Core Viewpoint - The article discusses the importance of foundational knowledge in machine learning education, emphasizing that understanding core algorithms and mathematical principles is crucial for long-term success in the field, especially in the context of rapidly evolving technologies like LLMs [2][20][23]. Group 1: Course Design and Focus - The machine learning course designed by Kyunghyun Cho for the 2025 academic year focuses on foundational algorithms like Stochastic Gradient Descent (SGD) while intentionally avoiding large language models (LLMs) [2][7]. - Other prestigious institutions, such as Stanford and MIT, also emphasize foundational theories and classic models in their machine learning curricula, indicating a broader trend in academia [2][4]. - The course encourages students to study classic papers to understand the historical development of machine learning theories, which is seen as beneficial for critical thinking [7][23]. Group 2: Theory vs. Practice - There is a tension between the academic focus on foundational principles and the practical skills required in industry, where rapid deployment and iteration are often prioritized [9][20]. - Some universities are addressing this gap by offering bridge courses or practical projects, such as Stanford's CS329S, which focuses on building deployable machine learning systems [9][11]. - CMU's machine learning doctoral program includes a practical course where students must build and deploy a complete machine learning system, highlighting the importance of hands-on experience [11][13]. Group 3: Importance of Foundational Knowledge - The article argues that a strong foundation in machine learning is essential for adapting to new technologies and for fostering innovation in research [17][20][23]. - Geoffrey Hinton emphasizes that the breakthroughs in deep learning were built on decades of foundational research, underscoring the value of understanding core algorithms [23]. - The article posits that practical skills should be built upon a solid understanding of underlying principles, suggesting that foundational knowledge is a long-term asset in the tech industry [20][23]. Group 4: Course Content Overview - The course syllabus includes comprehensive topics such as energy functions, basic classification algorithms, neural network components, and probabilistic machine learning [26]. - Advanced topics covered in the course include reinforcement learning, ensemble methods, and Bayesian machine learning, indicating a thorough approach to machine learning education [27]. Group 5: Classic Papers and Their Impact - The article references several classic papers that have significantly influenced machine learning, such as the REINFORCE algorithm and the introduction of Variational Autoencoders (VAEs) [30][32][34]. - These foundational works are crucial for understanding modern machine learning techniques and their applications [30][32].

Core Viewpoint - The TIOBE Index for May 2025 highlights Python's dominance in the programming language landscape, achieving a market share of 25.35%, a significant increase of 2.2% from the previous month, marking a rare and substantial lead over its closest competitor, C++ [1][3]. Programming Language Rankings - The top programming languages in May 2025 are as follows: 1. Python: 25.35% (+9.02%) 2. C++: 9.94% (+0.41%) 3. C: 9.71% (-0.27%) 4. Java: 9.31% (+0.62%) 5. C: 4.22% (-2.27%) 6. JavaScript: 3.68% (+0.66%) [2][24]. Python's Market Position - Python's market share surpasses C++ by over 15%, showcasing a dominant position that is uncommon in the programming language rankings [3]. - The historical context indicates that only Java in 2001 had a higher market share than Python currently does [1]. Limitations of Python - Despite its popularity, Python has two main limitations: 1. Performance issues due to being an interpreted language, which inherently runs slower [6]. 2. Higher frequency of runtime errors, as many bugs are only discovered during execution [6][4]. - Critical applications, such as aerospace control systems, still rely on languages like C++ and Java due to these limitations [5][4]. Factors Contributing to Python's Popularity - Python's simplicity and ease of learning have made it the preferred language for many entering the programming field, especially as the demand for programming talent grows amid digital transformation [11]. - The language's extensive ecosystem, including libraries like NumPy, Pandas, TensorFlow, and PyTorch, has further solidified its position in various domains [12][13]. Application Areas of Python - Python is widely used in several fields: - Data analysis: 50% of respondents use Python for this purpose [16]. - Web development: 49% [16]. - DevOps and automation: 35% [16]. - Machine learning: 31% [16]. - Educational purposes: 28% [16]. - Software testing: 26% [16]. - The language is also utilized in scientific computing, numerical simulations, and web development frameworks like Django and Flask [22].

