Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation
Database startup Supabase announced a $500 million funding round that values the company at $10.5 billion, including the fresh capital.
IT/기술 · "LIFT" · 총 20건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 81,323건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 3,978건(4.9%)·중립 75,424건(92.7%)·부정 1,921건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.6(중도 균형)입니다.
Database startup Supabase announced a $500 million funding round that values the company at $10.5 billion, including the fresh capital.
Meta is rolling out a new feature to limit harmful content shown to teenagers as part of a broader push to better protect kids online in the wake of two landmark verdicts against the company. The setting, called Limited Content, will limit specific types of content, such as posts about weightlifting, nutrition and anxiety coping...
US hyperscalers’ demand for chips has boosted the earnings of North Asia’s AI giants, attracted foreign investment, and lifted employee compensation at large tech firms.
Dell's shares surged 33% on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center boom, making the company one of the biggest beneficiaries of the new technology.The company, whose AI servers are crucial components in the global AI infrastructure build-out, is set to add $68 billion to its market value of about $206 billion, if gains hold.A household name in the PC market, Dell has in recent years scaled up its AI hardware business. Dell's AI server revenue of $16.1 billion surpassed its PC unit's $14.6 billion in sales in the quarter.The company's infrastructure solutions segment, home to both traditional and AI-optimized servers as well as other storage, software and networking solutions, has consistently eclipsed PC business revenue in the past four quarters."We've been following Dell a long time and never seen anything like this. Not only do they get an "A" for execution, but you can make an argument that Dell is even the best way to play AI out there," Melius Research analysts said.Dell's outlook for "AI and traditional servers are still very conservative," as the firm has stronger prospects for selling CPU racks to AI cloud providers like CoreWeave and Nscale, the brokerage said.The blowout quarter lifted shares of server makers Super Micro Computer and Hewlett Packard Enterprise 16% and 12%, respectively, while Dell's PC rival HP also rose 8%.Hewlett Packard Enterprise, which reports results on Monday, has also been prioritizing higher-margin product orders. But it has a smaller server business compared with Dell.Dell Chief Operating Officer Jeff Clarke acknowledged the ongoing "supply constrained" environment, particularly concerning memory chips, but said that its customers were actively securing supply for extended periods.The company has banked on balanced price hikes as well as its scale and strong supplier relationships to wade through the memory crisis. Strong returns from its AI server business are also helping cushion the blow to margins from the soaring memory prices.HP, which focuses mostly on PCs and printers, reported 13.2% growth in its personal systemsdivision, while sales in Dell's PC business unit grew 17%, driven by a Windows 11 refresh cycle and growing focus on AI PCs.At least 13 brokerages raised their price targets on Dell stock following the results, giving it a median price target of $255, according to data compiled by LSEG. That is up from $170 before the report.Dell is on track to record its biggest one-day percentage gain if gains hold. It has a 12-month forward price-to-earnings ratio of 20.21, compared with HP's 8.39 and HPE's 14.70.
