奥尔特曼向马斯克发起新挑战，瞄准千亿美元量级脑机接口市场

Core Insights - Brain-computer interface (BCI) technology has the potential to help paralyzed patients regain mobility and may eventually enable human-machine thought interconnection, memory storage, and even consciousness uploading, fundamentally reshaping human-technology interaction [1][2] - OpenAI is planning to invest in a new BCI startup, Merge Labs, with an estimated valuation of approximately $850 million, intensifying competition with Elon Musk's Neuralink, which is already in clinical trials [1] - The BCI market is projected to reach a size of $400 billion, but revenue from global BCI products is expected to be less than $1.5 billion by 2035, indicating that the industry is still in its early development stages with significant opportunities [1] Company Developments - Neuralink has implanted devices in 7 patients and is valued at nearly $10 billion, with expectations to receive FDA approval for its BCI products by 2029 and to implant 20,000 devices within two years, generating over $1 billion in revenue [1] - In the U.S. market, competition in the BCI sector is intensifying, with companies like Precision Neuroscience, Synchron, Onward, and Paradromics announcing or preparing to initiate clinical trials [2] Industry Trends - 2025 is anticipated to be a pivotal year for the BCI industry in China, with multiple research teams announcing or nearing clinical trials and claiming to have completed the world's first clinical treatments to help patients regain motor functions [2] - The largest round of financing in China's invasive BCI sector this year reached 350 million RMB, secured by JieTi Medical [2] - Experts highlight the disruptive potential of BCI technology, emphasizing its current applications in restoring mobility for paralyzed patients and future possibilities such as capturing emotional signals and achieving "thought downloading," leading to a true integration of carbon-based and silicon-based life [2]