Bernstein: 42% of China's 20K+ humanoid robot shipments in 2025 were for education and R&D; data collection and human-robot interaction services were 19% each
Network of training farms aims to supply data needed to put ‘brains’ into machines — At a new 12,000 square metre facility in Wuhan …
Bernstein: AI could erode India's $350B services export sector as AI replaces entry-level engineers at “higher precision and speed” at a fraction of the cost
AI subscriptions replace Indian engineers at “higher precision and speed” — For decades, India's economic promise …
Netflix hopes its expansion into live programming boosts its nascent ad business; Bernstein estimates its two NFL games generated up to $180M in US advertising
Christopher Grimes / Financial Times : X: @dwnews X: @dwnews : The streaming giant Netflix is investing billions into live sports. What's behind this strategy? [video]
To challenge Visa and Mastercard, India is pushing homegrown card network RuPay with its exclusive use of UPI, which handles 13B+ real-time transactions monthly
Manish Singh / TechCrunch : X: @refsrc and @refsrc . Forums: Slashdot X: Manish Singh / @refsrc : India's UPI is fueling the growth of homegrown card network RuPay RuPay is powering almost a third of...
Bernstein estimates PDD spent ~$3B on marketing Temu in the US in 2023; the Chinese group says Temu has 70M US MAUs, up from an estimated 13M in January 2023
Financial Times :
Bernstein estimates Google pays Apple $18B to $20B per year, or 14% to 16% of Apple's operating profits, for default search; the DOJ values the deal at ~$10B
Bernstein estimates value of agreement, warns it and similar deals may end if DoJ wins antitrust case
Bernstein analysts estimate that nearly 10% of servers worldwide are powered by Arm SoCs and 40% of those are in China
The rise of Arm-based servers us clear and consistent, Bernstein says. — Due to increasing difficulty in obtaining high-performance x86 servers …
Tencent shares fell 4% on Monday and 4.4% on Friday, wiping out $62B, as sources say China's regulators will focus on Tencent following Ant Group crackdown
- Its fintech, payments business worth $120 billion: Bernstein — Shares fall a second day on concern over regulatory scrutiny
Profile of Tencent, China's most valuable company at ~$900B, with a powerful ecosystem including WeChat, and local and overseas startup investments worth ~$259B
The tech giant has investments worth an estimated $259 billion in Chinese and overseas startups Tweets: @ruima , @bluff_capital , @jodixu , @jchengwsj , @jingyanghk , and @jchengwsj Tweets: @ruima : N...
Profile of Tencent, China's most valuable company at ~$900B, with a powerful ecosystem including WeChat, and local and overseas startup investments worth ~$259B
The tech giant has investments worth an estimated $259 billion in Chinese and overseas startups Tweets: @bluff_capital , @jodixu , @jchengwsj , @jingyanghk , and @jchengwsj Tweets: @bluff_capital : $T...