Latest news with #HumanoidRobots
Bloomberg
4 days ago
- Business
- Bloomberg
Humanoid Robots Still Lack AI Technology, Unitree CEO Says
Artificial intelligence technology to get humanoid robots into the mainstream remains a key challenge for the sector, according to the founder of one of China's prominent robot developers. The level of expertise could be reached in as little as one to three years, said Wang Xingxing, chief executive officer of Hangzhou Unitree Technology Co Ltd. He likened the environment now to the ChatGPT breakout moment in 2022 when OpenAI's chatbot became an instant hit and made AI a household term.
Yahoo
05-08-2025
- Business
- Yahoo
Ouster, Inc. (OUST): A Bull Case Theory
We came across a bullish thesis on Ouster, Inc. on Citrini Research's Substack by Citrini. In this article, we will summarize the bulls' thesis on OUST. Ouster, Inc.'s share was trading at $23.89 as of August 4th. A group of robotic vehicles navigating a terrain autonomously utilizing the company's 3D vision technology. Citrini Research identifies Ouster (OUST) as a prime example of a company positioned at the intersection of two core principles: investing in megatrends and entering at cyclical inflections. Ouster operates in the fast-growing robotics and automation space, making it a key component of Citrini's recent Humanoid Robots thematic basket. As the largest Western LiDAR provider, Ouster leverages advanced digital technology by integrating LiDAR onto CMOS chips, enabling cost efficiencies and performance advantages. The company has built a diversified strategy across automotive, industrial, robotics, and smart infrastructure, targeting a combined $70 billion market opportunity. Notably, Ouster anticipates that non-automotive applications will eventually outpace automotive adoption, signaling vast untapped growth potential. Ouster expects meaningful volume growth as customers shift from prototyping to commercialization, underlining management's conviction that LiDAR adoption will accelerate over decades rather than years. To capture this opportunity, the company is aiming for 30-50% annual revenue growth with gross margins of 35-40%, supported by a lean cost structure. It has demonstrated strong execution by meeting or exceeding guidance for nine consecutive quarters. Revenue remains well-diversified across all four verticals and is supported by high-profile customers such as John Deere, Komatsu, Motional, and Serve Robotics. With $171 million in cash as of Q1 2025 and a burn of approximately $37 million this year, Ouster appears well-capitalized as it advances toward profitability. The combination of consistent revenue growth, healthy margins, and a multi-decade growth runway positions Ouster as a compelling play on the robotics and automation megatrend. Previously, we covered a bullish thesis on Amphenol Corporation (APH) by TMTMoats in March 2025, which highlighted its diversified exposure, strategic acquisitions, and strong positioning in AI and EV markets. The company's stock price has appreciated by approximately 72.89% since our coverage. This is because the thesis played out with sustained demand and execution. The thesis still stands as long-term trends remain intact. Citrini shares a similar view but emphasizes Ouster's role in the robotics and automation megatrend. Ouster, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 16 hedge fund portfolios held OUST at the end of the first quarter which was 15 in the previous quarter. While we acknowledge the potential of OUST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. 登入存取你的投資組合
CNET
27-07-2025
- CNET
Watch This Humanoid Robot Swap Its Own Battery
Humanoid robots have crossed a new Rubicon in the latest demo of the Walker S2 robot from Ubtech Robotics. In it, the robot approaches a charging tower filled with multiple batteries (and one empty slot). It removes a battery from its back and replaces it with a fresh one from the charging stack before returning to what is some sort of work site. Now Playing: Ubtech's S2 Humanoid Robot Can Swap Its Own Battery for 24/7 Operation 03:00 The Walker S2 appears to have dual battery packs, so at least one is always plugged into the robot to supply power during changes. Ubtech Robotics' new Walker S2 robot features a new hot-swappable battery system. Ubtech Robotics Ubtech says this hot-swappable battery system will enable the company's robots to work 24/7 without interruption (not including routine battery swaps). To see this demo in action, check out the video in this article.
