Global Head of AI Research @CounterPointTR | Decoding AI agents, sovereign AI, telco convergence & geopolitics | Tokyo-based | Panelist on BBC, Al Jazeera, CNBC
Japan
Joined October 2024
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Marc Einstein retweeted
Sovereign AI continues to ramp up, @nvidia continues to dominate as we shared in @CounterPointTR Sovereign AI Index.
@FirebirdAI an emerging AI cloud, launched the CIS regionโs largest AI factory in Armenia, establishing a new AI computing hub powered by @nvidia accelerated computing and @high-performance AI infrastructure.ย
Firebird plans to deploy more than 70,000 NVIDIA Rubin and Blackwell GPUs and 300 megawatts of AI infrastructure capacity in Armenia by the end of 2027 and roughly 2GW of capacity in Armenia, Kazakhstan and additional markets.
Firebirdโs AI factory is designed from the ground up to turn compute into revenue. With DSX, it can run up to 40% more GPUs on the same footprint, producing more tokens per dollar and extracting more value from every megawatt of capacity.
youtu.be/xcTRTotS9-A
$NVDA $DELL
92%.
That's NVIDIA's share in @CounterPointTR Sovereign AI LLM Index
@nvidia has become the default platform for Sovereign Al training and interence.
-While NVIDIA continues to dominate in training and now inferencing, challengers such as @AMD @cerebras @Qualcomm , @Rebellions_inc , Google TPU, and Amazon Web Services @awscloud - Inferentia are beginning to carve out strategic positions in the next phase of Sovereign Al as โTokenomicsโ become important.
-We have observed in our Sovereign AI LLM research that hosting is increasingly Sovereign while the AI chip source is not. Most domestic LLM developers widely use NVIDIAโs AI chips to train their LLMs, driven by its mature CUDA-based ecosystem.
-Looking ahead, AMD is pushing its sovereign AI LLM momentum through Moreh, a foundation model consortium member, whose subsidiary Motif builds LLMs on AMD, alongside developer Upstageโs M1355 deployment.
-Furthermore, Cerebras is accelerating its initiative โCerebras for nationsโ in partnership with G42, MBZUAI, and Indiaโs C-DAC to deploy a supercomputer in India
