Paladin EnviroTech is pulling rare-earth magnets out of retired turbines at MidAmerican's Highland wind farm in Iowa. It is working with Critical Materials Recycling on an acid-free way to recover neodymium and dysprosium for new magnets. For anyone buying motors and generators, a domestic magnet supply may start at a decommissioned wind farm.
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.