Core Viewpoint - The first generative AI content infringement liability insurance in China has been launched in Wuxi, providing risk coverage for AI-generated content, addressing potential infringement issues related to copyright, portrait rights, and reputation rights [1][2]. Group 1: Insurance Product Details - China Pacific Insurance Wuxi Branch signed a liability insurance agreement with Wuxi Xuelang Digital Technology Co., providing 700,000 yuan in risk coverage for the company's self-developed Xuelang Industrial Model [1]. - The insurance is designed to cover unintentional infringement of third-party rights during the use of the AI model, with a one-year policy period from May 22, 2025, to May 21, 2026, and a premium of 15,000 yuan [1]. - Claims will be based on actual litigation costs incurred by the insured and compensation amounts determined by court or arbitration decisions [1]. Group 2: Market Demand and Industry Context - The demand for generative AI infringement liability insurance has increased due to multiple infringement disputes since 2024, notably the "AI-generated Ultraman infringement image" case in January 2025, which raised awareness of the responsibilities of AI service providers [2]. - Xuelang Digital Technology indicated that the insurance product effectively addresses industry pain points and helps mitigate risks faced by generative AI service companies [2]. - The willingness of insurance companies to underwrite this new type of insurance is high, with discussions on premium rates reflecting the actual risks faced by Xuelang Digital Technology [2]. Group 3: Insurance Coverage Scope - Traditional liability insurance primarily focuses on hardware failures or data breaches, which are inadequate for addressing AI-generated content infringement issues [3]. - This new insurance product covers the entire process of AI training and inference, helping technology companies alleviate concerns during innovation and establishing a risk mitigation mechanism for AI users [3].

5月21日，国家网络与信息安全信息通报中心通报，经公安部计算机信息系统安全产品质量监督检验中 心检测，在腾讯旗下移动应用商店"应用宝"中的35款App存在"违法违规收集使用个人信息"情况，检测 时间为4月16日至5月15日。 《中国经营报》记者注意到，此次通报的违法违规收集使用个人信息情况总共涉及11类，其中告知形式 违法、超范围收集信息、收集频率与业务功能无关这3类最为突出，分别有18款、12款、10款App上 榜。与此同时，被通报点名的35款App中有约15款视频剪辑工具、11款AIGC（AI生成内容）工具，4款 AI教育工具等，这反映出新兴生成式AI技术领域对用户数据的依赖性，以及运营企业合法合规意识不 足的问题。 北京高勤律师事务所高级合伙人、律师王源向记者指出，目前公开通报中虽然并未列出是否需要整改、 整改时限，以及到期未整改的后果等信息，但一般情况下，此类专项执法行动是会向涉事企业下发整改 文件的。如果没有接到整改文件，需要企业主动及时联系通报部门。如果未及时整改，将面临App下架 或者运营者受到行政处罚的后果。 AI应用成为"重灾区" 通报当日，记者从某主流品牌安卓手机下载了应用宝软件，对通报A ...

Group 1 - Lenovo Group reported a revenue of 498.5 billion RMB for the fiscal year ending March 31, 2025, marking a strong year-on-year growth of 21.5% and achieving the second-highest revenue in history [1] - The company's profit increased at a faster rate, with a year-on-year growth of 36% [1] - In Q4, the Infrastructure Solutions Group (ISG) generated revenue of 29.96 billion RMB, reflecting a significant year-on-year increase of 63%, and achieved profitability for the second consecutive quarter [2] Group 2 - The ISG's annual revenue reached 104.8 billion RMB, with a remarkable year-on-year growth of 63% and a substantial improvement in profitability [2] - The cloud infrastructure (CSP) business saw a revenue increase of 92% year-on-year, while enterprise infrastructure (E/SMB) revenue grew by 20%, setting a historical high [2] - The Neptune liquid cooling solutions revenue surged by 68% year-on-year, and the AI server business experienced rapid growth, expanding into strategic sectors such as high-frequency trading, new energy, and smart healthcare [2] Group 3 - IDC forecasts that the global infrastructure market will grow by 18% to reach 265 billion USD by 2025, with the AI server market projected to reach 147.2 billion USD, reflecting a compound annual growth rate of 18% from 2024 to 2027 [2] - The acceleration of generative AI and multimodal models is expected to drive continued investment in enterprise-level AI infrastructure, leading to increased demand for computing power and storage solutions [2] - Moving forward, ISG will maintain its strategy of solidifying the "cloud infrastructure + expanding enterprise infrastructure" model, optimizing product structure, and enhancing market sales capabilities [2]

