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AI硬件升级推动高端PCB需求激增 行业头部厂商扩产忙
news flash· 2025-07-29 08:06
智通财经7月29日电,记者近日多方采访获悉,PCB行业市场景气度较去年同期显著改善,尤其是高端 产品,市场需求量较大。一家企业高管透露,BT载板景气度回升,订单饱满,也有涨价。受益于AI服 务器及高速交换机等硬件升级推动,高多层板、高阶HDI等PCB品类走俏、价格上扬。但因技术壁垒制 约,高端产品短期内存在供需缺口。目前,东山精密、沪电股份等头部厂商正将新增产能倾斜至高端 PCB产品;中京电子证券部人士表示,珠海新工厂后续将不断提升高阶产品的占比。(智通财经记者 陆婷婷) AI硬件升级推动高端PCB需求激增 行业头部厂商扩产忙 ...
Eviden to deploy a 5G Mobile Private Network at Port of Ploče
Globenewswire· 2025-07-29 08:05
Group 1 - Eviden has been awarded a strategic contract to deploy a 5G Mobile Private Network at the Port of Ploče, Croatia, as part of the Smart Port project aimed at modernizing logistics and enhancing operational efficiency [2][3] - The deployment will enable real-time connectivity across port operations, significantly improving traffic management, safety, and reducing pollution [3][5] - The Lifelink solution by Eviden is designed for mission-critical environments and will support various advanced features such as real-time location systems, advanced cargo monitoring, incident management, and drone surveillance [6][7] Group 2 - Eviden operates in 36 countries with approximately €1 billion in revenue, focusing on advanced computing, cybersecurity, mission-critical systems, and vision AI [8] - Atos Group, the parent company of Eviden, is a global leader in digital transformation with around 72,000 employees and annual revenue of approximately €10 billion, committed to cybersecurity and decarbonization [9]
Companies Struggle to Meet Rising Demand for Personalized Benefits, Aon Survey Finds
Prnewswire· 2025-07-29 08:00
Global survey of benefits professionals found only 14 percent of multinationals have global guidelines in place to support personalizationDUBLIN, July 29, 2025 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today released its 2025 Global Benefits Trends Study, which finds that multinational companies are under mounting pressure to offer personalized, inclusive benefits – yet most lack the governance, tools or frameworks to deliver at scale. The study, based on responses fr ...
2025世界人工智能大会闭幕:全球创新共聚,AI迈向价值创造与规则定义新阶段
Jing Ji Guan Cha Bao· 2025-07-29 07:47
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) concluded successfully in Shanghai, featuring over 1,500 top experts from more than 70 countries and regions, showcasing over 3,000 cutting-edge technologies, with more than 100 global and Chinese product debuts [2] - The conference highlighted a shift in the AI industry from "parameter competition" to "value creation," indicating China's AI sector is moving towards defining global standards and promoting inclusive development [2] - Huawei showcased its Ascend 384 SuperNode (Atlas 900 A3 SuperPoD), which addresses communication bottlenecks in AI model training and inference through high bandwidth and low latency interconnects among 384 NPUs [2] AI Model Development - Over 80 large models have been developed based on Huawei's Ascend platform, with partnerships involving over 2,700 collaborators to create more than 6,000 industry solutions across 11 sectors, including internet, finance, and healthcare [4] - Zhaoxin presented its KX-7000N AIPC processor, which integrates high-performance NPUs to enhance local AI processing capabilities for applications like speech recognition and image generation [4][6] AI Hardware Innovations - Moore Threads showcased its full-featured GPU solutions, emphasizing their role in general-purpose accelerated computing platforms and various industry applications, including professional graphics rendering and AI model training [6][8] - Muxi introduced its flagship GPU, the Xiyun C600, which is designed to provide reliable computing power for critical sectors, marking a significant step in domestic supply chain development [8][10] Industrial AI Applications - Siemens made its debut at WAIC, presenting its Industrial Copilot system, which integrates large language models with industry knowledge to enhance production efficiency by 50% [11][15] - The company also demonstrated AI applications in energy systems and process industries, showcasing its extensive patent portfolio and AI expertise [15] Ecosystem Development - North Electric Intelligence introduced a comprehensive AI empowerment system that integrates city-level AI infrastructure with industry-specific solutions, aiming to enhance digital transformation across various sectors [11][13] - Super Fusion launched its FusionOne AI solution, which aims to bridge the gap in AI implementation across industries by providing a full-stack digital resource intelligent system [15][17] Consumer AI Products - Rokid unveiled its lightweight AR glasses, which utilize advanced technologies for seamless user interaction, showcasing the potential of AI in enhancing user experiences in everyday scenarios [19]
OPPO携多项AI终端技术与应用成果亮相2025世界人工智能大会
Jing Ji Wang· 2025-07-29 07:44
7月28日消息,面向用户工作、生活以及健康管理等多元场景,OPPO携多项前沿AI终端技术与应用成果亮相2025年世界人工智能大会(WAIC 2025)。 OPPO副总裁、健康实验室负责人曾子敬在论坛上发布了OPPO健康实验室历时四年深耕的行业突破性成果 ——行业首个AI健康档案,以及更懂你的 OPPO AI 健康管家。据介绍,这套方案以手机用户核心场景为锚点,构建起"监测-分析-预警-预防-改善"的全链路服务体系,不仅重塑了个人健康管理模 式,更推动健康服务行业从"被动治疗"向"主动预防" 跨越,为用户带来个性化、智能化的健康管理新体验。 "每一份体检报告背后,都藏着我们对健康的真实担忧。当 AI 能读懂这些报告,我们也就离真正了解自己更近了一步。"曾子敬表示。 在此次WAIC上,OPPO 智能助理部总经理万玉龙宣布:OPPO和芯片厂商一起,共同研发了端侧AI并行译码加速技术,在最新的芯片平台上达到8倍以 上的decoding加速,实现了端侧AI性能的跃迁,在3B模型上峰值出字速度超过每秒200 token,达到行业领先水平,为长文翻译等需要即时响应的场景提供了 强大支撑。 随着 AI 的普及,用户对个人数据 ...
