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AMT Tech Report: Issue #339

A deeply disruptive AI has entered the chat. Cobot vs. robot — who wins? IFR's 2025 robot trends. Should you 'can' your old CAM software? JDC-Miller partners with Hexagon.
Feb 07, 2025

“A mind is like a parachute. It doesn’t work if it is not open.”

– Frank Zappa


This is a published version of the AMT Tech Report newsletter. You can sign up to get the Tech Report in your inbox here.


1. DeepSeek's Deep Pockets

DeepSeek’s claimed low-cost AI breakthrough may be overstated. Reports suggest the company has 50,000 Nvidia GPUs and spent $1.6 billion on infrastructure – much more than the $6 million claim (but still less than large U.S. counterparts). While DeepSeek innovates with efficient AI methods, it benefits from massive investments, self-funding, and top Chinese talent. Reports suggest some security risks exist about user data as well. Despite the hype, DeepSeek follows the industry rule: AI dominance requires billions.

Read full article.


2. Advancements in Welding Cobot Viability

Welding cobots with advanced features and flexibility now rival industrial robots in “positional” accuracy. Cobots are lighter, easier to move, and don’t require fixed installations or safety cages, making them ideal for large or awkward weldments. The portability and ease of programming allows for more adaptable automation. The real-world examples in this article illustrate how cobots are not just hype – they are proving their worth in challenging, high-mix environments.

Learn more.


3. Polymer Innovation

Researchers developed a bio-based alternative to thermoset plastics that maintains durability while being recyclable and degradable. Using dihydrofuran, a monomer from biological sources, they created a polymer that undergoes two light-controlled polymerization steps. It can be chemically recycled and degrades naturally, offering a sustainable replacement for petroleum-based thermosets. Sadly, it’s not as financially sustainable as petroleum-based plastics, which are basically free since they’re literally trash.

Read full article.


4. The Eras Tour

… of manufacturing! The industry has evolved through four eras: Craft Production (low volume, high variety, manual work by artisans), Mass Production (high volume, low variety, standardized assembly lines), Mass Customization (medium-high variety with flexible automation), and Personalized Production (AI-driven, on-demand manufacturing). Future success relies on real-time data, modular systems, and AI-powered efficiency.

Read full article.


5. Tech Adoption in MT

Reshoring and sector growth (defense, medical, space) drive manufacturing's adoption of automation, additive manufacturing (AM), generative AI, and digital twins. Here are some key factors: Automation enhances flexibility but faces ROI and knowledge gaps. AM boosts performance but struggles with material costs and standards. Gen AI simplifies data use yet requires security upgrades. Digital twins aid simulation but need expertise. Overcoming these barriers will unlock industry growth.

Read full article.


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Author
Stephen LaMarca
Senior Technology Analyst
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