Seek .(US:SKLTY) Di Yi Cai Jing·2025-05-18 06:47Group 1 - DeepSeek-V3 addresses "hardware bottlenecks" through four innovative technologies: memory optimization, computation optimization, communication optimization, and inference acceleration [1] - Manus AI platform has opened registration, offering users free points and various subscription plans, indicating growing interest and potential for investment [1] - Nvidia has secured a significant chip supply agreement with Saudi Arabia's AI company Humain, providing 18,000 GB300 chips for a data center with a capacity of up to 500 megawatts [2] Group 2 - DeepSeek released a new paper detailing cost-reduction methods for the V3 model, emphasizing its ability to achieve large-scale training effects with only 2048 H800 chips [3] - Zhang Yaqin predicts that general artificial intelligence will take 15 to 20 years to achieve, highlighting the challenges in information, physical, and biological intelligence [4] - OpenAI is considering building a new data center in the UAE, which could significantly expand its operations in the Middle East [5][6] Group 3 - The US and UAE are collaborating to build the largest AI park in the Middle East, featuring a 5-gigawatt data center, showcasing the region's commitment to becoming an AI hub [7] - OpenAI launched a new AI programming assistant called Codex, aimed at simplifying software development processes, indicating a growing interest in generative AI tools [8] - Baidu has launched DeepSearch, a deep search engine based on a vast content library, marking a significant advancement in search technology [9] Group 4 - Google announced the establishment of the "AI Future Fund" to support AI startups, aiming to discover the next OpenAI and accelerate innovation in the field [10] - INAIR unveiled an AI spatial computer, set to launch in June, which combines AR glasses, a computing center, and a 3D keyboard, indicating advancements in AR technology [12] - Perplexity AI is in late-stage negotiations for a $500 million funding round at a $14 billion valuation, reflecting the company's growth amid the AI boom [13] Group 5 - Tencent reported a 91% year-on-year increase in capital expenditure in Q1 2025, primarily to support AI-related business development [14] - Tencent's president stated that the company has sufficient high-end chips to train future models, addressing the high demand for GPU resources in AI applications [15]