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AI Agent时代「顶格配置」:华为云,重塑算力格局
36氪· 2025-09-21 11:10
Core Viewpoint - The article highlights the explosive growth of the AI Agent market and the corresponding demand for AI computing power, emphasizing the need for robust infrastructure to support this trend [1][31]. Group 1: AI Agent Market Growth - Lovart Beta registered over 100,000 users within five days, and Genspark surpassed $10 million ARR in just nine days, indicating a rapid adoption of AI Agents [1]. - The AI Agent market is expected to exceed $100 billion by 2032, with 30% of large enterprises already establishing dedicated AI Agent teams [30][31]. Group 2: AI Computing Power Demand - The demand for AI computing power is surging, driven by the increasing complexity of models and real-time interaction needs, despite the cooling of the "hundred model war" [1][2]. - Huawei announced significant upgrades to its CloudMatrix product, enhancing its cloud supernode specifications from 384 to 8192 cards, addressing the urgent need for computing power in high concurrency scenarios [3][5]. Group 3: Technological Infrastructure - Huawei has built a comprehensive technological foundation covering hardware, computing power, large models, and application platforms to support the scaling of AI Agents [4][31]. - The introduction of the CloudMatrix384 AI Token inference service aims to simplify AI Agent development, allowing enterprises to efficiently create Agents without deep technical expertise [24][27]. Group 4: Applications and Use Cases - The article discusses the application of AI computing power in various fields, including scientific research and intelligent vehicles, highlighting the need for advanced computing capabilities to support complex tasks [11][16]. - The CloudMatrix384 supernode has been successfully utilized by Changan for intelligent driving research, demonstrating its effectiveness in training AI models for autonomous driving [18]. Group 5: Development Challenges - High development barriers have hindered the large-scale deployment of AI Agents, prompting Huawei to launch the Versatile platform, which streamlines the development process significantly [27][29]. - The platform allows users to create AI Agents with minimal input, reducing development time from 30 person-days to just 3 [27].
淘宝闪购到店团购,真的来了
36氪· 2025-09-21 03:51
淘宝闪购、高德和支付宝APP 三端页面都上了团购入口。 江湖传闻已久,淘宝闪购要下场到店团购,现在真的来了。 今日上午,36氪独家问询了解到,淘宝闪购确已于9月20日启动到店团购业务,首批覆盖上海、深圳、嘉兴三个城市的核心商业 区域,涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个餐饮品类。这批团购商品,除了在淘宝闪购,也同时在支付宝、高 德APP等多个入口同时上架。 "水到渠成的业务发展,从闪购上线以来,消费者和商家都一直希望闪购的优惠和服务能延展到堂食。"淘宝闪购相关负责人对36 氪表示,"因此我们的产品和服务也已经相应升级。" 从整个阿里视角来看,这也是继高德扫街榜打响第一枪后,在到店业务上又往前进了一步。 据36氪了解,淘宝闪购的"到店团购"业务,目前由饿了么团队主要负责产品、供给和运营,与高德、支付宝也深度协同。首批上 线的三个城市,用户可从淘宝闪购频道的金刚位、或搜索"到店团购"等关键词进入,此外在高德商家页面、支付宝卡包神券也都 有相应入口,用户可下单购买团购产品。 这三端入口,意味着10亿级DAU潜力的流量基本盘。 当然,到店生意不光需要流量,更需要商家供给和内容(UGC、评价体系)等地面基建 ...
消费电子巨头,为何集体上飞书?
