2026-03-12
Financial Times
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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 …
2025-03-30
India Dispatch
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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 …
2023-08-02
Tom's Hardware
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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 …
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