McKinsey

ギガファクトリー立ち上げ、平均6－9か月遅れ-https://t.co/ymhUO4R693 マッキンゼーは、バッテリー工場の量産開始が平均6～9か月遅れていると分析。設備調達や人材不足、関係者間の調整が課題で、AIを活用した工程管理やサプライチェーン全体の最適化が重要と指摘した。

A £2 billion data centre site in Loughton, Essex was supposed to go live in 2027 with roughly 23,000 Nvidia chips inside it. This week it came out that Microsoft walked away from its anchor tenant commitment there, and the reason has…

a16z's chart made the crossover visible: agent token use passed human token use on OpenRouter back in February, and by August agents were burning 7.3 trillion tokens against 1.4 trillion for humans, roughly five times over. Futurum's…

Actuation is humanoid robotics’ largest hardware cost block. Volume production will turn that into a major precision manufacturing opportunity. Omdia put global humanoid shipments at roughly 13,000 units in 2025. The industry is still…

Who wins the humanoid race if the parts come from China? China controls 90% of some critical components inside humanoid robots. That raises a bigger question: how much does leadership in robot intelligence matter without control of the…

Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipments rising from 449,492 thousand units…

AI Adoption Is Surging, but Business Impact Still Lags AI adoption is accelerating, but using AI and generating measurable business value from it are not the same thing. Stanford's 2025 AI Index reported that 78% of surveyed organizations…

The biggest opportunity in humanoid robotics may not be building the robot itself. It may be solving the bottlenecks every robot company faces: cheaper actuators, dexterous hands, better training data, safety systems, factory integration,…