Product & Tech
Seb
Ericsson June-2026 Mobility Report: uplink now growing faster than downlink for 43 of 55 operators; cellular IoT toward 8B by 2031; AI moving into the RAN
Signal: the network's own traffic mix has flipped toward what devices send up — field-generated data is the rising tide. This is the single hardest macro proof that daXos sits on the growth vector. Lift the uplink-overtakes-downlink stat into the deck's "why now."
NVIDIA's open "Physical AI Data Factory" blueprint + new Cosmos / Isaac GR00T models reframe the bottleneck as curated real-world data, not models
Action: NVIDIA has named curated real-world data the scarce input and made the pipeline open + agent-native. Position daXos as a governed last-mile ground-truth source that feeds these factories, and decide which orchestration stack we plug into before the schema hardens.
KION + NVIDIA + Accenture train fleets of Jetson-based autonomous forklifts in an Omniverse digital twin — for GXO, the largest pure-play contract logistics provider
Watch: physical AI is landing on the actual logistics floor, and the data those autonomous assets emit needs a governed home. The warehouse edge is being claimed; reinforce that daXos owns the cross-vendor field record those fleets and their operators run against.
IoT Insider: "infrastructure meets intelligence" — physical AI turns sensor-fed systems into ones whose decisions trigger real-world actions
Use: clean articulation of the observe-to-act shift that defines our category. Reuse the "infrastructure meets intelligence" framing in design-partner discovery — it maps directly onto daXos as the trustworthy data substrate beneath any acting agent.