Daily Tech: OKLO, HIMX, NBIS & BLMZ: Emerging Winners in AI, Nuclear & Next-Gen Platforms

FutureGate | July 15 2025

BLMZ Partners with HYPRCOMMUNITY to Build Global AI VTuber Platform

In a strategic push into AI-driven entertainment, BLMZ has signed a Memorandum of Understanding with HYPRCOMMUNITY to co-develop a next-generation AI-powered VTuber social platform. The initiative aims to reach over 1 billion users globally, focusing on key markets such as the United States, Japan, and China.

This partnership will integrate generative AI, real-time motion capture, and interactive virtual personas to reshape digital content creation and fan engagement. With VTuber popularity surging in Asia and expanding globally, investors see this as a compelling growth vertical within the broader AI and entertainment convergence trend. The platform's scale ambitions and technology integration put it in direct competition with major social and streaming platforms—potentially unlocking high-margin monetization via subscriptions, brand collaborations, and virtual goods.

OKLO Rallies on Pro-Nuclear Backing from Energy Secretary Chris Wright

OKLO shares jumped 11.36% after U.S. Secretary of Energy Chris Wright publicly backed a regulatory reset for nuclear power, stating that under the Trump administration, "you’re going to truly see the launch of the nuclear renaissance."

Wright emphasized the need to streamline and modernize the regulatory framework smothering nuclear innovation, calling nuclear the “energy-dense, always ON energy source” necessary for reliable baseload power. His remarks have renewed market enthusiasm around advanced nuclear technologies, including OKLO's micro-reactors, which promise scalable, carbon-free energy generation.

The policy momentum comes amid rising global focus on energy security and decarbonization, with nuclear increasingly viewed as a vital solution alongside renewables. OKLO, already backed by major venture capital and DoE funding, could benefit significantly from deregulatory action and public-private partnerships.

Himax and Rabboni Launch First Scalable AI Wearable Sensing System

Himax Technologies (HIMX) and Rabboni have jointly launched the world’s first scalable, multi-scenario AI endpoint sensing system for wearables. This cutting-edge solution enables real-time AI inference on ultra-low-power devices, allowing for advanced data processing directly on endpoints like smartwatches, medical wearables, AR headsets, and fitness bands.

The platform supports applications such as health monitoring, biometric analysis, industrial safety, and gesture recognition, combining Himax’s ultra-low power display drivers and sensors with Rabboni’s embedded AI software. This development signals a leap forward in edge AI, a fast-growing sector where real-time performance, privacy, and battery life are critical.

With the wearable market projected to exceed $100 billion by 2027, the Himax-Rabboni system could position both companies as key enablers of next-generation intelligent devices, offering a compelling investment angle within the broader AI hardware stack.

Goldman Sachs Initiates Buy Rating on Nebius Group in AI Cloud Sector

Goldman Sachs has initiated coverage on Nebius Group (NBIS) with a “Buy” rating, highlighting the company’s leadership in the emerging AI Neocloud infrastructure market. Nebius operates high-performance cloud platforms optimized for AI workloads, including LLM training, inference acceleration, and hybrid deployments.

Goldman’s note underscores Nebius’s strong IP portfolio, strategic hyperscale partnerships, and rapidly expanding data centre footprint across Europe and Asia. The firm believes Nebius is well positioned to capture institutional demand as enterprises shift toward AI-native cloud services that can handle compute-intensive operations more efficiently than traditional cloud providers.

With AI infrastructure investment forecast to grow at a 25%+ CAGR, Nebius stands out as a differentiated player in a space dominated by larger incumbents. Goldman sees meaningful upside as the company continues to scale operations and attract high-value enterprise clients.