It is trendy to discuss Jevon's Paradox in AI (as AI gets more efficient, overall use increases) but the current situation is much simpler: thanks to agents, token demand is surging and compute is supply constrained, at least for powerful models. That will be reflected in pricing
MARKET TRENDS
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Global AI adoption pace varies with economic cycles
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imho worldwide just at different speed (outside of anti cyclical spikes)
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China Launches First Humanoid Robot Production Line
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China launches first humanoid robot line with 10,000-unit capacity! https://
youtu.be/0-VrpQOovC4?si
=4Mg63fSiDEf3OBXl
… via @YouTube #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani -
5G IoT Agentic AI Convergence Transforms Telecom Networks Into Intelligent Systems
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As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ linkedin.com/pulse/when-conn… #AI #MWC26
→ View original post on X — @haroldsinnott, 2026-03-30 14:06 UTC
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Mercedes-Benz and NVIDIA DRIVE AV: The Future of Autonomous Driving
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After a ride in a @MercedesBenz autonomous vehicle built on NVIDIA DRIVE AV, one journalist came to a clear conclusion: this is the future of driving. See what they experienced: nvda.ws/4bFNL71 [Translated from EN to English]
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Cerebras Processors: Power vs Modularity and Cost Efficiency Trade-offs
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Building a dinner-plate-sized processor like Cerebras offers immense power but sacrifices the modularity and cost-efficiency of scaling standard GPU clusters. Committing to such a massive, monolithic piece of hardware means losing the flexibility to easily scale down or swap… pic.twitter.com/7ZD3pEtcah
— Satya Mallick (@LearnOpenCV) 30 mars 2026Building a dinner-plate-sized processor like Cerebras offers immense power but sacrifices the modularity and cost-efficiency of scaling standard GPU clusters. Committing to such a massive, monolithic piece of hardware means losing the flexibility to easily scale down or swap
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TL20 Stocks Collapse: AI Trade Concerns Hit Hard
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Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. There’s a lot to cover when the entire TL20 group of stocks collapses by four percent in a week, with names such as Micron Technology hit hard. My sense is none of the concerns that pushed down these stocks last week are fatal to the positive outlook for the companies. The TL Podcast for March 29th: Gains erased in a week The TL20 gives up all gains for the year, as multiple worries about the AI trade hit hard the shares of Micron Technology, for example. I argue these risks are not fatal. At least the TL20 is still doing a lot better than Nasdaq and the S&P 500. thetechnologyletter.com Or catch it on Apple Podcasts: bit.ly/40HBLJg $MU $SNDK $KLAC $LRCX
→ View original post on X — @tiernanraytech, 2026-03-30 13:20 UTC
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Huawei showcases 115 industrial intelligence applications at MWC2026
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At #MWC2026, Huawei and its customers released 115 industrial intelligence showcases, demonstrating how AI and digital infrastructure are being applied in real operational environments. My latest article explores key insights from the Industrial Digital and Intelligent
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China Dominates Manufacturing Robotics: West Must Accelerate Competition
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Show me ANYTHING like this in the US, or even Europe.
— Marvin Baumann (@MarvinTBaumann) 30 mars 2026
China is FAR AHEAD in manufacturing and shipping robotics. No vaporware, no demos. Shipped hardware that works.
Imho, Europe is not competing with the US, the US won't be very relevant.
We are ONLY competing with China and… pic.twitter.com/mrtvw5bKjPShow me ANYTHING like this in the US, or even Europe. China is FAR AHEAD in manufacturing and shipping robotics. No vaporware, no demos. Shipped hardware that works. Imho, Europe is not competing with the US, the US won't be very relevant. We are ONLY competing with China and we need to accelerate ASAP.
→ View original post on X — @andreasklinger, 2026-03-30 11:48 UTC
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Most People Are Impressed by AI Companies
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linkedin.com/posts/fabiomoio…?
→ View original post on X — @fabiomoioli, 2026-03-30 11:31 UTC