【环球网科技综合报道】5月22日消息，Meta宣布近日启动"Llama for Startups"计划，旨在激励初创公司采用其Llama AI模型。该计划面向在美国注册成立、 融资额低于1000万美元、至少拥有一名开发人员且正在开发生成式AI应用程序的公司，申请截止日期为5月30日。入选的初创企业将获得Meta Llama团队 的"直接支持"，包括技术专家的密切合作，以探索Llama的高级用例，助力企业发展。此外，符合条件的会员每月最多可获得6000美元的资金支持，为期六 个月，以帮助抵消构建和增强生成式AI解决方案的成本。 需要指出的是，这些产品的开发成本高昂。2024年，Meta的"GenAI"预算超过9亿美元，今年可能超过10亿美元，这还不包括运行和训练模型所需的基础设 施。此前，Meta曾表示计划在2025年投入600亿至800亿美元的资本支出，主要用于新建数据中心，以支持其AI业务的发展。（纯钧） 值得注意的是，Llama模型在过去几个月里经历了一些挫折。据《华尔街日报》报道，Meta推迟了旗舰AI模型Llama 4 Behemoth的发布，原因是担心该模型 在关键基准测试中表现不佳。 尽管面临挑战 ...

Core Viewpoint - AIDC capital expenditure is experiencing rapid growth, driven by strong industry demand, with global tech giants expected to invest over 2 trillion RMB by 2025, maintaining a growth rate of over 50% to support generative AI model training, cloud computing expansion, and real-time data processing [1] Group 1: HVDC Demand and Power Supply - Increased power demand is expected to drive HVDC demand, as data centers globally adopt UPS for power assurance, with HVDC offering advantages such as efficiency, reliability, and low cost [1] - The integration of BBU and supercapacitors in power systems is anticipated to enhance power supply safety, especially with the rise in server power requirements [2] Group 2: Energy Quality and Renewable Energy - The demand for power quality equipment is likely to increase due to the growing reliance on renewable energy in data centers, necessitating precise reactive power and harmonic management [3] Group 3: Server Power Supply Market - The value per watt of server power supplies is expected to improve due to increased power density, with potential advancements including the replacement of silicon-based devices with SiC and GaN, and the adoption of liquid cooling methods [4] - The server power supply market is becoming more concentrated, with Taiwanese companies dominating, particularly Delta holding over 50% market share, while mainland firms like Megmeet are beginning to enter the supply chain [4]

他表示，技术层面上，我国当前大多数数字人仍在技术方面存在融合与衔接方面不流畅等问题。这直接 导致了在使用中数字人可能出现的交互反应延迟、动作生硬、表情不自然等表现，让使用体验大打折 扣。而现阶段高质量的技术制作与高精度的品质把控又会直接提高数字人产品的整体成本，影响数字人 面向更广泛下沉市场的广泛普及与应用。另一方面，在伦理与合规上，数字人产品通常会包含肖像权、 版权等归属问题，那么随着数字人的进一步市场化商用，由此产生的内容及形象如何能达到监管要求， 如何合理保障数字人产品供应链中的多方权益等，都急需数字人产业多方与相关监管部门来共同探讨、 协商与解决。 同时，该分析人士还指出，参与到数字人产业的企业在后续发展中应不断寻找企业创新技术与市场合规 发展之间的有效平衡点，快速让自身推广与研发的数字人产品或解决方案真正从底层的"技术展现"升级 为更高层次的"价值创造"，从而为我国产业数字化升级提供持续且有力的核心驱动力。 此前，中国互联网协会发布《中国数字人发展报告(2024)》中提到，截至2024年，中国与数字人相关的 企业已达114.4万家，仅2024年前五个月就新增注册企业17.4万余家。同时该报告还分析认 ...

Core Insights - Yingnuo Medical has secured a new round of financing in the tens of millions, which will be used for product registration, new pipeline development, and overseas market expansion [1] - The company focuses on AI solutions in the field of gastrointestinal endoscopy, with its core product, Yingnuo Eagle Eye, being the first to build a comprehensive AI-assisted system for gastrointestinal endoscopy [1][2] - The company has established a partnership with Olympus (China), which holds over 70% market share in the domestic gastrointestinal endoscopy field, becoming its exclusive AI solution provider [1][8] Company Overview - Founded in 2017, Yingnuo Medical specializes in AI solutions for gastrointestinal endoscopy, aiming to enhance diagnostic accuracy and operational efficiency [1][2] - The company has developed an early cancer screening model based on big data from endoscopy centers, which aids in the early identification and diagnosis of gastrointestinal tumors and precancerous lesions [2][4] Product Development - Yingnuo Medical's gastric endoscopy assistance system is entering clinical registration, supporting the detection of early esophageal cancer, gastric cancer, and precancerous lesions [4] - The system has shown a detection accuracy of 2.6mm for early lesions, improving the early detection rate of esophageal cancer by approximately 20% [4] - The company received approval for the first multi-light source medical device registration for colorectal polyp detection in China, leading to market-scale commercialization [4] Clinical Applications - The AI-assisted system acts as a "real-time assistant" for endoscopists, helping to standardize endoscopic examinations and diagnoses [5] - The Yingnuo Eagle Eye system has been implemented in nearly 170 hospitals, assisting in over 250,000 diagnoses [5] - The system's prior and simultaneous identification rate in clinical applications is reported to be 95% [5] Future Plans - Yingnuo Medical plans to expand its research into ultrasound endoscopy and respiratory endoscopy, as well as pursue FDA registration for overseas market expansion [7] - The company aims to collaborate with domestic endoscope manufacturers to facilitate its international growth [7] Investment Perspective - Investors view Yingnuo Medical as a leading player in AI-assisted gastrointestinal endoscopy diagnostics, with significant barriers to entry due to its extensive clinical data accumulation [8] - The company has achieved notable milestones, including obtaining the first class III medical device registration in the lower gastrointestinal tract and forming a partnership with Olympus [8]