$NVDA $AMD $AVGO $MRVL solana:5aQcoaSyy7fnhvpRHasBUAMH2nL5tTjVrmFw6BeGmoon $GOOG
Marc Einstein retweeted
Fantastic conversations with China ecosystem as we move from "Traffinomics to Tokenomics" for 5G/6G AI ecosystem.
@ChinaUnicomGlob @Huawei are at the forefront of driving this forward and becoming global benchmark.
@CounterPointTR analysts laid out our vision and framework for transitioning to 5G AI Cities
#AgenticAI #PhysicalAI #SmartCities
๐ง๐ฟ๐ฎ๐ณ๐ณ๐ถ๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐ ๐๐ผ ๐ง๐ผ๐ธ๐ฒ๐ป๐ผ๐บ๐ถ๐ฐ๐: ๐๐ ๐ถ๐ ๐ฅ๐ฒ๐๐ต๐ฎ๐ฝ๐ถ๐ป๐ด ๐๐ป๐ฑ๐๐๐๐ฟ๐ ๐ฎ๐ ๐๐๐ฒ๐ฟ๐ ๐๐ฎ๐๐ฒ๐ฟ ๐ณ๐ฟ๐ผ๐บ ๐ก๐ฒ๐๐๐ผ๐ฟ๐ธ๐ ๐๐ผ ๐๐ฒ๐๐ถ๐ฐ๐ฒ๐ ๐๐ผ ๐๐ถ๐๐ถ๐ฒ๐
๐ ๐ ๐ฌ๐ถ๐ข ๐ฒ๐๐บ๐๐๐๐บ๐ ๐ค๐ข๐ค๐จ, ๐ข๐๐๐๐บ ๐ด๐๐๐ผ๐๐ ๐บ๐๐ฝ @Huawei ๐ป๐๐๐๐๐๐ ๐๐๐พ๐๐ ๐๐๐๐๐ "๐ง๐ฆ ๐ข๐บ๐๐๐๐บ๐
" ๐๐๐๐๐๐บ๐๐๐๐พ ๐ป๐บ๐ผ๐ ๐๐ ๐๐๐พ ๐๐๐บ๐๐พ ๐๐๐ฝ๐พ๐ ๐๐๐พ ๐๐๐พ๐๐พ "๐ญ๐พ๐๐๐๐๐ ๐ข๐๐พ๐บ๐๐พ, ๐ ๐ผ๐๐๐๐ ๐ซ๐พ๐บ๐ฝ๐." ๐ข๐๐๐๐๐พ๐๐๐๐๐๐ ๐ฑ๐พ๐๐พ๐บ๐๐ผ๐ ๐๐๐๐๐พ๐ฝ ๐๐๐พ๐๐บ๐๐๐๐, ๐๐๐ฟ๐๐บ๐๐๐๐๐ผ๐๐๐๐พ ๐๐พ๐๐ฝ๐๐๐, ๐ผ๐๐๐๐๐บ๐๐พ๐๐, ๐ฝ๐พ๐๐๐ผ๐พ ๐๐บ๐๐พ๐๐, ๐๐บ๐๐พ๐
๐
๐๐๐พ ๐ผ๐๐๐๐บ๐๐๐พ๐, ๐บ๐๐ฝ ๐๐๐บ๐๐ฝ๐บ๐๐ฝ๐ ๐ป๐๐ฝ๐๐พ๐ ๐๐ ๐ฝ๐๐๐ผ๐๐๐ ๐๐๐ ๐ ๐จ ๐๐ ๐๐พ๐๐๐บ๐๐๐๐ ๐๐๐พ ๐ฟ๐๐๐๐๐พ ๐๐ฟ ๐๐พ๐๐๐๐๐๐. ๐ฎ๐๐ ๐๐พ๐๐๐๐พ๐ผ๐๐๐๐พ ๐พ๐๐๐
๐๐๐พ๐ ๐๐๐ ๐๐๐๐ ๐๐๐บ๐๐๐๐๐๐๐ ๐พ๐๐๐พ๐๐ฝ๐ ๐ฟ๐บ๐ ๐ป๐พ๐๐๐๐ฝ ๐ผ๐๐๐๐พ๐ผ๐๐๐๐๐๐โ๐๐พ๐ฝ๐พ๐ฟ๐๐๐๐๐ ๐ผ๐๐๐๐พ๐, ๐๐๐๐ ๐๐พ๐
๐ผ๐๐, ๐๐๐ฟ๐๐บ๐๐๐๐๐ผ๐๐๐๐พ ๐๐๐๐๐๐ฝ๐พ๐๐, ๐บ๐๐ฝ ๐๐๐ป๐
๐๐ผ-๐๐๐๐๐บ๐๐พ ๐๐บ๐๐๐๐พ๐๐๐๐๐๐ ๐๐
๐บ๐๐๐๐ ๐บ ๐๐๐๐๐๐บ๐
๐๐๐
๐พ ๐๐ ๐ป๐๐๐
๐ฝ๐๐๐ ๐๐๐พ ๐ ๐จ-๐๐บ๐๐๐๐พ ๐พ๐ผ๐๐๐๐๐๐พ๐๐ ๐๐ฟ ๐๐๐๐๐๐๐๐.
๐๐ฒ๐ ๐ง๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐:
ย ย โข ๐ณ๐๐พ ๐ฎ๐๐พ๐๐บ๐๐๐'๐ ๐ต๐๐๐๐๐: ๐ข๐๐๐๐บ ๐ด๐๐๐ผ๐๐'๐ ๐ข๐บ๐๐พ ๐ฟ๐๐ ๐ก๐๐๐
๐ฝ๐๐๐ ๐ ๐จ-๐ข๐พ๐๐๐๐๐ผ ๐ญ๐พ๐๐๐๐๐๐
ย ย โข ๐ณ๐๐พ ๐ต๐พ๐๐ฝ๐๐'๐ ๐ฏ๐
๐บ๐๐ป๐๐๐: ๐ง๐๐บ๐๐พ๐'๐ ๐ค๐๐๐๐๐พ๐พ๐๐๐๐ ๐ข๐บ๐๐พ ๐ฟ๐๐ ๐๐๐พ ๐ ๐๐พ๐๐ ๐ค๐ผ๐๐๐๐๐
ย ย โข ๐ณ๐๐พ ๐ณ๐๐๐พ๐ ๐ต๐บ๐
๐๐พ ๐ฆ๐๐พ๐บ๐๐พ๐ ๐๐๐บ๐ ๐ณ๐๐บ๐ฟ๐ฟ๐๐ผ ๐ฆ๐ก ๐ต๐บ๐
๐๐พ
ย ย โข ๐ถ๐๐พ๐๐พ ๐๐๐พ ๐ฑ๐พ๐๐ ๐๐ฟ ๐๐๐พ ๐จ๐๐ฝ๐๐๐๐๐ ๐จ๐ ๐ง๐พ๐บ๐ฝ๐๐๐
ย ย โข ๐ข๐๐๐๐๐พ๐๐๐๐๐๐'๐ ๐ฏ๐พ๐๐๐๐พ๐ผ๐๐๐๐พ: ๐ฅ๐๐๐ ๐ ๐จ-๐ฃ๐๐๐๐พ๐ ๐ญ๐พ๐๐๐๐๐๐, ๐ฃ๐พ๐๐๐ผ๐พ๐ ๐๐ ๐ ๐จ ๐ข๐๐๐๐พ๐ - ๐๐๐พ ๐ญ๐พ๐๐ ๐ฅ๐๐๐๐๐๐พ๐
ย ย โข ๐ถ๐พ ๐๐พ๐พ ๐ผ๐๐๐๐พ๐ ๐ผ๐๐๐๐พ๐๐๐๐๐ ๐๐ ๐๐๐๐พ๐พ ๐๐๐๐๐พ๐ ๐๐๐๐พ๐๐๐บ๐๐ผ๐พ ๐๐๐ฝ๐พ๐
๐ ๐๐บ๐๐๐พ๐ ๐๐๐บ๐ ๐๐๐พ ๐๐๐๐๐พ๐๐๐บ๐
๐๐บ๐๐ - ๐ฒ๐๐๐พ๐๐พ๐๐๐ ๐ ๐จ ๐ข๐๐๐, ๐ณ๐พ๐
๐ผ๐-๐ซ๐พ๐ฝ ๐ ๐จ ๐ข๐๐๐, ๐ค๐ผ๐๐๐๐๐๐พ๐-๐ฅ๐๐๐๐ ๐ข๐๐๐
