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Can The U.S. Break China’s Rare Earth Dominance?
CNBC· 2025-07-26 15:00
These feeds here, each of these bags hold two metric tons of monazite and they're 50 plus percent rare earth oxide. So a very, very high value feedstock here. Here at the White Mesa mill in Utah, mineral company Energy Fuels is processing rare earth elements. These materials are crucial to modern-day technology. Rare earths refer to 17 elements on the periodic table whose atomic structure gives them special magnetic properties. Rare earth magnets power everything from electric vehicles and wind turbines to ...
X @Forbes
Forbes· 2025-07-26 15:00
Why Ramaco Says It Can Beat Its Government-Backed Rival For Rare Earth Supremacy https://t.co/kkTgnIOSTb https://t.co/kkTgnIOSTb ...
Media trailblazer Tom Rogers changes ‘raging bull' stance on Netflix, sees worrisome signs
CNBC· 2025-07-26 15:00
Core Viewpoint - Former NBC Cable President Tom Rogers has expressed growing concerns about Netflix's competitive position, particularly due to the rise of free content on platforms like YouTube [1][5]. Group 1: Subscriber Growth and Engagement - Despite Netflix having more hit shows than all other streaming services combined, the growth of its subscriber base and total viewer engagement time has declined [2]. - In June, Netflix experienced the largest monthly viewership increase compared to its peers, but YouTube captured 13% of total monthly TV viewership, while Netflix accounted for 8% [3]. - Rogers emphasized that engagement is crucial as it influences pricing, programming budgets, and ultimately the quality of content [4]. Group 2: Financial Performance - Netflix reported positive earnings for the second quarter, beating both top and bottom line estimates and raising its full-year guidance [4]. - Despite the positive earnings report, Netflix's stock has decreased by approximately 6% since the earnings announcement and is down nearly 11% from its record high on June 30 [4]. Group 3: Impact of Artificial Intelligence - Rogers views artificial intelligence as a "double-edged sword" for Netflix, as it could enhance targeted advertising and reduce programming costs, but also empower independent content creators, benefiting platforms like YouTube [5]. - The increasing accessibility of AI tools for amateur creators may blur the lines between professional and amateur content, potentially increasing YouTube's viewership [6]. Group 4: Market Position - Despite the challenges, Rogers still regards Netflix as the most valuable media company globally, although he notes that the current lag in engagement is a point of concern [7].
院士郑纬民:中国不仅要构建类CUDA系统,同时也要做好10个关键软件
Guan Cha Zhe Wang· 2025-07-26 14:48
中国信通院人工智能研究所所长魏凯在主题演讲时表示,人工智能正以前所未有的速度重塑世界,而数据作为AI发展的核心驱动力,其产业发展态势备受 关注。高质量数据集是用于训练、验证和优化大模型,覆盖多行业公域和私域数据,具备高技术含量、高知识密度、高价值应用的"三高"特征。然而,高质 量数据集建设也面临着目标定位模糊、实施路径碎片化、技术底座薄弱三大难题。对此,我国在高质量数据集建设方面有着强有力的政策驱动。国家部委和 地方政府注重"人工智能+数据要素"政策协同布局,在破局路径上,新一代数据标注和合成数据也为突破"数据墙"提供了解决思路。 中国电子党组成员、副总经理王桂荣王桂荣在致辞时表示,当前人工智能非常火热,代表着科技革命和产业革命的最新方向。中国电子正抢抓人工智能发展 机遇,建立了完整的集成电路产业链,构建了以飞腾、麒麟、达梦、中国电子云、中国长城为代表的全栈信创底座,并积极落实"数据要素×"行动,在数据 资源利用与价值激活上进行了诸多探索。中国电子云作为中国电子自主计算体系核心组成,自主研发了集通算、智算、超算一体的CECSTACK专属云平 台,为人工智能应用发展提供高效算力支撑,打造了全链路AI解决方案,将 ...
周末刷屏!AI,大消息!
中国基金报· 2025-07-26 14:47
各种机器人引爆全场 今年最火的主题,莫过于机器人、具身智能,据说本届展会展示了60款以上智能机器人。 在展馆的二楼,宇树科技展台被里三层外三层包围。宇树机器人惊艳亮相,包括格斗家G1的炫酷对战、硬汉B2的硬核展示、萌宠Go2的可 爱互动,配合云端助阵的R1新品,共同呈现一场人机共生的科技盛宴。 【导读】2025世界人工智能大会火热开幕 中国基金报记者 吴君 曹雯璟 7月26日,"2025世界人工智能大会暨人工智能全球治理高级别会议"(WAIC 2025)在沪开幕。当日,中国政府倡议成立世界人工智能合 作组织。这是中方坚持践行多边主义、推动共商共建共享全球治理的重要举措,也是中方响应全球南方呼声、助力弥合数字和智能鸿沟、 促进人工智能向善普惠发展的实际行动。初步考虑该组织总部设在上海。 据了解,今年大会展览面积首次突破7万平方米,吸引了800余家企业参展,集中展示3000余项前沿展品及100余款"全球首发""中国首 秀"新品,规模创历届之最。 基金君来到上海世博展览馆,现场非常热闹。今年人工智能大会比往年更加火爆,观众都在排队入场。 人工智能产业链全亮相 中国基金报记者拍摄(下同) 现场身高1.32米、重35公 ...
