Circus SE Inhaber-Akt WKN: A2YN35 ISIN: DE000A2YN355 Forum: Aktien Thema: Hauptdiskussion

Freier Fall

Frank Holtey heute auf LinkedIn, Bla, bla: I came to China to get a clearer view of where AI, robotics, and autonomous systems are heading next. The goal was simple: To understand how fast things are moving and what lessons matter for the next generation of real-world deployments. One takeaway stood out very clearly. While experimentation and technological ambition are everywhere, truly integrated autonomous cooking systems remain rare. I did not encounter anything comparable to what we already run with our CA-1, where robotics, software, and operational workflow function as one deployable platform. That reinforces how differentiated our approach at Circus still is. At the same time, what China does exceptionally well is execution through experimentation. New ideas are tested early, deployed quickly, and improved in practice. Europe tends to move in the opposite order, often slowed by regulation and process before learning even begins. That difference in speed is becoming a strategic factor in AI and robotics. I am heading back to Germany with strong inspiration and even stronger conviction that we are building in exactly the right direction. The real question for Europe is not whether we can build this technology, but whether we can move fast enough.

Da Circus im Defense Bereich tätig ist würde mich das nicht wundern

Hm, wenn Circus statt KI gesteuerte Küchenroboter ein KI gesteuerte Terminator baut, geht das Ding heute noch durch die Decke.

Circus verweist auf über 8.000 Vorbestellungen mit einem theoretischen Umsatzpotenzial von mehr als 1,6 Milliarden Euro. Ob diese in zahlungswirksame Aufträge münden, hängt von den laufenden Pilotprojekten ab. Die Gesellschaft prüft derzeit die Aufnahme zusätzlichen Wachstumskapitals, ohne konkrete Entscheidungen getroffen zu haben. Börse-express gerade eben