CMO of @AxisRobotics Christine, will lead the session, unveiling the project’s commercialization milestones are transforming community‑driven data into enterprise‑grade robotics solutions trusted globally like Lotus Cars, Geely Auto, AGIbot, Booster Robotics, & Manycore Tech. 2/4

With enterprise traction from names like Lotus Cars, Geely Auto, AGIbot, Booster Robotics, and Manycore Tech, plus a strong AI/Robotics team from Berkeley, CMU, UCLA, and NTU — Axis is proving that Physical AI can scale. Congrats Axis team & community 🤝

🚀 The 3D Gaussian browser is here! Manycore Tech has officially open-sourced Aholo Viewer – a 3D Gaussian browser that works across devices. No client installation needed. Just one link, and you can explore massive 3D scenes with 1B Gaussian points. Today marks the internet's true 3D moment! 👨💻 Aholo Viewer is now live on GitHub. Devs worldwide, go check it out github.com/manycoretech/ahol… #PhysicalAI #ManycoreTech #3DGaussian #SpatialIntelligence #AI #3DReconstruction

🚀 The 3D Gaussian browser is here! Manycore Tech has officially open-sourced Aholo Viewer – a 3D Gaussian browser that works across devices. No client installation needed. Just one link, and you can explore massive 3D scenes with 1B Gaussian points. Today marks the internet's true 3D moment! 👨💻 Aholo Viewer is now live on GitHub. Devs worldwide, go check it out🤗 github.com/manycoretech/ahol… #PhysicalAI #ManycoreTech #3DGaussian #SpatialIntelligence #AI #3DReconstruction

Manycore Tech’s Aholo spatial intelligence platform has rolled out a new suite of API capabilities, addressing the challenge of large-scale production and application of 3D content. Developers now get APIs for: → spatial reconstruction → cloud rendering → hybrid rendering → automated LOD generation → 3D AI workflows Making 3D worlds programmable like webpages.

The era of 3D internet is officially here! 🚀 Manycore Tech and Insta360 have just announced a strategic partnership. By combining Manycore's 3D Gaussian technology with Insta360's cutting-edge cameras, we can now transform real-world scenes into fully explorable 3D digital spaces. This breakthrough makes 3D content creation accessible to everyone, while enabling industries to harness spatial intelligence for greater efficiency and new value — accelerating the digitization of our physical world. #ManycoreTech #Insta360 #3DGaussian #3DReconstruction #SpatialIntelligence

The era of 3D internet is officially here! 🚀 Manycore Tech and Insta360 have just announced a strategic partnership. By combining Manycore's 3D Gaussian technology with Insta360's cutting-edge cameras, we can now transform real-world scenes into fully explorable 3D digital spaces. This breakthrough makes 3D content creation accessible to everyone, while enabling industries to harness spatial intelligence for greater efficiency and new value — accelerating the digitization of our physical world. #ManycoreTech #Insta360 #3DGaussian #3DReconstruction #SpatialIntelligence

Bookmark the Top 30 Robotics Data Provider from China🇨🇳: Lightwheel AI - 光轮智能 - Beijing - lightwheel.net PsiBot - 灵初智能 - Shanghai - psibot.ai Boden AI - 博登智能 - Ningbo, Zhejiang - bodenai.com Maniformer - 觅蜂科技（智元） - Shanghai - Not publicly available PaXini Technology - 帕西尼感知科技 - Shenzhen, Guangdong - paxini.com Lumos Robotics - 鹿明机器人 - Shenzhen, Guangdong - lumosbot.tech Wuwen AI - 无问智科 - Beijing - wuwen-ai.com JoyInside (JD Embodied AI) - 京东具身智能 - Beijing - robotdata.jdcloud.com DataOcean AI - 海天瑞声 - Beijing - dataoceanai.com Jinlianwen Technology - 景联文科技 - Hangzhou, Zhejiang - jinglianwen.com Galbot - 银河通用 - Beijing - galbot.com Manycore Tech Inc. - 群核科技 - Hangzhou, Zhejiang - manycoretech.com Baidu AI Cloud - 百度智能云 - Beijing - cloud.baidu.com GenRobot AI - 简智机器人 - Beijing - cn.genrobot.com Daimon Robotics - 戴盟机器人 - Shenzhen, Guangdong - dmrobot.com Datatang - 数据堂 - Beijing - datatang.com NetEase Fuxi Lab - 网易伏羲 - Hangzhou, Zhejiang - fuxi.163.com GigaAI - 极佳视界 - Beijing - Not publicly available (project page: gigaai-research.github.io/Gi…) ArcheBase - 智域基石 - Shanghai - archebase.cn Galaxea AI - 星海图 - Beijing - galaxea-ai.com IO-AI Tech - 艾欧智能 - Shenzhen, Guangdong - io-ai.tech AgileX Robotics - 松灵机器人 - Shenzhen, Guangdong - agilex.ai MolarData - 整数智能 - Hangzhou, Zhejiang - molardata.com Kupas Technology - 库帕思 - Shanghai - Not publicly available Dexteleop Intelligence - 灵御智能 - Beijing - dexteleop.com Rere Data - 热热数据 - Quzhou, Zhejiang - reredata.com Tianyu Digital Technology - 天娱数科 - Dalian, Liaoning - tianyushuke.com Noitom Robotics - 诺亦腾机器人 - Beijing - noitomrobotics.com Changhong - 四川长虹 - Mianyang, Sichuan - changhong.com Synapath AI - 枢途科技 - Shenzhen, Guangdong - synapath.com