Alphabet Just Gave Nvidia Investors Some Great News
The Motley Fool· 2025-07-26 14:36
The tech giant amped up its AI infrastructure spending plans for 2025.Over the next several weeks, companies will report financial and operating results for the second quarter of 2025. As usual, technology investors will be focused on one thing: artificial intelligence (AI)."Magnificent Seven" member Alphabet kicked things off earlier this week, reporting robust results across its search, advertising, and cloud computing divisions.While Alphabet shareholders should be encouraged by the internet giant's stro ...
2025世界人工智能大会开启:上海再聚全球AI力
第一财经· 2025-07-26 14:23
作者 | 第一财经 郑栩彤 7月26日,2025世界人工智能大会暨人工智能全球治理高级别会议(WAIC)在上海开幕。7月26日下 午,记者在上海世博展览馆看到,现场人山人海,观众参展热情十分高涨。 本届WAIC以"智能时代、同球共济"为主题,大会规模创历史之最,展览面积首次突破7万平方米。 现场吸引了800余家企业集中亮相,展出包括40余款大模型、50余款AI终端产品、60余款智能机器人 在内的3000余项前沿展品。 2025.07. 26 本文字数:2977,阅读时长大约5分钟 随着AI行业持续演进,推动技术落地应用与加强全球治理成为业界关注焦点。今年年初,DeepSeek- R1一经面世就火遍全球,彰显了国内AI研发的领先地位。在此背景下,本届大会的论坛紧扣热点, 围绕智能终端与具身智能、科学智能、安全治理等话题展开深入探讨。 WAIC已是第八年在上海举办。包括举办WAIC在内,上海依托开放胸怀汇聚全球创新资源与海内外 优质人才,正加速打造具有国际影响力的人工智能高地。 诺贝尔物理学奖和图灵奖得主杰弗里·辛顿(Geoffrey Hinton)在WAIC开幕式上讨论了AI安全的话 题。"人类习惯了作为最智能 ...
Why Is Wall Street Obsessed With AI (Artificial Intelligence) Leader Arista Networks?
The Motley Fool· 2025-07-26 14:20
This AI stock is one of the Street's faves. Should it be one of yours, too?We all have preferences. From our favorite movies to favorite places to eat to favorite places to visit, people love what they love. Wall Street is no different. Currently, analysts can't get enough of artificial intelligence (AI) stocks.But of all the AI stocks on the Street's radar, Arista Networks (ANET 0.37%) is one AI name that analysts absolutely love. Let's take a look at the basis for this affection for one of the leading net ...
上海量子城市空间智能创新建设首批核心成果发布
news flash· 2025-07-26 14:15
在7月26日举行的2025世界人工智能大会·上海量子城市空间智能创新建设专题论坛上,"坤舆经略·语料 库""云宇星空·大模型"等首批上海量子城市空间智能创新建设核心成果正式发布。坤舆经略·语料库(基 础语料)是全国首个规划和自然资源领域全贯通的专项知识库,具备多模态、体量大、质量高、覆盖全 的特点,完整知识图谱涵盖规划设计、测绘地理、自然资源3大领域,为模型能力提升提供有力支撑, 有效驱动各类场景开发。云宇星空·大模型则专注规划和自然资源场景,为国土空间规划、自然资源管 理、生态保护与修复等领域的垂域大模型及行业应用提供基础支撑和行业通用能力。(央视新闻) ...
2 Artificial Intelligence (AI) Stocks With High Conviction
The Motley Fool· 2025-07-26 14:15
Are these two AI stocks good buys?Fortunes have been made by investing in artificial intelligence (AI) stocks. But there's still a lot of room left to go. The United Nations, for instance, believes that the AI market will grow from $189 billion worldwide in 2023 to nearly $5 trillion by 2033. Want to make sure your portfolio benefits? The two AI stocks below are for you.Nvidia remains the smartest AI investmentWhen it comes to AI stocks, Nvidia (NVDA -0.12%) is king. Even if you're already familiar with thi ...