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氪星晚报|千问DAU达到7352万;胖东来创始人于东来宣布年后退休;马斯克酝酿在月球造AI卫星工厂
3 6 Ke· 2026-02-11 10:04
Group 1: Company Developments - Qianwen's Daily Active Users (DAU) reached 73.52 million, and the app has topped the App Store's free chart for six consecutive days [1] - South Korean AI startup Wrtn plans to enter the U.S. market, aiming for an IPO as early as 2028, with projected annual revenue exceeding $100 million this year [2] - Founder of Pang Donglai, Yu Donglai, announced retirement and will transition to an advisory role, with decision-making now handled by a committee [3] - Elon Musk is planning to establish an AI satellite factory on the Moon through his company xAI, which aims to enhance AI capabilities [4] - Meituan launched a native "Deep Research" Agent with a usability rate of 61.1%, outperforming ChatGPT's 42.8% [5] - iFlytek officially released the Spark X2 model, focusing on high-specialty applications in education, healthcare, and automotive sectors [6] Group 2: Legal and Financial Matters - Estée Lauder has filed a lawsuit against Walmart for selling counterfeit beauty products without adequate measures to ensure authenticity [6] - Qingyun New Materials completed a C+ round strategic financing led by Zhonghua Capital and Guoxin Venture Capital to accelerate innovation in flash evaporation materials [7] - The Shanghai and Shenzhen Stock Exchanges introduced a package of measures to optimize refinancing, enhancing support for quality listed companies [8][9] - Alphabet's bond issuance received a record £24 billion in subscriptions, with plans to issue at least $9.4 billion in bonds, including rare century bonds [9] - The South Korean government plans to invest 1 trillion KRW (approximately $687.8 million) in developing AI semiconductors over the next five years [11] Group 3: Industry Insights - The State Council of China issued guidelines to improve the national unified electricity market system, focusing on optimizing resource allocation and enhancing market functions [10]
FF 残局与贾跃亭 “下周回国” 之困
3 6 Ke· 2026-02-11 09:35
Core Viewpoint - Faraday Future (FF) has faced significant challenges since its inception, including financial instability and legal battles, but has recently gained renewed attention and potential opportunities in the market due to strategic pivots and external factors [1][2][4]. Group 1: Company Background and Challenges - FF was founded by Jia Yueting, who has been under financial strain since the collapse of LeEco, with debts exceeding $10 billion [1]. - The company has experienced multiple crises, including a failed partnership with Evergrande and a significant drop in stock price following a short-seller report questioning the legitimacy of its production orders [2][3]. - In late 2022, FF was on the brink of bankruptcy, with Jia Yueting resigning from most of his positions due to the company's dire financial situation [2][3]. Group 2: Market Dynamics and Strategic Moves - In May 2024, FF received a boost when President Biden announced a 100% tariff on Chinese electric vehicles, allowing FF to position itself as a bridge between Chinese supply chains and the U.S. market [4]. - The stock price of FF surged dramatically due to a meme stock phenomenon, increasing over 100 times in just four days, which helped restore market interest and allowed the company to maintain its listing status [4][6][14]. - FF has adopted a "dual-flywheel" strategy, focusing on electric vehicle production and expanding into Web 3.0 and cryptocurrency, aiming to leverage these sectors for funding and growth [5][70]. Group 3: Business Operations and Future Plans - FF has established a subsidiary, FX, targeting the mid-market segment with its first mass-produced vehicle, an MPV, utilizing a light-asset model in collaboration with Chinese manufacturers [9][90]. - The company aims to capitalize on the growing demand for electric vehicles in the U.S. market, which is seen as a significant opportunity despite the competitive landscape [9][80]. - FF has also ventured into the cryptocurrency space, planning to tokenize its stock and attract Web 3.0 investors, which is expected to provide additional funding avenues [5][70]. Group 4: Leadership and Vision - Jia Yueting has re-emerged as a prominent figure in the U.S. market, leveraging his personal brand to garner support and attention for FF [5][6]. - The leadership emphasizes the importance of vehicle production as the key to improving the company's financial health and fulfilling Jia's commitment to repay debts and return to China [9][50]. - The company is focused on building a strong operational foundation while navigating the complexities of the automotive and tech industries [7][73].
