この夏注目のAI&ロボット企業7選 | パランティア×NVIDIA最強タッグ&人型ロボット量産化が加速。パランティアCEO「AIの売り方は完全に間違っている」

👇 Free Email Newsletter "Weekly AI News" | 10 Registration Bonuses Weekly, easy-to-understand explanations of AI companies' financial results, IR, and CEO statements, based on primary sources. ▼Register in 30 seconds (Receive 10 bonuses immediately) https://ai-jin-marketing.com/newslett... Registration Bonuses (10 items total, free) ・Weekly AI News (1 per week) ・Claude Usage Course, Part 1 ・AI Information Gathering Course, Part 1 ・Exclusive Video Library (6 videos) ・Unlimited access to past newsletter archives Thank you for watching the video! The AI ​​boom is shifting from the "model building" stage to the "achieving results in real-world settings" stage. Palantir CEO Alex Karp's criticism that "OpenAI and Anthropic's AI marketing methods are completely wrong" has become a hot topic. What will be more important going forward is implementing AI in real-world factories and settings to create value. This summer, we'll delve deep into the latest developments from companies attracting particular attention, including Palantir, NVIDIA, Tesla, and Figure! We'll also summarize the trend from AI to physical AI (robotics)! Please read to the end! 👇 Get the latest information delivered via our email newsletter (with bonuses) https://ai-jin-marketing.com/newsletter/ 👇 We also share technology information on X! https://x.com/web700marketing 👇 Table of Contents (7 AI & Robot Companies to Watch This Summer) 00:00 Opening: 7 AI & Robot Companies to Watch This Summer 01:04 ① Palantir — CEO Alex Karp Criticizes OpenAI and Anthropic 02:06 Palantir's Core Strategy: Real-World Implementation and Value Creation 03:09 ② NVIDIA — Accelerating On-Premise and Sovereign AI with a Powerful Partnership with Palantir 04:15 "AI that can be deployed anywhere," supported by NVIDIA CEO Jenson Huang 05:18 Strengthening Government Partnerships (NGC2 Project) and Europe's Move Away from Palantir 06:23 ③ OpenAI — The IPO Rushing Controversy and Analyst Views 07:26 ④ Anthropic — Shift to ROI Focus and Token Sales Peaking Out 08:30 The Threat of Big Tech (Microsoft and Google) and the Chinese Copy Problem 09:33 ⑤ NVIDIA (Power) — The Full-Scale Power Crisis and Nuclear/On-Demand Power Generation Strategies 10:36 Elon Musk: "The Real Limitation of AI is Power" 11:40 60% of Data Center Projects Have Not Yet Begun 12:43 ⑥ Figure — Figure 3 Begins Full Operation at BMW Factory, Demonstrating Precision Work & Autonomous Charging 14:52 Figure CEO: "Humanoid Robots Are Not Laboratory Objects" 15:55 ⑦ Unitree & UBTECH (Chinese Robots) — Unitree R1 (Approx. 800,000 Yen)'s Amazing Motion Performance 16:59 UBTECH U1 — World's First Mass-Produced Humanoid Robot for Home Use (Emotion Recognition, 2.8 Million Yen and Up) 18:03 Why China Dominates 63-90% of Robot Parts and Tesla's Struggles in Mass Production 19:07 Comparison of America (Technology/Software) vs China (Supply Chain/Mass Production) 20:08 Summary and Future Outlook

【半導体産業の業界研究】売上ランキングトップ30/キオクシア急成長の理由/レゾナックは大化けする/東京エレクトロンの将来性/NVIDIAに富が集中する構造/日本の装置・材料メーカーは生き残れるか
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【半導体産業の業界研究】売上ランキングトップ30/キオクシア急成長の理由/レゾナックは大化けする/東京エレクトロンの将来性/NVIDIAに富が集中する構造/日本の装置・材料メーカーは生き残れるか

「生成AIで世界はこう変わる」今井 翔太 :基調講演【NIIオープンハウス2026】
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「生成AIで世界はこう変わる」今井 翔太 :基調講演【NIIオープンハウス2026】

NVIDIA CEO Jensen Huang's Vision for the Future
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NVIDIA CEO Jensen Huang's Vision for the Future

What Does Quantum Mechanics Mean? – with Jim Al-Khalili
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What Does Quantum Mechanics Mean? – with Jim Al-Khalili

[Breaking News from the US] Track down the strongest physical AI company!
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[Breaking News from the US] Track down the strongest physical AI company!