一个年仅18岁的高中生，独立操刀人生首个科研项目，就作为唯一作者在天文学领域的顶刊发表论文，并且凭此夺得重要科学奖项。这不是励志故事中的文 学情节，而是现实世界中的真人真事。本文来自微信公众号：返朴 （ID：fanpu2019），作者：小叶 18岁高中生Matteo Paz的科研生涯才刚刚开始，但他已经取得了令人羡艳的成就：自己的首个科研成果发表在天体物理领域颇具影响力《天文学杂志》 （The Astronomical Journal）上。该刊创刊于1849年，是天文学领域历史最悠久、持续出版的专业期刊之一，长期以来积累了极高的学术声誉。 而且，凭借这一成果，Paz摘得了曾被美国前总统乔治·布什誉为"美国科学界超级碗"的再生元科学人才奖（Regeneron Science Talent Search，以下简称STS） 桂冠，并荣获高达25万美元的奖金。 求知若渴的学生 Matteo Paz就读于美国加州帕萨德纳市的一所高中，世界最顶尖的百年理工类科学研究型高等学府——加州理工学院（以下简称"加州理工"）便坐落于该 市，整座城市洋溢着浓厚的学术氛围。 从小学开始，Paz的母亲就定期带他去参加加州理工举办的免费天 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The embedded systems used in critical infrastructure are undergoing a significant transformation, driven by the demand for enhanced application functionality and the transition from automation to autonomy [2][4] - There is a growing need for open-standard software-defined architectures to integrate various applications across different security levels and operating systems onto a common computing platform [2][9] - Wind River's Helix Hypervisor meets these common needs by providing a flexible virtualization platform that supports safety certification requirements across aerospace, automotive, defense, industrial, and medical markets [2][12] Summary by Sections Embedded Systems Evolution from Automation to Autonomy - Over the past decade, embedded systems have evolved in performance, connectivity, and capabilities, transitioning from fixed-function devices to more intelligent systems [4] - The reduction in network connection costs and the increase in processor performance have accelerated innovation, enabling faster deployment of new application functionalities [4] Common Market Demands Driving Embedded Virtualization Platform Integration - All vertical markets require a secure and reliable platform that supports mixed-criticality applications, open standards for application portability, and the ability to reuse existing intellectual property [9] - The adoption of open standards like ARINC 653 in aerospace and AUTOSAR in automotive is facilitating competition and preventing design lock-in [9] Evolution of Embedded Virtualization in Critical Infrastructure - Advances in processor technology and hardware virtualization support have enabled efficient and large-scale deployment of virtualization applications in embedded systems [10] - The integration of hardware virtualization and open-standard software-defined architectures provides a universal embedded virtualization platform for critical infrastructure [10] Development Tools Supporting Digital Transformation - Wind River has developed integrated development environments and dynamic visualization tools to support the complex system configurations required for embedded virtualization platforms [27] - The Wind River Workbench provides graphical support for system definition and configuration, automating many build and configuration steps [27][28] Conclusion - Traditional embedded systems face significant challenges in functionality, maintainability, and technological obsolescence, necessitating strict requirements for software-defined architectures and open standards [30] - Wind River's Helix Hypervisor addresses these challenges by enabling the integration of legacy applications on modern, scalable platforms while supporting a wide range of use cases in mixed-critical environments [30]

Core Insights - A joint team from Lanzhou University and Ohio State University has developed a high-integration, self-powered, wireless smart insole capable of real-time foot pressure monitoring and precise identification of multiple exercise states [1][2] Group 1: Technology and Innovation - The smart insole integrates 22 pressure sensors, creating a dense sensing network that captures minute pressure changes on the foot [2] - The insole utilizes a machine learning model based on support vector machines to accurately identify eight common exercise states, including sitting, standing, walking, running, jumping, and squatting [2] Group 2: Applications and Benefits - The smart insole can help monitor the gait of elderly individuals, allowing family members to receive real-time updates on their walking data and alerting them to any abnormalities or fall risks [3] - For fitness enthusiasts, the insole can analyze foot pressure distribution during activities like running and jumping, aiding in correcting improper exercise postures to prevent injuries [3] - Parents can use the smart insole to monitor their children's gait, enabling early detection of potential foot issues [3] Group 3: Energy Solutions - To address the power supply challenge, the research team developed a flexible perovskite solar cell that can be attached to the shoe's exterior, efficiently converting sunlight into electrical energy [3] - This solar cell allows the smart insole to operate for extended periods without frequent recharging, eliminating dependence on external power sources [3]

今年是"德勤高科技高成长"项目进入中国的第20年。本届评选以"创新无界，韧性生长"为主题，强调企 业正不断打破技术边界，以跨域融合的创新势能重构产业竞争格局。 德勤高科技高成长项目全国主管合伙人赵锦东表示，德勤通过30年的全球评选经验发现，真正的行业领 军者往往具备持续重视研发、学习AI等先进技术、坚持可持续发展和推动生态协同等特质，这些维度 都将成为本届评选的关键观测点。(完) 程中表示，在当今全球经济快速变革的时代，科技创新已成为推动新一轮产业革命和经济增长的核心动 力。国家正以前所未有的力度推动科技自立自强。根据德勤中国"高科技高成长"报告，人工智能与机器 学习、云计算、大数据等新兴技术正在深刻改变企业的运营模式和价值创造方式。 但程中也提醒，在这一过程中，企业面临诸多挑战，包括技术研发投入成本高、人才短缺、技术更新迭 代快等。面对这些挑战，企业需要以长期战略视角，从外到内、自上而下审视评估，并通过数字化底座 建立快速响应机制。同时，可持续发展已成为企业核心战略的重要组成部分，将绿色低碳融入业务流 程，不仅是履行社会责任的体现，更是企业实现高质量增长的关键路径。 （文章来源：中国新闻网） 中新网北京5月 ...

