1.【OpenClaw之父加入OpenAI】OpenAI CEO山姆 · 奥尔特曼2月16日官宣，OpenClaw创立者 Peter Steinberger将加入OpenAI，致力于推动下一代个人智能体的研发，"预计这将很快成为我们 产品的核心。"奥尔特曼承诺，OpenClaw 将以开源项目的形式存在于基金会中，OpenAI也将继续为 其提供支持。未来将是高度多智能体化的时代，而支持开源是OpenAI实现这一目标的重要组成部 分。（每经网） 2.【蚂蚁开源万亿参数即时模型Ling-2.5-1T】蚂蚁集团旗下蚂蚁开源正式发布并开源旗舰级即时大 模型Ling-2.5-1T。该模型总参数达1万亿（激活630亿），支持百万级上下文，采用混合线性注意 力架构与精细化数据策略。其在token效率、偏好对齐及原生智能体交互方面全面升级，在复杂推理 与指令遵循等任务上优于主流竞品。模型已在Hugging Face与ModelScope平台开放下载，面向全 球开发者免费使用。（腾讯网） 2.【智谱：全球范围内对GLM-5的需求激增，全网寻找"算力合伙人"】智谱2月16日发布消息，近 期，由于全球范围内对GLM-5的需求激增，并 ...

Group 1 - The 2026 Spring Festival Gala has announced partnerships with 29 brands, covering various fields including AI technology, robotics, transportation, and consumer goods [3][4] - A record number of six robotics brands, including Magic Atom and Galaxy General, will showcase at the gala, marking the largest robot lineup in the event's history [3][4] - The gala will feature new media collaborations with platforms like Xiaohongshu and Douyin, with Bilibili serving as the exclusive bullet screen video platform [3][4] Group 2 - OpenAI's CEO announced that Peter Steinberger, the creator of OpenClaw, will join OpenAI to advance the development of next-generation personal intelligent agents [5] - Zhipu AI reported a surge in demand for GLM-5, leading to service delays, and has initiated a "computing power partner" recruitment plan to enhance service capacity [6] - Douyin's vice president stated that the 2026 Spring Festival Gala will be the first public project to deeply utilize the domestic AI video generation model Seedance 2.0 [6] Group 3 - The 2026 Spring Festival Gala has seen a significant increase in robot-related searches, with a 300% rise in search volume and a 460% increase in customer inquiries on JD.com [23] - The gala's robot-themed promotions led to a rapid sell-out of various robots, including high-value models like the GALBOT G1, which sold for nearly 630,000 yuan [23]

CHINESE NEW YEAR 马年大吉 迎新纳福 01 江苏 新春期间，江苏将加大直达居民游客的普惠力度，推出文旅消费券、景区门票优惠券、酒店代金券等300余项文旅消费优惠措施，组织全省200多家星级饭 店推出"年夜饭＋住宿＋体验"等高性价比组合套餐，全省130家等级旅游景区推出门票优惠政策，近百个乡村旅游重点村镇开展"游购乡村"促消费活动。 日前，南京市规划和自然资源局发布规划编制批前公示，涉及地块原为南京克莉丝汀"甜蜜城堡"。根据公示，地块性质拟由科研用地调整为宅地、社区用 地、绿地等，其中3幅宅地总面积约13.77公顷。 为了满足春节期间返乡人员和各类企业的不动产登记办理需求，2月15日至2月23日（春节期间），江苏全省不动产登记全程"不打烊"，市民可以选择分布 在全省各地的87个线下服务窗口或"线上苏小登"办理，办事无忧安心过年。 02 国内 应急管理部召开除夕视频调度会，会议听取各地安全防范工作情况汇报，指出烟花爆竹运输、销售、存储、燃放进入高峰期，安全风险高，每一个环节， 每一个点位都不能有丝毫松懈，要认真吸取教训、引以为戒，坚决杜绝任何麻痹思想、侥幸心理，时刻绷紧安全生产这根弦，多下未雨绸缪 ...