a16z 合伙人:AI 正将 10 倍工程师“降级”为 2 倍!应用层已无技术护城河,未来在基础设施和业务深耕
AI科技大本营· 2025-07-29 07:33
责编 | 王启隆 出品 | CSDN(ID:CSDNnews) 投稿或寻求报道 | zhanghy@csdn.net 人工智的牌桌上,人声鼎沸,每个人都声称手握未来。但喧嚣之下,真正的牌局是如何进行的?这其中最关键的矛盾点在于: 我们讨 论 AI 时所用的概念,与驱动其发展的商业现实,常常是脱节的。 Andreessen Horowitz (a16z) 的合伙人 Martin Casado 在接下来这场对话中,亲手戳破了几个被吹得最大的泡沫。 往回看,历史总在重演。Casado 认为,当前 AI 大模型的竞争格局,不过是当年云计算大战的翻版。他断言: " 寡头垄断正在降临, 就像云服务一样。 " 这意味着,少数巨头将凭借雄厚的资本和算力,定义整个市场,而"赢家通吃"的法则将再次上演。 那么,为什么看似亏本的 AI 应用,VC 们还抢着下注?这背后真实的动机,不是为了眼前的利润,而是为了未来的入口。Casado 一针 见血地指出,理性的商业决策是 "牺牲利润来换取分销" 。这就像在新大陆上"跑马圈地",先占下地盘,未来的商业模式总会有的。这 套打法,从互联网时代到今天,从未改变。 这场变革对我们普通人意味着什么 ...
SMH Is A Concentrated Play That Works
Seeking Alpha· 2025-07-29 07:32
Core Viewpoint - The VanEck Semiconductor ETF (NASDAQ: SMH) is recommended as a Buy due to strong momentum and the potential benefits from AI tailwinds and overall semiconductor supply chain growth [1] Group 1: Investment Thesis - The ETF is considered essential for a core portfolio, capitalizing on the growth in the semiconductor industry driven by advancements in AI [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing equity valuation and market trends [1] - The analyst has a background as a former Vice President at Barclays, with expertise in model validation, stress testing, and regulatory finance [1] - The research is co-authored with a partner, combining strengths to provide high-quality, data-driven insights focused on macroeconomic trends and corporate earnings [1]
“AI降低了创作门槛,让大众也能参与艺术创作”
Guan Cha Zhe Wang· 2025-07-29 07:27
Core Insights - The 2025 World Artificial Intelligence Conference held in Shanghai showcased over 3,000 cutting-edge exhibits, marking a record scale for the event [1] - The rapid development of AI-generated content (AIGC) is transforming various fields, with companies like SenseTime and Kuaishou demonstrating innovative AIGC applications [1][5] - Despite the advancements, challenges such as content quality, copyright issues, and misinformation have emerged, prompting discussions on the need for regulation and ethical guidelines [1][11] AIGC Applications - Kuaishou introduced the "Ling Animation Canvas" feature, enabling users to convert fragmented ideas into cohesive visual works [2] - SenseTime launched the Seko short film creation agent, which automates the entire video production process from scriptwriting to final editing, focusing on high-quality output [5][7] - The conference featured various themed spaces, including an "AI Painting Laboratory" and an "AI Music Workshop," encouraging creative exploration using AI tools [7] Regulatory Landscape - The need for AI regulation is becoming increasingly urgent as AI-generated content becomes more realistic, with concerns about ethical use and potential illegal activities [13] - The European Union's AI Act, approved in March 2022, represents a significant step in regulating AI applications, with most rules set to take effect by August 2026 [13][14] - China is actively advancing AI legislation, having introduced several regulations and ethical guidelines to ensure the healthy development of AI technologies [14]
X @Bloomberg
Bloomberg· 2025-07-29 07:05
Rising rents across London’s tourist heartlands pushed up the value of Shaftesbury Capital’s portfolio https://t.co/uLRpSokIdM ...
Building a Smarter AI Agent with Neural RAG - Will Bryk, Exa.ai
AI Engineer· 2025-07-29 07:01
[Music] All right. So, I was gonna give uh live demo coding, but well, I will, but I know you all are actually here to hear a cool story. So I'll tell you a story about web search built for AI and then we do some coding at the end.This story will end with this slide uh one API to get any information from the web and you'll know what this means by the end but the story starts in 1998 and what you're looking at is the the state-of-the-art in information retrieval in 1998. You type in a word Australia to this ...