2. 人工智能需求激增，海力士季度利润创历史新高，大幅超市场预期。 （来源：环球市场播报） 【东北计算机】20260128 【人工智能需求激增，海力士季度利润创历史新高，大幅超市场预期】 1. SK海力士将在美国设立ARM人工智能解决方案公司；SK海力士：SK海力士NAND产品解决方案部门将转型为 专注于人工智能投资的部门；SK海力士公司：将对Solidigm进行重组以成立人工智能公司。 （来源：新浪） 2. 人工智能需求激增，海力士季度利润创历史新高，大幅超市场 【东北计算机】20260128 【人工智能需求激增，海力士季度利润创历史新高，大幅超市场预期】 1. SK海力士将在美国设立ARM人工智能解决方案公司；SK海力士：SK海力士NAND产品解决方案部门将转型为 专注于人工智能投资的部门；SK海力士公司：将对Solidigm进行重组以成立人工智能公司。 （来源：新浪） 3. ASML去年营收327亿欧元：人工智能需求正转化成订单，预计今年中国营收占比两成。 （来源：澎湃新闻） 4. 人工智能初创公司Anthropic将2026年营收预测上调20%。 （来源：新浪） 5. 财联社1月28日电，Anthro ...

④腾讯云支持Clawdbot云端极简部署； ⑤Kimi K2.5发布24小时登顶全球开源榜单； ⑥Figure发布新一代人形机器人Helix 02； AI进化速递 | 混元图像3.0图生图模型开源 ⑦蚂蚁集团旗下灵波科技宣布全面开源具身大模型LingBot-VLA； ①腾讯混元图像3.0图生图模型正式开源； ⑧智元：VLA端侧推理性能提速15倍，并于精灵G2机器人上完成真机验证； ②阿里云通义正式开源发布Z-Image基座模型； ⑨宸境科技发布具身智能新品牌及全栈技术矩阵； ③阿里云上线Clawdbot全套云服务； ⑪Mistral AI发布Vibe 2.0：终端编程助手进化，支持自定义子代理； ⑫韩国AI芯片设计公司FuriosaAI开始量产其第二代Renegade芯片； ⑬谷歌宣布将AI Plus订阅服务推广至包括美国在内的35个新市场； ⑭AI内容公司Thetawave AI完成数百万美金Pre-A轮融资。 ⑩SK海力士拟斥资100亿美元在美国设立人工智能解决方案公司； ...

【东北计算机】20260120 【OpenAI计划2026年推进AI实际应用】 —————————————— 1. 财联社1月20日电，日本财务大臣片山皋月称，日本计划在人工智能和芯片领域投资超过3300亿美元。 他还表示，日本应摆脱以削减成本为导向的经济模式，转而加大投资力度，以增加税收收入。 （来源：财联社） 2. 韩国AI芯片设计公司FuriosaAI酝酿融资至多5亿美元，最早 【东北计算机】20260120 【OpenAI计划2026年推进AI实际应用】 1. 财联社1月20日电，日本财务大臣片山皋月称，日本计划在人工智能和芯片领域投资超过3300亿美元。 7. 杭州AI公司跨界造机器人 拿下超5亿元融资。 （来源：财联社） 8. 2050年AI用水量将增129%。 他还表示，日本应摆脱以削减成本为导向的经济模式，转而加大投资力度，以增加税收收入。 （来源：财联社） 2. 韩国AI芯片设计公司FuriosaAI酝酿融资至多5亿美元，最早2027年上市。 （来源：新浪） 3. 机构预测：2026年全球AI服务器出货量增长28%以上。 （来源：中证金牛座） 4. Zadarma推出多语言AI语音助理。 （ ...

