I bought added initiated $INVZ with room to add a lot more and if it doesn't work out so be it. The Forward-Looking Order Book: ~$6.9 Billion As of recent updates extending through 2025/2026, Innoviz's forward-looking order book is estimated at approximately $6.9 billion. While this is a massive figure for a company of its size, it is important to understand exactly how Innoviz calculates this number: It is a Projection, Not a Guarantee: Unlike a traditional backlog—which usually consists of firm, locked-in purchase orders waiting to be fulfilled—Innoviz's order book represents the cumulative projected future sales of its LiDAR hardware and perception software. How It Is Calculated: The $6.9 billion figure is based on current estimates of pricing and expected production volumes for the specific vehicle programs they have won. Who the Orders Are With: This multi-billion-dollar projection is driven by major "design wins" where Innoviz was selected as a direct Tier-1 supplier for global OEMs. Their most notable partnerships include the Volkswagen Group, BMW, and Daimler Truck (via Torc Robotics). 1 The Bottom Line Because this order book is tied to the expected life cycle of vehicle programs, the actual revenue Innoviz ultimately collects will heavily depend on the automakers. If partners like Volkswagen or BMW scale back production, delay rollouts, or see lower-than-expected consumer demand for the specific vehicles equipped with Innoviz sensors, the actual revenue realized could be lower than the projected order book. The Bullish News: Major Technological & Partnership MilestonesInnoviz is aggressively pushing its narrative from a pure automotive supplier to a foundational layer for "Physical AI" and smart infrastructure.InnovizTwo Ultra Long-Range (ULR) LiDAR Launch (April 22, 2026): This is a massive product milestone. Innoviz just announced a new sensor capable of detecting objects up to 1 kilometer away. This is designed not just for passenger cars, but for heavy trucks, robotaxis, border security, drone detection, and airport runways. They have already delivered the first samples to select customers, expanding their total addressable market (TAM) significantly.Dataspeed Partnership Expansion (March 3, 2026): Innoviz announced an expanded partnership with Dataspeed Inc. to integrate its InnovizSMART LiDAR into drive-by-wire platforms. This accelerates the deployment of their tech in autonomous research and commercial fleet testing.The "Physical AI" Push (February–April 2026): Management continues to heavily promote their role in "Physical AI" and "World Models," attempting to position their sensors as the required hardware for spatial computing and next-generation AI infrastructure, rather than just car parts.The Bearish News: Financial Pressures & Wall Street SkepticismDespite the impressive hardware announcements, the financial reality remains a struggle, and the market is punishing the stock.Nasdaq Non-Compliance Letter (March 27, 2026): Innoviz officially received a non-compliance notice from the Nasdaq. Because the stock has been trading well below the $1.00 mark (currently hovering around $0.64–$0.66), the company is at risk of being delisted if it cannot organically raise its share price or execute a reverse stock split.Analyst Downgrades (April 2026): Wall Street analysts have tempered their expectations. In mid-April, Goldman Sachs downgraded Innoviz from Buy to Neutral and slashed their price target to $0.75. This indicates that institutional investors are heavily skeptical about how quickly these new technological milestones will translate into actual, bottom-line revenue.Upcoming Q1 Earnings (May 14, 2026): The company just announced its Q1 2026 earnings call for May 14. Given the Q4 2025 revenue miss, investors will be laser-focused on whether the company is actually converting its high-tech prototypes (like the 1-km ULR sensor) and "Physical AI" pipeline into hard purchase orders.The Bottom LineThe prospects for Innoviz are heavily bifurcated right now. Technologically, their prospects look incredibly strong—they are hitting their R&D targets, shrinking their hardware, and pushing industry-leading range capabilities (1 kilometer). Financially, their prospects are precarious. The Nasdaq non-compliance letter and sub-$1 stock price mean the market is tired of R&D promises and non-recurring engineering (NRE) payments; they want to see mass-market commercial sales immediately.