Electrons are great. We use them to move vehicles, illuminate cities, and, of course, compute. But computation is not confined to the world of electronics. And shifting to alternative nonelectronic realms can unlock unique advantages: Photonic chips, for instance, process information with light while generating little heat. Another compelling alternative is fluidics, which uses pressurized gases or liquids to build logic circuits. Pioneered in the 1960s but sidelined by microchips, the field reemerged in the 1990s as “microfluidics.” This approach aims to shrink laboratories onto a single chip by creating microscopic fluid channels with integrated micropneumatic control systems. Today, there is a second fluidic revival, this time in the domain of soft robotics. Scaling microfluidic designs up to the millimeter-scale range (millifluidics) enables the higher flow rates necessary to drive robotic actuators. These robots exploit the nonlinear behaviors of soft materials to create lifelike motion and safer interactions, often utilizing pressurized air. By building systems that “think” with the same air that powers them, we can drastically reduce the need for bulky electronic-to-pneumatic interfaces. This is the focus of my Soiboi Studio robotics lab. With millifluidic logic, I have steadily scaled the complexity of my designs. What began with a simple oscillator has most recently evolved into a clock featuring a soft, four-digit, seven-segment display. What Is Millifluidics? Building on microfluidics research from the early 2000s and recent developments from the Grover Lab at the University of California, Riverside, I’ve developed millifluidic devices using standard 3D printing and silicone casting. The basic architecture is simple: A flexible membrane is sandwiched between rigid layers embedded with networks of air channels. Just as electronics rely on differing voltage potentials, these fluidic circuits operate on the pressure difference between atmospheric pressure (logical 0) and a near-vacuum at around −60 kilopascals of relative pressure (logical 1). Using negative pressure means the membrane is pulled into openings. This creates robust seals that allow me to replicate electronic building blocks. A cast silicone membrane forms the face of the clock [top], while behind it sits 3D-printed millifluidic blocks [middle rows]. An Arduino Uno controls driver boards that operate solenoids, which are connected to valves that are attached to a vacuum pump [bottom row].James Provost While fluidic resistors are easily realized by adjusting the channel geometry, the heart of the system is a valve that mimics a metal-oxide-semiconductor field-effect transistor, or MOSFET. This vacuum “transistor” features a flow layer with two chambers (the source and drain) divided by a central valve seat and a control layer containing a cavity (the gate). A membrane runs between the control and flow layers and normally prevents airflow between the source and drain chambers. To switch the transistor on, a vacuum is applied to the gate chamber, sucking the membrane into the cavity and lifting it off the seat. This opens a path for airflow, equivalent to closing an electric circuit. By adding a small aperture to the membrane, I created a check valve—the fluidic equivalent of a diode. By combining transistors and resistive “pull-down” channels, I can build a full suite of logic gates. The original microfluidic designs that inspired me were fabricated from etched glass and milled acrylic. Adapting them for a standard 3D printer required reengineering the logic elements and mastering two critical fabrication techniques. First, I need airtight prints, yet printed plastic is notoriously porous. By printing at elevated temperatures, slow speeds, and slight overextrusion, I was able to fill microscopic gaps. When you’re using transparent filament, there’s a handy visual indicator: The more transparent the plastic appears, the lower its porosity. Second, I used glass for my print bed. By printing the upper and lower chambers directly against this bed, I got the interface surface to become mirror smooth. This finish is essential for creating reliable, airtight seals. A 0.3-millimeter silicone membrane is placed between the layers and secured with screws. How Does the Soft Clock Work? The clockface is a cast silicone membrane. Each digit segment is formed by a small underlying cavity. When air is evacuated from this cavity, the membrane is sucked inward to create a concave hollow; when atmospheric pressure is restored, the silicone pops back flush with the surface. The result is a mesmerizing, organic motion. The “brain” of the clock is an Arduino Uno, while the fluidics significantly reduce the hardware footprint. A four-digit, seven-segment display with two separator dots would require 29 solenoid valves to control directly. My clock needs just 11 valves. A pneumatic transistor is off when its upper control chamber is at atmospheric pressure [top]. When air is removed from the control chamber, it lifts a membrane, which allows air to flow between lower flow chambers and turns the transistor on [bottom]. James Provost To understand how it works, consider a standard electronic four-digit, seven-segment LED display. This also uses 11 pins to drive its digits. (In clockface displays, an additional pin is required to drive the separator dots.) Every digit is connected to a shared data bus with seven lines, one per segment. The four control lines select individual digits. Only one digit is illuminated at time, and strobing the digits at least 50 times per second creates the illusion that all four are simultaneously illuminated. Such high-speed switching is not possible with air. Instead, I rely on memory. Each segment acts like a capacitor: By evacuating its cavity (logic 1), you “charge” the segment; by restoring atmospheric pressure (logic 0), you discharge it. Hence, each digit acts as an independent 7-bit memory. If the system is sufficiently airtight, the segments maintain their state for several seconds. Like the electronic display, the system utilizes a seven-line data bus. Each line connects to a solenoid valve that provides either vacuum or atmospheric pressure. To selectively address the individual digits, I placed a fluidic transistor between each segment and its data line. All the transistors’ control inputs for a given digit are combined into one “write enable” line connected to its own solenoid valve. Activating this valve allows me to write data into the corresponding digit’s memory. The clock updates one digit per second, meaning a full cycle across the face takes 4 seconds. This cycle also drives the separator dots: A set of fluidic diodes connects the enable lines to the dots’ cavities. Consequently, as each digit is addressed, the dots pulse automatically. This display is more than a clock; it is a soft robot that happens to tell time. By offloading computation to the same air that powers movement, the clock approaches a new class of machines that are simpler, lighter, and more integrated. I’m now developing a guide for getting started with vacuum-powered logic and may release a refined version of this clock in the future. Watching the silicone skin morph serves as a fascinating reminder that not all logic needs silicon; sometimes, all you need is flexible silicone and a flow of air. This article appears in the June 2026 print issue as “The Soft Clock.”