马斯克“身边”的男人走光了,昨一个,今一个,都是辛顿学生
3 6 Ke· 2026-02-11 09:35
时隔不到24小时,又一xAI联合创始人离职了! 智东西2月11日报道,今天上午,马斯克旗下的AI独角兽xAI的联合创始人Jimmy Ba宣布,今天是他在xAI任职的最后一天。 上周,科技媒体The Information援引知情人士消息称,马斯克因新一代Grok模型发布延迟,近几周来"日益不满"。与此同时,xAI正以每月近 10亿美元的惊人速度消耗资金。 Jimmy Ba是一名加拿大籍的华裔AI研究员,他因2014年与他人合作开发Adam优化器而声名鹊起,该算法已成为训练AI模型的标准工具之一, 在谷歌学术上,Adam论文的引用量超过了24万次。 | Jimmy Ba | | | --- | --- | | University of Toronto | | | Verified email at cs.toronto.edu - Homepage | | | Neural Networks Artificial Intelligence | | | Machine Learning Deep Learning | | | ARTICLES CITED BY PUBLIC ACCESS | CO-AUTHOR ...
打明牌:苹果赢得2025智能手机市场增量与存量竞争
3 6 Ke· 2026-02-11 09:35
Group 1 - Apple is the biggest winner in the global smartphone market in 2025, achieving a 20% market share and leading both the incremental and installed base competition [1][3][6] - The global smartphone market saw a 2% year-on-year increase in shipments, driven by strong demand in emerging markets and improved economic momentum [1][3] - Apple’s iPhone 17 series significantly contributed to its market share, with one in five new smartphones sold being an iPhone [1][3] Group 2 - In terms of active installed base, Apple holds a 25% share, making it the leader in the global active smartphone market, with over 1 billion active devices [3][10] - Apple and Samsung are the only two manufacturers with over 1 billion active devices, together accounting for 44% of the total active devices [3][10] - Apple's net increase in active devices in 2025 surpassed the total of its next seven competitors combined [5] Group 3 - The iPhone 17 series has been particularly successful in China, with over 10 million units activated for the Pro series and over 20 million for the entire series [9] - Apple's long-term software support and updates contribute to the longevity and value retention of its devices, enhancing user satisfaction and loyalty [10][12] - Apple's strategy of providing extensive software updates and support has created a positive cycle for its user base, encouraging repeat purchases and service revenue [13][15] Group 4 - Apple's service revenue reached $30.01 billion in Q4 2025, a 14% year-on-year increase, driven by its strong installed user base [15] - The smartphone market is entering a phase of slower growth, making the management of existing users increasingly important for manufacturers [16] - Other Chinese brands like Xiaomi, Vivo, OPPO, and Huawei also achieved significant milestones in active device installations, indicating a competitive landscape [16]
AI 的尽头是光:1年600%的LITE、COHR还能涨多久?
3 6 Ke· 2026-02-11 09:29
划重点 ① 2026 年,全球算力基建正式跨入"连接为王"的通信大年。当 AI 集群规模冲向更大级别,1.6T 速率让传统铜缆因电阻热效应撞上物理天花 板,光电转换从备选项跃升为唯一解。这场由大模型迭代倒逼出的"光速互联"革命,正开启一场比 2000 年光纤时代更具实力的价值重估。 ② LITE 靠垂直整合实现从"零件差价"到"系统溢价"的跨越;COHR 通过精简业务、聚焦核心资产以收割 AI 最肥美的利润;黑马 AAOI 则凭 借 LPO 方案的成本优势与微软深度绑定,展现极高弹性。硅光子、CPO 与 LPO 三线并进,核心目标只有一个:消灭能耗与延迟,重塑 1.6T 时代的定价权。 ③ 不同于 2000 年的供给泡沫,2026 年是需求倒逼下的刚需基建。虽然估值波动与技术更迭仍是变量,但投资逻辑已发生质变:核心不再是算 力多强,而是连接能效多高。拥有芯片自研能力与巨头订单的厂商,正接过 GPU 的火炬,点亮 AI 时代的下半场红利。 站在 2026 年来看,全球算力基建的叙事正发生一场深刻的权力交接。如果说 2024 至 2025 年是属于英伟达和芯片代工厂的"GPU 盛世",那么 2026 年则 正式开 ...