Group 1 - New Oriental Education Technology Group has appointed Chen Xingjia as a senior consultant with an annual salary of 1.5 million RMB, following public scrutiny over his previous salary exceeding 700,000 RMB [1] - New Oriental commits to donating no less than 1 million RMB annually to the Henghui Foundation, which focuses on the health and growth of Chinese youth [1] Group 2 - SK Hynix announced a record performance bonus of over 1.36 million KRW (approximately 64,000 RMB) per employee, marking the highest in the company's history, with a stock option plan available for employees [2] - The company's stock performance saw a significant increase of 275% last year [2] Group 3 - Gree Electric Appliances is set to mass-produce silicon carbide chips for automotive applications, with plans to supply half of the chips needed by GAC Group [6] - The company has already begun mass production of silicon carbide chips for home appliances and plans to expand into solar energy and logistics vehicles [6] Group 4 - Xiaomi reported two incidents of vehicle fires, with no injuries reported, and is cooperating with investigations [9] - The company is actively addressing safety concerns related to its vehicles [9] Group 5 - iQIYI announced the resignation of CFO Wang Jun, who will continue to serve as a consultant until May 31, 2026, while the company seeks a suitable replacement [11] - The company is focused on maintaining stability during this transition [11] Group 6 - Netflix has revised its merger agreement with Warner Bros. Discovery to pay a cash-only price of $27.75 per share, instead of a combination of cash and stock [12] - This change reflects Netflix's strategic approach to acquisitions in the current market [12] Group 7 - The 2025 Hurun Global Gazelle Enterprises list shows that the US and China lead with 302 and 278 companies respectively, accounting for 71% of the total [20] - The report highlights a significant number of companies transitioning to unicorn status, with 71 achieving this milestone last year [20]

Group 1 - New Oriental Education Technology Group has appointed Chen Xingjia as a senior consultant with an annual salary of 1.5 million RMB, following public scrutiny over his previous salary exceeding 700,000 RMB [2][3] - New Oriental commits to donating no less than 1 million RMB annually to the Henghui Foundation, which focuses on the health and growth of Chinese youth [2][3] Group 2 - SK Hynix announced a record performance bonus of over 1.36 million KRW (approximately 640,000 RMB) per employee, marking the highest in the company's history, with a stock option plan for employees [4] - The stock option plan allows employees to receive up to 50% of their bonuses in company stock, with additional cash rewards for holding the stock for a year [4] Group 3 - Gree Electric Appliances is set to mass-produce silicon carbide chips for various applications, including photovoltaic storage and logistics vehicles, with plans to supply half of the chips for GAC Group's vehicles [7] - The company aims to enhance its semiconductor capabilities in the growing electric vehicle market [7] Group 4 - iQIYI announced the resignation of CFO Wang Jun for personal reasons, with senior vice president Zeng Ying taking over as acting CFO [11] - iQIYI is in the process of selecting a suitable candidate for the CFO position [11] Group 5 - The AI companionship company Nature Select has raised over 30 million USD in a recent funding round, with investments from Alibaba and Ant Group among others [13] - The funding will support the development of AI companionship products [13] Group 6 - Tesla's CEO Elon Musk is pushing for the company to transition into a robotics firm, with the Optimus humanoid robot as a key focus, despite production challenges [9] - The company aims for a valuation of 25 trillion USD based on its robotics division, which is expected to surpass its current automotive business [9]

Core Viewpoint - FuriosaAI, a South Korean AI chip design company, plans to raise between $300 million to $500 million through a Series D funding round to support the mass production of its second-generation RNGD chips, global business expansion, and the development of its third-generation chips. The company aims to go public as early as 2027 [1][1]. Group 1 - FuriosaAI is seeking to raise $300 million to $500 million in its Series D funding round [1]. - The funds will be allocated for the mass production of the second-generation RNGD chips [1]. - The company is also focusing on global business expansion and the research and development of its third-generation chips [1]. Group 2 - FuriosaAI plans to go public by 2027 [1].

Core Viewpoint - FuriosaAI, a South Korean AI chip design company, plans to raise $300 million to $500 million through a Series D funding round to support the mass production of its second-generation RNGD chips, global business expansion, and the development of its third-generation chips. The company aims to go public as early as 2027 [1]. Funding and Financial Plans - The company is targeting to raise between $300 million and $500 million in its upcoming Series D financing [1]. - The funds will be allocated for the mass production of the second-generation RNGD chips, global business expansion, and research and development of the third-generation chips [1]. Market Position and Future Plans - FuriosaAI is positioning itself for a public offering, with plans to go public as early as 2027 [1].

