【环球时报驻日本特约记者 邵南 环球时报特约记者 陈欣】 编者的话： 日本政府正在推出雄心勃勃的人工智能（AI）规划。据日本时事通讯社7日 报道，日本政府计划将公众AI使用率提高到80%。日本政府此前将AI定位为国家经济增长的核心引擎。不过，《日经亚洲评论》报道称，"数据中 心建设瓶颈威胁着日本的人工智能雄心"。多家日媒及相关研究机构的报告显示，日本的数据中心建设面临建设成本上升、电网布局滞后、建筑工 艺过时等多重压力。 日本时事通讯社报道称，日本政府制定了AI发展和利用基本规划草案，目标是先将公众AI利用率提高到50%，最终提高到80%。该草案强调，有 必要提高AI的普及程度，以推动日本自主AI技术的发展。草案还提出一项政策目标，即吸引约1万亿日元（100日元约合4.5元人民币）的民间投 资，以加强研发活动。 此外，草案要求日本中央政府所有部门率先使用AI，并最终推广至全体政府职员。 《日本时报》提到，1万亿日元私营部门投资的目标包括：旨在保障人力资源的项目、支持AI产业向新兴市场拓展的项目，以及改善研发基础设 施的项目。日本首相高市早苗在10月的政策演讲中宣称，要让日本成为"世界上最容易开发和利用AI的国 ...

【环球网科技综合报道】12月9日消息，据cna援引路透社报道称，软银集团与英伟达正就一项对机器人基础模型公司 Skild AI 的重大投资展开深入谈判。此 轮融资规模预计超过10亿美元，若顺利完成，将使 Skild AI 的估值达到约140亿美元，较其今年早些时候B轮融资时的47亿美元增长近两倍。 资料显示，Skild AI 成立于2023年，由前 MetaAI研究人员创立，专注于开发通用人工智能软件系统，旨在作为各类机器人的"大脑"。该公司不涉足硬件制 造，而是通过训练基于海量数据的AI模型，赋予不同形态的机器人类似人类的感知、推理与决策能力，以解决当前通用机器人在工厂、仓储及家庭环境中 部署受限的核心瓶颈。 根据 PitchBook 数据，Skild 在2024年完成的B轮融资中已获得包括英伟达、LG风险投资部门和三星在内的战略投资者支持。更早的A轮融资于2023年完成， 筹集3亿美元，估值达15亿美元，投资方涵盖亚马逊创始人杰夫·贝佐斯、软银集团及科斯拉风险投资公司等。 消息人士透露，软银在内部试点项目中对 Skild 的技术表现印象深刻，认为其平台具备跨场景适应能力，可广泛应用于物流、制造业乃至家庭服 ...

人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 相关产品：人工智能AIETF（515070）、创业板人工智能ETF华夏（159381）、科创人工智能ETF华夏 （589010）。 A股开盘三大指数集体走强。盘面上，商业航天、CPO、人形机器人板块盘初拉升，表现强势，人工智 能AIETF（515070）盘中涨超2%，其持仓股润泽科技大涨7.45%，光环新网、浪潮信息、中际旭创、北 京君正涨幅均超3%。 消息面上，12月9日，据路透社报道，软银集团与英伟达正在洽谈牵头对Skild AI进行一轮逾10亿美元的 投资，对该公司的估值约为140亿美元。Skild AI 是一家致力于构建基础机器人模型的软件公司。据 PitchBook数据显示，这家成立近三年的初创企业上一次估值为47亿美元，当时是在今年5月完成了一轮 5亿美元的融资 ...

Core Insights - The article discusses a significant investment opportunity in the robotics sector, particularly focusing on Skild AI, which is in talks for a funding round exceeding $1 billion, potentially raising its valuation to $14 billion, nearly double its previous valuation of $4.7 billion during its last funding round [1][3][6]. Investment and Valuation - Skild AI, founded in 2023, aims to develop a universal software "brain" for robots, overcoming deployment barriers in various environments [7]. - The company raised $500 million in its B round of funding in June 2023, with SoftBank leading the investment [3][6]. - If the new funding round is successful, Skild AI's valuation will increase significantly, reflecting investor interest in humanoid robotics as AI advancements enable more complex tasks [3][6]. Government Support and Industry Trends - The U.S. government, under the Trump administration, is reportedly pushing for the development of the robotics industry, with plans for an executive order on robotics next year [4][10]. - The U.S. Commerce Department has confirmed its commitment to the robotics sector, emphasizing its importance for bringing critical manufacturing back to the U.S. [10]. - There is a growing interest in establishing a national robotics strategy to support the emerging industry and maintain competitiveness against countries like China, which has significantly more industrial robots [10][11]. Market Potential and Future Outlook - Investment demand in the robotics sector is surging, with projections indicating that funding could reach $2.3 billion by 2025, doubling from the previous year [6]. - Goldman Sachs estimates that the global humanoid robotics market could reach $38 billion by 2035 [6]. - Experts caution that achieving truly universal robotic applications remains technically challenging and may take years for widespread implementation [9].

