reyk knuhtsen

analyst at @SemiAnalysis_ ; views my own

[Jukan @ ICML @jukan05]

SemiAnalysis occasionally publishes non-semiconductor analysis, and I really enjoyed reading this one. I know almost nothing about robotics, but I found this kind of content really fascinating.

[Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) @teortaxesTex]

Remember Chinese doomers (well, Toronto/NYC Chinese and such) dunking on Unitree because their gross margin is too high and R&D spending is too low? Apparently it's quite enough. Wang Xingxing is not fooling around.

[Chris Paxton @chris_j_paxton]

I think if you are in robotics now you absolutely need to read this

[Jie Wang @JieWang_ZJUI]

very good deep case study on Unitree, if you are doing robotics and interested in hardware development, you should read it

[Jacob Rintamaki @jacobrintamaki]

This is true. The bots right now are the worst they’ll ever be.

[Jacob Rintamaki @jacobrintamaki]

Instead of a ChatGPT moment for robotics, maybe there will be a BYD moment.

[Jacob Rintamaki @jacobrintamaki]

The most comprehensive breakdown of Unitree you’ll find anywhere in the world.

Actuators, manufacturing, economics of deployment, hands, suppliers, etc.

Go read!

[Lightwheel @LightwheelAI]

@LightwheelAI closed $100M in Q1 2026 orders.

This marks the start of Physical AI at scale.

Two forces are converging: frontier model teams need high-quality data at scale, and industrial companies need systems built for deployment.

Both point to the same requirement: a continuous infrastructure loop across simulation, data, evaluation, and deployment.

Lightwheel marks this shift by turning Physical AI infrastructure into a deployment engine.

Read more: https://t.co/ErblYTlqAm

#Robotics #PhysicalAI #EmbodiedAI #IndustrialAI #Automation

[reyk knuhtsen @robotknower]

@eric_gaoo @jukan05 @zephyr_z9 Oh wow thanks!! Nice work :)

[SemiAnalysis @SemiAnalysis_]

CRACKED INTERN ALERT: SemiAnalysis has eyes in the sky. #1 Intern Kerem gave TOP datacenter intelligence to Reyk (Dylan Patel's baby nephew) on his flight to the Bahamas

[SemiAnalysis @SemiAnalysis_]

Unitree filing that their blended 59% gross margins in 2025 YTD is incredible! But SemiAnalysis newsletter subscribers knew this nearly ~6 months ago. Here is our BoM from behind the paywall for proof😉 If you're wondering how 59% was possible, you're probably also missing why quadrupeds are already viable employees (1/2)🧵

[reyk knuhtsen @robotknower]

Anyone working with the G1s frequently? I’m working out some math on actuator specs and would love a chat!!

[SemiAnalysis @SemiAnalysis_]

祝大家新年快乐!

[Dylan Patel @dylan522p]

InferenceX, formerly InferenceMAX, is changing the industry
Performance of hardware + software is constantly evolving with new models and new ML Systems techniques
All major GPUs from AMD and Nvidia + soon TPUs / Trainium
AMD said they'd send a pic of Lisa with their belt soon!

[SemiAnalysis @SemiAnalysis_]

InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX,
GB300 NVL72, MI355X, B200, H100,
Disaggregated Serving,
Wide Expert Parallelism,
Large Mixture of Experts,
SGLang, vLLM, TRTLLM

https://t.co/TG9lBwL6iL

[reyk knuhtsen @robotknower]

@fabknowledge Terrible day to have eyes

[reyk knuhtsen @robotknower]

https://t.co/rvtW2zKCjR

[reyk knuhtsen @robotknower]

We are hiring another robotics analyst! Come join if you want to research all things frontier in robotics and talk to fascinating people :D

[reyk knuhtsen @robotknower]

@zephyr_z9 @teortaxesTex Increasingly less. Quite a few Chinese companies entirely domestic. JP companies are mainly chosen due to an established presence, capex hesitation for new mnfg lines, and the promise of quality which isn't always tenable

[reyk knuhtsen @robotknower]

I'll be in Mountain View next week for Humanoids Summit if anyone wants to grab a coffee!