Daily Tech: “AI, Quantum, and Robotics Drive Next Phase of Tech Innovation”

FutureGate | July 30 2025

On Semiconductor and Nvidia Partner to Power Next-Gen AI Data Centres

On Semiconductor (ON) has joined forces with Nvidia (NVDA) to co-develop high-efficiency 800-volt direct current (DC) power solutions designed to meet the growing energy and performance demands of AI-driven data centres.

This partnership is particularly significant as AI training models and inference workloads require unprecedented computing power and energy density. On Semiconductor brings its strength in silicon carbide (SiC) and power conversion technologies, while Nvidia continues to dominate in high-performance GPUs and AI systems. Together, the two aim to reduce energy losses, improve thermal performance, and create a scalable power architecture optimized for AI applications, particularly those requiring real-time processing and massive parallelism.

For investors, this move underscores Nvidia’s strategy to vertically integrate its AI ecosystem—from chips to infrastructure—and On Semiconductor’s role as a beneficiary of the AI hardware build-out. It also reflects the growing importance of energy-efficient power systems in data centre investment theses as ESG and operational cost concerns rise.

IonQ Strengthens Enterprise Quantum Push with JPMorgan Talent

IonQ (IONQ), a leader in trapped-ion quantum computing, has appointed Marco Pistoia, the former head of global technology applied research at JPMorgan (JPM), as its Senior Vice President of Industry Relations.

Pistoia is a heavyweight in quantum research, having led several high-profile enterprise initiatives at JPMorgan, including quantum-safe cryptography and quantum algorithm development for financial services. His transition to IonQ signals the company’s accelerating push into commercial enterprise adoption—bridging the gap between academic innovation and scalable, real-world solutions.

From an investment standpoint, IonQ is positioning itself as the “Intel of quantum” by combining hardware, middleware, and software stacks under one roof. With enterprise applications in logistics, cybersecurity, pharma, and capital markets emerging, Pistoia’s addition brings credibility and network access across Fortune 500 clients, potentially accelerating revenue generation in what is still a nascent but fast-growing sector.

Life Time and Microsoft Unveil AI-Powered Health Companion ‘L•AI•C’

Life Time Group Holdings (LTH), known for its premium health and fitness clubs, has launched L•AI•C (pronounced “lay-see”), a proprietary AI wellness companion developed in partnership with Microsoft (MSFT) and powered by Azure’s AI Foundry platform.

The service integrates Life Time’s 30+ years of training, nutrition, and behavioural data with Microsoft’s AI and cloud infrastructure to deliver real-time, hyper-personalized health and wellness guidance to users via its mobile app. Services range from customized fitness plans and meal tracking to behavioural nudges and mental wellness support.

This product comes at a time when digital wellness is experiencing explosive growth. With wearables, telemedicine, and AI-driven health apps reshaping consumer habits, Life Time’s entry into this space allows it to extend its brand far beyond physical gyms. It also positions the company to tap into high-margin SaaS-like recurring revenue streams, complementing its core business while capitalizing on a broader health-tech transformation.

Monogram Orthopaedics Achieves Breakthrough in Autonomous Surgery

Monogram Orthopaedics (MGRM) has successfully completed the world’s first fully autonomous, saw-based robotic knee replacement surgery. The procedure was carried out using Monogram’s proprietary robotic system, which integrates computer vision, AI, and custom implant design.

Unlike traditional robotic-assisted surgeries, where human input is required for certain steps, Monogram’s system independently executed bone cuts and implant placement with millimetre-level precision—eliminating human error and reducing surgical time. The system also adapts in real-time to anatomical variability, which is a significant advancement in personalized medicine.

This milestone could be transformative for the $15B+ global joint replacement market. With demand for orthopaedic surgery projected to rise sharply due to aging populations and increasing obesity rates, automation offers a pathway to scale while maintaining high surgical precision and lowering costs. For Monogram, this achievement could unlock strategic partnerships, FDA clearances, and eventually widespread adoption in surgical suites.