๐ ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐๐ถ๐ด๐ต๐๐ ๐ถ๐ป ๐ฎ ๐ฑ๐ฒ๐๐ฎ๐ถ๐น๐ฒ๐ฑ ๐ฝ๐ผ๐๐ ๐ต๐ฒ๐ฟ๐ฒ:
counterpointresearch.com/en/โฆ
๐ช๐ฎ๐ป๐ ๐๐ผ ๐ฒ๐
๐ฝ๐น๐ผ๐ฟ๐ฒ ๐๐ต๐ฒ๐๐ฒ ๐๐ฟ๐ฒ๐ป๐ฑ๐ ๐ณ๐๐ฟ๐๐ต๐ฒ๐ฟ?
โข ๐ฆ๐๐ฏ๐๐ฐ๐ฟ๐ถ๐ฏ๐ถ๐ป๐ด ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ฐ๐ฎ๐ป ๐ฎ๐ฐ๐ฐ๐ฒ๐๐ ๐ผ๐๐ฟ ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐ ๐๐ถ๐๐ ๐ฅ๐ฎ๐ป๐ธ๐ถ๐ป๐ด๐ ๐๐ผ ๐๐ฒ๐ฒ ๐ต๐ผ๐ ๐๐ต๐ฒ ๐๐ผ๐ฟ๐น๐ฑ'๐ ๐น๐ฒ๐ฎ๐ฑ๐ถ๐ป๐ด ๐ฐ๐ถ๐๐ถ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ฝ๐ฟ๐ผ๐ด๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐๐ผ๐๐ฎ๐ฟ๐ฑ ๐๐-๐ป๐ฎ๐๐ถ๐๐ฒ ๐ฒ๐ฐ๐ผ๐๐๐๐๐ฒ๐บ๐ ๐ต๐ฒ๐ฟ๐ฒ:
counterpointresearch.com/en/โฆ
โข ๐ฅ๐ฒ๐ฎ๐ฑ ๐ผ๐๐ฟ ๐ ๐ช๐ ๐ฆ๐ต๐ฎ๐ป๐ด๐ต๐ฎ๐ถ ๐ฎ๐ฌ๐ฎ๐ฒ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐ ๐ณ๐ผ๐ฟ ๐ถ๐ป-๐ฑ๐ฒ๐ฝ๐๐ต ๐๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐ ๐ฎ๐ป๐ฑ ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐ ๐ต๐ฒ๐ฟ๐ฒ:
counterpointresearch.com/en/โฆ
#5GAdvanced #AINetworks #Telecom #AICities #AI #๐ฒ๐๐๐พ๐๐พ๐๐๐๐ ๐จ
Met @NVIDIA's Jensen Huang again last night in Tokyo. His message:
"Starting from here is the beginning of Japan's AI."
The receipts: a national AI super factory powered by 27,500 Rubin GPUs, a 10M-robot target by 2040, and deals with Toyota, Honda, Fanuc & Kawasaki.
Is NVIDIA the missing piece in Japan's AI ecosystem?
linkedin.com/pulse/jensen-huโฆ
#SovereignAI #PhysicalAI #Japan #NVIDIA #Japan
@CounterPointTR
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Anthropic's announcement that it will start a drug discovery business is an interesting one. Big pharma is a very profitable business and is increasingly leveraging synthetic data and AI. I wouldn't be surprised to see them try to purchase one of these companies in the lower right quadrant if Anthropic Science takes off.
Will they target other high-margin, big data dependent sectors like cybersecurity or financial trading next?
#Anthropic #ClaudeScience #DrugDiscovery #AIinPharma @CounterPointTR
Verizon-BT JV for international enterprise: less "growth story," more "two carriers offloading low-margin units before the AI-era connectivity bill comes due." $625M equalization payment, deal closes 2027. Execution risk in 50:50 governance is the real story here.
