7 Dec, 2018 image
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In the age of Amazon and Alibaba, logistics automation is the key to competing with giants

E-commerce has exploded. A decade ago, the industry barely existed. But in the age of Amazon and Alibaba, retailers with any hope of competing must adapt, adopt, and automate—or perish. This focus on automation had already driven the logistics automation market to astronomical highs. Valued at over $46B today, the market is projected to nearly double in the next five years[1]. Much of this growth can be directly attributed to the e-commerce boon and soaring consumer demand for quick, easy onli...

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23 Nov, 2018 image
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In the face of an AI trade war, it’s the tailwinds that matter most

It wasn’t long ago that artificial intelligence was considered a futuristic pipe dream. Novels, films, and television shows have been serving up images of an AI-driven world for decades. Fiction authors like Neal Stephenson and Isaac Asimov painted a picture of a world in which whoever controlled technology and AI controlled the world—including the resources and, more importantly, the people. I have to wonder if Stephenson or Asimov had any inkling how accurate their visions would be—or ho...

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21 Nov, 2018 image
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Here’s what’s coming in the world of robotics and AI. Investors: Are you ready?

Any experienced investor knows that a down market isn’t something to dread. In fact, if you’re investing for the long term, it’s something to celebrate. If today’s market has you wondering where to invest to help bolster your portfolio down the road, one of the most exciting places to look is robotics, automation, and AI (RAAI). What’s happening in RAAI today can feel like it’s been plucked straight out of a science fiction fantasy. But make no mistake: these innovations are 100% ...

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20 Nov, 2018 image
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Why invest in AI? Core technologies hold the answer

By Henrik Christensen, PhD, Qualcomm Chancellor's Chair in Robot Systems, Director Contextual Robotics, UC San Diego For some, investing in artificial intelligence feels like banking on the unknown. The concepts behind AI can range from sounding futuristic to downright fictional. And yet, when you break down AI and explore the core technologies that drive it, look at what they are delivering today, and then consider what they are capable of delivering tomorrow, it’s suddenly quite easy...

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5 Nov, 2018 image
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Henrik von Scheel on Industry 4.0 and the AI investment opportunity

An interview with Henrik von Scheel, the originator of the Industry 4.0, by Richard Lightbound, ROBO Global. If you’ve ever spent time on an angry sea, you’ve seen first-hand just how powerful a fast-changing storm can be. Industry 4.0, or the fourth industrial revolution, is the biggest storm to come ashore in our history. And of the three waves of this storm, the second—which is happening now—is transforming the world as we know it. And it’s all rooted in Artificial Intelligence. ...

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12 Oct, 2018 image
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Is it a correction? Is it a bear? Robotics, automation & AI investors couldn’t ask for better news

Something funny happened on Wall Street this week, but almost no one is laughing. After seeming to prove that it was nearly impervious to any threat, the market suddenly—and dramatically—moved south. We won’t include the numbers here; every investor knows not just the impact on the major indices, but how that shift has impacted your personal holdings. And yet, for any investor who is in this game for the long haul, lower prices are nothing but a pleasant surprise. That’s especially true ...

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11 Oct, 2018 image
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Investing in robotics & AI? Understanding the trajectory is key

By Louis-Vincent Gave, CEO, Gavekal Research and Jeremie Capron, Director of Research, ROBO Global Media coverage of the robotics industry over the past two years has gone into hyper-drive, making it appear as if robots are set to take over the world or, at the very least, take over enough jobs to put the human workforce at risk. That focus has everything to do with the dramatic improvements in performance capabilities of robotics and AI. No longer confined to the factory floor, many new app...

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26 Sep, 2018 image
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3 Reasons Investors are Turning to Robotics & AI

"The most unloved bull market in history” has continued to barrel forward, and its age alone has many investors worrying about what’s just around the corner. I get it. On August 15, the bull market became the longest in recent history—and that was more than a month ago. Last week we watched the Dow climb another 2.25% and the S&P 500 rose 0.85%—now up more than 300% since March 2009. And though the NASDAQ was down just a touch, it was still within an arm’s length of its August peak...

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19 Sep, 2018 image
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Chipmakers are battling it out for a claim in the high-flying AI chip market

At the core of artificial intelligence (AI) is machine learning—a computer’s ability to use data (and lots of it) to learn and continuously improve its decision-making based on complex algorithms. In order for data centers, robots, drones, autonomous vehicles, and devices like digital assistants and smart phones to process these massive quantities of data, they require a key component: semiconductor chips. The result: the robotics and AI revolution has sparked a new battle for leadership amo...

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7 Sep, 2018 image
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Drones are taking flight indoors. Are you ready?

By Raffaello D’Andrea, PhD Every day, the unique abilities of drones are being applied in amazing new ways: To help battle this year’s epidemic of wildfires, the California National Guard is using drones to capture images through the smoke and map fire behavior in real time. Last week, WakeMed Health & Hospitals began testing drones to deliver critical medical supplies between buildings at its multi-acre campus in Raleigh, NC. Spurred by drone delivery programs at Amazon, G...

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