Core Viewpoint - Oxmiq Labs, founded by legendary GPU architect Raja Koduri, aims to revolutionize GPU architecture and software by focusing on a software-first approach and developing a new GPU IP that allows for seamless execution of CUDA applications on non-Nvidia hardware without code modification [2][4][12]. Group 1: Company Overview - Oxmiq Labs is a new GPU software and IP startup with a team of over 500 years of combined experience in GPU and AI architecture [2]. - The company aspires to become the next generation of Arm, indicating a focus on flexible and scalable GPU solutions [2]. Group 2: Technology and Innovation - Oxmiq Labs is developing a GPU architecture that integrates RISC-V cores, near-memory computing, and advanced optical transmission technologies, aiming to balance flexibility and performance for multi-modal AI workloads [6][14]. - The OxCore GPU IP integrates scalar, vector, and tensor computing engines in a modular architecture, supporting near-memory and memory computing capabilities [6][8]. Group 3: Software Strategy - The company emphasizes a software-first strategy, with a comprehensive software stack designed to abstract the complexity of heterogeneous hardware and support AI and graphics workloads across various platforms [9][10]. - OXCapsule serves as the core of Oxmiq's software ecosystem, providing a unified runtime and scheduling layer for workload management [10]. Group 4: Product Offerings - Oxmiq offers a chiplet-based system-on-chip (SoC) builder, OxQuilt, allowing customers to create integrated computing clusters tailored to specific workload requirements [8]. - OXPython, a flagship component, enables Python-based CUDA applications to run seamlessly on non-Nvidia hardware, showcasing the company's commitment to breaking hardware silos [12][13]. Group 5: Funding and Market Position - Oxmiq Labs has secured $20 million in seed funding from notable tech investors, including MediaTek, and has achieved initial software revenue [14]. - The company aims to avoid the high capital demands typically associated with chip startups by prioritizing an IP licensing model [14].

08 06 22:30 08\09 22:00 梅涛 姚期智 杰弗里·辛顿 林宝军 ■恒涛 诺贝尔奖和图灵奖得主 多模态AI科学家 北斗三号卫星系统 中国科学院院士 同济大学 总设计师 计算机学院院长 计算机科学专家 智象未来创始人 兼首席执行官 上海码极客董事长 地月空间DRO工程 2000年图灵奖获得者 总设计师 加拿大工程院 欧洲科学院 外籍院士 外籍院士 Business Insights 两说 Business Insights 当人工智能的浪潮开始席卷全球，当人工智能开始理解我们的世界，一场前所未有的经济变 革正在到来。从5年内可能被替代的脑力劳动，到千亿级的卫星导航产业，从世界模型到多模态 AI，在2025世界人工智能大会上，我们邀请到了五位顶级科学家为您解读——AI如何重新定义 商业价值。 更多精彩内容，敬请关注8月6日周三晚22:30 东方卫视 《两说》节目， 第一财经 8月9日周六晚22:00 播出。 东方卫视首播 第一财经播出 ...

Core Viewpoint - Oxmiq Labs, founded by legendary GPU architect Raja Koduri, aims to revolutionize GPU architecture and software by adopting a software-first approach and developing innovative GPU IP that integrates cutting-edge technologies like RISC-V and near-memory computing [2][5][17]. Group 1: Company Overview - Oxmiq Labs is a new GPU software and IP startup, formed by a team with over 500 years of combined experience in GPU and AI architecture [2]. - The company aspires to be the next generation of Arm, focusing on creating a flexible and powerful GPU architecture for multi-modal AI applications [2][5]. Group 2: Technology and Innovation - Oxmiq Labs is developing a tool that allows software written for Nvidia's CUDA to run on non-Nvidia hardware without modification or recompilation [4]. - The company emphasizes a software-first strategy, providing a comprehensive software stack that abstracts the complexity of heterogeneous hardware [10][11]. - Oxmiq's GPU architecture is designed to support various computing needs, integrating scalar, vector, and tensor computing engines into a modular architecture [5][7]. Group 3: Product Offerings - Oxmiq offers a GPU IP core called OxCore, based on the RISC-V instruction set architecture, which supports near-memory and memory computing capabilities [5][7]. - The company provides a chiplet-based system-on-chip (SoC) builder called OxQuilt, allowing customers to create integrated computing clusters tailored to specific workload requirements [7][8]. - Oxmiq's software package includes OXPython, enabling Python-based CUDA applications to run seamlessly on non-Nvidia hardware [13][14]. Group 4: Market Position and Funding - Oxmiq Labs has secured $20 million in seed funding from notable tech investors, including MediaTek, and has achieved initial software revenue [17]. - The company aims to avoid the high capital demands typically associated with chip startups by prioritizing an IP licensing model [17].

