2026年，大语言模型和视频生成大模型都在疯狂烧token，而具身机器人行业却正在经历“无token可烧”的局面。大模型能像人一样读书，而具身智能要去真实的世界里摸爬滚打才能获取数据——数据的匮乏成为了卡住全行业的瓶颈。 4月16日，智元机器人旗下觅蜂科技发布一站式物理 AI 数据服务平台，希望能让数据像水电一样即取即用。 “GPT5用了100万亿tokens的训练语料。1token约等于0.75...
2026年，大语言模型和视频生成大模型都在疯狂烧token，而具身机器人行业却正在经历“无token可烧”的局面。大模型能像人一样读书，而具身智能要去真实的世界里摸爬滚打才能获取数据——数据的匮乏成为了卡住全行业的瓶颈。 4月16日，智元机器人旗下觅蜂科技发布一站式物理 AI 数据服务平台，希望能让数据像水电一样即取即用。 “GPT5用了100万亿tokens的训练语料。1token约等于0.75个英语单词，如果一个正常人一分钟能说150个词，这个语料级就等于一个人要说100亿个小时才能说完。”觅蜂科技董事长兼 CEO 姚卯青说，“但具身智能不一样。今天，全世界的高质量数据汇聚在一起，可能也只有50万小时的规模。” 数据资源匮乏且扩容缓慢，是因为具身智能所需要的训练数据，比大预言模型需要的训练语料要难获得的多。在三维的开放世界，行业各家公司已经尝试了通过真机遥操或仿真数据等等各种方式去积累数据，但仍然难以摆脱高成本和增速慢的问题。 现在，最前沿的采集方式是“无本体采集”。 无本体采集（Object-free/Body-less Data Collection）是指在具身智能训练中，直接利用人类操作（手戴传感器夹爪）或轻量化设备记录动作，而非依赖昂贵的实体机器人本体进行遥控操作。它通过人手抓取、移动等方式记录高质量、多模态的动作数据，具有成本低、采集效率高、场景泛化性强等优势。 发布会上，觅蜂推出了 MEgo 系列无本体数据采集硬件及 MEgo Engine 数据治理引擎。MEgo 系列包含采集夹爪、头戴式采集设备等，设备具备超 300° 全景感知与亚毫秒级数据同步能力，支持在工厂、商超、家庭等全场景随时随地轻量化采集。 这款名为 MEgo Gripper 的夹爪全通道支持1080P 60fps，轨迹重建的精度可以达到一毫米，确保拿起一张纸的力度都可以被还原，“让客户拿到数据就能直接落地”，以及亚毫秒级无线时间同步。这个设备只有480g的重量，支持电池快换快拆，摆脱了电线，方便人“走到哪采到哪”。 MEgo Gripper 另一款头戴式采集设备MEgo View融合了头部超过300度的视野，以及两个附着在手腕上的局部相机，既可以兼顾超广域的环境，也可以做到腕部和手部操作细节的捕捉。它搭载7个高清摄像头，车规级九轴IMU（惯性测量单元），可以输出RGB图片、IMU，还有...
Amazon pivots to everyday essentials to drive repeat demand and grocery growth, but rising logistics costs and fierce competition could pressure margins.
Amazon pivots to everyday essentials to drive repeat demand and grocery growth, but rising logistics costs and fierce competition could pressure margins.
JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known ...
JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known as Panther Lake, on Intel's 18A process node technology. "At a time when prices are rising and expectations are shifting, Intel Core Series 3 elevates value-orientated computing with exceptional battery life, boosted AI-ready performance, and broad ecosystem choice," said Josh Newman, Intel's general manager and vice president of consumer PC and client computing group. "By delivering the latest IP with modern, purpose-designed silicon and right-sized performance, we’re expanding access to better technology that meets the real-world needs of students, families, small businesses, and edge deployments at a scale that no other company can match." The Intel Core Series 3 is the company's first hybrid AI-ready core series processor. It can support AI workloads with up to 40 platform TOPS, or trillions of operations per second, the company said. The new processors for consumers and commercial use are available starting today through Intel's OEM partners. Some of the partners launching products containing Intel Core Series 3 today or later this year include Acer, Asus, Dell ( DELL ), HP ( HPQ ), Lenovo, and Samsung ( SSNLF ). More on Intel Intel: An Unreal Comeback Intel: Turnaround Is Real, But The Valuations Went Bonkers (Upgrade) Intel Could Be The Next Micron Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push Intel rises as Susquehanna ups price target on 'insatiable' CPU demand
JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known ...
