马斯克重大宣布！脑机接口赛道突传大消息！

Core Insights - Neuralink, founded by Elon Musk in 2016, plans to launch large-scale brain-machine interface (BMI) operations by 2026, transitioning to nearly fully automated surgeries [2][3] - The company aims to develop a "full brain interface" that allows seamless connection between the biological brain and external machines, potentially addressing neurological diseases and enhancing human cognitive abilities [4] Company Developments - Neuralink has completed the world's first human BMI implantation trial by the end of 2023 and has outlined detailed plans for the coming years, including advancements in chip technology and electrode counts [2][3] - The company currently has three products: "Mind Reading" for motor impairment patients, "Blind Vision" for visually impaired individuals, and "Deep" for neurological disorders and pain management [3] Future Plans - By Q4 2025, Neuralink aims to implant chips in the speech cortex to decode silent "intent speech" [3] - The number of implanted electrodes is expected to increase from 64 to 3,000 by 2026, and further to 10,000 by 2027, with plans to exceed 25,000 electrodes by 2028 for deeper brain areas [3][4] Domestic Developments - In China, significant advancements in BMI technology have been reported, with 24 financing rounds completed in the BMI sector from January to November 2025, marking a 30% year-on-year increase [5][7] - Various Chinese institutions and companies, such as Shanghai Brain Tiger Technology and Beijing Brain Science Institute, are actively developing and testing BMI technologies [5][6] Investment Trends - The investment enthusiasm in the BMI sector is rising, with over 100 capital firms, including Sequoia and Hillhouse, investing in the field, and a total financing amount exceeding 10 billion yuan in the past five years [7][8] - Neuralink raised $650 million in its E round of financing in June 2025, achieving a post-money valuation of $9 billion, setting a record in the BMI sector [7] Government Support - Government funding is becoming a crucial financing channel for BMI companies, with initiatives like the "BMI Special Incubation Fund" established in Beijing, offering up to 50 million yuan per project [8]