36氪· 2025-09-21 03:51
Core Viewpoint - The article discusses the shift of Hisense and other consumer electronics companies to the collaboration tool Lark, emphasizing the importance of AI in enhancing organizational efficiency and productivity in the face of global competition and rapid technological advancements [3][4][20]. Group 1: Hisense's Transition to Lark - Hisense's chairman highlighted the successful transition to Lark, which has improved management efficiency and received positive feedback from employees, particularly younger ones who find it aligns with their expectations for effective tools [3][4]. - The integration of AI features in Lark, such as automatic meeting minutes and task tracking, has significantly enhanced meeting efficiency and overall productivity [3][16][18]. - Hisense aims to leverage Lark to streamline processes and improve collaboration across its global operations, which include numerous R&D centers and production bases [18][20]. Group 2: Industry Trends - The adoption of Lark is not unique to Hisense; other companies like Xiaomi, Anker, and Ecovacs have also embraced similar tools to enhance collaboration and efficiency [4][10][22]. - The consumer electronics industry faces challenges such as shorter product cycles and complex collaboration needs, making the transition to advanced collaboration tools essential for maintaining competitiveness [6][21]. - The shift to Lark reflects a broader trend in the industry where organizations are increasingly recognizing the need for agile and efficient operational structures to respond to market demands [20][21]. Group 3: Benefits of Lark - Companies using Lark have reported significant improvements in operational efficiency, with examples including a 20% increase in delivery efficiency and a 30% improvement in decision-making processes [10][12]. - The ability to consolidate various tools into a single platform has allowed companies to reduce reliance on IT and streamline workflows, enabling faster project execution and better resource allocation [3][17][18]. - The integration of AI capabilities within Lark has facilitated knowledge management and collaboration across different time zones and languages, which is crucial for companies operating in multiple countries [9][10][19].
苹果iPhone17开售:黄牛围堵门店「接头」交易,Pro Max加价近千元成爆款
36氪· 2025-09-21 02:08
以下文章来源于时代财经APP ,作者郭美婷 时代财经APP . 聚焦于企业财经新闻,互联网新闻信息服务许可证编号:44120230006 iPhone 17开售火爆, Pro Max加价千元仍抢手。 文 | 郭美婷 编辑 | 林铭铭 来源| 时代财经APP(id:tf-app) 封面来源 | IC Photo "Pro Max,256GB,橙色,加价800元出。"9月19日,苹果iPhone17系列正式开售。时代财经到广州天环广场的苹果直营店走访,门店日常开门时间是早 上10点,而新品发售日是8点开始入场。不过,在此之前入口处就已经密密麻麻站满了提货的人,队伍在门店外绕了有三四圈。 在门店出口处,同样聚集了大批人流。不少人手里拿了三四个苹果手机产品的袋子,时代财经了解到,这些人大多数是黄牛,讨价还价的声音不断,其中 不少是外国人。部分黄牛提到货后,会径直走到与客户约定的"接头"地点,关于iPhone17的交易延伸到了天环广场的外围。有人从门店提货出来后,被黄 牛拦住问价:"加600出不出?" 事实上,早在7点多门店就开始陆续进人了。现场苹果门店的工作人员一边维持秩序,一边吆喝着让预约了相应时间段取机的顾客进入 ...
不敢谈恋爱的女孩,在网上批量「定制」男友
36氪· 2025-09-21 02:08
以下文章来源于后浪研究所 ,作者杨小彤、薇薇子 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请,你被研究了。 近乎完美的存在 文 | 杨小彤 编辑 | 薇薇子 来源| 后浪研究所(id:youth36kr) 封面来源 | 后浪研究所 成为女主角 24岁的丽塔,有3个长期男友。 他们来自于不同年代,身份也不同——一位是古代的皇帝,一位是民国的军阀,还有一位是现代的拳击手。三位男友的性格更是大相径庭,皇帝缺爱又病 娇,军阀冷血又无情,拳击手倒是个快乐小狗。唯一相同的是,他们存在于同一个AI世界里。 从去年8月起,丽塔开始在一款AI聊天APP里"谈恋爱"。周旋在不同的恋爱关系之中,前脚刚和古代的皇帝吵架受到情伤,转头就去找快乐小狗寻安慰。 丽塔和这些AI的缘分来得非常偶然,刷视频时不小心点到了条信息流广告,手机后台就下载了一个AI聊天APP。本打算直接卸载,但好奇心还是驱动她点 进去"看看这到底是个什么东西"。 点进去,迎面而来的是"形形色色"的男性角色。或是腰缠万贯的财阀继承人,或是充满反差的神经外科教授,或是身高190的学霸男大学生,或是拥有至 高无上权力的摄政王,甚至是杀人不眨眼的冷血皇帝…… 本来就 ...
