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谷歌说服 OpenAI 使用 TPU 芯片,在与英伟达的竞争中获胜— The Information
2025-07-01 02:24
Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia Qianer Liu Jun 27, 2025, 1:09pm PDT Photos via Getty, collage by Mike Sullivan OpenAI, one of the world's biggest customers of Nvidia artificial intelligence chips, recently began renting Google's AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way, according to a person who is involved in the arrangement. The deal also shows how Google's longtime strategy of developing technology or busi ...
iPSC细胞治疗突破性进展:霍德生物hNPC01注射液治疗缺血性脑卒中偏瘫的1期临床研究达到12个月随访终点,临床改善显著
生物世界· 2025-07-01 01:26
脑卒中 (俗称"中风",包括脑梗塞及脑出血) 作为全球造成残疾和社会负担排名首位的神经系统疾病,平均 约 50% 的幸存者在经过现有治疗和复健后,自我代偿和复健等治疗能带来的功能改善会达到极限,并在 6 个月以后进入稳定期,甚至终身伴随偏瘫、语言功能障碍等后遗症。 最新报告显示, 我国 包括缺血性脑卒中 (脑梗塞) 和脑出血在内的脑卒中患者高达 2800 万 人,每年 新 增 病例约 394 万 。 全球 现有偏瘫患者高达 1 亿 人,每年 新增 约 1500 万 人,其中约 67% 为 70 岁以 下人群,22% 甚至发生在 15-49 岁的青壮年群体,并且这一数字仍然在快速增长和继续年轻化。 目前 全球仅有一款 迷走神经刺激器 (VNS) 结合复健 的治疗手段,平均可改善患者的上肢运动功能评分 (FMA-UE) 约 5.8 分 ,并已作为 突破性 器械疗法在 2021 年被 FDA 批准针对 6 个月以上的稳定偏瘫患 者。由于脑卒中后遗症患者的大量功能神经元死亡和神经环路损伤,而成人脑内神经干细胞的数量和再生能力 有限,通过迷走神经刺激等带来的神经可塑性、传统药物与康复治疗对进入稳定期患者的 功能恢复促进 ...
企业AI转型:2000万学费“买”来的15条教训
Sou Hu Cai Jing· 2025-07-01 00:55
Strategic Insights - The key to a successful AI strategy is not technological superiority but deep integration with business processes [2] - Not all problems are suitable for AI solutions; traditional methods can often provide more efficient and cost-effective results [3] - Pursuing long-term value in AI strategies often leads to greater success, as seen in the example of Amazon's investment in recommendation systems [4] - The ultimate measure of AI project success is the enhancement of business value, not the advancement of technology [5] Technical Considerations - The biggest barrier to AI implementation is not talent or funding, but "data silos" that hinder effective training and deployment of AI models [6] - Purchasing existing AI solutions is often more suitable for most companies than developing everything in-house [7] - Simpler, interpretable models are often more practical than complex models with large parameters [8] - The safety, ethics, and accountability of AI models are critical concerns that must be prioritized [9] Talent and Organization - Companies need talent that understands both business and AI, acting as a bridge between the two [10] - AI empowerment requires a culture where all employees understand AI's capabilities and limitations, rather than relying solely on a few experts [11] - Failures in AI projects are often due to organizational, cultural, and communication issues rather than technical shortcomings [12] - Cross-disciplinary talent is essential in the AI era to address the complexities of business [13] Implementation and Operations - AI deployment is not a one-time investment but requires ongoing optimization and monitoring [14] - Focusing on clearly defined small problems is often more successful than attempting to disrupt entire industries [15] - The user experience of AI tools is more important than the intelligence of the models themselves [17]
X @Ansem
Ansem 🧸💸· 2025-06-30 23:47
RT Nikita Bier (@nikitabier).@elonmusk Hire me to run Twitter as VP of Product. I’ve been building social apps for 11 years—and not in a way that leads products to decay like a typical BigTech “product director dad.” Twitter has the potential to be the leading messenger, groups app & content creation tool. ...