Did you know that @axisrobotics has already secured some partnerships, which include: ✯ Lotus Car → Industrial Automation ✯ Booster Robotics → Robotics Hardware ✯ Zeroth → Embodied AI ✯ Manycore Technology → Foundation Models & Infrastructure And should be more and more down on the pipeline. This proves that browser-collected data already feeds industrial pipelines. Even at the early stage they managed to get some deals with those companies which is impressive. Some other alphas: 🔺Next month, Axis gonna start their first revenue-sharing with the community. Basically the revenue from selling trajectories to partners. Community complete the tasks → Axis selling the data to the partners → Community gets the revenue-share The revenue will be distributed in stables. 🔺Axis has reaised "high single digit million USD" as confirmed by @chris_anm01 on the latest community AMA (yet to be officially announced) Imo, this could something between 6, 7, 8, or 9 million USD raise. If you see Axis following, you'll see @hack_vc there (they could be the lead investor for this funding round). (　-_･) ︻デ═一 ▸ Sooo, interested in contributing to Axis ecosystem and physical AI? If I were you, I wouldn't fade this. Never.

Chỉ với 10 phút mỗi ngày bạn đã có thể hoàn thành tất cả các nhiệm vụ ngày của Axis Robotics và cũng đừng quên GA 5 role X preminum Merch sẽ kết thúc vào ngày 18/05. Việc hoàn thành các trò chơi điều khiển cánh tay robot Axis đang giúp giải quyết nút thắt dữ liệu mà mảng Physical AI đang mắc phải. Với doanh nghiệp Physical AI, họ sẽ dùng những bộ dữ liệu này để triển khai trong thế giới thực. Và nếu bạn tìm kiếm những cái tên như Lotus Cars, Booster Robotics và Manycore Tech - những đối tác ban đầu của Axis Robotics bạn sẽ có thêm sự tự tin để theo kèo này. Hãy tham gia vì nó miễn phí và còn rất nhiều cơ hội, đồng thời đừng quên rằng Give Away bên dưới vẫn đang diễn ra.

保有株メモ。 Intel $INTC 本命銘柄。AIデータセンターでCPU需要復活期待、テラファブ関連、Apple向け期待、シリコン量子コンピューター本命候補などカタリスト多数。SpaceX上場で関連銘柄として資金が向かう可能性も。 Micron $MU HBMは付加価値が高くAI関連の主力テーマ。AI関連の中で低PERなのは魅力。一方でハイパースケーラーのキャッシュ減少を見ると、AI投資が本当に右肩上がりで増え続けるのか不安もあり。急減速なら暴落リスクも。ただAIはビッグチェンジなので、テラファブやTier2、政府系参入も含め2030年までの拡大シナリオを採用して保有。 SanDisk $SNDK AI関連は高PER銘柄が多い中、メモリ関連は相対的に割安感あり。Wechatではメモリ強気投稿も増えており短期過熱感はあるが、乱高下込みで保有。 Google $GOOG 買いで頻繁に短期トレードする銘柄銘柄。 ルネサス 6723 マイコン大手。AI処理をエッジで行う「MPU」やAIサーバー向け「電力制御IC」が伸びている模様。5/7にに人工知能（AI）向けソフトウエアを手掛けるギリシャのイリダ・ラブスを買収。フィジカルAI時代のマイコン需要に期待。車載依存はやや重いがAIテーマ株で出遅れ感あり。 SHIN ZU SHING 3376 2026〜2027予定の折りたたみiPhone「iPhone Flip」「iPhone Fold」関連期待で少し保有。ヒンジサプライヤー本命候補。 KNOWLEDGE ATLAS TECHNOLOGY 2513 清華大学の頭脳集団。習近平国家主席への直接ブリーフィング実績を持つなど、中国政府との蜜月は強力。低コストな電力を背景にした「AIサービスの低価格輸出」は、高額な米系AIを導入できない中国経済圏や新興国でのデファクト化を狙える。中国版Palantirとしての期待値。米AI大手のIPOラッシュ前にエグジット予定。 MANYCORE TECH 68 空間AI技術を用いた設計プラットフォームを展開。中国標準となっており単なるSaaSに留まらず、人工知能（AI）搭載ロボット向け事業を拡大。世界シェア奪取のポテンシャルあり。 ※黒塗りは日本小型株。相場への影響を避けるため銘柄名は伏せています。