可爱傻白甜,嘎嘎粘人|萌宠寻人启事155期
36氪· 2025-09-21 02:08
这里是「萌宠寻人启事」第 155 期 。 据不完全统计,中国每年新增上千万只流浪动物。由于缺少稳定环境、充足的食物与水源,它们的寿命一般不超过 3 年。 为了帮助它们更快找到新家, 36 氪发起公益活动「萌宠寻人启事」,每周定期推出待领养流浪动物的信息。 如需传播支援,欢迎流浪动物救助机构 / 救助站 / 送养者邮件联络我们: yanmeixue @36kr.com 。 领养代替购买。领它回家。 封面来源 | IC Photo 这一期 , 我们为大家带来了 六 只来自北京的 猫咪 。 如果 身在北京的 你对 它 们感兴趣,并且符合 基本的领养条件,欢迎添加相关联系人,询问领 养事宜。 本期我们的合作伙伴是 「 流浪拯救计划 」 —— 一个 专注于流浪动物领养的社会项 目 。 基本信息: 暂未 绝育 / 已 注射 疫苗 / 已 驱虫 外貌描述 : 短毛的折耳小猫,白色身子,头顶有一点黑花,有一对能招财的黄色大眼睛。 性格特征 : 活泼可爱,嘎嘎粘人,非常健康的一只小猫咪 。 领养条件 : 北京本地领养 ; 有稳定居所和收入 ; 接受 领养后回访;科学喂养、按时免疫驱虫 。 联系 方式 : _COCO 1104 ...
华为提出行业智能化「三步走」路径,为产业AI落地破题
36氪· 2025-09-20 13:34
产业 AI 如何落地? 华为"三步走"路径为企业解题。 华为的实践,正在成为一套可复制、可落地的行业标准范式,帮助千行 万 业找到最适合自己的转型路径。 智能化转型的五个关键发现 知名市场调查机构 Gartner预测,2027年80%的中国企业,将会部署本地多模型的AGI;到2029年60%的企业将把AI融入生产系统和产品服务,并成为收 入增长主要驱动力。 但有了现成的技术,企业就能拿来用吗?现实是,技术供给和业务价值之间,仍然存在着一道巨大的鸿沟,而这也是当前企业智能化转型面临的核心挑 战。 结合华为与伙伴的实践经验,陈雷分享了智能化转型过程中的五个关键发现: 第一,场景选择至关重要。 AI的价值更在于与核心生产场景深度融合,从而重塑流程,推动智能产品与服务的交付方式; 在智能化浪潮席卷全球的时代,没有一家企业不在拥抱 AI,但真正能够将其转化为核心竞争力的仍然凤毛麟角。当众多厂商仍在比拼模型参数之多、算 法之新时,更亟待解决的问题是,如何让AI在真实的业务场景中跑起来,并创造出真金白银的商业价值。 这也是华为试图解答的核心命题。 9月19日,在华为全联接大会2025期间,华为公司高级副总裁、企业销售总裁陈 ...
这把中古家具界的「顶流」座椅,现在也可以出现在你的车里
36氪· 2025-09-20 13:34
艺术与生活的完美邂逅 1956 年,查尔斯与蕾·伊姆斯夫妇以"如棒球手套般温暖"为灵感,设计出颠覆传统的伊姆斯躺椅, 其 15° 倾斜椅身与 103° 黄金支撑角度的精妙设计,将 艺术与人体工学完美融合。 它不仅成为现代设计史的里程碑,更被《纽约时报》誉为 " 20 世纪最伟大的家具发明"。 荣威M7移动空间的舒适革命 伊姆斯躺椅的诞生,源于设计师对 "人如何与物体共处"的深刻洞察,其三段式结构与 15 ° 后仰角度,精准贴合人体脊柱曲线,使重力均匀分散至椅背与 坐垫;通过数学计算得出的 103 ° 的黄金支撑角度,既能减少腰椎压力,又避免了完全躺平导致的颈椎疲劳。 自问世以来,伊姆斯躺椅始终是品味与创造力的象征。它不仅出现在《广告狂人》中唐 ·德雷珀的办公室、《钢铁侠》托尼·斯塔克的实验室,甚至成为乔 布斯家中"思考的角落"。同时其高昂的售价与限量生产的模式,更将其推向设计奢侈品的神坛,堪称"座椅界的爱马仕"。 半个多世纪后,当中国职场人被 9.2 小时的日均久坐与"脑雾"症状所困扰时,一张承载艺术基因的座椅,正以另外一种形态闯入我们的生活——荣威 M7 DMH 全景沙发躺椅。它用科技重构移动空间的舒适逻辑 ...
