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TechPulse™ is your comprehensive weekly guide to the latest developments in Industrial IoT, Telecommunications, Edge Computing, and Autonomous Vehicles. This curated newsletter unpacks the latest news, explains why it matters for business leaders and investors, and provides expert insights to spark your curiosity. Let's dive in!
This Week's Pulse
The story of this week: edge-native AI and robotaxis quietly took another step toward "normal," while telecom stayed in the background, letting edge platforms and autonomy vendors drive the narrative.
Across our four verticals:
- Industrial IoT / Edge: ClearBlade launched an edge-based forecasting AI component that lets industrial operators run predictive models directly at the edge instead of central clouds, targeting use-cases like rail, logistics, and heavy assets.
- Edge Computing: A string of edge platform-and-silicon moves continued:
- Blaize licensing Arteris FlexNoC 5 IP to improve its edge AI chips' performance and power efficiency.
- Megaport acquiring Latitude.sh to deepen distributed GPU/CPU "compute-as-a-service" footprints.
- A new "Mimik UAE" joint venture in Abu Dhabi to push agentic edge AI closer to devices, not just clouds.
- Autonomous Vehicles: Waymo started fully autonomous, paid robotaxi operations in Miami, with near-term expansion to Dallas, Houston, San Antonio, and Orlando, reinforcing its lead in commercial AV scale. Zoox, meanwhile, turned on free robotaxi rides in San Francisco (Zoox Explorers program) for the public in core neighborhoods.
- Capital Markets: The parents behind the biggest AV and edge players (Alphabet (Waymo), Amazon (Zoox), Tesla, Cisco, NOV) continue to trade at multi-hundred-billion-dollar market caps (or multi-billion in NOV's case), giving them ample balance-sheet ammo to keep subsidizing scale.
Figure 1: AI and edge computing are moving from the cloud into factories, streets, and networks — the new infrastructure stack for the 2020s.
This week's thesis: This was another "infrastructure week", quiet on telco logos, loud on edge, platforms, and robotaxis. The players that are already scaled (Waymo, Zoox, hyperscaler-adjacent edge vendors) are locking in positional advantage while the rest of the market is still arguing about business models.
What CEOs and investors should pay attention to:
- Robotaxis are no longer a sideshow: Waymo in Miami and Zoox in San Francisco make autonomy feel like a normal transport option in multiple US cities, not just a Bay Area science project.
- Edge AI is hardening into a real platform layer: ClearBlade's forecasting AI, Blaize+Arteris, Megaport+Latitude.sh, and Mimik UAE all point in the same direction: compute and intelligence are moving out of central clouds into networks, sites, and vehicles.
- If you're still in "pilot mode" on IIoT/edge/autonomy in late 2025, you're already behind: the infrastructure your competitors will use in 2026–27 is being normalized now.
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