艾维与奥特曼联手打造AI硬件 想象一下，如果你是OpenAI CEO萨姆·奥特曼(Sam Altman)，你肯定不希望谷歌、Meta或苹果成为你与 用户之间的中间人，因为这样的话，你最终得为应用分发付出代价。马克·扎克伯格(Mark Zuckerberg)极 为反感让苹果为其分发应用，因为苹果从许多开发者那里抽取高达30%的佣金。即使是谷歌，也每年向 苹果支付大约200亿美元，以便iPhone和其他苹果设备上能为其分发搜索引擎。 艾维曾设计了强大分发工具iPhone 那么，奥特曼愿意在几年内向苹果支付200亿美元吗？他愿意把OpenAI通过iPhone平台上ChatGPT付费 应用赚到的收入的30%给苹果吗？当然不愿意。 其中一个解决方案，就是聘请最初设计iPhone的人来打造OpenAI自己的硬件设备。在OpenAI宣布与艾 维及其io公司的合作时，这句话令人印象深刻。 凤凰网科技讯 北京时间5月22日，人工智能行业在周三迎来重磅交易，OpenAI以近65亿美元(约合468亿 元人民币)的价格收购了苹果前传奇设计师乔纳森·艾维(Jonathan Ive)旗下硬件创业公司io Products。美国 《商业内 ...

本文来自微信公众号：APPSO （ID：appsolution），原文标题：《刚刚，OpenAI 官宣收购前苹果首席设计官团队！剧透"最酷的科技产品"》 交易完成后，OpenAI将获得一个由约55名硬件工程师、软件开发者和制造专家组成的团队，其中包括多位曾参与iPhone等标志性产品设计的前苹果设计 师。 就在刚刚，OpenAI正式官宣，将以接近65亿美元（折合人民币468.16亿元）的价格收购由OpenAI CEO Sam Altman与前苹果首席设计官Jony Ive联合创 办的AI设备初创公司io。 这笔收购将是OpenAI历史上最大的一笔交易，预计在今年夏季完成，仍需获得监管部门批准。 "非常激动能够与Jony合作，在我看来，他是世界上最伟大的设计师。"Altman在社交平台上写道，"我很兴奋能尝试创造全新一代由AI驱动的计算机。" Jony Ive在2019年离开苹果后创办了设计公司LoveFrom。 据Altman表示，但由于意识到要开发、设计和制造一系列全新的产品，必须成立一家全新的公司。因此，一年前，Jony与Scott Cannon、Evans Hankey和 Tang Tan共同创办了io ...

生成式AI 一、 真碾压Sora！谷歌Veo 3直接「开口说话」 物理 遵循 性 更 好 1. Veo 3实现音画同步生成功能，能根据提示词同时生成视频画面、对白、唇动和音效，实 现完整的视听体验； 2. 基于V2A（Video-to-Audio）技术，模型能将视频像素转化为语义信号，配合文本提示生 成匹配音频； 3. 模型支持长提示词理解和多步骤事件流生成，但目前仅限8秒视频，面向美国Ultra订阅用 户开放，定价249.99美元/月。 https://mp.weixin.qq.com/s/rJFwZ1lLiWzFLE7jd4jGyA 二、 12秒1万token！谷歌文本「扩散模型」Gemini Diffusion 1. Gemini Diffusion采用扩散技术生成文本，速度达2000token/秒，12秒可生成1万 tokens； 2. 区别于传统自回归模型从左到右生成，通过逐步优化噪声学习生成输出，可快速迭代和错 误纠正； 3. 性能可与更大的模型Gemini 2.0 Flash-Lite相媲美，支持非因果推理，能一次生成整个标 记块。 https://mp.weixin.qq.com/s/paes ...