🇺🇸 Polaris (@PolarisGov) vehicles were part of U.S. Army's xTech Edge Strike: Ground competition in Vilseck, Germany March 3-13. "Autonomy partners Dataspeed, Inc, Forterra and Overland AI competed in the Uncrewed, Automated, Modular Ground Platforms category with off-road commercial and military vehicles from Polaris: the MRZR D4 ultralight tactical vehicle, RANGER XD 1500 utility side-by-side and RZR XP 1000 Sport side-by-side." "Polaris vehicles have become force multipliers for expeditionary warfighters worldwide, and the integration of autonomy can expand the roles and capabilities of the vehicles even further. As a commercial company with high volume production capacity, we are uniquely suited to provide affordable commercial unmanned ground vehicles at scale" - Nick Francis , VP, Polaris Government and Defense. Learn more >> tinyurl.com/56b7wtx2

The United States Army’s xTech Edge Strike: Ground competition in Germany has provided a closer look at how autonomous ground vehicles could support future military operations. During the March 3–13 event in Vilseck, three autonomy developers — Dataspeed, Forterra, and Overland AI — demonstrated unmanned systems built on Polaris Government and Defense off-road platforms, including the MRZR D4, RANGER XD 1500, and RZR XP 1000. Each vehicle was equipped with different autonomy technologies designed to support missions such as logistics resupply, reconnaissance, and casualty evacuation (CASEVAC) in contested environments.

Innoviz Technologies Expands Partnership with Dataspeed Inc. to Integrate InnovizSMART LiDAR to Drive-by-Wire Platforms $INVZ, #Innoviz, #InnovizLiDAR, #LiDAR crweworld.com/article/news-p…

Innoviz is expanding its partnership with Dataspeed Inc. to bring blockage-resilient LiDAR to North American Drive-by-Wire platforms. 📷 Full PR: prnewswire.com/news-releases…

$INVZ - Innoviz Technologies Expands Partnership with Dataspeed Inc. to Integrate InnovizSMART LiDAR to Drive-by-Wire Platforms .

$INVZ Innoviz Technologies Expands Partnership with Dataspeed Inc. to Integrate InnovizSMART LiDAR to Drive-by-Wire Platforms stocktitan.net/news/INVZ/inn…

Daily Hard Tech Headlines: - @bridgedefense has secured a $99.7M contract from U.S. Special Operations Command, and the contract focuses on enabling the fielding of edge computing solutions to run AI on-premises. - Reveal Technology, the Bozeman, Montana–based defense tech startup, has acquired Anomaly Six (A6), which develops a suite of intelligence tools enabling critical defense operations at the tactical edge, and has added Niko H. as Chief Growth Officer, Padden Guy Murphy as Chief Marketing & Communications Officer, Christopher "Chris" Booth as Director of Special Missions, and Cale Teeter as Senior Vice President of Federal & Public Safety to its leadership team. - The Milwaukee Police Department has launched a pilot Drone as First Responder program in partnership with @SkydioHQ. - Meta has partnered with Corning Incorporated, positioning Meta as a core customer for Corning’s optical fiber production facility. The deal is valued at $6 billion. - @Nucleus4D has raised a $1.5M pre-seed round. The startup develops spatial computing technology for the built world. - Hanwha Aerospace has secured a contract with Norway to supply long-range precision artillery systems. - @BNSFRailway, the American rail operator, plans to invest $2.8 billion in critical infrastructure maintenance in 2026. - @RootAccess_ai, the New York–based embedded systems startup focused on hard tech, has joined the NVIDIA Inception program. - Army xTech has announced 17 finalists for its xTech | Edge Strike: Ground competition, focused on autonomous ground systems. The finalists include: @ag3labs, Apex AI, Ark Robotics, ASAX Innovation, AZAK, Chema DS, Cyborg Dynamics Engineering, Dataspeed Inc., @ExiaLabsAI, @ForterraDrive, GaardTech, Milrem Robotics, Mountain Horse Solutions, @Overland_AI_X, Peregrine Industries, Inc., SNOWBOTIX, and @SwarmboticsAI. - DHS Science and Technology Directorate, through the Chemical Security Analysis Center (CSAC), is working with the U.S. Army Chemical Biological Center, Battelle, CDC/NIOSH’s National Personal Protective Technology Laboratory, and Savannah River National Laboratory to develop and validate deployable mitigation and emergency response technologies for large-scale ammonia release scenarios at U.S. ports, as ammonia adoption expands across the maritime and energy industries. - New York Robotics has launched. The group is focused on positioning New York City as a critical hub for robotics and already has 160 members. - Missouri Technology Corporation awarded @intramotev funding as part of a broader $5.8 million investment round supporting autonomous rail technology. - @DominionDynamic, the Canadian defense tech startup, is opening a 25,000-square-foot facility in Kanata, Ottawa. - TKMS and Seaspan ULC have partnered to develop submarine sustainment capabilities on Canada’s west and east coasts, supporting the Canadian Navy while expanding domestic workforce opportunities.

