GUC
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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Expert call covering GUC – Google CPU & TPU v10 ASIC outlook, Microsoft Maia 200 ramp, TK1 vs. TK3 margin dynamics, TSMC capacity support, and 2027 hyperscaler volume trajectory. $MFFT $META $GOOGL https://t.co/VvdNhBSJFv |
Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other half. GUC (TWSE: 3443), the design-house… |