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X @Tesla Owners Silicon Valley
Grok 4 will discover new technologies later this yearElon Musk https://t.co/PE2CWvXrXl ...
X @Tesla Owners Silicon Valley
Grok 4 is better in PhD level in every subject with no exceptionsElon Musk https://t.co/rEBsmNiUmp ...
Beyond GICS, Why IGPT Offers A Truer AI Portfolio
Seeking Alpha· 2025-07-12 03:42
Group 1 - The Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) is a growth-focused ETF that tracks the STOXX World AC NexGen Software Development Index, emphasizing companies with significant growth potential [1] - The ETF does not provide significant dividends or income, indicating a focus on capital appreciation rather than income generation [1] Group 2 - The methodology of the ETF heavily favors companies that are involved in next-generation software development, which is a sector expected to experience substantial growth [1]
吴婷:AI城市战争
3 6 Ke· 2025-07-12 03:32
Core Insights - The rise of AI, exemplified by DeepSeek, presents a significant opportunity for value reassessment in China and a reshuffling of urban dynamics in the country [1][2] National Strategy - The Chinese government proposed a "three-step" strategy for AI development in 2017, aiming for a core industry scale of 1.5 trillion yuan by 2020, 4 trillion yuan by 2025, and 10 trillion yuan by 2030 [3] - As of September 2024, the core AI industry scale in China has reached nearly 600 billion yuan, surpassing the 2025 target by 150% [3][4] City Comparisons - Beijing is the undisputed leader in AI, holding over 30% of national resources in talent, patents, enterprises, and financing, with a core industry scale of 300 billion yuan, accounting for half of the national total [5][6] - Shanghai has established itself as a hub for integrated circuit industries and AI chip companies, focusing on the "chip" aspect of AI, while also leading in computing power infrastructure [10][12] - Shenzhen ranks third in AI-related enterprises, with a strong manufacturing base and major tech giants like Huawei and Tencent driving innovation and ecosystem development [12][15][16] - Hangzhou is emerging as a disruptor in the AI space, particularly with the launch of DeepSeek-R1, which has significantly impacted the global AI landscape [18][19][21] Emerging Players - The "Six Little Dragons" from Hangzhou, including DeepSeek and Yushu Technology, are gaining attention for their innovative AI solutions and market share [19][20] - Zhejiang University has contributed significantly to AI research, ranking just behind Tsinghua and Peking University in terms of AI publication output [20] Competitive Landscape - Other cities like Guangzhou, Suzhou, Hefei, and Xi'an are also exploring unique pathways to develop their AI industries, highlighting the competitive nature of China's economic landscape [23][24]
X @Bloomberg
Bloomberg· 2025-07-12 02:39
Alphabet's Google is hiring top talent from Windsurf for its artificial intelligence division as OpenAI’s $3 billion agreement to buy the AI coding startup falls apart https://t.co/yE25jjto8v ...
关于广东AI与机器人产业,这场高规格会议释放了哪些信号?
Nan Fang Du Shi Bao· 2025-07-12 02:20
Core Viewpoint - Guangdong's artificial intelligence and robotics industry is experiencing significant growth and has established itself as a national leader, but it faces several challenges that need to be addressed for sustainable development [2][3][6]. Industry Scale and Technological Strength - Guangdong's industrial robot production has ranked first in the country for five consecutive years, with a production volume of 246,800 units, accounting for 44% of the national total [3]. - The core AI industry in Guangdong is projected to exceed 220 billion yuan in 2024, representing a year-on-year growth of approximately 25% [3]. - The region hosts over 1,500 core AI enterprises and 147 "little giant" companies in the AI sector, the highest in the nation [4]. Key Challenges and Bottlenecks - There is a notable weakness in foundational key technologies, with insufficient open-source ecosystem development and a lack of high-quality data [6][7]. - The gap between technology and application needs is evident, particularly for small and medium-sized enterprises facing high costs and low AI implementation rates [6][7]. - The high cost of humanoid robots and the lack of universal standards for components hinder large-scale deployment [7]. Recommendations for Development - The report suggests enhancing government functions to accelerate industry growth, focusing on key technology breakthroughs and supporting enterprise innovation [9][10]. - It is recommended to establish a legal framework to support the development of AI and robotics, including specific legislation and monitoring of existing policies [10][11]. - Suggestions include creating demonstration application scenarios and lowering entry barriers for SMEs to facilitate technology implementation [9][11].
X @The Wall Street Journal
Google has agreed to pay about $2.4 billion in a deal to license the technology of AI coding startup Windsurf and hire its CEO and some of its employees https://t.co/UvONrbLZDX ...
对接风投、无偿展示,闪耀乌镇!AI应用产品大征集来了
Nan Fang Du Shi Bao· 2025-07-12 02:07
AI正在点亮我们的生活。她机智、明亮、意想不到,又拍案叫绝。她,遇上"乌镇"——游客纷至沓来的 美丽水乡、世界互联网大会永久举办地,又将发生怎样的奇妙反应? 即日起,南方都市报、南都大数据研究院联合中国网络空间安全协会人工智能安全治理专委会、中国互 联网协会人工智能工委会等单位,携手发起以"乌镇AI星光汇"为主题的AI应用产品大征集,入围的宝藏 应用将在乌镇各类重要活动期间,获得"无偿展示""产业对接""对话风投"的机会,快来申报吧! 式,发掘珠三角地区可见、可触、可用的AI应 用产品。入选AI应用产品不仅将在乌镇重要 活动中进行展示,入选单位还将受邀参与产 业对接,风投洽商,有机会获取战略投资。 | STEENS | | | --- | --- | | | . | | For | 乌镇重要活动期间,企业品牌及 | | 免费展示 | 其AI应用产品无偿展示。 | | HEDIT | 可在乌镇重要活动期间参与相关 | | 融资机遇 | 对接会,与风投直接对话。 | | 提供 | 为参与AI应用产品展示的企业提 | | 国际馆 | 供便利保障服务。 | | 14-4101 | 南方都市报等主流媒体将实地走 | | ...
China’s AI Bet Rises From the Gobi Desert
Bloomberg Television· 2025-07-12 01:00
[CC may contain inaccuracies] Learning that Chinese firms aim to install more than 115,000 NVIDIA AI chips in data centers across the country's western deserts. Now for more. Let's bring in our senior global business reporter and host of the Big Take Asia podcast, Oanh Ha.Oanh you've been talking about this construction boom that's happening near the Gobi Desert in Xinjiang. What's going on there and why are there such big projects happening. It really is quite extraordinary, isn't it.Our Bloomberg investig ...
X @Forbes
Forbes· 2025-07-12 00:00
AI Is Making The Internet’s Bot Problem Worse. This $2 Billion Startup Is On The Front Lines https://t.co/80X1DvSD0Z https://t.co/80X1DvSD0Z ...