在当前贸易战带来的市场波动中，投资者如果想要寻求安全避风港，网络安全股或许是一个不错的选 择，BCA Research表示。 由于特朗普政府宣布加征关税，近几周市场剧烈震荡，标普500指数一度从2月创下的历史高点回落近 20%。但随着贸易紧张局势有缓和迹象，标普自4月8日以来反弹13%，目前年内仅下跌约5%。 尽管如此，由于缺乏实质性的进展，许多投资者仍不敢完全相信这次4月中旬的反弹。在最近的一份报 告中，BCA Research向希望对冲波动的投资者提出了一个解决方案：投资网络安全股。 "这是一个以本土市场为主的服务型行业，具有更防御性的特质，市场波动性（Beta值）低于整个科技 行业，"首席策略师Irene Tunkel写道，"它受到关税的影响较小，甚至可能从地缘政治紧张中受益，因为 客户为了防范国际网络攻击和网络犯罪而寻求保护。" Global X Cybersecurity ETF（BUG）：2025年以来上涨6%，管理费0.51%，资产规模10.5亿美元。 Amplify Cybersecurity ETF（HACK）：今年迄今上涨2%，管理费0.6%，资产接近20亿美元。 本文源自：金融界 展望未 ...

Core Viewpoint - The article discusses the limitations of copper and fiber interconnects in next-generation data centers and introduces a third solution, e-Tube, which aims to support the growing demands of AI workloads and data bandwidth requirements [1][10][16]. Group 1: Challenges in Data Center Expansion - Data center AI accelerator clusters face increasing complexity due to the emergence of new technologies, particularly generative AI and large language models (LLMs), which are pushing data bandwidth beyond traditional interconnects, rapidly doubling to 800G and soon reaching 1.6T [1]. - The need for improved performance, cost control, and energy efficiency presents significant challenges for network operators [4]. Group 2: Limitations of Current Technologies - Data centers currently rely on 400G and 800G network equipment, using copper cables for short distances and fiber optics for long distances, but both technologies are approaching their respective limits in terabit interconnect speeds [3][6]. - Copper cables, while cost-effective and reliable for short distances, suffer from channel loss due to skin effect, limiting their transmission range and scalability in high-density data centers [3][6]. Group 3: Transition to Optical Interconnects - Large-scale enterprises are shifting towards optical interconnects, such as Active Optical Cables (AOC), which can provide connections over several kilometers but come with increased complexity, power consumption, and costs, potentially up to five times that of copper cables [8]. - Optical technologies are less reliable due to performance variations with temperature changes and the eventual failure of optical components, which can also introduce significant latency [8]. Group 4: Introduction of e-Tube Technology - The e-Tube platform offers a scalable multi-terabit interconnect solution using plastic medium waveguides to transmit radio frequency data, overcoming the limitations of copper and fiber optics [10][12]. - e-Tube cables, made from low-density polyethylene (LDPE), can efficiently transmit data without the high-frequency losses associated with copper, supporting data speeds from 56G to 224G and beyond [12]. Group 5: Advantages of e-Tube - e-Tube technology results in a tenfold increase in cable coverage, fivefold reduction in weight, twofold decrease in thickness, threefold reduction in power consumption, and a thousandfold decrease in latency, all while reducing costs by three times [14]. - This technology is positioned as an ideal alternative to copper cables as data centers transition to 1.6T and 3.2T speeds, providing unique power efficiency and compatibility with existing network infrastructure [14][16].

Financial Data and Key Metrics Changes - Total revenue increased by 40% year-over-year to $1,500,000,000, while adjusted EBITDA rose by 83% to $1,000,000,000, achieving a 68% adjusted EBITDA margin [18] - Free cash flow reached $826,000,000, up 113% year-over-year, with a quarter-over-quarter growth of 19% [18][19] - The company repurchased 3,400,000 shares for a total cost of $1,200,000,000, reducing total outstanding shares to 338,000,000 [19] Business Line Data and Key Metrics Changes - The advertising business generated $1,160,000,000 in revenue and $943,000,000 in adjusted EBITDA, achieving an 81% margin [19] - Revenue growth was driven by enhancements in AI-driven technology and the full quarter impact of web-based advertising solutions [20] Market Data and Key Metrics Changes - The company reported that over 90% of its advertising revenue comes from mobile games, which are not directly impacted by tariffs [13] - The web advertising segment is still in its early stages, with less than 0.1% market penetration, indicating significant growth potential [12][14] Company Strategy and Development Direction - The company is focusing on three key priorities for 2025: improving machine learning models, advancing e-commerce and web advertising solutions, and enhancing ad testing and automated ad creation [10] - A definitive agreement has been signed to sell the games business, allowing the company to sharpen its focus on advertising [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow despite macroeconomic changes, citing low market penetration and a strong demand for advertising services [14][16] - The management team emphasized the importance of continuous improvement in technology and the potential for significant growth in the web advertising space [39][40] Other Important Information - The company is set to launch a self-service dashboard for select customers, which is expected to unlock a massive opportunity for growth [12] - The adjusted EBITDA per employee in the advertising business has risen to approximately $4,000,000 annually, reflecting operational excellence [16] Q&A Session Summary Question: Guidance for next quarter and potential sequential decline in ads revenue - Management clarified that the current guidance reflects typical seasonality and that past performance is not indicative of future growth trends [29][30] Question: Category exposure and onboarding new advertisers - Management indicated that they are not actively pushing into new categories but are focused on improving self-service tools to onboard existing demand [37][39] Question: Churn among advertisers and spend per advertiser - Management reported a sub 3% churn rate for advertisers spending $250,000 annually, indicating strong retention [50][51] Question: Velocity of new web advertiser additions - Management noted that the pace of new advertiser additions has slowed due to resource constraints but expects to ramp up onboarding with the new self-service dashboard [70] Question: Self-service model expectations - Management anticipates that advertisers will gradually build budgets as they prove the effectiveness of campaigns on the new platform [83][84] Question: Contribution of non-gaming audience to total advertising revenue - Management remains optimistic about the e-commerce business potentially exceeding the previously estimated 10% contribution to total revenue [100]

Financial Data and Key Metrics Changes - Total revenue increased by 40% year-over-year to $1,500,000,000, while adjusted EBITDA rose by 83% to $1,000,000,000, achieving a 68% adjusted EBITDA margin [16] - Free cash flow reached $826,000,000, up 113% year-over-year, with a quarter-over-quarter growth of 19% [16] - The company repurchased 3,400,000 shares for a total cost of $1,200,000,000, reducing total outstanding shares to 338,000,000 [17] Business Line Data and Key Metrics Changes - The advertising business generated $1,160,000,000 in revenue and $943,000,000 in adjusted EBITDA, achieving an 81% margin [17] - Revenue growth was driven by enhancements in AI-driven technology and the full quarter impact of web-based advertising solutions [18] Market Data and Key Metrics Changes - The company is focusing on expanding into broader categories beyond gaming, with significant investments in e-commerce and web advertising solutions [5][8] - The web advertising space is still in its early stages, with less than 0.1% market penetration, indicating substantial growth potential [10] Company Strategy and Development Direction - The company is divesting its games business to sharpen its focus on advertising, with a definitive agreement signed for the sale [7][18] - Key priorities for 2025 include improving machine learning models, advancing e-commerce and web advertising solutions, and enhancing ad testing and automated ad creation [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow through macroeconomic changes, such as tariffs, due to low market penetration [11] - The competitive landscape is viewed positively, as it drives innovation and improvement within the company [13] - The company anticipates continued strong growth, with guidance for the advertising segment projecting revenue between $1,000,000,000 and $1,215,000,000 for Q2 2025 [19] Other Important Information - The company is developing a self-service dashboard for advertisers, expected to unlock significant growth opportunities once fully rolled out [10] - The adjusted EBITDA per employee in the advertising business has risen to approximately $4,000,000 annually, reflecting operational excellence [14] Q&A Session Summary Question: Guidance for next quarter and potential sequential decline in ads revenue - Management clarified that the guidance reflects typical seasonality and emphasized that past performance is not indicative of future growth trends [22][25] Question: Category exposure and onboarding new advertisers - Management indicated that they are not actively pushing into new categories but are focused on improving self-service tools to onboard existing demand [32][34] Question: Churn among advertisers and spend per advertiser - Churn for advertisers spending $250,000 annually is under 3%, with expectations of becoming a required marketing destination for web advertisers as the product matures [44][48] Question: Velocity of new web advertiser additions - The pace of new advertiser additions has slowed due to resource constraints, but the launch of the self-service dashboard is expected to accelerate onboarding [67][70] Question: Impact of App Store regulatory news on ad spend - Management views potential fee relief for mobile games positively, as it could lead to increased ad spend from developers [126]