马年前夕最火爆的游戏表情包,怎么是一头牛啊?
3 6 Ke· 2026-02-11 09:24
01 火爆全网的牛牛表情包,出自游戏黑图? 马年将至,一头牛的表情包反而先火出了圈。 最近,不管是和朋友私聊,还是在群聊里,葡萄君总能见到这只皱着眉头的草地牛。 它确实很魔性,该怎么形容呢……草地牛的眼神有种深邃、严肃、成熟的认真感,但身体却是治愈童风的奶牛造型。 再加上和眼神毫不搭边的大鼻孔、情绪波动不明显的嘴角,整体结合出一种「态度很严肃,但其实也没在干什么很严肃的事」「严肃是表象,幽默是内 核」的反差萌感。 硬要说的话,我觉得或许草地牛传递出的精神状态,会让我有些联想到《国产凌凌漆》里的达闻西…… 而传得最广的草地牛表情包,大抵是抱腿而坐的这张:它好似在沉思、回顾人生,又可能是受了伤、正在EMO……当然,也有可能只是在纯纯发呆放空 自己。你永远摸不透草地牛到底在想什么,以及到底有没有在想东西。 草地牛究竟有多火?除了表情包满天飞以外,现在我甚至能刷到关于它的二创作品。这一方面体现出了大家对草地牛的喜爱,另一方面或许也变相说明, 草地牛正在成为时下的流量密码。 拼豆豆草地牛、国画草地牛,图源小红书 雪人草地牛,图源抖音@曾曾Zeng.目前已获超400万点赞 淘宝上的草地牛玩偶 而草地牛表情包的诞生,其实可 ...
内存占用最高降低75%,美国能源部科学家提出跨通道分层聚合方法D-CHAG,实现极大规模模型多通道数据集运行
3 6 Ke· 2026-02-11 09:17
Core Insights - The article discusses the introduction of a distributed cross-channel hierarchical aggregation method (D-CHAG) by scientists at the Oak Ridge National Laboratory, aimed at enhancing the processing of large-scale models on multi-channel datasets [1][2][4] Group 1: Methodology and Performance - D-CHAG enables distributed processing of the tokenization process and employs a hierarchical strategy for channel aggregation, allowing large-scale models to operate efficiently on multi-channel datasets [2][4] - In evaluations on hyperspectral imaging and weather prediction tasks, D-CHAG demonstrated a memory usage reduction of up to 75% when combined with tensor parallelism and model sharding on the Frontier supercomputer, achieving over 2x throughput improvement on up to 1,024 AMD GPUs [2][4] - The method addresses memory bottlenecks and computational efficiency issues in multi-channel foundational model training, achieving up to 70% memory reduction compared to using only tensor parallelism [4] Group 2: Data Utilization - The research utilized two typical multi-channel datasets: hyperspectral images of poplar trees, containing 494 images with 500 spectral channels, and the ERA5 high-resolution reanalysis dataset for weather prediction, which included 80 input channels derived from various atmospheric and surface variables [5][6] - The hyperspectral dataset is crucial for biomass research and plant phenotyping, while the weather prediction dataset was adapted for model training through regridding techniques [5][6] Group 3: Technical Advantages - D-CHAG combines distributed tokenization and hierarchical channel aggregation, reducing memory usage per cross-channel attention layer by processing fewer channels at each layer [9][11] - The method allows for efficient training of larger models on high-channel datasets, supporting configurations that were previously unmanageable with standard tensor parallelism [25] Group 4: Comparative Analysis - The performance of D-CHAG was compared against baseline methods, showing consistent training loss in hyperspectral image applications and significant improvements in weather prediction tasks across various metrics [20][21] - For models with 1.7 billion parameters, D-CHAG configurations demonstrated performance enhancements of approximately 60% for 1,024-channel data, while maintaining efficiency for 512-channel data [15][25]
马斯克xAI雪崩,24小时两联创离职,一月内连失三位华人创始人,12人梦之队只剩一半
3 6 Ke· 2026-02-11 09:12
Core Insights - The recent wave of departures from xAI includes three key Chinese co-founders, raising concerns about the company's stability and future direction [1][3][22] Group 1: Departures of Key Personnel - Tony Wu and Jimmy Ba announced their departures from xAI, following Greg Yang's exit due to health issues, marking a significant loss for the company [1][3][12] - The founding team of xAI, originally consisting of 12 members, has seen 6 departures within less than three years, indicating a troubling trend in talent retention [3][16] - The departures include prominent figures in AI research, with Wu and Ba being critical to the development of Grok's mathematical reasoning and deep learning applications [12][14][22] Group 2: Reasons Behind Departures - The high-pressure work culture at xAI, exemplified by Yang's health issues attributed to overwork, has been cited as a contributing factor to the talent exodus [8][19] - Strategic shifts within the company, including the acquisition by SpaceX and potential IPO plans, may have led to disagreements among founding members regarding the company's future direction and roles [19][22] - Regulatory pressures and product challenges, such as issues with Grok AI's image generation tools and chatbot behavior, are also impacting the company's reputation and operational stability [21][22] Group 3: Implications for xAI - The loss of key personnel raises questions about xAI's ability to maintain its competitive edge against giants like OpenAI and Google [22] - The ongoing departures could pose risks to the company's planned IPO, as external skepticism grows regarding its leadership and strategic vision [22][23] - The current environment in the AI sector, characterized by a surge in startups, may provide opportunities for the departing scientists, hinting at potential future endeavors [23]
中国联通旗下公司等成立数智科技公司,含智能机器人的研发业务
3 6 Ke· 2026-02-11 09:08
Group 1 - A new company, Zhejiang Yipu Smart Technology Co., Ltd., has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Jin Peng, indicating a leadership structure [1] - The company's business scope includes research and development of intelligent robots, new material technology, and artificial intelligence application software [1] Group 2 - The shareholders of the company include Beijing Yipuhua Technology Co., Ltd. and China United Network Communications Group Co., Ltd. through its subsidiary Unicom Smart Network Technology Co., Ltd. [1]
“雄才杯”2026创新创业大赛项目征集公告
3 6 Ke· 2026-02-11 09:01
雄安雄? 7 XIONGAN TALENT ● 2 2 1 A 10 P TF- th . T B I 198 INDER arm and and t in i "雄才杯 坚持政府引导 方向,搭建" 次人才带技7 与早期项目, 新质生产力, 与升级, 打造 聚焦新 等三大高端7 智能、医工 I AL 于概念验证 TTT -12 == 12 == 1 == 叶成果转化↓ 代 信 新 1.空天信 重点聚焦卫 北斗、低空 细分赛道。 2.人工智 重点聚焦具 设备制造、 3.其他 重点聚焦信 现代生命 重点聚焦 新材料: 医疗器械 重点聚焦 柔性电子! 参赛项 念验证、初1 意向在雄安亲 项目团 成型的产品/ 资源等必须扩 包模式。 任属 ष्ठ 66 ◆ 名参赛。 报名 即日 赛区 京津 长三 珠 = 海外 初塞 京津 长三 珠三 海外 决赛 决赛 报名链接:https://xatalent.cn/content/talentCupExplain ...