A UBS chart shared on X maps the parts of a humanoid robot, from hands and joint actuators to perception and compute, and the public companies tied to each. Humanoids are turning into a components business. The underlying UBS report was not seen.
JD.com is paying people in Suqian about 3,000 to 3,500 yuan a month to wear head cameras while doing household tasks such as folding clothes, and garment-factory workers there are recording sewing and cutting the same way. The footage trains embodied-AI robots. Workers recording their own skills for robots raises a real question about who owns that know-how.
In a podcast clip, investor Gavin Baker argues data center deals now often include behind-the-meter power and community spending. He says plumbers, electricians and HVAC contractors get steady ongoing work from them. The trades are the bottleneck in the build.
Code review for PLC logic is coming, and OT teams should set the rules before vendors do.
For Controls engineers and OT security teams: