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巨头为何都来光谷开全球大会
Sou Hu Cai Jing· 2025-12-22 00:16
小米、联想、天马、阅文……一家又一家接踵而至 巨头为何都来光谷开全球大会 小米武汉智能家电工厂。(小米集团供图) 湖北日报全媒记者 张真真 通讯员 朱凌燕 这段时间,国内企业巨头们"排着队",来武汉光谷举办各自的全球大会。 12月5日,2025小米全球核心供应商大会在光谷召开。 12月2日,中国信息通信"国家队"中国信科集团在光谷举办首届合作伙伴大会。 11月18日,中国显示屏领域龙头企业天马微电子全球创新大会在光谷举行。 事实上,湖北日报全媒记者梳理发现,今年以来,联想、长江存储、阅文集团、九峰山实验室也在光谷 召开了各自的全球大会。 大会开了啥? 最高规格企业会议,供应商与创新产品唱主角 为何选址光谷? 或是总部,或为重仓 梳理这些企业不难发现,中国信科集团、长江存储、九峰山实验室均是总部位于光谷,分别是光通信、 存储芯片、化合物半导体领域的行业翘楚;而小米、联想、天马、阅文则是重仓光谷。 10月28日,小米智能家电工厂一期项目在光谷投产。这座占地面积超过50万平方米、总投资规划超过25 亿元的"超级工厂",每6.5秒就能下线一台空调,峰值年产能可达700万套,预计年产值140亿元。 这些全球大会,在企业 ...
沐曦上市,他们投出四个千亿新贵
3 6 Ke· 2025-12-21 07:51
这样一幕令人惊叹。 随着摩尔线程、沐曦相继上市,科创板短短半个月内一举诞生两个3000亿市值IPO,创投圈为之沸腾。在此之前,寒武纪、海光信息市值均一度突破6000 亿元。至此,中国"算力四贵"合计市值已超1.6万亿元。 鲜少有人注意到,梳理寒武纪、海光信息、摩尔线程、沐曦背后,意外浮现着一个共同的身影——联想创投。复盘下来,能做到独中四元的投资机构,似 乎就只有联想创投一家。 这是中国算力崛起叙事当中的一个惊喜片段。感叹于此,我们尝试去还原这段几近被忽略的投资往事。 从寒武纪到沐曦 联想创投,独中四元 回过头看,联想创投这几笔投资在当时都投在了"寂寞无声处"。 时间回到2017年,正值移动互联网的风口,芯片算力赛道几乎无人问津,鲜少有投资人会专注于此。但彼时刚成立不久的联想创投却是一个例外——当时 他们根植于联想集团"端-边-云-网-智"新IT战略,将AI算力视为智能世界的"心脏",判断应用导向的大计算将会使得未来十年对算力需求仍然有百倍增 长。 出手寒武纪始于一个下午。投资界曾记录这段往事:2017年,联想创投总裁、创始合伙人贺志强在中国科学院第一次见到陈天石,"话不多,典型的技术 天才气质。" 经过几次 ...
联想ThinkPad深圳专场明日启幕,开放千亿生态招募创新伙伴
3 6 Ke· 2025-12-21 05:31
倒计时 7 H 新商业创新 生态路演季 3.0 【倒计时1天!联想「新商业创新 生态路演季」3.0 深圳-ThinkPad专场明日启幕】 本次专场是ThinkPad首次公开招募创新生态伙伴,ThinkPad将开放千亿级商业生态,为顶尖技术和产品 铺平从高端产品链到全球市场的道路。8个具备尖端技术实力与清晰产业路径的项目将进行路演,它们 带来的不是构想,而是可被验证的工程样本与可被讨论的落地时间表。 扬帆起航,让创新自然发生!点击评论区链接,锁定现场观众席位&预约精彩直播 个 极 具 潜 力 的 项目 破 茧 而 出 区 怀揣奈甲 壬提成里 | 色 怀揣奇思 手握成果,角逐Top3 ...
【数智周报】MiniMax和智谱通过港交所聆讯;OpenAI据悉计划以8300亿美元估值筹资至多1000亿美元;寒武纪:拟使用27.78亿元资本公积金弥补亏损
Tai Mei Ti A P P· 2025-12-21 04:23
Group 1 - Elon Musk publicly criticized nuclear fusion power, stating that building small fusion reactors on Earth is economically foolish, as the sun itself is a massive, free fusion reactor capable of meeting all energy needs in the solar system [2] - Musk plans to deploy 100GW of solar-powered AI satellites annually, which is equivalent to about a quarter of the total electricity consumption of the United States [2] Group 2 - Zhongke Shuguang unveiled the scaleX Wanka supercluster at the HAIC2025 conference, marking the first appearance of a domestic 10,000-card AI cluster system in physical form [3] - Unisoc announced the establishment of a Central Research Institute to focus on new architectures and models for edge AI chips, particularly for applications in autonomous driving and robotics [3] Group 3 - Cambricon announced plans to use 2.778 billion yuan of its capital reserve to cover cumulative losses, with the aim of bringing its negative retained earnings to zero by the end of 2024 [4] Group 4 - MiniMax has passed the Hong Kong Stock Exchange hearing and plans to go public in January 2026, potentially becoming the fastest AI company to IPO globally within four years of its establishment [6] - Zhiyuan Technology has officially passed the Hong Kong Stock Exchange IPO hearing, with CICC as the sole sponsor [6] Group 5 - Tencent has established an AI Infra department to enhance its large model research framework, with Vincesyao appointed as the chief AI scientist [6][7] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms [7] Group 6 - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins to gain user access [8] - Doubao released version 1.8 of its large model, enhancing its capabilities for multi-modal agent scenarios [9] Group 7 - Qianwen APP has integrated with Alibaba's ecosystem, enabling it to access underlying services like Gaode Map for enhanced geographical understanding [10] - Alibaba launched the new generation of the Wanxiang 2.6 model, which supports role-playing functions for video production [11] Group 8 - Baidu launched the Wenxin Health Manager, positioning it as a 24/7 "all-in-one family doctor" service [14] - The application offers a comprehensive AI health service system covering light symptom consultations and complex disease planning [14] Group 9 - Aishi Technology signed a comprehensive cooperation agreement with Alibaba Cloud to enhance global deployment and compliance capabilities for its video generation model [15] - Xiaomi open-sourced its MiMo-V2-Flash model, which boasts competitive capabilities at a significantly lower inference cost compared to closed-source models [16] Group 10 - Muxi Technology officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, aiming to raise 4.197 billion yuan to accelerate the development of "Chinese chips" [17] - The company focuses on high-performance general-purpose GPU products for AI training and inference [17] Group 11 - Meituan released and open-sourced the LongCat-Video-Avatar model, which supports multiple video generation tasks [18] - The model has achieved significant breakthroughs in action realism and video stability [18] Group 12 - Chinese scientists achieved a breakthrough in optical computing chips, enabling large-scale semantic media generation [19][20] - The LightGen chip demonstrates significant improvements in performance and energy efficiency compared to traditional digital chips [20] Group 13 - Baidu's Kunlun chip business is reportedly nearing completion of its restructuring, aiming for a potential listing in Hong Kong [20] - SenseTime's Seko series models have successfully adapted to the domestic AI chip Cambricon [20] Group 14 - Nvidia's CEO revealed that the company has not yet made any payments to OpenAI as part of a planned $100 billion investment [22] - Nvidia launched the Nemotron 3 open-source model series, significantly improving throughput compared to its predecessor [23] Group 15 - OpenAI plans to raise up to $100 billion, potentially valuing the company at $830 billion [24] - The new image model GPT-image-1.5 was launched, enhancing image generation capabilities significantly [25] Group 16 - Intel is in talks to acquire AI chip startup SambaNova for approximately $1.6 billion [30] - Multiple AI companies have recently completed significant funding rounds to support their growth and technology development [31][32][33][34][35][36][37]
从“独行”到“共生”:中国企业探寻向善新范式
Hua Xia Shi Bao· 2025-12-20 12:54
Core Viewpoint - Corporate philanthropy in China is a significant and undervalued force, contributing 76.85% of total social donations, with private enterprises being the main contributors [2][4] Group 1: Corporate Philanthropy and Social Value - Corporate donations accounted for 76.58% of total social donations in 2023, with private enterprises contributing 80% of this amount [3][4] - The economic foundation of China's philanthropic efforts is primarily established by private enterprises and entrepreneurs [4] - A report indicates that the total donations from the 34 most active Chinese philanthropists over the past decade exceed 230 billion [4] Group 2: Strategic Opportunities for Enterprises - Chinese enterprises are transitioning from a focus on scale growth to social value innovation, which is expected to be a core competitive advantage during the 14th Five-Year Plan [3] - Digital technology is reshaping sustainable development pathways, making charitable actions more quantifiable and manageable [3] - With the advancement of China's dual carbon goals, the country is transitioning from being a standard executor to a co-developer of global standards, enhancing its international influence [3] Group 3: Trends in Corporate Philanthropy - Six new trends in corporate philanthropy have emerged, including deeper involvement of entrepreneurs in charitable activities and a focus on using core business capabilities to address social issues [4] - There is an increasing emphasis on the exit strategies of philanthropic projects, and scientific philanthropy is gaining traction, particularly in higher education and technological innovation [4] Group 4: Collaborative Ecosystems - The consensus among industry leaders is to move from isolated efforts to collaborative ecosystems to tackle complex social issues [6] - Tencent, along with other companies, has established a "Sustainable Social Value Ecosystem" to pool resources and capabilities for greater social impact [6][7] - The foundation of ecosystem building is the core capabilities of enterprises, which must be transformed into social value production [7] Group 5: Technological Empowerment - Technology is viewed as a bridge to enhance the efficiency and inclusivity of charitable efforts, with companies developing solutions for underserved communities, such as the hearing-impaired [9][10] - Innovations in AI and smart devices are being utilized to provide personalized care in childcare and elderly care sectors [10] Group 6: Future of Corporate Social Responsibility - The future of corporate growth is expected to balance self-interest with altruism, integrating efficiency with meaningful social contributions [11] - The success of enterprises will increasingly be measured not just by financial metrics but also by their contributions to a better society [11]
从寒武纪到沐曦,超1.5万亿算力军团,谁是背后隐秘捕手?
创业邦· 2025-12-19 14:57
AI算力上市潮中,谁是幕后最大赢家?这家"独中四元"的机构,如何用十年完成这场精准伏击?答案 都在这里。 作者丨 巴里 编辑丨 关雎 图源 丨Midjourney 2015年,当深度学习算法在ImageNet竞赛中一鸣惊人时,大多数人看到的是AI应用的曙光,而联想 创投看到的,是一场即将到来的、更为底层的算力革命。 洪荒时代的"冒险者" 时间拨回2017年。AI芯片在中国还停留在实验室论文和少数巨头的内部项目。市场上最炙手可热的 是O2O和共享经济。 就在这个时间点,联想集团提出了"端-边-云-网-智"的新IT战略蓝图。在这幅蓝图中,联想创投扮 演着"科技瞭望塔"的角色。 他们很早就形成了一个核心判断:智能世界的万物生长,都依赖于一颗强大的"心脏"——算力。未来 的大计算将由应用驱动,从云端的数据中心到边缘的智能设备,对算力的需求将在十年内增长百倍。 然而,这颗"心脏"的形态将发生根本性变革:它不再仅仅是中心化、通用化的,而将变得多元化、专 属化,并无处不在。正是基于这一超前的产业洞察,联想创投没有随波逐流,而是在AI算力尚处洪荒 时代时,便开始了系统性布局。 投资,尤其是早期投资,最忌讳的是盲目类比和追逐风 ...
北京新增30款已完成登记的生成式人工智能服务
Di Yi Cai Jing· 2025-12-19 11:46
据"网信北京",根据《生成式人工智能服务管理暂行办法》及有关规定,对于通过API接口或其他方式直接调用已备案大模型能力的生成式人工智能应用或 功能,采用登记管理方式,允许上线提供服务。截至12月19日,北京市新增30款已完成登记的生成式人工智能服务。已上线的生成式人工智能应用或功能, 应在显著位置或产品详情页面,公示所取得的上线编号。 | | | | 20251201S0104 | | --- | --- | --- | --- | | | | | Beijing- | | 18 | 天禧个人超级智能体 | 联想(北京)有限公司 | TianXiGeRenChaoJiZhiNengTi- 2025120180105 | | 19 | 想帮帮 | 联想(北京)有限公司 | Beijing-XiangBangBang- | | | | | 2025120180106 | | 20 | 今日机缘 | 完美世界(北京)软件科技 | Beijing-JinRiJiYuan-20251201S0108 | | | | 发展有限公司 | | | 21 | 智税宝 | 中税网(北京)智慧科技 | Beijing-ZhiShu ...
知情人回应字节与联想合作AI手机
21世纪经济报道· 2025-12-19 08:12
SFC 本轮字节跳动与手机厂商的合作,意在创造新的流量变现路径,使手机厂商参与到流量分发 和会员订阅等收益中,目前具体方案在讨论中。 IDC数据显示,联想集团旗下智能手机品牌摩托罗拉在2025年第三季度的出货量为1600万 台,全球市占率为4.9%,在全球智能手机市场排名第八。这意味着字节跳动与联想合作,有 望触达全球超50000万摩托罗拉手机用户。 出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 见习编辑林芊蔚 吴清等超级智囊团重磅发声,资本市场高规格会议,信号很大 TikTok美国业务重大调整,核心算法仍属于字节跳动 钨粉价格狂飙突破100万元/吨,有个股年内涨幅达200% 21君荐读 12月19日,字节跳动被曝正推进与联想开展AI手机的合作,为其设备预装AIGC插件,从而获 得用户入口,扭转当前AI在执行层面的被动局面。 21世纪经济报道记者从知情人士处了解到, 联想集团一直与豆包、火山引擎等字节系业务保 持紧密合作,联想相关业务也确实与豆包在智能终端领域的合作保持密切沟通。 本月初,字节跳动联合中兴通讯推出了一款"豆包手机助手",这一应用可在用户的指令下, 跨应用调用服务,以帮助用户点外卖、订机 ...
字节跳动正与联想推进AI手机合作
Ge Long Hui A P P· 2025-12-19 07:46
12月19日,据智通财经报道,字节跳动正推进与联想开展AI手机的合作,为其设备预装AIGC插件,从 而获得用户入口,扭转当前AI在执行层面的被动局面。 知情人士告诉智通财经,字节跳动的战略并非是为业务增长,而是创造新的流量变现路径,使手机厂商 参与到流量分发和会员订阅等收益中。 IDC数据显示,联想集团旗下智能手机品牌摩托罗拉在2025年第三季度的出货量达1600万台,全球市占 率为4.9%,在全球智能手机市场排名第八。这意味着字节跳动与联想合作,有望拿下一个年出货量达 6000万级别的终端入口。 据悉,联想集团一直与豆包、火山引擎等字节系业务保持紧密合作。从消息人士处了解到,联想相关业 务确实一直与豆包在智能终端领域的合作保持密切沟通。 在本月初,字节跳动联合中兴通讯推出了一款"豆包手机助手",这一应用可在用户的指令下,跨应用调 用服务,以帮助用户点外卖、订机票、比价购物,甚至回复微信消息、操作小程序游戏等。这款手机被 市场称为"豆包手机",引发了行业对于未来AI终端的广泛关注。 ...
CSR周刊:安踏集团与联合国难民署国际人道主义援助,“守护河道一公里”公益项目圆满收官
Xin Lang Cai Jing· 2025-12-19 07:45
本期周刊(2025年12月13日至2025年12月19日)期间,聚焦企业与社会力量在环境保护、教育公益、公 卫健康、宠物友好等领域的创新实践与责任担当。从安踏集团联合联合国难民署援助30万流离青少年, 到"守护河道一公里"公益项目圆满收官;从ECCO"梦想履途"跨越地域的童年陪伴,到伊利与联想以AI 技术探索生态解法;从沪上阿姨"五色慢养"计划践行身心双养,到蒙牛优益C以专业营养守护肠道健 康。本期内容充分展现了企业在公益实践中的深度思考与行动智慧。 【编者按】 企业社会责任(CSR)指的是企业对一系列利益相关方负有的责任,这些利益相关方包括客户、员工、 供应商、股东、政府、企业所在社区以外范围更广的社会团体和个人,以及周围的环境。企业社会责任 又可称为企业的公民身份,在联合国17个可持续发展目标(SDGs)的引领下以及ESG责任投资机制的 影响下,企业的公民身份已经不再是可有可无的附加项,越来越多的企业将其作为自身战略规划的重要 组成。 为履行智通财经作为一家互联网新型主流媒体的企业社会责任,澎湃公益事业部特别推出《公益湃CSR 周刊》,每周一刊。周刊旨在加强对各行业CSR动态的监测观察,分析不同企业的CS ...