# CSC Research Report: Focus on Physical AI Data and Simulation, AI Security, Domestic Chips, and Other Areas

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-26T00:45:36.000Z
- RoboHot: https://robohot.news/en/items/r3i794k6bnx6nucni18t20qiw
- Original: https://36kr.com/newsflashes/4041963126313864?f=rss

## Summary

A CSC research report notes that Cambricon and Hygon Information Technology posted revenue growth and sequential gross margin improvement in Q3; rents for some domestic configurations and overseas high-end GPUs are rising, and demand for computing power services remains strong. General-purpose large models working in coordination with execution frameworks are improving robot manipulation capabilities, and leading vendors are advancing capacity construction; the development of high-quality interaction data, simulation synthesis, and evaluation systems is expected to expand demand in the physical AI industry.