创业邦·2025-03-16 03:11Core Insights - Intel appointed Lip-Bu Tan as its new CEO, marking a significant leadership change in the semiconductor industry with all four major chip companies now led by individuals of Chinese descent [3][4] - Tesla plans to reduce the production cost of its Model Y by at least 20% with a new lower-cost version aimed at maintaining its market share in China [9][10][11] - Meta is testing its first internally developed AI training chip to reduce reliance on external suppliers like Nvidia, with plans for large-scale deployment if testing is successful [7][8] - Alphabet's Waymo has expanded its autonomous vehicle service in Silicon Valley, covering a 27-square-mile area [12][13] - SoftBank-backed Wayve is preparing for its commercial debut, focusing on partnerships with global automakers for its driving assistance system [14][15] - Google plans to acquire AdHawk Microsystems for $115 million to enhance its smart glasses development with eye-tracking technology [17][19] - CoreWeave signed a $11.9 billion contract with OpenAI ahead of its IPO, providing AI infrastructure support [26][27] - Niantic Labs is selling its gaming division to Scopely for $3.5 billion, allowing it to focus on its geospatial AI business [28][29] - ServiceNow announced the acquisition of Moveworks for $2.85 billion to enhance its AI capabilities [30][31] - Bolt is expanding into the North American market, competing with Uber by recruiting drivers and launching a localized app [32][33] Company Developments - Intel's new CEO Lip-Bu Tan has a strong background in technology and leadership, previously leading Cadence Design Systems [3][4] - Meta's AI training chip, designed for energy efficiency and optimized for AI tasks, is part of a broader investment in AI infrastructure [7][8] - Tesla's new Model Y variant aims to counter declining market share in China, with a projected price around 210,000 yuan [9][10][11] - Waymo's expansion in Silicon Valley is a significant step in its autonomous driving strategy, with plans for further service area growth [12][13] - Wayve's innovative approach to autonomous driving, focusing on software sales to automakers, distinguishes it in the market [14][15] - Google's acquisition of AdHawk is a strategic move to enhance its capabilities in augmented reality and smart devices [17][19] - CoreWeave's contract with OpenAI is a major development in the AI infrastructure space, indicating strong demand for high-performance computing [26][27] - Niantic's sale to Scopely allows it to pivot towards geospatial technology, supported by significant funding for its new venture [28][29] - ServiceNow's acquisition of Moveworks is aimed at integrating advanced AI solutions into its enterprise platform [30][31] - Bolt's entry into North America reflects its ambition to capture market share in a competitive landscape [32][33] Investment and Financing - Chainguard is seeking new funding with a valuation of $3.5 billion, focusing on software supply chain security [42][43] - Flock Safety completed a $275 million funding round, aiming to enhance its AI-based security solutions [44][45] - Celestial AI raised $250 million to commercialize its photonic technology for AI chip connectivity [46][47] - Insilico Medicine is considering a Hong Kong IPO after raising $110 million, focusing on AI drug development [48][49] - Dexterity completed a $95 million funding round, with a valuation of $1.65 billion, to advance its AI robotics technology [50][51] - Zolve raised $251 million in its largest funding round to date, planning to expand its financial services [52][53] - Terabase Energy secured $130 million to enhance its solar technology deployment [54][55] - Supabase raised over $100 million, achieving a valuation of $2 billion, to expand its developer platform [56][57]