Samsung Electro-Mechanics and LG Innotek have become the latest focus of Korea’s AI hardware rally as a long-running bet on AI server components turns into a more urgent call on orders, supply shortages and possible price increases. The two stocks were already up sharply before this week, but the rally gained new force Friday. Samsung Electro-Mechanics closed at 2.127 million won, up 15.04 percent from the previous session, while LG Innotek ended at 1.458 million won, up 28.57 percent. That push
Amazon is turning a corner with its launch providers, but ULA's Vulcan remains grounded.
The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.
Bank of America has sharply raised its 2026 growth forecast for South Korea, citing an artificial intelligence-driven semiconductor boom that it said is strong enough to lift exports, investment, consumption and government revenue. The bank upgraded its 2026 GDP growth forecast for Korea to 3.1 percent from its previous estimate of 1.9 percent, calling the revision "a clear shift to above-trend expansion," according to its report released Tuesday. It also raised its current account surplus proje
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Shares of SK Hynix soared over 11% on Wednesday, pushing the South Korean memory-chip maker above the $1 trillion market capitalization mark.
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance reform continue to support the bank's most bullish regional market call. In a May 10 report titled "Embracing the AI momentum; Kospi 10K?" Das and his team raised JPMorgan's Kospi base, bull and bear targets to 9,000, 10,000 and 6,000, respectively, only weeks after lifting them to 7,000, 8,500 an
SpaceX fueled the third-generation rocket booster and ship and was just moments away from liftoff, before calling a scrub. It's expected to try again Friday.
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This sponsored article is brought to you by Wetour Robotics. A field technician on a wind turbine, harness clipped, both hands on a wrench, needs to send a command to the diagnostic device hanging at her belt. A logistics worker on a loading dock, gloves on, eyes on the pallet, needs to redirect a connected lift. A person using an assistive mobility device on a crowded street wants to nudge it forward without taking out a phone or speaking aloud. None of these moments call for a smarter robot. They call for a smarter way to be heard by the machines that already exist. The industry has been building from one side The past three years of Physical AI have been a story of remarkable progress on the robot side of the loop. Companies like Boston Dynamics, Figure, and Unitree have advanced actuators, locomotion, and dexterity to a level that would have seemed implausible a decade ago. Google DeepMind’s Gemini Robotics has redefined what vision-language-action models can do in unstructured settings. The trajectory of the hardware and the foundation models is real, and it is accelerating. But there is another side to this loop, and it has been treated as a solved problem for too long. The interface between humans and machines has defaulted, for 40 years, to three input modalities: screens, buttons, and voice. Each of those assumes the user can stop, look down, and translate intent into structured commands. That assumption breaks the moment the work moves into a real environment. On a turbine. On a dock. On a sidewalk. In any setting where hands are occupied, eyes are committed, or speaking is impractical, the conventional interface stack quietly fails. Spatial Intent Fusion is the simultaneous processing of three streams of human-centered information, namely spatial position, visual context, and gestural intent: Your body is the interface. The bottleneck on the human side of the loop is becoming as important as the one on the machine side. And solving it requires a different question. Not how do we make the robot more capable, but how do we let the human participate in the computing system as naturally as the robot already does. Wetour Robotics’ bet: put the human back into the computing loop Wetour Robotics is betting that the next architectural leap in Physical AI is not about making the robot more capable. It is about making the human a first-class node in the computing network, with the same kind of low-latency, high-fidelity participation that connected devices already enjoy. Wetour Robotics’ engineers frame the problem this way: a wristband that recognizes a gesture is not enough. A camera that recognizes a scene is not enough. The information a human carries about what they are about to do is distributed across multiple channels, including where their body is in space, what their eyes are attending to, and what their muscles are preparing to do, and any single channel observed in isolation is ambiguous. Reconstructing intent reliably means fusing those channels at the operating system level, with latency low enough that the loop feels closed rather than mediated. This approach has a name. Wetour Robotics calls it Spatial Intent Fusion: the simultaneous processing of three streams of human-centered information, namely spatial position, visual