高通(QCOM.O)：预计Q1数据中心营收将达6.5亿美元以上，全年各季度逐季增长，到2027财年末年化运行率达到70亿美元。

五角大楼：2026年我们在中东部署了超过25000套无人机和反无人机系统。

At the World Internet Conference in Wuzhen, Yushu Technology founder Wang Xingxing said robotics data utilization remains low, with large volumes of sensor and operational data unused. He expects physical/embodied AI models that can self-evolve to raise data-use efficiency and speed technical iteration. Wang gave an optimistic timing, saying 2027 is very likely to be a critical point for the robotics industry or robot models. He defined an embodied-intelligence “GPT moment” as robots completing roughly 80% of tasks in about 80% of unfamiliar scenes via voice commands, and said leading global models are close to that goal but still face key technical barriers.