Core Insights - FuriosaAI, a South Korean startup focused on AI chip design, is seeking to raise between $300 million and $500 million in a Series D funding round to prepare for an IPO [1] - The company aims to enhance its competitiveness against Nvidia by supporting the mass production of its second-generation RNGD chip and developing a third-generation chip [2] Funding and Financials - The Series D funding round is co-advised by Morgan Stanley and Mirae Asset Securities [1] - In July 2025, FuriosaAI raised $125 million in a Series C round, bringing its total funding to $246 million at that time [3] - The previous funding round aimed to meet the growing demand for its flagship AI chip and accelerate its development roadmap [4] Product Development - FuriosaAI's RNGD chip is expected to begin mass production with shipments from TSMC later this month [2] - The RNGD chip reportedly offers 2.25 times the inference performance-per-watt compared to traditional GPUs [3][5] - The chip's performance is attributed to its Tensor Contraction Processor (TCP) architecture, which is designed for efficient deep learning computations [6] Strategic Moves - The company is considering a public listing as early as 2027 [2] - In March 2025, FuriosaAI declined an $800 million acquisition offer from Meta due to disagreements over post-acquisition strategy rather than price [7]

Group 1 - The core viewpoint of the article highlights the rise of NPU-based companies in the semiconductor industry, particularly in the AI sector, as they secure significant deals with industry leader NVIDIA, indicating a shift in market dynamics [1] - The global AI fabless market is evolving through technological competition and mergers, with key players including Groq, SambaNova Systems, Cerebras, Tenstorrent, and Korean companies Rebellions and FuriosaAI [1] - NVIDIA's acquisition of Groq's core technology rights for $20 billion (approximately 29 trillion KRW) is noted as the largest deal in NVIDIA's history, significantly boosting Groq's valuation to around $7 billion, nearly tripling its worth [1] Group 2 - Cerebras has signed a $10 billion (approximately 14 trillion KRW) computing power supply contract with OpenAI and is in talks to raise $1 billion in new investments [2] - The NPU industry is expanding its business scope from chip supply to server and data center infrastructure, with a focus on the Middle East's demand for "autonomous AI" to reduce reliance on US and Chinese technology [2] - Rebellions is targeting the Saudi data center market with its REBEL-Quad product, which is said to perform comparably to NVIDIA's flagship GPU [2] Group 3 - Rebellions' CEO expressed concerns about the competitive landscape, noting that countries like the US and China are building AI infrastructure using non-NVIDIA products for supply chain diversification [3] - The CEO highlighted that Saudi Arabia purchased Groq chips worth 750 billion KRW last year, while the UAE bought Cerebras chips worth 1.5 trillion KRW, contrasting with Rebellions' government revenue of only 7 billion KRW [3] - Rebellions plans to begin mass production of REBEL-Quad in the first half of the year, while FuriosaAI aims to supply up to 20,000 RNGD units by the end of the year [3]

Group 1 - FuriosaAI, an AI chip design company, plans to raise up to $500 million before its IPO to challenge industry giant Nvidia [1] - The company has appointed Morgan Stanley and Mirae Asset Securities as joint advisors for its Series D funding round, targeting $300 million to $500 million [1] - The funds will be used for mass production of FuriosaAI's second-generation RNGD chips, global business expansion, and development of third-generation chips [1] Group 2 - FuriosaAI was founded in 2017 by June Paik, a veteran from Samsung Electronics and AMD, focusing on efficient AI inference chip development [1] - The company's RNGD chip has a performance of 2.25 times the inference performance per watt compared to traditional GPUs [1] - The company secured its first major client, LG, in July of last year [1] Group 3 - The progress of FuriosaAI comes amid a booming investment landscape in AI hardware [2] - Groq Inc. completed a $750 million funding round before its strategic partnership with Nvidia [2] - Other recent transactions include Cerebras Systems Inc. seeking $1 billion at a valuation of $22 billion and Etched completing a $500 million funding round [2]