[Quantum Computers] Over 1 Quadrillion Yen in Economic Impact!? When Will They Be Practical? / De...
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[Quantum Computers] Over 1 Quadrillion Yen in Economic Impact!? When Will They Be Practical? / De...

[Surprise IPO] The Insane Chinese Robot Giant "Unitree" That Has Even NVIDIA Taking Notice (Jiama...
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[Surprise IPO] The Insane Chinese Robot Giant "Unitree" That Has Even NVIDIA Taking Notice (Jiama...

【武者陵司】AIバブルは「まだ入り口」か「備えるべき過熱」か|AIバブル懸念とあるべき投資戦略を徹底討論
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【武者陵司】AIバブルは「まだ入り口」か「備えるべき過熱」か|AIバブル懸念とあるべき投資戦略を徹底討論

【最新】“フィジカルAI元年”/ 国内最大「人型ロボット」研究開発拠点を公開 / 病院で実証実験 / 実業団駅伝チーム有するGMOが「人型ロボット運動会」(日テレNEWS)
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【最新】“フィジカルAI元年”/ 国内最大「人型ロボット」研究開発拠点を公開 / 病院で実証実験 / 実業団駅伝チーム有するGMOが「人型ロボット運動会」(日テレNEWS)

【Claudeも勝てない「垂直統合」】Nint・堀井良威/半導体からECまで全部やる/「トークン補助金」で中国は“ひとり起業”ブーム/中国EC最前線:AIでほしい商品「指値買い」【1on1】
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【Claudeも勝てない「垂直統合」】Nint・堀井良威/半導体からECまで全部やる/「トークン補助金」で中国は“ひとり起業”ブーム/中国EC最前線:AIでほしい商品「指値買い」【1on1】

[4 Companies to Watch in July] AI Spreads to Implementation, Quantum, and Memory | Palantir, IonQ...
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[4 Companies to Watch in July] AI Spreads to Implementation, Quantum, and Memory | Palantir, IonQ...

[Physical AI Roundup] Is the practical application of physical AI just around the corner? / Indus...
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[Physical AI Roundup] Is the practical application of physical AI just around the corner? / Indus...

Humanoide Roboter 2026: Wer wirklich vorne liegt – und wann sie bei uns zuhause stehen
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Humanoide Roboter 2026: Wer wirklich vorne liegt – und wann sie bei uns zuhause stehen

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Peter Zeihan: The Biggest Global Risks Facing Investors Now | SIH
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Peter Zeihan: The Biggest Global Risks Facing Investors Now | SIH

【ASIMOが日本のロボットを20年先に進めた】AIなしで驚異の完成度/「日本は勝てないとは全く思わない」早稲田大学教授・尾形哲也/OpenAI・Googleも一度諦めたロボ開発【1on1 Tech】
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【ASIMOが日本のロボットを20年先に進めた】AIなしで驚異の完成度/「日本は勝てないとは全く思わない」早稲田大学教授・尾形哲也/OpenAI・Googleも一度諦めたロボ開発【1on1 Tech】

日本の勝機はヒューマノイドの手?/注目はパランティア・ソフトバンクGなど/エヌビディアが強い理由/メタトレンド投資/物流・防衛×フィジカルAI/安野貴博×中島聡×ものづくり太郎×国山ハセン<松井証券>
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日本の勝機はヒューマノイドの手?/注目はパランティア・ソフトバンクGなど/エヌビディアが強い理由/メタトレンド投資/物流・防衛×フィジカルAI/安野貴博×中島聡×ものづくり太郎×国山ハセン<松井証券>

【高橋弘樹vs金融工学】なぜ投資家の99%は市場に勝てないのか?天才たちも破綻した?元NYヘッジファンドが語る投資の真実【ReHacQ R大学】
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【高橋弘樹vs金融工学】なぜ投資家の99%は市場に勝てないのか?天才たちも破綻した?元NYヘッジファンドが語る投資の真実【ReHacQ R大学】

AI Bubble: ‘A massive technical Ponzi scheme’ | Eli the Computer Guy
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AI Bubble: ‘A massive technical Ponzi scheme’ | Eli the Computer Guy

Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
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Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro