 7 AM — quietNov 7, 10 AM — quietNov 7, 1 PM — quietNov 7, 4 PM — quietNov 7, 7 PM — quietNov 7, 10 PM — quietNov 8, 1 AM — quietNov 8, 4 AM — quietNov 8, 7 AM — quietNov 8, 10 AM — quietNov 8, 1 PM — quietNov 8, 4 PM — quietNov 8, 7 PM — quietNov 8, 10 PM — quietNov 9, 1 AM — quietNov 9, 4 AM — quietNov 9, 7 AM — quietNov 9, 10 AM — quietNov 9, 1 PM — quietNov 9, 4 PM — quietNov 9, 7 PM — quietNov 9, 10 PM — quietYesterday, 1 AM — quietYesterday, 4 AM — quietYesterday, 7 AM — quietYesterday, 10 AM — quietYesterday, 1 PM — quietYesterday, 4 PM — quietYesterday, 7 PM — quietYesterday, 10 PM — quietToday, 1 AM — quietToday, 4 AM — quietToday, 7 AM — quietToday, 10 AM — quietToday, 1 PM — quietToday, 4 PM — quietToday, 7 PM — quiet 1–2
1–2Industry consensus shifts: AI, not…
Nov 1Nov 2Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9yesterdaynow · 10:39 PM ET

Reported in the same hours no headline names this development itself — these 1 claim were published in its stretch

  1. 2 outlets China's Humanoid Robot Race Shifts From Legs To AI Brains

    first by Finimize, 11d ago · also Reuters

    1 more headline

All 2 developments of China's robotics firms race to build AI brains as hardware… →

NewswiresMastodon