投资者对人工智能机器人领域的兴趣正持续升温。另一家专注于为各类机器人开发"大脑"的公司 Physical Intelligence 据报道近期完成了 6 亿美元融资，估值 达 56 亿美元，本轮融资由 CapitalG 领投。一位曾评估过 Physical Intelligence 但最终决定不投资的投资者向 TechCrunch 表示，该公司的模型仍处于早期开发 阶段。 据 PitchBook 数据显示，这家成立近三年的初创企业上一次估值为 47 亿美元，当时是在今年 5 月完成了一轮 5 亿美元的融资，由软银领投，LG 技术风投 （LG Technology Ventures）、三星、英伟达等机构参与投资。 与其他获得大量融资的初创企业不同，Skild AI 并不开发自有硬件，而是专注于打造一种适配不同机器人（robot-agnostic）的基础模型，该模型可根据不同 类型的机器人及其应用场景进行定制。 该公司于今年 7 月发布了其通用机器人模型"Skild Brain"，并展示了相关视频，内容包括机器人拾取餐具、上下楼梯等操作。此外，Skild 已与 LG CNS 及慧 与科技（Hewlett Pack ...

Core Insights - SoftBank Group and Nvidia are in discussions to invest in Skild AI, targeting a funding round exceeding $1 billion, which could potentially value Skild AI at approximately $14 billion [1] Group 1: Investment Details - The funding round is expected to be significant, with contributions from major players like SoftBank and Nvidia [1] - The investment aims to support the development of foundation models for robots, indicating a focus on advanced AI technologies [1] Group 2: Company Valuation - If the funding round is successful, Skild AI's valuation could reach around $14 billion, highlighting the growing interest and potential in the AI sector [1]

Core Viewpoint - SoftBank Group is in discussions to acquire DigitalBridge Group Inc., aiming to enhance its digital infrastructure portfolio amid a growing demand for AI-driven services [1][2]. Group 1: Acquisition Details - SoftBank is reportedly negotiating to buy DigitalBridge and take it private, with a potential deal expected to be finalized by the end of this year [2]. - The acquisition talks could lead to an agreement in the coming weeks, although no certainty exists regarding the outcome [2]. Group 2: Market Context - Investors have invested record capital into digital infrastructure this year, anticipating that increasing power demand will elevate data centers as valuable assets [3]. - McKinsey projects that spending on AI-linked infrastructure could reach $6.7 trillion by 2030, indicating a significant market opportunity [3]. Group 3: DigitalBridge Performance - DigitalBridge shares experienced a 45% increase, marking its largest one-day gain ever, following the news of SoftBank's acquisition discussions [4]. - The stock closed at $14.12, giving DigitalBridge a market value of $2.58 billion, despite a 13% decline in its stock price earlier this year [4]. Group 4: DigitalBridge's Assets - DigitalBridge, led by CEO Marc Ganzi, had assets under management valued at $108 billion as of September, with a portfolio that includes various digital infrastructure operators [5]. Group 5: SoftBank's Strategic Moves - SoftBank, under Masayoshi Son, aims to capitalize on the rising demand for computing capacity essential for AI applications [6]. - The company announced a $500 billion project called Stargate to build data centers in the U.S., in collaboration with OpenAI, Oracle Corp., and Abu Dhabi's MGX [6]. - However, the rollout of the Stargate project has faced delays due to disagreements over data center locations [7].

Market Overview - US stock market continued to rise on December 5, supported by expectations of Federal Reserve interest rate cuts and positive US-China trade signals, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 0.22% to 47,954.99 points, the Nasdaq Composite rose by 0.31% to 23,578.13 points, and the S&P 500 gained 0.19% to close at 6,870.40 points, marking four consecutive days of gains for the S&P 500 [1] Technology Sector Performance - Major US technology stocks mostly rose, with the US Tech Giants Index increasing by 0.20%. Facebook saw a nearly 2% rise, Google over 1%, Microsoft up 0.48%, Amazon up 0.18%, and Tesla up 0.1% [2] - Despite declines in Apple and Nvidia by 0.68% and 0.53% respectively, the overall performance of technology stocks remained strong [2] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 1.29%, with notable individual stock performances including Baidu up nearly 6%, Xiaomi over 2%, Meituan nearly 2%, and Xpeng, iQIYI, and TAL Education all up over 2% [3] - Dingdong Maicai led the gains among Chinese stocks with an increase of over 11% [3] Mergers and Acquisitions - Netflix announced its agreement to acquire Warner Bros. Discovery for approximately $72 billion [4] - SoftBank is reportedly in talks to acquire AI infrastructure investment company DigitalBridge [4] - Albemarle, the world's largest lithium producer, saw a 5% increase in stock price after UBS upgraded its rating from "neutral" to "buy" and raised the target price from $107 to $185 per share [4] Commodity Market Movements - Gold prices experienced volatility, closing at $4,197.4 per ounce, down 0.26%, after initially rising over 1% [5] - Silver prices, after reaching a historical high, ultimately closed up 2.07% [5] - In the oil market, WTI crude oil futures for January delivery rose by 0.69% to $60.08 per barrel, while Brent crude for February delivery increased by 0.49% to $63.75 per barrel, supported by ongoing geopolitical risks [5] Cryptocurrency Market - The cryptocurrency market faced pressure, with Bitcoin dropping below $89,000, down 3.59% in a single day, and major altcoins like Ethereum and Solana also experiencing declines of over 3% [8] US-China Trade Relations - Positive signals emerged from US-China trade relations, with discussions between Chinese Vice Premier He Lifeng and US Treasury Secretary Yellen focusing on practical cooperation and addressing mutual concerns in the economic field [9] Federal Reserve Interest Rate Expectations - Market attention is on the Federal Reserve's interest rate cut expectations, with the core PCE price index for September at 2.8%, below the expected 2.9%, reinforcing the likelihood of a rate cut next week [10] - The probability of a 25 basis point rate cut next week is at 87%, according to CME's FedWatch tool [10]

SpaceX冲击8000亿美元估值，瞄准明年IPO。最新消息显示，SpaceX正在启动新一轮股份出售，目标 估值高达8000亿美元（约合人民币5.65万亿元）； 公司有望再度超越OpenAI、字节跳动，成为全球估 值最高的独角兽； 另有消息称，SpaceX向投资者透露目标于明年下半年进行IPO，且考虑整体上市。 OpenAI宣布将于下周二发布GPT-5.2应对谷歌Gemini 3竞争。Gemini 3是上个月发布后登顶了性能排行 榜，并获得了OpenAI首席执行官Sam Altman和马斯克高度评价的竞争模型。近日，Altman宣布公司进 入"红色警报 (code red)"状态，以快速应对来自谷歌Gemini 3和Anthropic等竞争对手带来的日益增长的 压力。 突发！俄罗斯多地遭袭。当地时间5日，乌克兰总参谋部称，当天凌晨乌克兰武装部队袭击了俄罗斯克 拉斯诺达尔边疆区的海港和萨马拉州的炼油厂。乌克兰国防军部队袭击了捷姆留克海港的基础设施。此 外，位于俄罗斯萨马拉州的瑟兹兰炼油厂也遭到袭击。该炼油厂年加工原油量为700万至890万吨，为俄 罗斯武装部队提供石油供应。俄方对此暂无回应 美股方面，三大指数均 ...

Photographer: Kiyoshi Ota/Bloomberg SoftBank Group Corp. is in talks to acquire DigitalBridge Group Inc., a private equity firm that invests in assets such as data centers, as it seeks to take advantage of an AI-driven boom in digital infrastructure, according to people with knowledge of the matter. The Japanese conglomerate is negotiating a potential deal to buy New York-listed DigitalBridge and take it private, the people said, asking not to be identified because the information is confidential. Most ...