Latest posts
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RoboParty RP1: The Open-Source Humanoid Bet, Tested

RoboParty unveiled RP1 at IROS 2026 as the world’s first full-stack open-source bipedal humanoid. The claim is contestable, and an earlier audit found the open-source promise only partly kept.
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Fusion CX AI: A BPM Giant’s Bet on the Data Behind the Models

Fusion CX wants AI-enabled services to jump from 10% to 25% of its ₹1,818-crore business. The bet is on AI training data — but its own figures moved sharply between July and October.
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DBS AI: The Bank That Publishes Its Returns Convenes Asia’s Leaders

DBS will convene Asia’s AI leaders on 12 October. But the real story is that it is one of the only banks that publishes what AI has earned it — about SGD 1 billion in 2025.
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XtalPi Fangda Carbon: AI Moves Onto the Graphite Electrode Shop Floor

XtalPi and Fangda Carbon have put an AI model into production at a graphite electrode plant. It screens formulations before physical trials — but the release discloses no numbers, and the vendor is loss-making and hunting new revenue.
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Oracle Point Beach Deal: What the $300 Million Pledge Really Covers

Oracle will absorb about $300 million in rising Point Beach nuclear costs. The pledge is real — but it covers 125–250 MW of a 1.3 GW campus, and it lands six weeks after Oracle dropped its lawsuit against the Wisconsin regulator.
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Cloudflare Basin: A Serverless, Iceberg-Based Data Platform Enters the Warehouse Fight

Cloudflare Basin is generally available: a serverless data platform on Apache Iceberg and R2. It is a category move into analytics, with a “zero egress” claim that carries caveats.
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Qualcomm AWS Deal: The $60 Billion Warrant Behind a Vague Press Release

Qualcomm’s release gave no value, products or timeline. Its SEC filing revealed a $60 billion performance-based warrant — and a real bet on AI data-centre silicon and optical interconnect.
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Self-Hosted AI Coding: IBM Bob’s Air-Gapped Bet on AI Sovereignty

IBM’s self-hosted Bob offers a genuinely air-gapped path for agentic coding — a stricter claim than Copilot, Cursor or Amazon Q make, with caveats on models and productivity.
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Life Sciences Manufacturing: 90% Say Digital Transformation Is Business-Critical, Rockwell Automation Report Finds

A new Rockwell Automation report finds 90% of life sciences manufacturers consider digital transformation business-critical, and 58% have deployed smart manufacturing at scale or in part. AI and machine learning (46%), process automation (44%) and cybersecurity (39%) top the list of technologies expected to drive business outcomes — yet only 32% effectively use more than…
