PHYSICAL AI · 2026-04-23

Physical AI Brief

Daily cross-source signals for the Physical AI supply chain — silicon photonics, CPO, VLA models, humanoid hardware, embodied AI. Three streams, one page, zero filler.

60 items today · 0 arxiv · 2 SEC 8-K · 58 humanoid · 0 CN photonics

01 ARXIV · PHYSICAL AI PAPERS

0 items
NO PAPERS INDEXED FOR THIS DATE

02 US SEMI · SEC 8-K FILINGS

2 items

scanned: NVDA / AVGO / MRVL / COHR / LITE / AMD / TSM / SMCI / ANET / CRDO / POWL / VECO

  1. $AVGO · 8-K · filed 2026-04-21
    Broadcom Inc
    Items: 5.07
    8-K
  2. $SMCI · 8-K · filed 2026-04-20
    Super Micro Computer Inc
    Items: 5.02,5.07,9.01
    8-K

03 HUMANOID · COMPANY NEWS

58 items

scanned: figure-ai / 1x / boston-dynamics / unitree / apptronik / sanctuary-ai / neura-robotics / agility-robotics / physical-intelligence / agibot

04 CN PHOTONICS · 公告流

0 items
CN 源 尚未实装 (TIER-1 下一步)