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Over $7 Billion Flowed Into Robotics Startups Across the US, China, and Europe in Six Months

Over $7 Billion Flowed Into Robotics Startups Across the US, China, and Europe in Six Months

AI foundation models have triggered a global robotics investment surge, with US, Chinese, and European startups raising billions at valuations once reserved for mature companies. Skild AI's $1.4B January raise set a new benchmark, followed by massive rounds from players in Pittsburgh, Beijing, and Germany. Investors are betting AI-driven robots reach commercial viability by 2027–2028.

LM Salvado•
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AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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