JasonDoiy/iStock Unreleased via Getty Images Intel ( INTC ) launched its Core Series 3 processors, which are designed to power artificial intelligence-ready devices for small businesses, schools, and value buyers at a lower cost. Intel shares had edged up 2% during early market action on Thursday. The new series, released today, was built on the foundation of Intel Core Ultra Series 3, also known as Panther Lake, on Intel's 18A process node technology. "At a time when prices are rising and expectations are shifting, Intel Core Series 3 elevates value-orientated computing with exceptional battery life, boosted AI-ready performance, and broad ecosystem choice," said Josh Newman, Intel's general manager and vice president of consumer PC and client computing group. "By delivering the latest IP with modern, purpose-designed silicon and right-sized performance, we’re expanding access to better technology that meets the real-world needs of students, families, small businesses, and edge deployments at a scale that no other company can match." The Intel Core Series 3 is the company's first hybrid AI-ready core series processor. It can support AI workloads with up to 40 platform TOPS, or trillions of operations per second, the company said. The new processors for consumers and commercial use are available starting today through Intel's OEM partners. Some of the partners launching products containing Intel Core Series 3 today or later this year include Acer, Asus, Dell ( DELL ), HP ( HPQ ), Lenovo, and Samsung ( SSNLF ). More on Intel Intel: An Unreal Comeback Intel: Turnaround Is Real, But The Valuations Went Bonkers (Upgrade) Intel Could Be The Next Micron Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push Intel rises as Susquehanna ups price target on 'insatiable' CPU demand
jetcityimage/iStock Editorial via Getty Images Introduction AT&T Inc. ( T ) has been on a wild ride since I last gave it a Buy rating , as it jumped over $28 per share but has since declined to reach around my published price. With the company’s earnings incoming, I want to dive into what I’m looking forward to the most. What Has Changed Since My Last Analysis My previous article was written when ...
jetcityimage/iStock Editorial via Getty Images Introduction AT&T Inc. ( T ) has been on a wild ride since I last gave it a Buy rating , as it jumped over $28 per share but has since declined to reach around my published price. With the company’s earnings incoming, I want to dive into what I’m looking forward to the most. What Has Changed Since My Last Analysis My previous article was written when AT&T was still in the process of completing two transformative deals. Both have now either closed or are delivering results ahead of schedule. When I last wrote about AT&T, it was still going through two transformative deals, but it has advanced on these dynamics. The deal for Lumen Technologies, Inc.'s Mass Markets ( LUMN ) officially closed earlier in February for $5.75B and will add over 1MM fiber subscribers across more than 4MM locations in major cities like Denver and Seattle. This will help T in its pursuit of reaching 40MM total fiber passings by the end of the year, with the ultimate goal being 60MM by 2030. For the EchoStar Corporation ( SATS ), the deal is not formally closed, but it is already delivering results, as T secured a short-term spectrum manager lease that allows the firm to use the 3.45 GHz midband spectrum ahead of FCC approval. The impact is direct, as T has been reporting download speeds up to 80% faster on mobile and 55% faster for wireless. When the $23B deal closes, which is set for mid-2026, so relatively soon, the company will add around 50 MHz of combined low-band and mid-band spectrum nationwide, effectively closing the gap with T-Mobile. Five Things I’m Watching On April 22nd I believe that the single most important dynamic to look at will be the net fiber adds with the Lumen integration. In Q4, T added 283K fiber subscribers organically, but the Q1 numbers will be the first ones to include Lumen’s existing subscriber base. I want to see the organic run rate holding above 250K with management providing guidance on how they can quickly cross...
Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. This was a curious earnings week, where Wall Street banks like JPMorgan Chase and Goldman Sachs Group could utterly smash their own trading records and still not entire...
Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. This was a curious earnings week, where Wall Street banks like JPMorgan Chase and Goldman Sachs Group could utterly smash their own trading records and still not entirely thrill investors. Wells Fargo gave its shareholders little to be thrilled about, and they reacted accordingly. Let’s skip a line-by-line, bank-by-bank rundown and concentrate on the broad themes that emerged. Trading overall was strong with new records set amid war and volatility, but you can’t please everyone: some banks fell short on FICC, accounting for part of the investor disappointment. Notably, the Iran war upended the rates trading desk at Goldman Sach Group. Private credit was top of mind, and bankers were optimistic about its prospects , especially in their own portfolios. If there’s a systemic threat, they mostly don’t see it. In spite of the good numbers, headcount fell , due mainly to natural attrition and holding the line on expenses, rather than some kind of AI wipeout of human workers. Speaking of AI wipeouts, bankers and regulators are sifting through Anthropic’s Mythos to see if its ability to find flaws in security systems could trigger some kind of financial crisis for banks . How real is the danger? Will Mythos render a “fortress balance sheet” into something more like a lightly defended foxhole? Bloomberg is hosting a Live Q&A on Friday, April 17 on the Mythos threat , featuring real humans. Bloomberg’s Edward Ludlow leads a conversation with reporters Shirin Ghaffary, Margi Murphy and Todd Gillespie at 1:30 p.m. New York time. Bloomberg digital subscribers and Terminal clients have the exclusive opportunity to ask our team questions. In the meantime, who better to ask than The Monitor ’s own AI assistants? It turns out they’re skeptical and a tad d...
Allbirds Inc. ’s surprising pivot from wool sneakers to artificial intelligence infrastructure is looking more like a flash in the pan for the stock than a driver of long-term gains. Shares of the firm, which said it plans to re-brand itself as NewBird AI, sank as much as 31% on Thursday, a swift but only partial reversal from the knee-jerk reaction a day prior when the stock soared more than 582%...
Allbirds Inc. ’s surprising pivot from wool sneakers to artificial intelligence infrastructure is looking more like a flash in the pan for the stock than a driver of long-term gains. Shares of the firm, which said it plans to re-brand itself as NewBird AI, sank as much as 31% on Thursday, a swift but only partial reversal from the knee-jerk reaction a day prior when the stock soared more than 582%. Nearly 300 million shares exchanged hands on Wednesday, several times the daily average of just over 20 million. “This has the feel of a meme stock, where emotions take over and logic and reason get thrown out the window,” said Adam Sarhan , chief executive of 50 Park Investments. “That the market actually rewarded the stock yesterday when it doesn’t seem to have any kind of actual AI edge tells me that froth, specifically AI froth, is picking up.” Both the company’s pivot and the stock’s reaction were met with incredulity. “Between the risk of a huge reversal or a short squeeze, I can’t see any reason why you’d want to play this. The vast majority of times, these things end in tears,” Sarhan added. William Blair analyst Dylan Carden called Wednesday’s surge “by any measure a Hail Mary” for a stock that has lost about 96% of its value since it went public in 2021. He dismissed the spike to “some combination of a very shallow float, automated momentum, and unchecked hype.” Carden dropped his coverage, seeing “limited utility” in continuing to follow the stock. There are precedents for such spikes on Wall Street. Beyond the pandemic-era meme-stock craze, which sent GameStop Corp. and AMC Entertainment Holdings Inc. to the stratosphere, companies like CaliberCos Inc. and Eightco Holdings Inc. spiked on crypto-related moves last year. Allbirds, which didn’t respond to a request for comment, wasn’t the only company to get a boost this week from a shift to AI. Myseum Inc. — a social-media company that closed with a market cap just over $6 million Wednesday after announcing a re...
Private equity backed Multi-Color Corp won court approval for a restructuring plan that cuts nearly $4 billion in debt, clearing the way for the label maker to exit Chapter 11 after striking a deal with a dissenting lender group. Judge Michael Kaplan said Thursday he’d confirm the restructuring plan, which allows Multi-Color’s private equity sponsor Clayton, Dubilier & Rice to keep control by prov...