以下文章来源于智东西 ，作者王 涵 智东西 . 智能产业新媒体！智东西专注报道人工智能主导的前沿技术发展，和技术应用带来的千行百业产业升 级。聚焦智能变革，服务产业升级。 将投中网设为"星标⭐"，第一时间收获最新推送 安德鲁·塔洛克，现任Thinking Machines Lab联合创始人兼首席研究员。 OpenAI前CTO带队"团拒"。 作者丨 王涵 编辑丨 漠影 来源丨 智东西 智东西8月4日消息，据外媒《华尔街日报》近日报道，知情人士透露，与OpenAI前首席技术官米拉 ·穆拉蒂（Mira Murati）联合创办Thinking Machines Lab的安德鲁·塔洛克（Andrew Tulloch），拒绝了扎克伯格的可能高达 15亿美元（约合人民币108.2亿元） 的薪酬。 据报道，试图收购Thinking Machines Lab失败后，扎克伯格在随后数周内接触了该公司 约十几名 员工，最终成功 带走0个人 。 《华尔街日报》报道称，Meta发言人安迪·斯通（Andy Stone）回应称该薪酬描述"失实且荒谬"， 强调任何薪酬方案都需以股价上涨为前提，并声明Meta无意收购Thinking Mach ...

智东西8月4日消息，据外媒《华尔街日报》近日报道，知情人士透露，与OpenAI前首席技术官米拉·穆拉蒂（Mira Murati）联合创办Thinking Machines Lab的安德鲁·塔洛克（Andrew Tulloch），拒绝了扎克伯格的可能高达15亿美元（约合人民币108.2亿元）的薪酬。 据报道，试图收购Thinking Machines Lab失败后，扎克伯格在随后数周内接触了该公司约十几名员工，最终成功带走0个人。 2011年，塔洛克在悉尼大学以一等荣誉毕业并获得数学专业大学奖章，2014年在剑桥大学获得数理统计学硕士学位，并在加州大学伯克利分校 攻读博士学位。 塔洛克从2012年就加入了Meta的FAIR（Fundamental AI Research，基础AI研究）团队，担任杰出工程师一职，专攻使用PyTorch的机器学习系 统。 2022年底，ChatGPT一炮而红。塔洛克最终离开了已经工作近10年的Meta，于2023年加入了OpenAI，负责机器学习系统以及GPT-4o和GPT-4的 预训练。 今年2月，他和米拉·穆拉蒂一起离开，参与创办了Thinking Machines。 《华尔街 ...

行 业 及 产 业 行 业 研 究 / 行 业 点 评 相关研究 《计算机持仓占比低位！AI 链商业化拐点 将至！——计算机行业周报 20250721- 20250725》 2025/07/26 《Kimi K2 发布获多项开源 SOTA！美国天 才法案通过！——计算机行业周报 20250714-20250718 》 2025/07/19 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 曹峥 A0230525040002 caozheng@swsresearch.com 陈晴华 A0230123090010 chenqh@swsresearch.com 联系人 罗宇琦 (8621)23297818× luoyq@swsre ...

Group 1 - Tesla has been ordered to pay approximately $243 million in damages for a fatal accident involving its Model S equipped with an autonomous driving system [1][3][4] - The compensation includes $129 million in compensatory damages, with Tesla held responsible for 33% of the liability, and $200 million in punitive damages [4] - CEO Elon Musk announced that Tesla will appeal the jury's decision [5] Group 2 - OpenAI is planning to launch a new subscription plan called "Go" for ChatGPT, targeting light users with a price potentially below $15, possibly as low as $10 [5][6] - The new plan aims to provide access to AI models without including advanced features, catering to users who only need basic functionalities [6] Group 3 - Meta's collaboration with Ray-Ban on smart glasses has seen sales increase by over 300% this year, with the third generation set to launch in October [6][8] - The new smart glasses will feature a monochrome display and a wristband-style controller, priced between $1,000 and $1,400 [8] Group 4 - Instagram has implemented a new rule requiring users to have at least 1,000 followers to go live, aiming to enhance the overall live streaming experience [9] - This change may impact smaller creators and casual users who previously had access to live streaming regardless of their follower count [9] Group 5 - The price of caregiver robots is expected to drop to around 50,000 yuan within five years, making them more accessible to ordinary families [10] - The demand for caregiver robots is driven by the aging population in China, with projections indicating that by the end of 2024, there will be 310 million people aged 60 and above [10] Group 6 - Brilliant Labs has launched a new smart glasses product called Halo, priced at $299, which features a microOLED display and AI capabilities for natural interaction [11] - The glasses are designed to provide contextual information and enhance user privacy through bone conduction speakers [11] Group 7 - The new XPeng P7 electric sedan will debut on August 6, featuring an industry-first flat illuminated logo and an adjustable electric rear wing [13] - The design aims to reflect a blend of technology and luxury, with a strong emphasis on aesthetics [13] Group 8 - DJI has released its first 8K 360-degree camera, the Osmo 360, starting at 2,999 yuan, marking its entry into the 360-degree camera market [15] - The CEO of影石 has expressed respect for DJI's capabilities and acknowledged the competitive landscape in the drone and camera sectors [15]