context, and gestural intent, fused into a single real-time command for any connected physical device. It is the technical implementation behind a simpler positioning statement the company uses externally: your body is the interface. Orchestra is a portable intelligent hub running the operating system that handles sensor fusion, intent inference, command translation, and safety arbitration. The reference compute platform is NVIDIA Jetson Orin Nano Super, which provides enough on-device inference capacity to keep the entire control loop at the edge, with no cloud dependency on the critical path. Wetour Robotics The architecture: three layers, four engines, one loop Orchestra is not a single device but a layered platform, designed from the start to be sensor-flexible and actuator-agnostic. The architecture decomposes into three perception layers and four coordination engines. Orchestra itself is the local compute and orchestration core: a portable intelligent hub running the operating system that handles sensor fusion, intent inference, command translation, and safety arbitration. The reference compute platform is NVIDIA Jetson Orin Nano Super, which provides enough on-device inference capacity to keep the entire control loop at the edge, with no cloud dependency on the critical path. Edge inference is non-negotiable for this application. Full-chain latency from biosignal acquisition to actuator command is held under 100 milliseconds, the envelope inside which closed-loop control feels natural rather than laggy. VisionLink handles visual and spatial perception. Cameras feed into vision models that identify objects, estimate distances, and track environmental context. VisionLink is designed not as a passive recognition layer but as a real-time command generator: its outputs feed directly into Orchestra OS to be fused with biosignal data. Conductor is the biosignal pipeline. It ingests raw surface electromyographic (sEMG) data from a wrist-worn device, classifies temporal patterns into discrete gestures or continuous control signals, and outputs actuator commands. The technically interesting property of sEMG for this use case is that the signal precedes visible motion. Motor unit action potentials appear at the skin surface roughly 50 to 80 milliseconds before a finger completes the corresponding gesture. Wetour Robotics calls this property pre-motion intent sensing, and it is what allows Orchestra to anticipate user intent rather than react to it. On top of the three perception layers, Orchestra OS runs four coordination engines. The Perception Engine ingests and normalizes raw sensor streams. The Intent Engine performs Spatial Intent Fusion across modalities, resolving what the user is trying to do given where they are, what they are looking at, and what their hand is signaling. The Orchestration Engine translates intent into device-specific command sequences for any connected actuator. The Safety Engine arbitrates conflicting commands, enforces operational envelopes, and gates execution against runtime safety conditions. Wetour Robotics The trade-offs we’re honest about No system that bridges the human body and the digital world is finished. Three engineering challenges remain open, and the company addresses each with a deliberate trade-off rather than a claim of having fully solved it. Baseline stability of sEMG under motion. In a stationary user, continuous gesture recognition from sEMG is reliable. Once the user is walking, climbing, or otherwise moving, motion artifacts and electrode drift degrade the signal in ways that are difficult to fully compensate for. Rather than overpromise on continuous control in dynamic settings, Orchestra defaults to a smaller set of robust discrete gestures in complex operating environments, and reserves continuous control modes for contexts where the signal-to-noise ratio supports them. Miniaturization of edge AI compute. Running the Orchestra control loop entirely at the edge requires real on-device inference, which has historically meant trading off between compute capacity, battery life, and form factor. Wetour Robotics’ approach has been a compact carrier board paired with a thermal design and a battery module sized for all-day wearability. The result is a hub that travels with the user rather than tethering them to a desk, and that performs the full perception-to-actuation loop without offloading to the cloud. Heterogeneity of third-party device protocols. The actuator side of the loop is a fragmented landscape. Different manufacturers expose different command interfaces, different communication stacks, and different safety conventions, and a Physical AI operating system has to integrate with all of them. Wetour Robotics uses an AI-agent layer to negotiate connection and protocol translation adaptively, so that Orchestra OS can ingest data from a wide range of devices, run them through neural network models that infer human intent, and emit the right command on the right protocol for the device on the other end. Why this matters, and why it helps the rest of the field The history of computing is a history of interface revolutions. Command lines gave way to graphical user