@CounterPointTR
#Telecom #VZ #BTGroup #AI #EnterpriseConnectivity
Marc Einstein retweeted
Sovereign AI is now a real thing. The US can always kill access to its models, like it has restricted Anthropic's Fable and Mythos. It also introduces ID checking and nationality checking. You can't rely on the US or China solely anymore :( cybernews.com/ai-news/anthroโฆ
Marc Einstein retweeted
This is BIG!
Enterprise AI play beckons for Google:
@googlecloud & @IBM get into a major strategic partnership with more โconsultingโ play to help enterprises scale AI into production, modernize legacy systems, and deploy enterpriseโgrade AI agents using a combination of IBMโs consulting expertise and Google Cloudโs @GeminiApp Enterprise Agent Platform.
Google brings Gemini and IBM brings Enterprise Consulting.
- A new Google Cloud Practice inside IBM Consulting
- Thousands of Google Cloudโcertified IBM consultants will help clients deploy AI, modernize infrastructure, and manage hybrid environments.
- Industryโspecific AI agents
IBM is building a portfolio of agents optimized for Gemini Enterprise, covering banking, government, retail, telecom, energy, insurance, security, and life sciences.
- Deep integration of IBM Consulting Advantage with Google Cloud
IBMโs AIโpowered delivery platform (assets, reusable agents, workflows) now works directly with Googleโs agent runtime, governance, and safety controls.
- Tailored for aerospace, financial services, government, healthcare, telecom.
- Includes Confluent for realโtime data streaming and governance.
- Modernize workloads across onโprem and cloud.
- @RedHat @openshift now available directly in Google Cloud Console.
- Integrations between Gemini and @IBMwatsonx Orchestrate and watsonx.data.
& more
$IBM $GOOG
Marc Einstein retweeted
My latest blog on Jensen's visit to Seoul. Killing 3 birds with one stone, clever guy. : )
counterpointresearch.com/en/โฆ
On October 7th last year a list of @OpenAI's 30 1 trillion token users was leaked and companies like @duolingo, @shoppify_sa and @salesforce were hailed as pioneers in AI tokenomics. But markets have not been kind since then to the 7 companies on that list who are public (except for @datadog). Is Wall Street overreacting or is #AgenticAI coming for everyone's lunch?
Yesterday I had the pleasure of joining a panel on @AJEnglish 's @AJInsideStory discussing who really controls AI hosted by @baysontheroad.
Interesting discussion of @AnthropicAI 's Mythos model and what the broader implications are for cybersecurity. We then discussed what could or should be done about regulating the sector - to which there is clearly no easy answer.
aljazeera.com/video/inside-sโฆ
#Anthropic #ClaudeMythos #MythosAI #ProjectGlasswing #ClaudeAI
Some reflections on #NVIDIA GTC 2026 โ 600+ sessions and the telco story was impossible to ignore.
1/ NVIDIA is making a serious move into telecom. This isn't just chips anymore โ they're building an ecosystem. Nokia, Ericsson, Samsung, Amdocs, SIs all in the room. A real challenger to Huawei/ZTE is taking shape.
2/ The AI Grid concept is gaining real traction. SoftBank, T-Mobile and Comcast are all in โ they see genuine revenue opportunity at the network edge, especially around Physical AI services. Monetizing the edge? We've heard it before. But the ecosystem is finally mature enough to take seriously.
3/ Agentic AI as a network optimizer was a major theme. Native AI in 6G networks is the most promising development for the standard so far โ and if it's baked into the architecture rather than bolted on, that's a real differentiator.
4/ Sovereign AI is changing everything. Telcos from Canada, Singapore, Germany, South Africa, Indonesia and more were all discussing how geopolitical concerns are reshaping infrastructure spend. This is a demand driver that runs independent of normal enterprise AI cycles.
I am here at @NVIDIAGTC 2026 which is just wrapping up here in San Jose and what an amazing show it was. I was expecting to see lots of interesting announcements, demos and panel discussions about #PhysicalAI, #SovereignAI, #AgenticAI and #telecoms and the event did not disappoint. I will be writing about key takeaways when I am back in Japan as will the rest of the
@CounterPointTR team who attended.
One thing I was not expecting was to meet @ThorBjornsson_("The Mountain" from
@GameOfThrones) who was there with @VDURAinc- who have a very interesting #AI and #HPC storage and management platform. Stay tuned for more @nvidia news and takeaways!
@nvidianewsroom
@NVIDIAAI
Stay tuned for more!