Private equity backed Multi-Color Corp won court approval for a restructuring plan that cuts nearly $4 billion in debt, clearing the way for the label maker to exit Chapter 11 after striking a deal with a dissenting lender group. Judge Michael Kaplan said Thursday he’d confirm the restructuring plan, which allows Multi-Color’s private equity sponsor Clayton, Dubilier & Rice to keep control by providing $454 million to the business, according to court papers. The restructuring is also backed by lenders Apollo Capital Management, Ares Management and Arini Capital Management. Kaplan said Thursday that the restructuring plan has “overwhelming” support from Multi-Color lenders. Multi-Color and creditors backing the restructuring reached an agreement with a rival lender group that included BTG Pactual Asset Management US , Canyon Capital Advisors and Owl Creek Asset Management , court papers say. Multi-Color filed Chapter 11 in January as it struggled to service about $6 billion in long-term debt while demand for its labeling services fell. The company has said it will have about $550 million in liquidity when it leaves Chapter 11. The case is Multi-Color Corp., number 26-10910, in the U.S. Bankruptcy Court for the District of New Jersey.
TommyIX/iStock via Getty Images United States Antimony Corp. ( UAMY ) is in a unique position to capitalize on an evolving geopolitical supply shift related to critical minerals. As these minerals transition from being viewed as commodities and become strategically important, they are becoming increasingly valued by governments. Antimony is one of those minerals and is used in flame retardants, se...
TommyIX/iStock via Getty Images United States Antimony Corp. ( UAMY ) is in a unique position to capitalize on an evolving geopolitical supply shift related to critical minerals. As these minerals transition from being viewed as commodities and become strategically important, they are becoming increasingly valued by governments. Antimony is one of those minerals and is used in flame retardants, semiconductors, battery production, and defense applications. Therefore, largely due to its widespread use in defense-related technology, antimony sourcing has significant national security implications. Historically, China controlled approximately 80% of the world's antimony supplies, eventually beginning to implement export restrictions and bans on dual-use materials. These actions resulted in a repricing of the mineral, where antimony prices increased by over 170% since the start of 2024. This was not a short-term dislocation, but rather a structural change in supply chain costs where supply security is prioritized over cost. UAMY is positioned to benefit from this change, with the company entering into a large contract with the US Defense Logistics Agency (DLA), which makes up the majority of a $354 million backlog . The DLA is responsible for purchasing goods and services for the Department of Defense (DoD), essentially providing UAMY with a monopoly on domestic antimony supply for the agency. The UAMY-DLA agreement will eliminate competitive bidding for the company's product and provide UAMY with long-term demand visibility. Additionally, UAMY recently received a $27 million Defense Production Act (DPA) Title III Award. The award is an indication that the federal government recognizes the strategic importance of UAMY and is investing in expanding the company's capacity instead of procuring globally. Unlike many other mining equities, UAMY's stock does not act solely based on commodity pricing. Rather, the company operates in an environment where there is significant dem...
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported first quarter 2026 results that exceeded market expectations, driven by sustained demand for advanced chips used in artificial intelligence applications. The company posted net income of NT$572.48 billion (approximately $18.16...
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported first quarter 2026 results that exceeded market expectations, driven by sustained demand for advanced chips used in artificial intelligence applications. The company posted net income of NT$572.48 billion (approximately $18.16...
Lean hog futures were steady to 50 cents lower on Wednesday, with expiring April up 20 cents. Open interest was up 2,303 contracts on Wednesday. USDA’s national base hog price was reported at $91.88 on Wednesday afternoon, up $1.11 from the day prior. The CME Lean Hog Index was back...
Lean hog futures were steady to 50 cents lower on Wednesday, with expiring April up 20 cents. Open interest was up 2,303 contracts on Wednesday. USDA’s national base hog price was reported at $91.88 on Wednesday afternoon, up $1.11 from the day prior. The CME Lean Hog Index was back...