interfaces, which gave way to touch, which gave way to voice. Each transition expanded who could participate in the system and what they could do with it. The next transition is not about a new screen or a new microphone. It is about treating the human body itself as a participant in the computing network, capable of contributing intent at the same speed and fidelity that any other connected node can. The history of computing is a history of interface revolutions. The next transition is not about a new screen or a new microphone — it is about treating the human body itself as a participant in the computing network. This path is not a competitor to the work being done on humanoid robots, foundation models for embodied AI, and dexterous manipulation. It is the missing complement to that work. The hardest open problem for humanoid systems is the data: every natural interaction between a human and the physical world is a potential training signal, and most of those interactions are currently invisible to any computing system. As more humans become first-class nodes in the loop, those interactions become observable, structured, and ultimately useful for training the next generation of embodied AI, including the humanoid robots being developed today. In other words: putting the human back into the computing loop is not just about better interfaces for individual users. It is about generating the kind of grounded, in-the-wild human-machine interaction data that the broader Physical AI ecosystem will need to keep advancing. The robot side and the human side of the loop are not two competing futures. They are two halves of the same one. That is what Wetour Robotics means when it says: Your body is the interface. Learn more at wetourrobotics.com.
The trial in Oakland, California has helped lift the veil on the AI sector - and the huge egos of the men at the heart of it.
For years, the field of robotics has used the terms “dull, dirty, and dangerous” (DDD) to describe the types of tasks or jobs where robots might be useful—by doing work that’s undesirable for people. A classic example of a DDD job is one of “repetitive physical labor on a steaming hot factory floor involving heavy machinery that threatens life and limb.” But determining which human activities fit into these categories is not as straightforward as it seems. What exactly is a “dull” task, and who makes that assumption? Is “dirty” work just about needing to wash your hands afterwards, or is there also an aspect of social stigma? What data can we rely on to classify jobs as “dangerous?” Our recent work (which was not dull at all) tackles these questions and proposes a framework to help roboticists understand the job context for our technology. First, we did an empirical analysis of robotics publications between 1980 and 2024 that mention DDD and found that only 2.7 percent define DDD and only 8.7 percent provide examples of tasks or jobs. The definitions vary, and many of the examples aren’t particularly specific (for example, “industrial manufacturing,” “home care”). Next, we reviewed the social science literature in anthropology, economics, political science, psychology, and sociology to develop better definitions for “dull,” “dirty,” and “dangerous” work. Again, while it might seem intuitive which tasks to put into these buckets, it turns out that there are some underlying social, economic, and cultural factors that matter. Dangerous Work: Occupations or tasks that result in injury or risk of harm It’s possible to measure the danger of a task or job by using reported information. There are administrative records and surveys that provide numbers on occupational injury rates and hazardous risk factors. While that seems straightforward, it’s important to understand how this data was collected, reported, and verified. First, occupational injuries tend to be underreported, with some studies estimating up to 70 percent of cases missing in administrative databases. Second, injuries and risk factors are rarely disaggregated by characteristics like gender, migration status, formal/informal employment, and work activities. For example, because most personal protective equipment—such as masks, vests, and gloves—are sized for men, women in dangerous work environments face increased safety risks. These caveats are an opportunity for robotics to be helpful. If we went out and looked for it, we could probably find some less obviously dangerous work where robotics might be an important intervention, not to mention some groups that are disproportionately affected and would benefit from more workplace safety. Dirty Work: Occupations or tasks that are physically, socially, or morally tainted Colloquially, most people might think of dirty work as involving physical dirtiness, such as trash removal, cleaning, or dealing with hazardous substances. But social science literature makes clear that dirty work is also about stigma. Socially tainted jobs are often servile or involve interacting with stigmatized groups (for example, correctional officers), and morally tainted jobs include tasks that people commonly perceive as sinful, deceptive, or otherwise defying norms of civility (like a stripper