据报道，在本周于新德里举行的全球科技巨头领袖和国家元首峰会上，印度将宣传其发展较廉价AI工 具以解决本土问题的做法，并将此作为其他中等收入国家的一条发展路径。印度电子部高级官员S.克里 希南(S. Krishnan) 1月份表示："我们作为一个国家正在尝试做的……是实现技术的大众化。"他还 说："（这次峰会）在全球南方举办，这个事实本身就很重要。"包括OpenAI首席执行官山姆.阿尔特曼 和Anthropic的达里奥.阿莫迪(Dario Amodei)在内的一些AI顶尖人物，预计将在印度总理莫迪周四为峰会 揭幕时出席。 ...

Core Insights - The competitive landscape between OpenAI and Alphabet is shifting, with Alphabet gaining an edge in several areas despite OpenAI's early lead in artificial intelligence [1][4] - There is a significant performance divergence between companies associated with OpenAI and those linked to Alphabet, with Oracle down 50.3% while Alphabet-associated stocks like Celestica, Lumentum, and Broadcom have performed well [2][7] - Media coverage of OpenAI has been excessively negative, particularly regarding its plans to raise substantial capital, which may not reflect the actual financial situation [2][9] Group 1: Competitive Dynamics - OpenAI was initially the leader in AI but is now facing strong competition from Alphabet, which has made a notable resurgence [1][4] - Companies linked to OpenAI, such as Oracle, have seen significant declines, while those associated with Alphabet have experienced positive momentum [2][7] - The media narrative surrounding OpenAI is largely negative, which contrasts with the underlying financial expectations that Wall Street has already factored in [2][9] Group 2: Investment Opportunities - The current negative sentiment towards OpenAI-related stocks may present investment opportunities, as the market may not accurately reflect the financial realities [12][17] - Alphabet's strong performance and positive narratives, including its stakes in companies like SpaceX and Waymo, contribute to its favorable market position [15][16] - The potential for OpenAI to raise $100 billion and pursue an IPO could provide it with the necessary capital to remain competitive in the AI sector [11][17]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We're also joined by Steven Adler, ex-OpenAI safety researcher and author of Clear-Eyed AI on Substack. We cover: 1) The Viral "Something Big Is Happening" essay 2) What the essay got wrong about recursive self-improving AI 3) Where the essay was right about the pace of change 4) Are we ready for the repercussions of fast moving AI? 5) Anthropic's Claude Opus 4.6 model card's risks 6) Do AI models know when they're being test ...

Palantir AIP can shift work to other LLMs but what if other owners (Google, OpenAi et al) also say (like Anthropic) they want restrictions on war use of their LLMs?Pentagon threatens to cut off Anthropic in AI safeguards dispute, Axios reports | Reuters https://t.co/ZaRlNVvDRi ...

Core Viewpoint - The UK government is implementing new measures to regulate AI chatbots and social media platforms, particularly in response to concerns over the spread of sexually explicit content and the protection of children's wellbeing [2][3][4]. Group 1: Regulatory Measures - The UK government is closing a "loophole" in the Online Safety Act, making AI chatbots like OpenAI's ChatGPT and Google's Gemini subject to regulations against illegal content [2][3]. - New measures will require social media companies to retain data after a child's death unless the online activity is clearly unrelated to the death [4]. - The government is setting minimum age limits for social media platforms and restricting harmful features such as infinite scrolling [3][4]. Group 2: Industry Impact - The announcement reflects a shift in the UK government's approach to regulating technology, focusing on the design and behavior of technologies rather than just user-generated content [5][6]. - There is increased scrutiny on children's access to social media, with other countries like Australia and Spain implementing similar age restrictions [6][7]. - The House of Lords has voted to amend the Children's Wellbeing and Schools Bill to include a social media ban for under-16s, which will be reviewed by the House of Commons [8][9].