4月是一个大丰收的月份。 复盘一下这次的收益和亏损，反思一下交易。 前期主要是来自抄底——包括了内存股 $MUU $MU 07747 $KORU , 以及光通讯的 $AXTI $MRVL $CRDO 中间追了 $AEHR 港股打新赚了 胜宏和 Manycore 后期主要是价值股和长线股爆发： $GOOG $INTC 属于一直持有，财报前挪了一些内存光通讯的仓位去加。 亏损主要fomo了 $POET 垃圾股还是不要去做交易。 拖累资金机会成本的主要是港股，在矿产热的时候买的铜矿股，基本属于震荡区间，阿里、优必选对整个仓位的贡献也是偏负面的。 比较失败的还是卖飞了很多 $MUU $KORU 一路卖飞上来，对于 群核又贪心没有卖在最疯狂的位置。 抄底的决心强又没有那么强。其实当时还有2成不到点的现金，但大概是币圈给我的几次冲击都太大了，总想为最差情况留着生活现金。Google 270的时候喊朋友抄底，自己却买的不够多。知行不合一。 这篇比较碎碎念。4月大致感觉交易的不错，但是仔细复盘下，瑕疵还是很多。 希望继续修行，卖飞不哭，该抄底则抄底，相信美股都会给我们美好的未来。

HK IPOs Are Back $02513 Zhipu has soared 690% since listing — and it's not alone. $00100 MiniMax is close behind. $00068 Manycore and a wave of recent listings are pulling the same direction AI. Industrial tech. New capital. The HK IPO market is being rewritten in real time Trade HK IPOs and 900 U.S. and HK equities with stablecoins — on StableStock

The model layer just commoditized in 48 hours. DeepSeek V4 dropped today — open-source, MIT license, 1M context: • V4-Pro: 1.6T params (49B active), $1.74/$3.48 per M tokens • V4-Flash: 284B (13B active), $0.14/$0.28 • Open-source SOTA in agentic coding benchmarks • Optimized for Claude Code OpenClaw • Runs natively on Huawei Ascend chips Yesterday: OpenAI shipped GPT-5.5 at $5/$30 — first flagship positioned as agent runtime. Today: DeepSeek delivers comparable agent capability at 65% less cost. SMIC 9%, Hua Hong 15%. MiniMax -8%, Manycore -9%. Also today: Anthropic × NEC — 30,000 engineers get Claude Code. First Japan-based global partner. Finance, manufacturing, government. Japan's largest AI-native engineering workforce. Simon Willison: "V4-Pro trails state-of-the-art frontier models by approximately 3 to 6 months." At 65% less cost with open weights. Three frontier labs shipped agent-capable models in the same week. The intelligence layer is racing to commodity pricing. The governance layer — identity, authorization, cross-platform interop — hasn't moved. Taiwan's opening: while the model race compresses margins, own the governance stack. VASP framework. Agent identity standards. Ship the 2026/09 專法 as a launch date, not another review. The bottleneck isn't intelligence anymore. #AIAgents #DeepSeek #Web3

有没有发现港股打新正在成为新一轮Alpha？ 加密市场深熊，港股打新却异常火热。知名加密KOL @PhyrexNi 倪大、树姐 @EvaCmore 都亲自下场与大家分享港股打新体验 港股打新缘何突然爆火？因为是真能赚到钱！ AI、先进制造与新能源公司扎堆赴港上市，近 1 个月里，群核科技（Manycore）首日收盘较发行价涨超 144%，思格新能（Sigenergy）首日涨 103.4%，Gpixel 首日收涨 75.5%，胜宏科技（Victory Giant）首日涨 50.1% 认购热度同样夸张，思格新能香港公开发售认购倍数达 1,102.05 倍，群核科技公开发售超购 1,590.56 倍，胜宏科技零售端超购 431.15 倍 资金正在集中追逐少数高景气、高成长、又有稀缺性的硬科技资产 更关键的是，这波港股打新热背后还有一个更大的宏观变量：越来越多内地科技与先进制造公司，正在把香港当成首选融资场。 Reuters 报道称已有 530 多家公司递表申请上市，其中大多数来自中国内地 KPMG 则指出，香港 2026 年一季度 IPO 募资 1099 亿港元、共 40 宗新股，为过去五年最强一季度，而且主要就是由 A H 与专精特新 / AI科技公司驱动 而是流动性重新开始给硬科技和高成长稀缺资产定高价。当 AI、储能、先进制造这些方向同时涌向香港，打新的逻辑也就变了。从过去的博情绪，变成了现在的抢跑优质资产 山寨季的高 Beta，正在港股上演！

After 2D, of course ByteDance goes into 3D. Physically based rendering was inevitable. They will obviously keep pushing towards world models within this paradigm, too. Then robotics. I wonder if Manycore could keep its niche.