$ARBE 🚀 As the U.S. military’s largest autonomous vehicle competitions ramp up, one truth stands out: Perception isn’t enough — fusion matters. Raw compute multi-sensor fusion is what separates demo bots from operational autonomy in rain, dust, fog, and contested environments. That’s where Arbe’s high-compute fusion sensing plays — fusing 4D imaging radar with AI to deliver robust, real-world awareness that scales with autonomy needs. 📅 Upcoming & Recent Autonomous Competitions where this tech matters: 🗓 2025 Uncrewed Triple Challenge — Land/Air/Sea autonomy • Multi-domain autonomy test across water, air, and land • Dataspeed won the Land segment & was part of the Best Overall Team with multi-domain partners using $ARBE’s tech 🏆 🗓 DIU DAWG Autonomous Vehicle Orchestrator Prize Challenge (Open submissions through Jan 25, 2026) • $100M prize for vehicle-agnostic orchestration of autonomous systems • Focus: command intent → machine execution at scale 🗓 Army xTech|Edge Strike: Ground (Live event March 2026) • U.S. Army autonomous ground systems competition • Cash prizes potential rapid follow-on contracts 🗓 xTech Overwatch (2025 executed live demos) • Army autonomous systems live field demonstrations & prototype advancement ⸻ 👁️‍🗨️ Remember: most successful autonomy at scale won’t come from single sensors alone — it comes from fusing long-range, all-weather radar with high-compute AI pipelines to produce real-time, reliable situational awareness in military operational conditions. That’s exactly the stack that gives teams an edge — in competitions and in future defense fielding. What are the odds the champion from last years competition goes for a repeat and participates in others? ;)

Tech giants @amazon and @Google just teamed up to launch a joint multicloud speed network, a game-changer for cloud services! This collaboration is set to drastically boost data transfer speeds, reliability, and flexibility for businesses using both platforms. ☁️⚡ 🔗 Dive into the details: techpression.com/amazon-goog… 💬 Could this reshape the future of cloud computing? #Amazon #Google #CloudComputing #Multicloud #TechInnovation #DataSpeed #TechNews #techpression

Imagine a data bottleneck unraveling in 40ms🤯 No need to guess any more. @fogo finished in 40ms. Fogo processes the block in 40ms. While relaxing : Unbothered > Moisturized > Happy Ready for real speed ? 🚀 #Blockchain #DataSpeed ​​#TechInnovation #Fogo

Think about it: You can send $10,000 in stablecoins across the entire world in about 3 seconds ⚡. That’s pure financial freedom. But then you go to a new app, and your verified identity is still stuck in line, asking for the same paper scans and documents. It moves like it’s 1999! 🐢 Your data shouldn't be the slow part of the stablecoin economy. idOS fixes this mismatch. You verify once, keep your ID safe with you, and then reuse it instantly across 40 chains. Your data deserves to move as fast as your money. #idOS #DataSpeed

Neither does it surprise me. The h1b system is what made the megabazillionares. Robber barons on dataspeed.

💾 DDR5 5600MHz RAM (max 128GB) 💽 Up to 24TB SSD with triple M.2 PCIe 4.0 slots For creators & pros, from $409.99 🎓 Extra $20 OFF for students 🛒 gmktec.com/products/gmktec-k… #GMKtec #GMKtecK12 #DDR5 #SSDStorage #MiniPCPower #TechForCreators #DataSpeed

Yes you can. I needed 44[14]years, I think you can be faster in the dataspeed.

What is the dataspeed velocity of an unladen swallow? African or European, it doesn't matter... Serious question!

🚤 Your data moves at lightning speed with IRYS!⚡ In the Web3 world, IRYS ensures your data is not only fast but also extremely safe & secure.⚡⚡ Accelerate to the future with decentralized storage infrastructure 🌊 – @irys_xyz @irys_vn #IRYS #DataSpeed #Web3

Congratulations to the Inaugural Uncrewed Triple Challenge (UTC) Competition Winners! Learn more about the competition winners Sifly, Mythos AI and Dataspeed: bit.ly/4mMshIS Photos are available at the UTC Album: flic.kr/s/aHBqjCf5TF

The Cloud is great for small #companies moving small amounts of data, but what about large amounts of data? bit.ly/4jxXvkT #CloudPerformance #DataSpeed #DigitalInfrastructure #NetworkOptimisation #TheCloud #WAN #WANAcceleration

Slow #datatransfers holding you back? Accelerated performance means faster decision-making and smarter #operations bit.ly/3G5UNVi #WAN #DataSpeed #TechInnovation #Networking #IT #DataTransfer #Security #TheCloud #RemoteWork