Current State of Humanoid Robotics

At the end of March 2025, OpenAI, the California-based behemoth behind ChatGPT, closed a record $40 billion in corporate venture capital (CVC) funding. The first quarter of 2025 absolutely dwarfed previous Q1s, including Q1 2023 that had raised an impressive (at the time) $70.35 billion. While the overall numbers were notable, the “industrial” category, which includes drones and robotics, registered the largest percentage change in start-up deals of any of its sub-sectors.

Stargate, DeepSeek, Grok: Who’s Now Winning the AI Arms Race?

With the AI arms race heating up, Stargate is slated to begin construction in Texas with a 1 million-square-foot facility. The announcement was a proclamation to the world, but China specifically, that the US will take the offensive posture to dominate the larger AI landscape moving forward. DeepSeek, however, has now moved Stargate and US AI players into a defensive posture, which are unchartered waters in the tech world. There’s a multitude of directions President Trump could now take, but two stand out:

AI Advances Catapult Humanoid Robotics into the Mainstream

“Mega,” as it sounds, is a wide-reaching initiative created by Nvidia to optimize and test humanoid robotic fleets. One of the greatest challenges humanoid robotics faces is data scarcity. Large language models (LLMs) leverage vast amounts of textual data from the Internet, but robots require interaction with their environment to learn. Nvidia’s “Mega” omniverse blueprint is a virtual replica of a physical environment - a digital twin - where designers can tinker with infinite scenarios and populate themselves with data.

Is all this AI Investment Headed for a Ho-Hum Ending?

One prominent voice hitting pause on the AI investment euphoria is author and economist Daron Acemoglu. In a recent interview with Goldman Sachs, Acemoglu estimated that AI would ultimately grow US GDP by a paltry 0.9% over ten years and affect fewer than 5% of all human tasks. On the other hand, Goldman Sachs internal analysts point to a 6% GDP growth and the automation of a much more robust 25% of human tasks over the same period.

The Introductory Phase of Generative AI and Industrial Supply Chains

For many in logistics, however, the stakes are high when you’re relying on generative AI to make supply-chain decisions across dozens of partners along the chain. The data behind aiding manufacturers and retailers to move shipments over air, ground, and sea is fast-changing, proprietary, and very complicated. If something goes awry the last “person” you want to be relying on is a chatbot.

Could Salt Lake City Become a Future Fintech Hub?

Meanwhile, Salt Lake City is thrilled with the proposition. Mayor Erin Mendenhall had coined the city “Tech Lake City” and land-use laws are now favorable for research-and-development and lab-space centers to operate. One of the first firms to take advantage of Tech Lake City was Denali Therapeutics, a biotech firm focusing on neurodegenerative medicines. Perfect Day is another biotech company working on the development of animal-free proteins.

Lagging e-Government Platforms Can Cripple Citizenry

COVID-19 has put a strain on everything – health-care systems, employment, and education principally. Governments at the national, state and local levels are attempting (some better than others) to organize the delivery of critical services to their citizenry. Many of these services can be completed online, mainly as they apply to financial benefits such as cash transfers. However, a lesson from Japan shows that what we might have thought were well-constructed e-government platforms, in practice, is proving to be more challenging.

Blockchain is not Revolutionizing the Supply Chain yet

Coming back to Walmart, many of its partners are growers and farmers and blockchain is still out of their purview for the moment. A short-term solution could be to focus on single products. For example, the state of Jharkhand in eastern India has been using blockchain to track the distribution of seed sales to farmers. The chain is only tracking seeds that come directly from the state and the process is exceedingly simple.

Two Issues Undermining the CHIPS Act

It’s no secret that semiconductors and manufacturing plants (colloquially known as “fabs”) are critical to nearly every economy on the planet. The steel industry is a $900 billion behemoth, and semiconductors have now passed $650 billion and gaining ground fast. Thanks to Covid we all became much more aware of the importance of semiconductor supply chains. The bottlenecks affected everything from car manufacturers to consumer electronics.

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