Ouster: Strong Growth Should Lead To Further Upside

**Ouster: Strong Growth Should Lead To Further Upside**
*December 16, 2025 | 8:16 PM ET*

Ouster, Inc. (NASDAQ: OUST) has exhibited strong growth recently, primarily driven by its expanding presence in the smart infrastructure and robotics verticals. While the automotive opportunity continues to be delayed, it is not a critical component of Ouster’s current business narrative.

Despite some stock price pressure over the past six months, likely due to valuation concerns and a waning investor enthusiasm for drone-related stocks, Ouster’s shares remain reasonably priced. Given the company’s continued robust growth trajectory, solid returns over the next 12 months appear achievable.

### Company Overview and Market Position

Ouster operates at the intersection of innovative sensor technology and growing market demand for smart infrastructure and autonomous robotics applications. Though the automotive sector has not yet materialized as expected, Ouster’s diversified exposure helps mitigate this risk. The company’s high-performance lidar sensors are well positioned to capture secular growth opportunities in industries where market barriers to entry remain significant.

### Investment Perspective

Richard Durant, leader of Narweena — an asset management firm that specializes in identifying market dislocations stemming from misunderstood long-term prospects — highlights Ouster’s potential. Narweena’s investment approach focuses on deep fundamental research and targets smaller-cap stocks with identifiable competitive advantages.

The firm believes that demographic shifts, including an aging population combined with stagnating productivity growth, will reshape investment opportunities. Many traditional industries may face secular decline or stagnation, potentially lessening competition and improving business performance for companies like Ouster that operate in growth markets.

Durant, who holds degrees in engineering and finance from the University of Adelaide and an MBA from Nanyang Technological University, underscores that Ouster’s current valuation looks reasonable relative to its growth prospects. His perspective suggests that investors can expect strong risk-adjusted returns by focusing on these secular growth trends.

### Analyst Disclosure

I/we have no stock, option, or similar derivative positions in any of the companies mentioned and have no plans to initiate any such positions within the next 72 hours. This article expresses my own opinions and I am not receiving compensation for it other than from Seeking Alpha. I have no business relationships with any company whose stock is mentioned.

### Disclaimer

Past performance is no guarantee of future results. This article should not be considered investment advice or a recommendation to buy or sell securities. The views expressed are those of the author and may not reflect the opinions of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser. Opinions here are provided by third-party authors who may or may not be licensed or certified.

*By Richard Durant, 9.39K Followers*
Leader of Narweena Asset Management, specializing in identifying long-term secular growth opportunities in underappreciated markets.
https://seekingalpha.com/article/4853875-ouster-strong-growth-should-lead-to-further-upside?source=feed_all_articles

NTU Singapore and Zero Gravity Launch S$5 Million Research Hub for Decentralized AI Innovation

**NTU Singapore and Zero Gravity Partner to Advance Open and Decentralized AI Technologies**

Nanyang Technological University, Singapore (NTU Singapore), and Zero Gravity (0G), a decentralized artificial intelligence (AI) infrastructure company, have announced a S$5 million partnership to establish a joint research hub dedicated to advancing blockchain-based AI technologies. This initiative aims to create AI systems that are more accessible, accountable, and transparent, marking 0G’s first university collaboration on a global scale.

The partnership will fund multiple initiatives exploring decentralized AI training, blockchain-integrated model alignment, and proof-of-useful-work consensus mechanisms. The research hub seeks to bridge university research with scalable infrastructure for open AI systems that differ fundamentally from traditional AI systems, which tend to be closed and controlled by private firms.

Unlike conventional AI platforms operating on closed servers where processing and results remain opaque, the integration of blockchain technology will enable the recording and verification of every stage—from model training to output—ensuring end-to-end transparency.

Michael Heinrich, CEO and Co-Founder of 0G, and Professor Louis Phee, Vice President of Innovation and Entrepreneurship at NTU, jointly unveiled the research center. Professor Phee emphasized, “Open and trustworthy AI depends on a foundation that is decentralized and accountable. NTU has built world-class expertise in blockchain systems, cryptography, and computing. By working with 0G, we aim to design a next-generation, innovative AI stack that enables global participation and transparency for everyone.”

This collaboration follows a recent seed investment round of $40 million led by Hack Ventures, including participants such as Delphi Ventures, OKX Ventures, Samsung Next, and Animoca Brands. To date, 0G has secured over $325 million in committed funding.

“Our mission is to make AI a public good,” said Michael Heinrich. “By partnering with NTU, we are aligning with a global leader in blockchain and computing research to move beyond centralized AI monopolies. Together, we will build an open ecosystem where developers, institutions, and communities can contribute, verify, and audit.”

Supporting the partnership, Professor Wen Yonggang, Dean of the Graduate College and Associate Provost of Graduate Education at NTU, along with Dr. Ming Wu, Co-founder and Chief Technology Officer of 0G, will lead collaborative efforts to develop decentralized computing architectures and secure AI marketplaces that compensate participants for contributing data and computing resources.

The four-year initiative will also include workshops, hackathons, student scholarships, and open-source projects designed to nurture the next generation of decentralized AI talent in Asia. Within the first two years, the teams anticipate delivering early proof-of-concept projects, with pilot applications focusing on finance, healthcare, and smart infrastructure.

The College of Computing and Data Science at NTU, together with its Centre in Computational Technologies for Finance (CCTF), will provide research leadership in scalable model training, AI governance, and blockchain-enabled security frameworks.

This partnership not only positions Singapore as a hub for the development of open and trustworthy AI but also sets the stage for future international collaborations in decentralized intelligence.

### About Nanyang Technological University, Singapore (NTU Singapore)

NTU Singapore is a public university renowned for its strong emphasis on research and innovation. It serves over 35,000 undergraduate and postgraduate students across diverse disciplines, including business, computing and data science, engineering, humanities, arts, social sciences, medicine, and science.

NTU houses several leading research centers such as the Earth Observatory of Singapore, Nanyang Environment & Water Research Institute, and Energy Research Institute @ NTU (ERI@N). It is also home to prestigious autonomous institutes including the Singapore Centre for Environmental Life Sciences Engineering, the S Rajaratnam School of International Studies, and the National Institute of Education.

Driven by its Smart Campus vision, NTU harnesses digital technology to enhance learning experiences, promote sustainability, and facilitate pioneering research. The university’s main campus is frequently cited among the most beautiful globally and boasts Green Mark Platinum accreditation for all eligible buildings, reflecting NTU’s staunch commitment to sustainability. Additionally, NTU operates a medical campus located in Novena, Singapore’s healthcare district.

### About Zero Gravity (0G)

0G is the world’s first decentralized artificial intelligence protocol (AIP) purpose-built to enable a fully democratized future of intelligence. As a modular and infinitely scalable Layer 1 protocol, 0G facilitates the execution of decentralized AI applications at scale.

It integrates high-performance decentralized storage, computing, and data availability (DA) to support the next generation of AI-native use cases. Through its verified AI processing and permissionless agent ecosystem, 0G is laying the foundation for an open and unstoppable AI economy.

This landmark partnership between NTU Singapore and Zero Gravity is poised to transform the landscape of AI development by fostering innovation that is transparent, accessible, and collaborative on a global level.
https://bitcoinethereumnews.com/blockchain/ntu-singapore-and-zero-gravity-launch-s5-million-research-hub-for-decentralized-ai-innovation/