新华财经香港7月8日电（记者林迎楠）香港维纳智能科技有限公司8日在香港数码港举行"Agentic AI系 列产品发布会暨生态联盟启动仪式"，展示多项针对香港市场需求研发的人工智能技术成果，并联合多 家本地及国际知名机构成立生态联盟，共同推动Agentic AI的落地与跨域应用。 会上，维纳智能正式推出三款旗舰应用。根据维纳智能团队的测试数据，这些应用99%以上生成内容体 现香港"一国两制"及爱国爱港社会语境，94%以上时事信息具备新闻级溯源能力，且支援多语言内容智 能汇聚，在本地超百万级名词辨识与写作实时校对方面，应用达到93%以上的精确度，94%以上垂直行 业（如赛马）交叉统计分析问答准确率。 技术深度与场景落地的平衡能力、数据合规与创新的协同能力，以及灵活整合资源的生态聚合能力是维 纳智能展现出的三大竞争优势。联想方案与服务业务集团亚太区总经理何一凡说，联想与维纳的合作不 仅是资本层面的投入，更是战略上的结盟，未来将共同拓展更多AI应用场景。 联想创投领投维纳智能种子轮投资。联想创投董事总经理梁颖指出，该团队自创的SYNC与ToM系统， 成功构建出具备闭环架构的Agentic AI解决方案，展现出中国原创 ...

Core Insights - Science Applications International Corp. (SAIC) has announced a strategic collaboration with ServiceNow to enhance government risk reduction efforts for mission operations [1][2] - The partnership aims to shift IT risk management from a reactive approach to a proactive, autonomous resilience model, ensuring no-fail mission environments for U.S. armed forces and agencies [1][2] Group 1: Collaboration Details - The collaboration will leverage ServiceNow's AI Platform integrated into SAIC's mission labs, providing real-time intelligence for decision-making, issue prediction, and process automation [2][3] - The partnership focuses on enabling customers to rapidly develop, test, and deploy secure IT services, ensuring scalability and faster delivery of capabilities [2][3] Group 2: Strategic Goals - The collaboration aims to unlock efficiencies in government operations by combining SAIC's mission integration approach with ServiceNow's innovative AI technology [3][4] - The goal is to accelerate modernization efforts within defense and government sectors, enhancing user experiences and reducing technical debt [3][4] Group 3: Market Position - As an Elite partner of ServiceNow, SAIC is positioned to deliver transformative solutions at an enterprise scale across defense, civilian, and intelligence markets [4] - SAIC leads the largest federal implementation of ServiceNow through the Army Enterprise Service Management Platform, demonstrating its capability to operationalize complex solutions [4][6]

Core Insights - Capgemini is set to acquire WNS for $76.50 per share, totaling $3.3 billion, which represents a premium of 28% over the last 90-day average share price [2][5] - The acquisition is expected to enhance Capgemini's normalized EPS by 4% in 2026 and 7% in 2027 post-synergies [2][20] - The transaction has been unanimously approved by the boards of both companies and is anticipated to close by the end of the year [5][22] Strategic Rationale - The acquisition aims to create a leader in Intelligent Operations, leveraging Agentic AI to transform business processes [3][12] - Capgemini will gain scale and vertical expertise to capitalize on the shift from traditional Business Process Services (BPS) to AI-powered operations [3][5] - WNS's high-growth Digital BPS will enhance Capgemini's service offerings and increase its presence in the US market [4][10] Financial Impact - The combined entities are projected to generate revenues of €1.9 billion in Digital BPS by 2024 [10] - WNS has shown a consistent revenue growth of approximately 9% over the last three fiscal years, reaching $1,266 million in fiscal year 2025 with an 18.7% operating margin [8][9] - Capgemini expects revenue synergies of €100 million to €140 million and cost synergies of €50 million to €70 million by the end of 2027 [20] Market Positioning - The acquisition positions Capgemini to meet the growing demand for AI-driven business process transformation, addressing client needs for efficiency and agility [3][12] - The combination of Capgemini and WNS will create a robust platform for innovation and growth, enhancing their competitive edge in the market [6][17] - Both companies share a vision for Intelligent Operations, which will facilitate a smooth integration and unlock new opportunities for clients [6][21]

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

Core Viewpoint - SoundHound AI experienced a significant stock increase of 836% in 2024, but has since declined by 55% from its peak in early 2025 due to Nvidia selling its stake in the company [1][4]. Company Overview - SoundHound AI specializes in voice-assistant technology for various industries, including automotive and restaurants, and is recognized as a first-mover in this space with two decades of experience [5][11]. - The company reported a remarkable revenue growth of 85% for the full year of 2024 and an impressive 151% year-over-year growth in Q1 2025 [5][10]. Market Opportunity - Management estimates a total addressable market of $140 billion, indicating that SoundHound currently captures less than 1% of this market [6][11]. - The rapid growth rate and substantial market potential suggest a long runway for future expansion, which is appealing to investors [8]. Financial Position - Although SoundHound is not yet profitable, it has a trailing 12-month net loss of $188 million, with $246 million in cash and no debt, positioning the company well for future profitability [10]. Competitive Landscape - SoundHound claims a competitive advantage as a "white-label" provider, allowing clients to maintain their branding, unlike larger competitors [11]. - However, increased competition from tech giants and advancements in generative AI may challenge SoundHound's market position [12][13]. Investment Considerations - While the business is performing well, the path to capturing its estimated $140 billion market opportunity will face significant competition [15]. - Investors are advised to remain cautious and consider the evolving competitive landscape before making investment decisions [16].

