Oct. 6 AI Briefing: Defense AX and Physical AI Contracts Pile Up, Nasdaq Hits Record on AI
Key points
- Announcements of physical AI national project wins and participation continue
- AI staff officer technology spreads in defense
- Strong AI tech stocks coexist with warnings about losing control of AI
Doosan Robotics was selected for two national projects, one to develop a collaborative robot equipped with a domestic AI semiconductor and one to develop an intelligent welding solution for nuclear power plant components.
Onepredict is taking part as a joint research and development institution in a national physical AI R&D program worth 736.8 billion won in total, to develop a general-purpose manufacturing AI framework. It belongs to a subproject of about 72 billion won led by Jeonbuk National University.
SK Telecom was the only private company to take part in the Ground Forces Festival, held from the 1st to the 5th, where it showed defense AX technologies including an "AI staff officer" and low Earth orbit satellites.
MakinaRocks has installed an "equipment operation AI staff officer" trained on the naval gun technical manual on the Navy ship Pohang and begun pilot operation. It is part of a program run by the Korea Research Institute for Defense Technology Planning and Advancement.
Kakao Mobility signed a memorandum of understanding (MOU) on defense AI cooperation with the Korea University C5ISRT Convergence Research Institute.
On Wall Street, the Nasdaq Composite hit a record high. U.S. Treasury yields rose sharply, but strength in AI-centered big tech stocks offset it.
Jacob Coxon, a former Anthropic researcher, warned at a New York City Council AI hearing that humanity is likely to lose control of AI.