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Marc Einstein retweeted
๐๐๐๐ ๐ฃ๐๐ฏ๐น๐ถ๐๐ต๐ฒ๐ฑ: ๐๐ง๐ ๐ฎ๐ฌ๐ฎ๐ฒ - ๐ก๐ฉ๐๐๐๐โ๐ ๐๐น๐ฎ๐๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ ๐ฅ๐ถ๐๐ฒ ๐ผ๐ณ ๐๐ด๐ฒ๐ป๐ ๐๐ ๐๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ
@nvidia ๐๐ ๐๐๐๐๐บ๐
๐๐๐ ๐๐๐พ ๐๐พ๐๐ ๐๐๐บ๐๐พ ๐๐ฟ ๐ ๐จ ๐ผ๐๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐๐ ๐พ๐๐พ๐๐๐๐๐ โ๐ข๐
๐บ๐๐โ ๐บ๐๐พ๐๐ ๐๐๐๐บ๐๐พ๐๐. ๐ ๐๐๐๐๐๐ผ๐พ๐๐พ๐๐๐ ๐บ๐ NVIDIA GTC ๐ค๐ข๐ค๐จ ๐๐๐๐๐
๐๐๐๐ ๐บ ๐๐๐๐ฟ๐ ๐ฟ๐๐๐ ๐๐๐ฝ๐พ๐
-๐ผ๐พ๐๐๐๐๐ผ ๐ ๐จ ๐๐ ๐๐๐๐๐พ๐-๐
๐พ๐๐พ๐
๐บ๐๐ผ๐๐๐๐พ๐ผ๐๐๐๐พ๐, ๐ผ๐๐๐ป๐๐๐๐๐ ๐๐๐ฝ๐พ๐
๐, ๐๐๐๐๐๐๐พ๐, ๐๐๐๐
๐, ๐บ๐๐ฝ ๐๐บ๐๐ฝ๐๐บ๐๐พ ๐๐ ๐พ๐๐บ๐ป๐
๐พ ๐บ๐๐๐๐๐๐๐๐๐ ๐บ๐๐พ๐๐๐ ๐๐๐บ๐ ๐ผ๐บ๐ ๐๐ป๐๐พ๐๐๐พ, ๐๐พ๐บ๐๐๐, ๐บ๐๐ฝ ๐พ๐๐พ๐ผ๐๐๐พ ๐๐บ๐๐๐ ๐ผ๐๐๐๐๐๐๐๐๐๐
๐. ๐ณ๐๐๐ ๐๐๐บ๐๐๐๐๐๐๐ ๐ผ๐๐๐
๐ฝ ๐๐พ๐๐๐บ๐๐พ ๐ ๐จ ๐๐๐ฟ๐๐บ๐๐๐๐๐ผ๐๐๐๐พ ๐บ๐๐ฝ ๐พ๐ผ๐๐๐๐๐๐ผ๐, ๐๐๐๐๐๐๐๐๐๐๐ ๐ญ๐ต๐จ๐ฃ๐จ๐ โ๐ ๐ข๐
๐บ๐ ๐พ๐ผ๐๐๐๐๐๐พ๐ ๐บ๐ ๐ฟ๐๐๐๐ฝ๐บ๐๐๐๐๐บ๐
๐๐๐ฟ๐๐บ๐๐๐๐๐ผ๐๐๐๐พ ๐ฟ๐๐ ๐๐๐พ ๐๐พ๐๐ ๐๐บ๐๐พ ๐๐ฟ ๐๐พ๐๐๐๐๐๐พ๐๐, ๐บ๐๐พ๐๐-๐ฝ๐๐๐๐พ๐ ๐ ๐จ ๐๐๐๐๐พ๐๐.
๐๐ฒ๐ ๐ง๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐:
โข ๐ ๐๐๐๐๐๐๐๐๐ ๐ ๐จ ๐บ๐๐พ๐๐๐ ๐๐๐
๐
๐ป๐พ๐ผ๐๐๐พ ๐๐๐พ ๐๐พ๐๐ ๐๐บ๐๐๐ ๐๐๐บ๐๐พ ๐๐ฟ ๐ ๐จ ๐๐๐๐๐พ๐ ๐บ๐๐ผ๐๐๐๐พ๐ผ๐๐๐๐พ, ๐บ๐ ๐ ๐จ ๐๐๐๐๐พ๐๐ ๐พ๐๐๐
๐๐พ ๐ฟ๐๐๐ ๐๐๐๐
๐บ๐๐พ๐ฝ ๐๐๐ฝ๐พ๐
๐๐๐พ๐๐๐พ๐ ๐๐๐๐ ๐๐พ๐๐๐๐๐๐พ๐๐ ๐๐๐ฟ๐๐๐บ๐๐พ ๐๐๐๐๐พ๐๐ ๐ผ๐บ๐๐บ๐ป๐
๐พ ๐๐ฟ ๐๐พ๐บ๐๐๐๐๐๐, ๐ผ๐๐๐๐ฝ๐๐๐บ๐๐๐๐ ๐๐๐๐
๐, ๐บ๐๐ฝ ๐พ๐๐พ๐ผ๐๐๐๐๐ ๐๐บ๐๐๐ ๐๐๐พ๐ ๐พ๐๐๐พ๐๐ฝ๐พ๐ฝ ๐๐พ๐๐๐๐ฝ๐ ๐๐ฟ ๐๐๐๐พ.
