reyk knuhtsen retweeted
SemiAnalysis occasionally publishes non-semiconductor analysis, and I really enjoyed reading this one. I know almost nothing about robotics, but I found this kind of content really fascinating.
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
Remember Chinese doomers (well, Toronto/NYC Chinese and such) dunking on Unitree because their gross margin is too high and R&D spending is too low? Apparently it's quite enough. Wang Xingxing is not fooling around.
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
I think if you are in robotics now you absolutely need to read this
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2)
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
very good deep case study on Unitree, if you are doing robotics and interested in hardware development, you should read it
We just published a deep dive on why Unitree is going to dominate global robotics. Timing could not be better. (2/2)
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
This is true. The bots right now are the worst they’ll ever be.
"Dominate Global Robotics" doesn't seem great
Good read after @corememory @kyliebytes piece on Westmag, Atlas Motion Systems
reyk knuhtsen retweeted
Instead of a ChatGPT moment for robotics, maybe there will be a BYD moment.
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
The most comprehensive breakdown of Unitree you’ll find anywhere in the world.
Actuators, manufacturing, economics of deployment, hands, suppliers, etc.
Go read!
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
reyk knuhtsen retweeted
@LightwheelAI closed $100M in Q1 2026 orders.
This marks the start of Physical AI at scale.
Two forces are converging: frontier model teams need high-quality data at scale, and industrial companies need systems built for deployment.
Both point to the same requirement: a continuous infrastructure loop across simulation, data, evaluation, and deployment.
Lightwheel marks this shift by turning Physical AI infrastructure into a deployment engine.
Read more: lightwheel.ai/media/q1-order…
#Robotics #PhysicalAI #EmbodiedAI #IndustrialAI #Automation
reyk knuhtsen retweeted
CRACKED INTERN ALERT: SemiAnalysis has eyes in the sky. #1 Intern Kerem gave TOP datacenter intelligence to Reyk (Dylan Patel's baby nephew) on his flight to the Bahamas
reyk knuhtsen retweeted
Unitree filing that their blended 59% gross margins in 2025 YTD is incredible! But SemiAnalysis newsletter subscribers knew this nearly ~6 months ago. Here is our BoM from behind the paywall for proof😉 If you're wondering how 59% was possible, you're probably also missing why quadrupeds are already viable employees (1/2)🧵
Anyone working with the G1s frequently? I’m working out some math on actuator specs and would love a chat!!
reyk knuhtsen retweeted
InferenceX, formerly InferenceMAX, is changing the industry
Performance of hardware + software is constantly evolving with new models and new ML Systems techniques
All major GPUs from AMD and Nvidia + soon TPUs / Trainium
AMD said they'd send a pic of Lisa with their belt soon!
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX,
GB300 NVL72, MI355X, B200, H100,
Disaggregated Serving,
Wide Expert Parallelism,
Large Mixture of Experts,
SGLang, vLLM, TRTLLM
semianalysis.substack.com/p/…
reyk knuhtsen retweeted
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX,
GB300 NVL72, MI355X, B200, H100,
Disaggregated Serving,
Wide Expert Parallelism,
Large Mixture of Experts,
SGLang, vLLM, TRTLLM
semianalysis.substack.com/p/…
Great chats talking to Alysha!! One of the few people outside China that keeps an astute eye on Chinese affairs and documents (in Mandarin nonetheless!)
I’m always grateful to X for the connections that turn into real conversations. Recently, I’ve found a kindred mind in @robotknower — someone who sees robotics not just as technology, but as a mirror of how we build and understand ourselves. Our WhatsApp conversations have pushed me to think harder, not just talk louder.
Of everything @SemiAnalysis_ publishes, this piece has my heart. 𝑹𝒐𝒃𝒐𝒕𝒊𝒄𝒔 𝑳𝒆𝒗𝒆𝒍𝒔 𝒐𝒇 𝑨𝒖𝒕𝒐𝒏𝒐𝒎𝒚 is a reminder that progress isn’t only about smarter machines, but the evolving dance between human intent and robotic precision.
Read here: shorturl.at/O4yw6
