Two parallel Beijing expos this week showcase the physical humanoid stack alongside the foundation-model stack that runs it—the vertical integration is now the marketing message, not the roadmap.
Aug 19, 2026 at 22:31 11 13
Exposure is not elimination: the report distinguishes between transformed jobs and those that disappear.
Jul 15, 2026 at 10:14 8 8
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8
