RF
Regions Financial Corp.
stock NYSE

Microwave, millimeter-wave and long-distance RF (e.g. Raft as a vendor, some HFTs have custom variants)

The AI dominating semiconductor spend now is central compute. Massive data centers packed with GPUs, high bandwidth memory, networking and power infrastructure to train and run generative AI models. Physical AI moves that intelligence into machines that perceive and interact with the real world. Like robots, autonomous vehicles, drones etc… Proliferation of that stuff will drive demand for sensors, RF connectivity, edge processors and actuators. Consider this example, a robotic hand would use ultra wide band and RF chips to determine the precise position, distance and movement of an object and its own fingers, combined with vision and force sensors, the robots AI would recognize “this is a fragile glass of wine” and continuously adjust finger position and grip pressure so it picks it up securely without crushing, dropping or spilling it. Or any other fragile sensitive object it is tasked with grasping or handling

I don’t think that’s true - any firm with a reasonable investment can bring together a small group of experienced people and get fast on in-colo stuff. For the inter-colo stuff you can lease a McKay feed etc. I’m not convinced the juice was ever really worth the squeeze for the firms that went all out on being the fastest everywhere on RF, where you really could
monopolise speed.
The most latency-sensitive intra-colo stuff (CME, Deutsche Boerse) is pretty level playing field. Hire the people, pay the salaries, ante up with the exchange, be patient, any firm can be latency competitive.

VisionWave released an update yesterday on their STRATUM unmanned ground vehicle lineup.
It’s four platforms are on the same architecture: VARAN, RANGER, SCOUT, and RECON. I think the Idea is you keep the same vehicle and swap the mission module depending on the job, ISR, logistics, counter-UAS, RF sensing, remote weapon stations, that kind of thing.
They gave target specs for VARAN: about 500 kg payload, more than 1,000 kg towing, around 70 km/h, and a mission time of about four hours depending on the setup, which is insanely good!
All four are still in development, figured theres other people who could use this info, the news was released yesterday for it, so make sure to review that before making your decision.