Guojin Securities released a research report saying that data is the biggest sticking point on the physical AI circuit represented by humanoid robots, and the supply chain will benefit deeply from the explosion of data infrastructure. Data has become a key bottleneck limiting the development of physical AI, and the accelerated construction of data infrastructure is expected to drive the continuous expansion of the digital mining industry chain. Digital acquisition equipment and supply chain: Focus on high ASP, well-structured racetracks such as cameras, IMUs, tactile sensors, etc.; digital acquisition companies with barriers to data cost and quality; vertical applications: companies with resource barriers to segmented racetrack data scenarios.

Guojin Securities released a research report saying that data is the biggest obstacle in the physical AI circuit represented by humanoid robots, and the supply chain will benefit deeply from the explosion of data infrastructure. Data has become a key bottleneck limiting the development of physical AI, and the accelerated construction of data infrastructure is expected to drive the continuous expansion of the digital mining industry chain. Digital acquisition equipment and supply chain: Focus on high ASP, well-structured racetracks such as cameras, IMUs, tactile sensors, etc.; digital acquisition companies with barriers to data cost and quality; vertical applications: companies with resource barriers to segmented racetrack data scenarios.