โข ๐ฏ๐พ๐๐๐๐๐๐พ๐๐ ๐ ๐จ ๐๐๐๐๐
๐๐บ๐ฝ๐ ๐ผ๐บ๐ ๐ฟ๐๐๐ฝ๐บ๐๐พ๐๐๐บ๐
๐
๐ ๐๐พ๐๐๐บ๐๐พ ๐ผ๐๐๐๐๐๐พ ๐ฝ๐พ๐๐บ๐๐ฝ ๐บ๐๐ฝ ๐ฆ๐ฏ๐ด ๐๐๐๐
๐๐๐บ๐๐๐๐ ๐๐บ๐๐๐พ๐๐๐, ๐บ๐ ๐ผ๐๐๐๐๐๐๐๐๐๐
๐ ๐๐๐๐๐๐๐ ๐บ๐๐พ๐๐๐ ๐๐พ๐๐
๐บ๐ผ๐พ ๐๐๐พ ๐๐๐๐๐ ๐ป๐๐๐๐ ๐๐๐ฟ๐พ๐๐พ๐๐ผ๐พ ๐๐บ๐๐๐พ๐๐๐ ๐๐๐๐๐ผ๐บ๐
๐๐ฟ ๐๐๐๐๐๐-๐ป๐บ๐๐พ๐ฝ ๐๐๐๐พ๐๐บ๐ผ๐๐๐๐๐.
โข ๐ณ๐๐พ ๐๐๐๐พ ๐๐ฟ ๐
๐๐ผ๐บ๐
๐
๐ ๐ฝ๐พ๐๐
๐๐๐บ๐ป๐
๐พ ๐ซ๐ซ๐ฌ๐ ๐ฟ๐๐ ๐บ๐๐พ๐๐ ๐๐๐๐๐พ๐๐ ๐๐๐ผ๐ ๐บ๐ ๐ข๐
๐บ๐๐ ๐๐๐
๐
๐๐๐พ๐๐๐๐๐พ ๐๐๐๐-๐ผ๐๐๐ ๐ผ๐
๐๐๐ฝ ๐๐๐ฟ๐พ๐๐พ๐๐ผ๐พ, ๐๐๐๐
๐พ ๐๐๐๐พ๐๐๐๐บ๐
๐
๐ ๐๐๐ผ๐๐พ๐บ๐๐๐๐ ๐ฝ๐พ๐๐บ๐๐ฝ ๐ฟ๐๐ ๐ ๐จ ๐๐๐บ๐๐๐๐๐ ๐๐๐ฟ๐๐บ๐๐๐๐๐ผ๐๐๐๐พ ๐บ๐ ๐๐๐ฝ๐พ๐
๐ผ๐บ๐๐บ๐ป๐๐
๐๐๐๐พ๐ ๐ผ๐๐๐๐๐๐๐พ ๐๐ ๐พ๐๐๐
๐๐พ.
๐ ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐๐ถ๐ด๐ต๐๐ ๐ถ๐ป ๐ฎ ๐ฑ๐ฒ๐๐ฎ๐ถ๐น๐ฒ๐ฑ ๐ฝ๐ผ๐๐ ๐ต๐ฒ๐ฟ๐ฒ:
counterpointresearch.com/en/โฆ
#NVIDIAGTC #NVIDIA #AgenticAI #AutonomousAI #OpenClaw #Rubin
Marc Einstein retweeted
๐๐ฎ๐๐ฒ๐๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐: ๐ ๐ช๐๐ฎ๐ฒ ๐๐ฎ๐ฟ๐ฐ๐ฒ๐น๐ผ๐ป๐ฎ - ๐๐ ๐๐ฒ๐๐ ๐ฃ๐ต๐๐๐ถ๐ฐ๐ฎ๐น
๐ญ๐พ๐บ๐๐
๐ ๐ฃ๐ข๐ง,๐ข๐ข๐ข ๐๐๐๐๐๐๐๐ ๐บ๐๐๐พ๐๐ฝ๐พ๐ฝ ๐ฌ๐ถ๐ข๐ค๐จ ๐ก๐บ๐๐ผ๐พ๐
๐๐๐บ, ๐๐๐๐ ๐ ๐จ ๐๐๐ผ๐พ ๐บ๐๐บ๐๐ ๐๐๐พ ๐ผ๐พ๐๐๐๐บ๐
๐๐๐๐๐ผ. ๐ณ๐๐พ ๐
๐บ๐๐พ๐๐ ๐พ๐ฝ๐๐๐๐๐ ๐๐ฟ MWC ๐๐บ๐ ๐๐พ๐
๐ฝ ๐บ๐๐บ๐๐๐๐ ๐บ ๐ป๐บ๐ผ๐๐ฝ๐๐๐ ๐๐ฟ ๐๐๐๐๐บ๐ป๐๐
๐๐๐ ๐ฝ๐๐พ ๐๐ ๐๐๐พ ๐๐พ๐ผ๐พ๐๐ ๐ผ๐๐๐ฟ๐
๐๐ผ๐ ๐๐ ๐๐๐พ ๐ฌ๐๐ฝ๐ฝ๐
๐พ ๐ค๐บ๐๐ ๐บ๐๐ฝ ๐๐๐พ ๐
๐๐๐๐พ๐-๐๐พ๐๐ ๐๐พ๐๐๐๐ ๐ผ๐๐๐๐๐. ๐ข๐๐๐๐๐๐๐๐๐ ๐ฟ๐๐๐ ๐ฌ๐ถ๐ข๐ค๐ง, ๐ ๐จ ๐๐บ๐ ๐พ๐๐พ๐-๐๐๐พ๐๐พ๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐บ๐
๐
๐พ๐๐๐๐ ๐๐บ๐
๐
๐. ๐ฑ๐พ๐๐บ๐๐๐บ๐ป๐
๐พ ๐๐๐๐๐๐พ๐๐ ๐๐บ๐ ๐ป๐พ๐พ๐ ๐๐บ๐ฝ๐พ ๐๐ ๐๐๐พ ๐
๐บ๐๐ ๐๐พ๐บ๐, ๐๐๐๐ ๐ผ๐
๐พ๐บ๐ ๐๐๐พ ๐ผ๐บ๐๐พ๐ ๐๐๐พ๐๐พ๐๐๐พ๐ฝ, ๐๐บ๐๐๐๐ผ๐๐
๐บ๐๐
๐ ๐๐๐๐ ๐บ๐๐พ๐๐๐๐ผ ๐ ๐จ ๐ฟ๐พ๐บ๐๐๐๐พ๐.
Counterpoint Research ๐บ๐๐บ๐