Core Insights - The main theme in the large model industry over the past two years has been "scaling up," but this has led to increased deployment costs, making it harder for companies to afford these models. The performance curve and adoption curve are diverging [1] - Alibaba's release of the Qwen 3.5-Plus model, with 397 billion total parameters and only 17 billion activated, demonstrates a shift in focus from merely increasing parameters to enhancing model efficiency and cost-effectiveness [1][3] Model Performance and Efficiency - Qwen 3.5-Plus surpasses the previous generation Qwen 3-Max and competes favorably with models like GPT-5.2 and Gemini 3 pro in various benchmarks, achieving scores such as 87.8 in MMLU-Pro and 88.4 in GPQA [1][3] - The model's API pricing is significantly lower, at 0.8 yuan per million tokens, which is 1/18 of Gemini 3 pro's price, indicating a new cost structure in the industry [1][8] Architectural Innovation - The industry is experiencing a shift from parameter accumulation to architectural innovation, similar to the transition in the chip industry from single-core to multi-core architectures [3] - Qwen 3.5 achieves efficiency by using only 17 billion parameters for inference, resulting in an 8.6 times increase in throughput for 32K context scenarios and up to 19 times for 256K context scenarios, while reducing deployment memory usage by 60% [3][4] Multi-Modal Capabilities - Qwen 3.5 represents a generational leap to a native multi-modal model, integrating text and visual data from the start, which enhances its capabilities compared to models that assemble components separately [4][7] - The model supports direct input of 2-hour videos and can convert hand-drawn sketches into executable front-end code, showcasing its advanced multi-modal functionalities [7] Strategic Implications - Alibaba's commitment to native multi-modal capabilities positions Qwen as a foundational model for enterprise applications, which inherently require multi-modal functionalities [8] - The collaboration between model architecture, chip optimization, and cloud infrastructure results in a sustainable cost structure, challenging closed-source competitors who rely on performance exclusivity [8][9] Market Position and Growth - Qwen is ranked first in the Chinese enterprise-level large model market, with Alibaba Cloud's market share reaching 35.8% in the AI cloud market, surpassing the combined share of the second to fourth competitors [11][12] - The open-source model ecosystem is rapidly expanding, with over 400 models released and more than 200,000 derivative models created, indicating strong developer engagement and market traction [12] Future Considerations - The competition in the large model industry is transitioning from a parameter race to an architecture race, where efficiency and cost become the core competitive dimensions [12][13] - Questions remain about the sustainability of closed-source models in light of open-source alternatives that match performance and cost, as well as the viability of current assembly methods in multi-modal training [13]

Core Viewpoint - The U.S. Department of Defense is nearing a decision to sever ties with Anthropic, potentially designating the AI company as a supply chain risk due to dissatisfaction with the limitations on the use of its technology [2][5]. Group 1: Relationship Dynamics - The discussions between the U.S. military and Anthropic regarding the use of the Claude tool have been intense and prolonged, nearly leading to a breakdown in relations [2][5]. - Anthropic aims to ensure that its AI technology is not used for mass surveillance of citizens or for developing autonomous weapons that can be deployed without human involvement [2][5]. - The U.S. government desires to utilize Claude for "all legitimate purposes," indicating a fundamental disagreement on the scope of use [2][5]. Group 2: Implications of Supply Chain Risk - If Anthropic is classified as a supply chain risk, any company wishing to do business with the Department of Defense would be required to distance itself from Anthropic [2][5]. - A senior Pentagon official emphasized the importance of partnerships that support military operations and the safety of U.S. citizens [2][5]. Group 3: Previous Agreements and Future Negotiations - Last year, Anthropic secured a two-year contract with the Department of Defense for the Claude Gov model prototype and the Claude for Enterprise version [6]. - The negotiations between Anthropic and the military may set a precedent for future discussions with other AI companies like OpenAI, Google, and xAI, which have not yet engaged in classified work [6]. - Anthropic, founded by former OpenAI researchers, positions itself as a responsible AI company, aiming to prevent catastrophic risks associated with advanced technology [6].