[Music] Hello. This awesome. This is a big crowd.Who here has used quad code before. Jesus. Awesome.That's what I like to see. Cool. So, my name is Boris.I'm a member of technical staff at Enthropic and creator of Quad Code. And um I was struggling with what to talk about for audience that already knows quad code, already knows AI and all the coding tools and agentic coding and stuff like that. So, I'm going to zoom out a little bit and then we'll zoom back in.So here's my TLDDR. The model is moving really ...

Core Insights - The core theme of the article is the transition from large models to Agentic AI, marking a significant shift in the AI industry by 2025, driven by the evolution of technology, market demand for execution over mere Q&A, and a focus on quantifiable ROI [2][3]. Industry Trends - The industry is experiencing a paradigm shift from "tool-based applications" to "Agentic AI applications," with Gartner predicting that by 2028, 15% of daily work decisions will be autonomously made by Agentic AI, up from nearly zero in 2024 [2]. - The emergence of Agentic AI is seen as a response to the need for reliable orchestration of complex workflows and the definition of human-machine responsibility boundaries [2]. Company Strategies - Amazon Web Services (AWS) has established an Agentic AI team reporting directly to the CEO, indicating a strategic focus on this emerging technology as a potential multi-billion dollar business [2]. - AWS emphasizes the importance of security, resilience, and a unified AI-ready infrastructure in the design of enterprise applications, contrasting with consumer-focused applications that prioritize user experience [7][8]. Data Management - Effective data aggregation and governance are critical for maximizing the value of Agentic AI, as the quality and accessibility of data determine the capabilities and decision-making effectiveness of AI agents [9][10]. - Companies must break down data silos to ensure that Agentic AI can operate at an enterprise level, enhancing its ability to create value across the organization [9]. Future Outlook - The rapid growth of Agentic AI is expected to lead to significant innovations in product services and business models, with companies that leverage this technology likely to enhance customer experiences and achieve substantial returns [5][6]. - The article highlights the need for companies to adopt clear strategies and efficient execution to realize the long-term benefits of Agentic AI, while managing expectations regarding short-term outcomes [9][10].

OFC 50 : Nvidia Copper Interconnection - SEMI VISION 02/07/2025, 16:04 OFC 50 : Nvidia Copper Interconnection Original Articles by SemiVision Research (Nvidia) SEMI VISION APR 08, 2025 · PAID Share OFC : Nvidia Copper Interconnection If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights. How TSMC's Silicon Photonics Could Impact NVIDIA's Future 2025 GTC Review: The Silicon Pho ...

纳尼？？原来"ChatGPT"这个名字，直到发布前一晚才确定下来。 而且当时OpenAI非常犹豫要不要发这个模型，因为据称Ilya十次测试该模型，但仅有约一半的回答被团队认可。 一水 鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI ChatGPT诞生内幕 最新大曝光： 不过发布后，ChatGPT简直一炮而红—— 第1天数据出来后，团队开始怀疑"是不是搞错了"；第2天，网上的讨论进一步扩大；才到了第3天，团队就意识到这个模型真·火了；并且进入 第4天，他们意识到ChatGPT将改变世界。 以上消息均来自OpenAI最新播客，爆料人分别为Mark Chen （中间，OpenAI首席研究官） 和Nick Turley （左一，ChatGPT负责人） ， 都是在OpenAI工作多年的一线负责人。 除了大谈特谈ChatGPT崛起之路，他们还分享了OpenAI在图像生成以及代码方面的历史进程，并且还总结了OpenAI的产品开发哲学…… 虽然节目整整有1小时，但正如网友所言，整个节奏恰到好处，他们以引人入胜的方式为大家展现了ChatGPT以及OpenAI 鲜为人知的一面 。 据Nick Turley回忆，ChatGP ...

So uhhh yeah…I think this is something to keep an eye on. The ACP is imo the big opportunity for Virtuals to establish itself as the premier agentic protocol onchain, and a few of the OG projects are dropping hints that they’re going to be included from day 0…with $VADER being an obvious inclusion.There’s also a certain degenerate ape project with a much lower valuation that should be looked at 👀Vader 🧢 (@VaderResearch):What does this mean? 🤔 https://t.co/itvhsZBs5N ...