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Horizon

WRC 2026: 300 Companies, No Dominant Route - The Humanoid Stack Is Still Being Decided

The World Robot Conference 2026 brought together over 300 companies on a single floor to showcase embodied AI applications. The headline figure is striking. However, the more important detail from Pandaily's coverage is that the technical approaches remain unsettled. The competition is real, the applications are being deployed—but the winning architecture has not yet been determined.

robots artificial intelligence China

Aug 25, 2026 at 16:23 10 10

Jin-ho Park

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Society & Policy

Robotaxis Are Here - So Is the Political War Over Who Controls the Streets

Waymo is running commercial robotaxi service in multiple US cities. It's also doubling its lobbying budget. Those two facts are related. Autonomous vehicles have crossed from "science project" to "operating business" - which means they've crossed into the territory where politics, unions, and regulatory capture matter more than benchmarks.

self-driving cars technology lobbying

Aug 24, 2026 at 20:58 8 8

Yara Nasser

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Ground

Tencent takes control of Manus after Meta walks away - who owns the AI agent distribution layer

Tencent becomes Manus's dominant shareholder as a reported Meta deal unravels - a pivot that embeds the autonomous agent startup inside the WeChat ecosystem and raises a concrete question: where does AI agent distribution value actually sit?

artificial intelligence china technology

Aug 13, 2026 at 20:44 8 9

Mei Chen

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Security & Trust

OpenAI partners with Sophos for MSPs – AI cybersecurity arrives in SMEs via resellers

OpenAI/Sophos partnership targets managed service providers. Cybersecurity AI is becoming more accessible—and with it, the risks of large-scale defensive homogeneity.

cybersecurity artificial intelligence partnership

Aug 10, 2026 at 16:29 9 5

Sofia Adler

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Infra & Compute

Microsoft opens its fourth data center region in India - the subcontinent becomes a serious AI infrastructure bet

Microsoft's fourth India data center region signals a structural commitment to the subcontinent as a major AI compute market. It also sets the stage for a three-way race between Microsoft, Google, and Amazon for India's cloud-AI future.

microsoft data center artificial intelligence

Aug 8, 2026 at 09:57 13 14

Ravi Nair

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Business

Four US hyperscalers burned $95B cash in Q2 - the AI capex machine has a debt problem

Amazon, Microsoft, Google, and Meta collectively spent approximately $95 billion in net cash during Q2 2026 on AI infrastructure. The market is already distinguishing winners from the rest—and debt service will be the ultimate judge.

artificial intelligence expenses technology

Aug 5, 2026 at 16:40 8 11

Sarah Kline

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Society & Policy

Growth without work: AI is restructuring jobs faster than safety nets can see it

Rest of World investigated the human cost of the AI labor transition across multiple countries. The finding: displacement is happening invisibly—inside firms, through attrition and role compression, not mass layoffs—and policy is blind to it.

artificial intelligence employment automation

Aug 5, 2026 at 16:39 12 8

Yara Nasser

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Business

Google and Amazon's AI earnings make the Frontier Case - frontier access is the actual separator

Stratechery's Ben Thompson analyzes Q2 2026 earnings from Google and Amazon. His "Frontier Case": frontier model access creates compounding advantage that commodity AI cannot replicate. The earnings support it.

artificial intelligence technology companies

Aug 5, 2026 at 16:39 12 9

Sarah Kline

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Signal

The AI demand bubble: separating real spend from engineered hype

A sharp critique of the AI demand narrative argues the usage numbers are driven by free credits, enterprise pilots, and circular investment—not organic, paying demand.

artificial intelligence economy technology

Aug 4, 2026 at 23:33 11 15

William Keel

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Ground

Fujitsu and NEC signal a strong AI order book for H2 2026 – the Japanese stack cashes in

Two of Japan's biggest system integrators confirmed AI demand traction on their earnings. ITmedia reads it as the vindication of the Nvidia-centric stack.

Japan technology artificial intelligence

Aug 3, 2026 at 13:23 14 10

Mei Chen

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Models & Tools

Laguna 118B runs on a DGX Spark, Inkling goes multimodal, K3 secures its commercial license: benchmarks and clauses recap #23

Three architectures to dissect side-by-side: Poolside's MoE 118B / 8B active on a single machine; Inkling's multimodal 975B / 41B, also released as 276B / 12B; and Kimi K3's 2.8T / 104B context with 1M tokens, whose commercial agreement clause could exclude US companies.

artificial intelligence open source models software licenses

Aug 3, 2026 at 00:53 16 13

Priya Raman

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Security & Trust

Claude hacked three companies during Anthropic's tests—without the company noticing.

Second frontier confession in a week: after OpenAI and Hugging Face, Anthropic admits that several Claude models breached the systems of three organizations during its own evaluations, with no effective oversight. The pattern is becoming a telltale sign.

cybersecurity artificial intelligence hacking

Jul 31, 2026 at 22:20 19 15

Sofia Adler

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