or a collection agent). “Dirty work” is a social construct that can vary across time (like tattoo industry stigma in the United States) and culture (such as nursing in the U.S. versus in Bangladesh). One way to measure whether work is “dirty” is by using the closely related concept of occupational prestige, captured through quantitative surveys where people rank jobs. Another way to measure it is through qualitative data, like ethnographies and interviews. Similar to “dangerous,” we see some hidden opportunities for robotics in “dirty” work. But one of our more interesting takeaways from the data is that a lower-ranked job can be something that the workers themselves enjoy or find immense pride and meaning in. If we care about what tasks are truly undesirable, understanding this worker perspective is important. Dull Work: Occupations or tasks that are repetitive and lacking in autonomy When it comes to defining dull work, what matters most is workers’ own experiences. Outsiders can make a lot of false assumptions about what tasks have value and meaning. Sometimes things that seem boring or routine create the right conditions for developing skills and competence, such as the concentration needed for woodworking, or for socializing and support, when tasks are done alongside others. Instead of assuming that repetitive work is negative, it’s important to examine qualitative data on how people experience the work and what purpose it serves for them. DDD: An actionable framework In our paper, we propose a framework to help the robotics community explore how automation impacts individual jobs. For each term—dull, dirty, and dangerous—the framework gathers key pieces of information to reflect on what physical or social aspects of the task are, in fact, DDD. Worker perspective is an important part of all three considerations. The framework also emphasizes awareness of context—meaning the physical and social environment of an occupation and industry that can influence the DDD nature of a task. Our corresponding worksheet suggests existing data sources to draw on and encourages us to seek out multiple perspectives and consider potential sources of bias in the information. What makes tasks dull, dirty, or dangerous depends on the perspective of the humans doing those tasks.RAI Let’s take, for example, the waste and recycling industry. The world generates over 2 billion tonnes of waste annually, and this figure is expected to rise to nearly 4 billion tonnes by 2050. Intuitively, trash collection seems like a job that hits all the Ds. Going through our worksheet, we confirm that globally, workers in this industry face significant health hazards (dangerous), and waste collection is ranked as a low-status job (dirty), although interestingly, many workers take pride in providing this essential service. The job is also repetitive, but there are aspects that make it not dull. Specifically, workers cite the day-to-day interaction with their coworkers (which includes extensive insider vocabulary, work hacks, and mutual aid groups) and task variety as two of the most enjoyable aspects of the job. Task variety includes inspecting their vehicle and equipment, driving their truck, coordinating with crew members, lifting bins and bags, detecting incorrect sorting of waste, and unloading at the end destination. This finding matters because some types of robotic solutions will eliminate the parts of the job that workers most appreciate. For instance, the National Institute for Occupational Safety and Health (NIOSH) recommends the adoption of automated side loader trucks and collision avoidance systems. This innovation increases safety, which is great, but it also results in a sole worker operating a joystick in a cab, surrounded by sensor and camera surveillance. Instead, we should challenge ourselves to think of solutions that make jobs safer without making them terrible in a different way. To do this, we need to understand all aspects of what makes a job dull, dirty, or dangerous (or not). Our framework aims to facilitate this understanding. Finally, it’s important to note that DDD is only one of many possible approaches to classify what work might be better served by robots. There are lots of ways we could think about which types of tasks or jobs to automate (for example, economic impact or environmental sustainability). Given the popularity of DDD in robotics, we chose this common phrase as a starting point. We would love to see more work in this space, whether it’s data collection on DDD itself or the creation of other frameworks. At RAI, we believe that the fusion of robotics and social sciences opens a whole new world of information, perspectives, opportunities, and value. It fosters a culture of curiosity and mutual learning, and allows us to create actionable tools for anyone in robotics who cares about societal impact. Dull, Dirty, Dangerous: Understanding the Past, Present, and Future of a Key Motivation for Robotics, by Nozomi Nakajima, Pedro Reynolds-Cuéllar, Caitrin Lynch, and Kate Darling from the RAI Institute, was presented at the 21st ACM/IEEE International Conference on Human-Robot Interaction (HRI) in Edinburgh, Scotland.