Nvidia and ASIC dual engines accelerate CSP data center deployments

The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service providers (CSPs) are poised to deliver impressive cloud performance. According to the supply chain, despite tariff-related adjustments, clients have been actively stocking up, and current orders show no signs of easing. This indicates that the AI boom will continue heating up throughout the second half of 2025.

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South Korea’s US$2.15 billion bet on humanoid robots gains MIT-Naver partnership

South Korea’s Naver Corporation is teaming up with the Massachusetts Institute of Technology (MIT) to develop a bipedal humanoid robot, highlighting the nation’s accelerating push into physical AI. With global competition in humanoid robotics intensifying, the Naver-MIT partnership is seen as a strategic bid to position South Korea at the forefront of next-generation robotics.

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Unitree files for IPO as JD.com doubles down on embodied AI — market reacts

Unitree Robotics, a Hangzhou-based developer of quadruped and humanoid robots, has filed for IPO counseling with the Hangzhou office of China’s securities regulator as of July 18, 2025. Citic Securities is serving as the IPO advisor, with Beijing DeHeng Law Offices providing legal counsel and RSM China handling auditing, according to filings cited by ICsmart and Yicai. Citic Securities is expected to begin its due diligence and compliance assessment in October 2025, evaluating Unitree’s IPO readiness and supporting its application process.

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Is computing the wrong focus? Lightmatter’s 3D photonics tackles AI’s data bottleneck

As AI workloads hit data movement bottlenecks, MIT spinoff Lightmatter is betting that photonics, not more transistors, holds the key to next-generation infrastructure. After years of pioneering photonic computing, Lightmatter is moving from research to commercialization. Its flagship interconnect products — Passage M1000 and L200 — are set to enter production in 2025 and 2026.

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