๐๐๐๐ ๐๐พ๐๐พ ๐๐ ๐บ๐๐๐พ๐๐ฝ๐บ๐๐ผ๐พ, ๐บ๐๐ฝ ๐๐๐๐ ๐๐พ๐๐๐๐ ๐๐๐๐๐๐ฝ๐พ๐ ๐บ๐ ๐๐๐พ๐๐๐๐พ๐ ๐๐ฟ ๐๐๐พ ๐๐บ๐๐๐ ๐๐๐พ๐๐พ๐ ๐บ๐ ๐๐๐พ ๐พ๐๐พ๐๐, ๐๐๐ผ๐
๐๐ฝ๐๐๐ ๐๐ ๐๐๐พ ๐บ๐๐พ๐บ๐ ๐๐ฟ ๐ ๐จ, ๐๐๐ป๐๐๐๐ผ๐, ๐ผ๐๐๐๐พ๐ผ๐๐๐๐๐๐ ๐บ๐๐ฝ ๐ฝ๐พ๐๐๐ผ๐พ๐, ๐๐๐๐ ๐บ๐๐๐๐๐๐ผ๐พ๐๐พ๐๐๐ ๐ฟ๐๐๐ ๐๐๐พ ๐
๐๐๐พ๐ ๐๐ฟ @Qualcomm, @MediaTek, @Huawei, @ericsson, @Xiaomi, @Honorglobal, @Moto, and more
๐๐ฐ๐ฐ๐ฒ๐๐ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐ ๐ต๐ฒ๐ฟ๐ฒ:
counterpointresearch.com/en/โฆ
#MWC26 #AI #PhysicalAI #AgenticAI @MWCHub
Last year @CounterPointTR released our ๐๐ ๐๐ข๐ญ๐ข๐๐ฌ 2025 ๐๐ง๐๐๐ฑ to quantify the strength of the AI ecosystems in the world's largest cities - noting the progress of places like Singapore - @govsingapore , Seoul - @Seoul_gov , San Francisco -@sfgov and ๐๐ฎ๐๐๐ข -@DXBMediaOffice.
We noticed, however, that ๐๐๐ซ๐ข๐๐ was underrepresented in the study and there are a lot of interesting developments there on the ๐๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง ๐๐, ๐๐๐ฅ๐๐๐จ๐ฆ, ๐๐๐ ๐ฎ๐ฅ๐๐ญ๐จ๐ซ๐ฒ, ๐๐๐ญ๐๐๐๐ง๐ญ๐๐ซ and ๐๐ญ๐๐ซ๐ญ๐ฎ๐ฉ fronts so we have just released our ๐๐ ๐๐ข๐ญ๐ข๐๐ฌ 2026 ๐๐๐ซ๐ข๐๐ ๐๐๐ข๐ญ๐ข๐จ๐ง raking the top ten AI city ecosystems on the continent. The leaders are:
๐๐๐ฉ๐ ๐๐จ๐ฐ๐ง - Africa's premier startup destination
@CityofCT
๐๐จ๐ก๐๐ง๐ง๐๐ฌ๐๐ฎ๐ซ๐ - Datacenter and financial hub
@CityofJoburgZA
๐๐๐ ๐จ๐ฌ - Fastest growing AI ecosystem
@followlasg
๐๐๐ข๐ซ๐จ๐๐ข - Strong regulatory environment and tech hub
@NairobiCityGov
๐๐ฎ๐ง๐ข๐ฌ - Important foreign investment destination
@TnPresidency
If you would like more information about this study please reach out to me!