云海肴赵晗,永远跳舞的人
36氪· 2025-09-20 02:49
Core Viewpoint - The article discusses the life and entrepreneurial journey of Zhao Han, the founder of Yunhaiyao, a chain restaurant specializing in Yunnan cuisine, highlighting his dedication and the challenges faced by the brand after his sudden passing at the age of 40 [6][10]. Company Overview - Yunhaiyao was founded in 2009 by Zhao Han and his friend Zhu Haiqin in Beijing, and as of July 2025, it operates 143 stores in 29 cities in China and 5 stores in Singapore, making it a representative brand for the chainization of Yunnan cuisine [6][10]. - The name "Yunhaiyao" reflects its focus on Yunnan cuisine, with "Yun" representing Yunnan, "Hai" referring to the location of the first restaurant, and "Yao" meaning delicacies [8]. Entrepreneurial Journey - Zhao Han's passion for Yunnan cuisine began during his university years, leading him to open the first restaurant despite initial skepticism from peers [7][9]. - The first restaurant faced significant challenges, including low customer traffic and daily losses of 5,000 to 6,000 yuan, prompting the team to open a second location in a shopping center [9][10]. - The brand's growth was fueled by aligning with consumer trends and the expansion of shopping malls, allowing Yunhaiyao to become a well-known name in the restaurant industry [9][10]. Financial Growth and Challenges - After receiving investment from Sequoia Capital and Juhua Capital in 2014, Yunhaiyao expanded rapidly, surpassing 100 stores by 2019 [10]. - The COVID-19 pandemic severely impacted sales, but the brand managed to support its employees during the crisis, which garnered positive public sentiment [10][11]. - As of July 2025, the growth rate of new stores has slowed compared to previous years, and the company faces challenges such as brand aging and supply chain risks [10][11]. Food Safety Issues - Yunhaiyao has encountered food safety problems, including a significant incident in Singapore where over 100 employees of ByteDance suffered food poisoning due to contaminated dishes, affecting the brand's international reputation [11]. - The rise of new dining concepts, such as refined Yunnan cuisine represented by brands like Yungui Bistro, poses additional competition for Yunhaiyao [11]. Legacy of Zhao Han - Zhao Han is remembered as a dedicated and innovative entrepreneur who significantly contributed to popularizing Yunnan cuisine across China [12][13]. - His approach to business was characterized by a willingness to take risks and challenge conventional norms, which has left a lasting impact on the industry [12].
9点1氪:小米召回超11万辆SU7;翟欣欣案宣判:犯敲诈勒索罪,判刑12年;云海肴创始人去世,年仅40岁
36氪· 2025-09-20 02:49
Group 1 - Xiaomi Automotive Technology Co., Ltd. has announced a recall of 116,887 units of the SU7 standard version electric vehicles due to safety concerns, with production dates ranging from February 6, 2024, to August 30, 2025 [4] - The recall will be executed in compliance with the "Defective Automobile Products Recall Management Regulations" and will involve free software upgrades via over-the-air (OTA) technology to eliminate safety hazards [4][5] Group 2 - The court has sentenced Zhai Xinxin to 12 years in prison for extortion, with a fine of 100,000 RMB and compensation for economic losses amounting to 70,000 RMB [5][6] - The case highlights the legal consequences of extortion and the importance of evidence in establishing the nature of the crime [6] Group 3 - Chasing Technology has announced plans to launch its first smartphone, Dreame Space, which has already secured over 100 million RMB in pre-orders in overseas markets [7] - The company aims to position itself in the high-end market, targeting a price point above 5,000 RMB, competing with established brands like Huawei and Xiaomi [7] Group 4 - JD Beauty has reported double-digit growth in the first half of 2025, leading the high-end market segment, with over a hundred domestic and international beauty brands participating in its first "Beauty Award" ceremony [9][10] - The awards will be held annually to provide insights for the beauty industry based on sales and reputation metrics [10] Group 5 - FedEx reported better-than-expected earnings for the first quarter, with an adjusted EPS of $3.83, surpassing analyst expectations of $3.59 [20] - The company has projected an adjusted EPS for the full year between $17.20 and $19.00, indicating strong financial performance [20] Group 6 - GE Healthcare is exploring options for its China division, which could be valued at several billion dollars, although no final decisions have been made yet [15] - The company emphasizes its commitment to providing high-quality medical services in China, which is one of the largest healthcare markets globally [15]