Amazon on Wednesday tapped long-time cloud executive Peter DeSantis to lead a new unit that would oversee its most advanced technologies, including artificial intelligence models, custom silicon and q... ...

千亿产业有机联动，从实验室到生产线、从竞赛场到大市场，创新之火在这里燎原。12月16日，以"全球创新 浙里赋能"为主题的首届全球技术创新大赛颁 奖仪式在杭州举行。大赛聚焦人形机器人、生物制造、AI+眼健康、航空航天四大前沿领域，自今年7月启动以来，共吸引全球640余个创新项目报名参赛。 经多轮评审与路演比拼，29个项目分获一、二、三等奖。 本届大赛由浙江大学、西湖大学、浙江省经济和信息化厅共同主办，面向全球高校、科研机构及初创企业，鼓励具有产业化前景的原创技术在浙转化落地， 服务"全球创新、浙江转化"目标，推动培育新质生产力、加快构建现代化产业体系。 图为浙江省经济和信息化厅副厅长黄旭荣为颁奖仪式致辞 浙江省经济和信息化厅副厅长黄旭荣在致辞中表示，举办大赛旨在破解高端技术供给不足、转化链条不畅等问题，获奖项目体现出鲜明的原创性与产业化潜 力，不少团队携国际经验选择浙江作为创业首站。"我们一定会竭尽全力，秉持'有求必应、无事不扰'的理念，你负责扎根梦想，我负责阳光雨露。"黄旭荣 说，浙江将持续优化创新生态，畅通成果转化渠道，助力更多创新成果实现产业化。 转自：新华财经 图为项目合作签约环节 大会同步推进项目签约 ...

Core Viewpoint - The A-share market showed a strong performance in the early session on December 17, with all three major indices rising, indicating a potential for continued market volatility and sector rotation as the year-end approaches [1][3]. Market Performance - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component increased by 0.83%, and the ChiNext Index gained 1.21% during the morning session [1]. - Over 3,700 stocks experienced declines, with a total trading volume of 1 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1]. Hot Sectors 1. **Lithium Mining Concept** - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits and Shengxin Lithium Energy hitting the daily limit [1]. 2. **Electrolyte Concept** - The electrolyte sector rebounded, with Tianji Co. reaching the daily limit [1]. 3. **Computing Hardware Concept** - The computing hardware sector was active, with Huanxu Electronics hitting the daily limit and major optical module companies experiencing collective gains [1]. 4. **Retail and Dairy Concepts** - The retail and dairy sectors saw a recovery, with Zhuangyuan Pasture hitting the daily limit and Li Qun Co. achieving two consecutive trading limits [1]. Notable Stocks - Muxi Co. saw its stock price surge over 700%, surpassing 800 yuan during trading [2]. Sector Declines - The Hainan and military sectors experienced the largest declines in the market [3]. Institutional Insights 1. **Galaxy Securities** - Anticipates that the market will continue to exhibit a volatile structure as the year-end approaches, with a focus on policy dividends and economic trends for the upcoming year [3][9]. 2. **Cinda Securities** - Suggests that style switching may become more pronounced, recommending a focus on low-value sectors and emphasizing the potential for growth in non-bank financials and cyclical stocks [7]. 3. **Zhaoshang Securities** - Projects that investment opportunities in 2026 will revolve around domestic demand recovery and technological self-reliance, with a favorable outlook for cyclical styles [10].

“What I’m advocating...is really to apply quantum technology to our perception.” Listen to “Babbage” for a mind-bending conversation with Vlatko Vedral https://t.co/Me4AzMYTLn ...

Group 1 - The "14th Five-Year Plan" emphasizes accelerating high-level technological self-reliance and integrating technological and industrial innovation [1] - Local versions of the "14th Five-Year Plan" have been released, outlining detailed strategies for cultivating new productive forces and industrial innovation [1] Group 2 - Various regions are focusing on cutting-edge fields such as artificial intelligence, quantum technology, and biomanufacturing, with significant projects being planned [2] - Guangdong aims to develop a large-scale industrial cluster around "Artificial Intelligence + Robotics," targeting trillion and hundred billion-level industries [2] - Anhui plans to strengthen its capabilities in quantum technology, fusion energy, and deep space exploration, while also developing new high grounds in artificial intelligence and life sciences [2] Group 3 - Regions are leveraging their resource endowments to meet national strategic needs, aiming to create differentiated competitive advantages [2] - Inner Mongolia plans to establish the largest rare earth new materials base in China and a globally leading rare earth application base [2] - Guizhou focuses on developing computing power industries with an emphasis on intelligent computing, implementing the "East Data West Computing" project [2] Group 4 - A comprehensive development system from basic research to technology breakthroughs and industrial clustering is being established to foster new productive forces and promote high-quality industrial chain development [2][3] - Shandong emphasizes the importance of basic research and plans to increase investment in this area [2] - Jiangsu aims to achieve decisive breakthroughs in key core technologies in fields such as integrated circuits and biomanufacturing through extraordinary measures [2] Group 5 - Chongqing is enhancing its innovation and entrepreneurship service system to facilitate technology transfer and commercialization [3] - Zhejiang is implementing advanced manufacturing cluster cultivation projects, while Shaanxi focuses on creating trillion-level industrial clusters in modern energy and advanced manufacturing [3] - Regions are promoting "new and old synergy" by integrating new technologies with traditional industries to drive upgrades [3] Group 6 - The new round of technological revolution and industrial transformation is accelerating, presenting opportunities for high-quality economic development in China [3]

