The bottom one is a Stadler KISS, same one Caltrain ordered. Note the high-and-low boarding doors, which was the Caltrain customization. Although I'm not sure what's up with the front car in that render, which looks like an HSR power car and not a passenger carriage. The Caltrain KISSes board passengers in all cars of the consist.
Their BEMU pilot is a 4-car set. But egad...the price. $80M for 4 cars. It's estimated that they need eventually need 6 sets of them to cover the entirety of Gilroy service, which would cost them nearly a half-billion dollars at the going rate for the BEMU variant.