counterpointresearch.com/en/โฆ
#AfricaBuildsTheFuture, #AIAfrica, #AIforGood, #AfricanAIFounders, #TechAfrica
102
Marc Einstein retweeted
๐๐๐ ๐๐๐๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ: ๐๐จ๐๐จ๐ญ ๐๐ก๐จ๐ง๐๐ฌ, ๐๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง ๐๐, ๐๐๐ฏ๐ข๐ ๐๐ญ๐ข๐ง๐ ๐๐๐ฆ๐จ๐ซ๐ฒ ๐๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐๐จ๐ฅ๐๐ญ๐ข๐ฅ๐ข๐ญ๐ฒ & ๐๐จ๐ซ๐
MWC 2026 was packed with announcements, demos, and industry conversations. Our analysts were on the ground in Barcelona meeting OEMs, operators, chip vendors and ecosystem partners to understand where the industry is heading next.
๐๐๐ซ๐ ๐๐ซ๐ ๐ ๐๐๐ฐ ๐ค๐๐ฒ ๐ญ๐ก๐๐ฆ๐๐ฌ ๐ญ๐ก๐๐ญ ๐ฌ๐ญ๐จ๐จ๐ ๐จ๐ฎ๐ญ ๐๐๐ซ๐จ๐ฌ๐ฌ ๐ญ๐ก๐ ๐ฌ๐ก๐จ๐ฐ ๐๐ฅ๐จ๐จ๐ซ:
โฆฟ Agentic AI moves from concept to deploymentย across smartphones, enterprise software and telecom networks
โฆฟ Rising memory costs are reshaping smartphone strategies, pushing OEMs toward price hikes, spec trade-offs and differentiation
โฆฟ Hardware innovation returnsย with new form factors, materials, gimbal cameras and robotics-inspired devices
โฆฟ Networks evolveย with Wi-Fi 8 momentum, satellite IoT integration and AI-driven telco automation
โฆฟ Sovereign AI, edge AI, and privacy-first agentsย emerge as critical priorities for governments, operators and OEMs
Swipe through to read MWC 2026 key takeaways featuring our analysts:
@MobilePeter, @neil_shah, @MohitOpinion, @G_Schneemann, @JStryjak, @MarcEinsteinAI, @guptavarun_v, @gareth99m
#MWC2026 #AgenticAI #EdgeAI #SovereignAI #AI #Telecom
Day 3 at MWC Barcelona 2026 @Huawei gave me AR glasses for translation during my briefing, allowing me to speak in English while they spoke in Mandarin in real time. While the hardware and software still aren't perfect, it's impressive to see how far we've come. It's exciting to witness a concept we discussed years ago at MWC finally become a reality.
#AI #5G #6G #Huawei
Check out the video!
Marc Einstein retweeted
๐The ๐๐ผ๐ฝ ๐๐ต๐ฟ๐ฒ๐ฒ companies globally are all #Chinese
๐ฐ#Humanoid #robot revenue to reach $๐.๐ Bn by ๐๐๐๐ from $530 Mn in 2025
๐ฅ#๐๐๐๐๐ข๐ง alone generated $๐ญ๐ฐ๐ฌ๐ +, ranking #๐ worldwide
More detail:
counterpointresearch.com/en/โฆ
Marc Einstein retweeted
Our Research Director @MarcEinsteinAI was on @BloombergTV, hosted by @HaidiLun and @SheryAhnNews, to discuss why NVIDIA needs to keep diversifying from AI Datacenter infrastructure to Physical AI and more.
๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
โฆพ @nvidia had phenomenal earnings up yet again on the back of continued hyperscaler investments in AI Datacenter infrastructure.
โฆพ We haven't seen any major signals that this spending is slowing, but at some point, NVIDIA will need to further diversify.
โฆพ One area of increasing focus is Physical AI - Robots, Autonomous Vehicles and Smart Spaces, as hyperintelligent devices will require significantly more computing power, increasingly at the edge.
โฆพ Counterpoint Research will have several analysts at NVIDIA GTC 2026, where we expect to hear several big announcements about this and all things AI.
๐๐๐ญ๐๐ก ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐ฏ๐ข๐๐๐จ ๐ก๐๐ซ๐:
bloomberg.com/news/videos/20โฆ
#NVIDIA #PhysicalAI #AI #DataCenters #Robotics @NVIDIAAI @NVIDIARobotics