Core Viewpoint - The article discusses the impact of newly imposed tariffs by the U.S. on various countries, particularly focusing on the reactions of Asian markets and the implications for Japan and South Korea's economies [2][4][7]. Group 1: Market Reactions - Following the announcement of new tariffs ranging from 10% to 41%, major Asian stock indices opened lower, with the Nikkei 225 index dropping significantly [2]. - The MSCI Asia-Pacific index (excluding Japan) fell by 0.7%, marking a cumulative decline of 1.8% for the week [2]. - The South Korean stock market experienced a sharp decline, with the composite index dropping nearly 4% at one point, influenced by both the tariffs and proposed increases in capital gains tax [7]. Group 2: Japan's Economic Concerns - Japanese officials expressed concerns about the potential pressure on the economy due to U.S. tariffs, with the Finance Minister stating that the government will analyze the impact on Japanese industries [4]. - The Bank of Japan maintained its current interest rates but indicated the possibility of a rate hike later in the year, amid uncertainties from trade policies [5]. - Japan's exports are expected to be negatively affected by the new tariffs, which could lead to a slowdown in demand due to global economic conditions [5]. Group 3: South Korea's Tax Reforms - The South Korean government announced a comprehensive tax reform plan that includes raising corporate tax rates and expanding the capital gains tax, which is projected to increase annual tax revenue by approximately 59 billion USD over five years [7]. - This tax reform is seen as a move to stimulate investment and economic growth, but it may also burden companies already facing challenges from U.S. tariffs [7][9]. - The proposed changes could lead to significant stock sell-offs by major shareholders, potentially undermining the current bullish trend in the South Korean stock market [9].

Group 1: Market Reactions to Tariffs - The countdown to the "tariff deadline" has impacted stock indices, with major US indices declining and Asian indices opening lower [1] - The Nikkei 225 index fell by 1%, while the Korean Composite Index dropped over 2%, reaching a near 4% decline at one point [1] - The MSCI Asia-Pacific index (excluding Japan) decreased by 0.7%, with a cumulative drop of 1.8% for the week [1] Group 2: Japan's Economic Concerns - Japanese officials expressed concerns about the potential pressure on the economy due to US tariffs, with Finance Minister Taro Aso stating the need for analysis [3] - The Bank of Japan maintained its current interest rates but indicated the possibility of a rate hike later in the year [3] - Japan's government is closely monitoring the impact of US tariffs on exports and overall economic performance [3] Group 3: India's Tariff Situation - The US government announced a 25% tariff on Indian goods starting August 1, prompting India's Commerce Minister to assert the country's commitment to protecting its national interests [4] Group 4: South Korea's Tax Reforms - South Korea's government plans to increase capital gains tax, contributing to a significant drop in the Korean stock market, with the Composite Index falling nearly 4% [5][6] - The proposed tax reforms aim to raise an additional 82 trillion won (approximately $59 billion) over five years, marking the largest increase in recent years [5][6] - The reforms are intended to shift towards a new growth model, but experts warn that increased corporate taxes may burden companies already facing tariff pressures [6] Group 5: Currency Movements - The US dollar is set to record its first monthly increase of the year, with the dollar index rising by 2.5% to its highest level in two months [7] - The yen has depreciated significantly, with the dollar rising to 150.76 yen, marking a 5% increase in July, the largest monthly gain since December 2024 [8] - The depreciation of the yen raises concerns about import inflation in Japan, potentially impacting consumer spending and prompting the Bank of Japan to consider earlier rate hikes [8]

Core Insights - Microsoft is in critical negotiations with OpenAI to reach a historic agreement that would allow Microsoft to continue using OpenAI's latest models and technologies even if OpenAI achieves its AGI goals [1][4] Group 1: Current Agreements and Implications - The original agreement signed in 2019 stipulates that Microsoft would lose access to OpenAI's subsequent technologies if OpenAI develops an AGI system capable of surpassing human performance in most economically valuable tasks [4] - This clause is intended to prevent the monopolization of AGI by a single commercial entity, but it has become a significant risk for Microsoft [4] Group 2: Financial Investments and Strategic Concerns - Microsoft has invested over $13.75 billion in OpenAI and has deeply integrated its technologies into core products such as Azure cloud services, Windows, Office, and GitHub Copilot [4] - If Microsoft loses access due to the AGI clause, it would face technological obsolescence, strategic disadvantages, and the risk of its substantial investments being rendered worthless [4] Group 3: Regulatory Scrutiny - Regulatory bodies in the EU and the US are conducting antitrust reviews of the collaboration between Microsoft and OpenAI, concerned about the potential formation of an AI technology monopoly [4] - If Microsoft expands its control during negotiations, it may trigger more stringent regulatory interventions [4]