European Tech Hardware: AI Infrastructure Meets Humanoids-20260713
摩根士丹利·2026-07-13 19:09
July 13, 2026 09:00 AM GMT Podcast | Big Debates 2026 | Europe M Idea European Tech Hardware: AI Infrastructure Meets Humanoids Paul Walsh is joined by Lee Simpson to revisit two defining technology themes for 2026: humanoid robotics and AI infrastructure. They explore how Europe's semiconductor leaders are positioned to benefit from long-term AI adoption, from next-generation robotics to the growing demand for power semiconductors in AI data centres. Play Audio Related Research: European Thematics: And The ...