Core Insights - Beijing aims to leverage its advantages in quantum technology talent, scenarios, and enterprise aggregation to create benchmark applications in the "quantum+" sector and cultivate a globally competitive quantum future industry cluster [1][2] Group 1: Government Initiatives - The 2025 Zhongguancun Quantum Conference highlighted the historical development opportunities for quantum technology in China, with Beijing's Zhongguancun showcasing its collaborative advantages in research, industry, and policy [2] - The Beijing Municipal Science and Technology Commission plans to tackle key quantum technology challenges and integrate the entire chain of production, education, research, finance, and application [2] - The Haidian District will support collaboration between universities, research institutions, and leading enterprises to achieve more original breakthroughs in the quantum field [2] Group 2: Investment and Funding - A new open-source quantum entrepreneurship investment fund was announced at the conference, with a scale of 500 million RMB, jointly established by Beijing and Haidian District to focus on investing in early-stage and growth-stage hard-tech companies in the quantum information sector [2] Group 3: Conference Themes and Focus Areas - The conference, lasting two days, is themed "Intelligent Quantum, Future of Industry Chain," focusing on breakthroughs in quantum technology theories, core technology challenges, application scenarios, and the construction of industrial ecosystems [2]

In a mind-bending conversation, Vlatko Vedral from Oxford University tells “Babbage” how the new age of quantum technology is allowing scientists to deeply probe the nature of reality https://t.co/3Tzi4WriYF ...

Core Insights - The data center infrastructure market is projected to reach $1 trillion by 2030, driven by significant investments in AI and emerging technologies like quantum computing [1][4]. Industry Overview - The demand for data centers is surging due to AI infrastructure investments, with industry leaders confirming operations are at capacity [2]. - Future growth in the data center sector is expected to be propelled by advancements in quantum computing, which may surpass the current AI infrastructure demand [3][4]. Company Developments - Supermicro has expanded its Nvidia Blackwell portfolio by launching new liquid cooling systems that capture 98% of system heat, indicating a trend towards advanced cooling solutions [5]. - Vertiv Holdings Co. completed its acquisition of PurgeRite for approximately $1 billion to enhance its thermal management services for AI and high-density computing data centers [10][11]. - SPX Technologies announced a definitive agreement to acquire Crawford United Corporation for about $300 million, aiming to expand its HVAC capabilities [12][14]. Financial Performance - Vertiv Holdings Co. is projected to maintain a revenue growth rate of around 28% for the current year, similar to the previous year's growth [11]. - SPX Technologies reported total revenue of $2.16 billion over the last 12 months, with a solid revenue growth of 12.6% [13].

Core Viewpoint - Spectral Capital Corporation anticipates significant revenue growth, projecting 2026 revenue of $450 million, up from $274 million in 2025, primarily due to its pending acquisition of Telvantis and plans for a NASDAQ uplisting [1][2]. Revenue Projections - The company expects to achieve approximately $450 million in revenue for 2026, driven by new customer demand for its AI and quantum technologies [2]. - The anticipated revenue growth represents nearly 100% increase from the projected 2025 revenue of $274 million [2]. Acquisition Strategy - Spectral positions itself as the acquirer of choice for profitable digital infrastructure companies, aiming to leverage its upcoming NASDAQ uplisting to facilitate strategic acquisitions in AI infrastructure, telecom routing, and automation technologies [3][4]. - The company has engaged Revere Securities LLC as its exclusive financial advisor to assist with the NASDAQ uplisting [1][4]. Technological Edge - Spectral's proprietary technologies, including AI routing and quantum-forward platforms, are expected to enhance profitability for its clients, such as 42 Telecom [4]. - The company boasts an extensive patent and IP portfolio in AI and quantum technologies, which it aims to utilize to create durable value across enterprise and SMB markets [5].

Core Viewpoint - Stock Trend Capital Inc. is focused on building long-term shareholder value through strategic investments in high-growth industries, with a commitment to returning 50% of net profits to shareholders as dividends [1][2]. Investment Portfolio Overview - As of October 31, 2025, Stock Trend's portfolio includes a mix of publicly traded securities and strategic investments in private companies, providing diversified exposure to key growth sectors [4]. - The company plans to deploy $1 million into new investment opportunities in 2026, aligning with its strategy to expand exposure to high-growth sectors [3]. Major Investments - The two largest investments are in Younet and eGOD Digital Labs, both of which are expected to go public in 2026, with eGOD aiming for a Nasdaq listing [2]. - Stock Trend holds significant positions in various companies, including: - Matador Technologies (30,000 shares valued at $10,200) focused on the Bitcoin ecosystem [5]. - Syntheia Corp. (600,000 shares valued at $60,000) specializing in conversational AI [5]. - AISIX (715,000 shares valued at $14,300) focusing on climate-risk analytics [5]. - Younet (26,666,667 shares valued at $1,333,333) developing personalized AI models [5]. Strategic Financing - Stock Trend entered a strategic hybrid financing initiative with eGOD Digital Labs, involving a CAD 1 million loan with a 10% annual interest rate and a maturity date of June 30, 2026 [8][9]. - The financing structure includes a revenue-based royalty of 7% until a cumulative total of CAD 500,000 is received, and the right to convert the loan and royalties into equity [9]. Company Focus - Stock Trend Capital Inc. primarily targets investments in AI, crypto, mining, quantum technology, and the Canadian cannabis industries, seeking entities with strong intellectual property and high growth potential [10].