新华财经早报:7月1日
Xin Hua Cai Jing· 2025-06-30 23:42
Key Points - The Ministry of Finance and other departments announced a tax credit policy for foreign investors using profits distributed by domestic enterprises for direct investment in China, allowing a 10% credit against taxable income from January 1, 2025, to December 31, 2028 [3] - The Shenzhen Stock Exchange released standards for recognizing "light asset, high R&D investment" companies, which will no longer be subject to the 30% fundraising limit for liquidity [2][3] - The A-share market saw significant growth in the first half of the year, with the North Star 50 Index rising nearly 40%, driven by DeepSeek and military restructuring concepts [2][4] Domestic News - The manufacturing PMI, non-manufacturing business activity index, and composite PMI output index for June were reported at 49.7%, 50.5%, and 50.7%, respectively, indicating a slight recovery in economic activity [3] - The Ministry of Commerce reported that Canada has closed the operations of Hikvision on national security grounds, which China strongly opposes [3] - The Ministry of Commerce proposed to continue anti-dumping measures on imports of stainless steel billets and hot-rolled sheets from the EU, UK, South Korea, and Indonesia starting July 1, 2025, for a period of five years [3] - The National Foreign Exchange Administration issued a total of $30.8 billion in investment quotas to qualified domestic institutional investors (QDII) to support compliant cross-border investment [3] Market Overview - The A-share market closed the first half of the year with the Shanghai Composite Index up 2.76%, the Shenzhen Component Index up 0.49%, and the ChiNext Index up 0.53% [2] - The North Star 50 Index experienced a remarkable increase of 39.45% in the same period [2][4] Company Announcements - CITIC Securities was approved to issue up to 30 billion yuan in perpetual subordinated bonds [8] - Guanhui Energy is transferring a 20.74% stake in Alloy Investment at 7.5 yuan per share [8] - Jindu Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [8]
Richest 20% get an average $6,055 income boost in Trump tax bill#shorts #trumptaxbill #taxes #trump
Bloomberg Television· 2025-06-30 22:38
What you are going to see as a result of the bill that's moving through the Senate that will then go back to the House is a $4 trillion deficit increase. And that's in the view of the nonpartisan Congressional Budget Office. Our estimates at the Yale Budget Lab are very similar.So are those from the Tax Foundation. So are those from from the Committee for a Responsible Federal Budget. So all of these groups are telling you one thing.This is a huge deficit increase. And then you have to ask the question it's ...
X @Forbes
Forbes· 2025-06-30 20:14
Nearly half (47%) of U.S. workers have experienced career gaps, according to a recent MyPerfectResume report. Yet, countless talented professionals sabotage their job search by treating a career gap like a dirty secret. https://t.co/pHE79Dmq3V https://t.co/cihgnnMtaI ...
X @Avi Chawla
Avi Chawla· 2025-06-30 19:06
RT Avi Chawla (@_avichawla)A Python decorator is all you need to trace LLM apps (open-source).Most LLM evals treat the app like an end-to-end black box.But LLM apps need component-level evals and tracing since the issue can be anywhere inside the box, like the retriever, tool call, or the LLM itself.In @deepeval, you can do that with just 3 lines of code:- Trace individual LLM components (tools, retrievers, generators) with the "@ observe" decorator.- Attach different metrics to each part.- Get a visual bre ...
Fundsnetwork Goldman - Small Caps After The Storm
Fidelity Investments· 2025-06-30 17:36
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...
沪指半年累计上涨2.76%!7月指数可能突破上行,科技、非银等板块占优
Guang Zhou Ri Bao· 2025-06-30 16:30
6月30日,A股三大指数震荡攀升。截至收盘,上证指数上涨0.59%,深证成指涨0.83%,创业板指涨 1.35%。全市场超4000只个股飘红,成交额1.52万亿元。数据显示,A股半年度收官,上证指数上半年 累涨2.76%,北证50指数累涨近40%。 有机构分析称,预计半年报披露窗口期将成为A股有利的上行动力。展望7月,市场可能会呈现指数突 破上行,科技、非银等进攻性板块占优的格局。 后市展望: 半年报披露窗口期将推动A股上行 对于中短期A股市场的趋势,招商证券首席策略分析师张夏认为,展望7月,市场可能会呈现指数突破 上行,科技、非银等进攻性板块占优的格局。"半年报披露窗口期成为A股有利的上行动力。上半年, 无论是基金净值还是个股的涨幅中位数均达到5%左右,进一步积累了今年的赚钱效应。"张夏分析称, 这为指数后续突破上行、触发关键正反馈效应创造了有利条件。 "短期内小盘股跑赢市场的走势仍将持续。"瑞银证券中国股票策略分析师孟磊认为,中美贸易摩擦缓解 或将助力出口型行业并推升高beta板块(主要为TMT)。若宏观政策刺激力度较大,内需消费及房地产 将最为受益。若政策宽松较为温和,消费服务和人工智能主题或获得持续的 ...