[𝐏𝐑𝐎𝐃𝐔𝐂𝐓 𝐔𝐏𝐃𝐀𝐓𝐄] 🇮🇹 🤖 #GENE01# designed from scratch and sent to batch production. Two scalable lower bodies. #PhysicalAI# deployed for motor control and world-action modeling. All in three months. @G_Bionics is running. 🎥 Enjoy the video below: blind #walking# and #running#, enabled by #reinforcementlearning# deployed across different robot platforms. 🙏 Kudos to the entire company for making these extraordinary results a reality. Stay tuned. The best is yet to come. #GenerativeBionics# #HumanoidRobotics# #AI# #Europe# #Innovation# #Startup# #DeepTech# #AMD# #PhysicalAI#

SpaceX put 10 megawatts of solar power in space across 3000 gen1 Starlink satellites, then they put 100 megawatts in space with 7000 gen2. soon, they're doing 1000 megawatts with gen3. SpaceX is basically 10xing space solar every few years!

🇮🇹 🇺🇸 🤖 𝐈𝐭 𝐢𝐬 𝐭𝐢𝐦𝐞 𝐟𝐨𝐫 𝐦𝐞 𝐭𝐨 𝐰𝐫𝐚𝐩 𝐮𝐩 𝐥𝐚𝐬𝐭 𝐰𝐞𝐞𝐤’𝐬 𝐀𝐌𝐃 𝐀𝐝𝐯𝐚𝐧𝐜𝐢𝐧𝐠 𝐀𝐈 𝟐𝟎𝟐𝟔 𝐢𝐧 𝐒𝐚𝐧 𝐅𝐫𝐚𝐧𝐜𝐢𝐬𝐜𝐨. It was an intense and inspiring experience — and an honor to present #GENE01# together with @AMD CEO Dr. @LisaSu and South Korea Deputy Prime Minister and Minister Kyunghoon Bae 🇰🇷 ⚛️ At #CES26# in January, we joined Dr. Lisa Su on the AMD keynote opening cerimony as we unveiled our vision and the #GENE01# concept design. 🖐️ Six months later, that vision became physical. At #AdvancingAI#, we presented a fully functional humanoid platform that walks, interacts, and perceives the world through its full-body multimodal skin. During the presentation, we showcased what we believe is one of the key assets for human-centric Physical AI: a sensorized skin capable of perceiving touch and proximity across the robot’s body, enabling safer and more natural interaction with people. 🤝 This moment reflects the strategic relationship between @G_Bionics Generative Bionics and AMD, supporting key computing capabilities across our Physical AI platform. 🚀 But above all, it shows what becomes possible when deep Physical AI expertise, next-generation computing, and industrial execution come together. 🙏 A special thank you to Dr. Lisa Su for giving us the honor of presenting GENE.01, and to the entire #AMD# team for welcoming Generative Bionics at Advancing AI and supporting our first live U.S. appearance. Kudos to the entire Generative Bionics team for making this happen in just six months. And a special thanks to the team in San Francisco for the extraordinary work on site. 🚀 Our Physical AI is moving from concepts, models, and simulations into the real world very quickly, stay tuned. --- To know more. 📖 Press release: - 🇮🇹 - 🏴󠁧󠁢󠁥󠁮󠁧󠁿 📹 Full video: ℹ️ GENE.01 info 🤖 GENE.01 open source URDF 🔬 To learn about the science behind our #bodyascompute# computational approach for designing GENE.01 in such a short time, look at our Nature Machine Intelligence paper on the #Generative# Physical AI conditioned by #Biomechanics#: #GenerativeBionics# #GENE01# #PhysicalAI# #HumanoidRobotics# #Robotics# #AMD# #AdvancingAI# #IndustrialAI# #HumanRobotInteraction#

🚢 🤖 Today, @G_Bionics takes an important step in the industrial journey with @Fincantieri to release 𝐆𝐄𝐍𝐄.01/𝐖, our robot 𝐖elding line. We are starting a four-year partnership with #fincantieri# to deploy #GENE01# in shipyard environments for welding applications: one of the most complex and demanding industrial environments. To achieve this, we will optimize GENE.01 for the specific needs of shipyard operations, giving rise to the first dedicated series of our Physical AI platform: the 𝐆𝐄𝐍𝐄.01/𝐖, our #welding# line. The project pursues our mission to build and deploy humanoid robots around human work: systems that can support people in highly repetitive, physically demanding and specialized tasks, while improving safety, quality and long-term sustainability. Shipyards are a strategic asset of world manufacturing. This context for industrial validation means holding our technology to very high standards: technical, regulatory and human. Over the next years, we will focus on making Physical AI concrete, reliable and useful in real production settings. That is the only benchmark that matters. I am proud of the teams involved and grateful to FINCANTIERI for the trust and shared vision: thank you Pierroberto Folgiero for making this possible. Special thanks to Claudio Cisilino, Paolo Cerioli, and Michele Tornielli for the journey that we will take together. 🔗 To know more, visit #Gene01# #Gene01W ##PhysicalAI# #HumanoidRobotics# #IndustrialAI# #HumanCenteredRobotics# #Manufacturing# #FutureOfIndustry#

SpaceX’s 100,000-satellite Gen3 Starlink application has officially entered the FCC review process The FCC accepted SpaceX’s application for filing on September 18 SpaceX is requesting authority to deploy up to 100,000 Gen3 satellites across two very-low-Earth-orbit altitude groups: • 323–327.5 km • 473–477.5 km • Multiple orbital inclinations from 26° to 96.9° the scale is insane SpaceX is planning an entirely different scale of satellite internet...with the ambition to deliver far more capacity and lower-latency connectivity around the world Gen1 built Starlink Gen2 scaled it Gen3 is aiming at an entirely different scale

$SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why: 1. CW lasers are bottlenecked signaled by $LITE earnings. Laser fabs are heavily allocated to EML likely from former $NVDA contracts. -> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck $SIVE does fab-lite, so are they a bottleneck? Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well). Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing. Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck. $SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers) 2. $SIVE is a chokepoint over CPO. $NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors) $AVGO is likely vertically integrated as well. However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence) Are all likely designed around $SIVE. Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently) If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers. Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source. $SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1): If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO… That makes them a chokepoint. Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference). So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note) This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years. All of this should play out next year. And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.