整理｜褚杏娟 近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用 户将无法再访问 Lepton AI 平台上的服务或提交的数据，建议用户在该日期之前尽快下载或备份 所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会 继续运营 Lepton AI 的云平台。目前看来，英伟达似乎更在意的人才，而非其相关具体业务，毕 竟如今已经选择了关闭服务。 对此，InfoQ 向 Lepton Al 方面进行了求证，贾扬清对此回应称: 无法评论，不过不是人才收购。 交易完成时 Lepton AI 约有 20 名员工，目前还未有消息指出这些员工的去留。英伟达此番价值 可能达数亿美元的收购，实现了让 LeptonAI 投资方红杉中国、CRV 和 Fusion Fund 较为可观的 退出，大约在两年前他们参与了该公司 1100 万美元的种子轮融资。 Lepton AI 的官方推特显示也已经被注销。 ...

文章转载自「 InfoQ」 近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用户将无法再访问 Lepton AI 平台上的服务或提 交的数据，建议用户在该日期之前尽快下载或备份所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 Lepton AI 的官方推特显示也已经被注销。 就在大约两周前，The Information 报道，英伟达已完成对 Lepton AI 的收购，交易价值数亿美元，知情人士透露称创始人 贾扬清 及联合创始人 白俊杰都已加入英伟达，目前还不清楚具体担任职位。 值得注意的是，黄仁勋还一直称英伟达是一家软件公司， Lepton Al 创始团队都是软件方面的顶尖人才，或许这也是双方契合的一点。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会继续运营 Lepton AI 的云平台。目前看来，英伟达 似乎更在意的人才，而非其相关具体业务，毕竟如今已经选择了关闭服务。 交易完成时 Lepton AI 约有 2 ...

转自：InFOQ 整理｜褚杏娟 近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用户将无法再访问 Lepton AI 平台上的服务或提交的数 据，建议用户在该日期之前尽快下载或备份所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 Lepton AI 的官方推特显示也已经被注销。 就在大约两周前，The Information 报道，英伟达已完成对 Lepton AI 的收购，交易价值数亿美元，知情人士透露称创始人贾扬清及联合创始人白俊杰都 已加入英伟达，目前还不清楚具体担任职位。 值得注意的是，黄仁勋还一直称英伟达是一家软件公司， Lepton Al 创始团队都是软件方面的顶尖人才，或许这也是双方契合的一点。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会继续运营 Lepton AI 的云平台。目前看来，英伟达似乎 更在意的人才，而非其相关具体业务，毕竟如今已经选择了关闭服务。 交易完成时 Lepton AI 约有 2 ...

近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用户将无法再访问 Lepton AI 平台上的服务或提交的数据，建 议用户在该日期之前尽快下载或备份所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 Lepton AI 的官方推特显示也已经被注销。 就在大约两周前，The Information 报道，英伟达已完成对 Lepton AI 的收购，交易价值数亿美元，知情人士透露称创始人贾扬清及联合创始人白俊杰都已 加入英伟达，目前还不清楚具体担任职位。 值得注意的是，黄仁勋还一直称英伟达是一家软件公司， Lepton Al 创始团队都是软件方面的顶尖人才，或许这也是双方契合的一点。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会继续运营 Lepton AI 的云平台。目前看来，英伟达似乎更 在意的人才，而非其相关具体业务，毕竟如今已经选择了关闭服务。 交易完成时 Lepton AI 约有 20 名员工，目前还未有消息指出这 ...

Core Insights - The manufacturing landscape is evolving from OEM/ODM models to vertical integration due to increasing supply chain uncertainties and rapid market changes [1][4][5] Group 1: OEM/ODM Models - OEM and ODM models have been widely adopted in the context of globalization, allowing manufacturers to outsource production to specialized suppliers, thus optimizing efficiency [1] - These models have led to significant cost savings by establishing production bases in low-labor-cost countries, particularly after China's entry into the WTO [1] - However, the reliance on outsourcing has exposed vulnerabilities, such as quality control issues and instability due to production delays and geopolitical tensions [4] Group 2: Vertical Integration - Companies like Tesla and SpaceX have shifted towards vertical integration, controlling key supply chain elements to enhance quality, accelerate innovation, and scale production without external constraints [2] - Apple transitioned from relying on Intel for processors to producing its own M-series chips, gaining unprecedented control over hardware and software integration [3] - Amazon has invested heavily in building its logistics and distribution infrastructure, moving away from third-party carriers to create a self-sufficient network [3] Group 3: Industry Trends - The trend towards vertical integration is evident across various sectors, including traditional manufacturing, where companies like BYD and major automakers are developing their own critical components [3] - The COVID-19 pandemic highlighted the importance of supply chain security, leading to a fragmented global trade environment that further exposed the weaknesses of the OEM/ODM model [4] - The semiconductor shortage during the pandemic resulted in over 10 million vehicles being cut from production in the automotive industry, illustrating the risks associated with over-reliance on external suppliers [4] Group 4: Future Outlook - Vertical integration, while requiring significant investment and management capabilities, positions companies to thrive in competitive markets by ensuring quality and fostering innovation [5] - The shift from OEM/ODM to vertical integration is seen as a necessary evolution in response to market demands for speed, precision, and supply chain stability [5] - Embracing vertical integration is viewed as a key strategy for companies aiming to lead their industries in the future [5]

特斯拉CEO埃隆·马斯克：特斯拉是美国"垂直整合程度最高"的汽车制造商。 ...

Company Performance - BYD's total revenue for Q1 2024 is projected to reach 1,800 million, showing a 15.1% year-on-year increase [1] - Gross profit for Q1 2024 is expected to be 382.1 million, with a gross margin of 21.2% [1] - R&D expenses are anticipated to be 106.1 million, representing 8.5% of total revenue [1] - Net profit for Q1 2024 is forecasted at 47.7 million, with a net profit margin of 3.8% [1] Sales Targets - BYD aims to achieve a sales target of 5.5 million units by 2025, with 800,000 units targeted for overseas markets and 4.7 million units for domestic markets [2] - The company plans to enhance its overseas presence in Europe, Southeast Asia, and South America, including the establishment of new factories [2] Strategic Focus - The company is focusing on electrification, with the introduction of core technologies such as the "super platform" and fast-charging batteries [2] - BYD is advancing its smart vehicle strategy, aiming to launch high-level autonomous driving technologies globally by 2027 [2] - The company is also targeting the high-end market through brands like Yangwang and Tengshi, leveraging technological differentiation [2] Competitive Landscape - The domestic market remains competitive, but BYD is capitalizing on high-margin overseas markets [2] - The company is expected to maintain its market share through a combination of technological advancements and cost advantages [2]

Core Viewpoint - Apple is set to introduce its own Wi-Fi 7 chip across all four iPhone 17 models, marking a significant step towards vertical integration and reducing reliance on external suppliers like Qualcomm and Broadcom [1][2]. Group 1: iPhone 17 and Wi-Fi 7 - All four iPhone 17 models are expected to feature Apple's custom-designed Wi-Fi 7 chip, with completion of the design anticipated in the first half of 2024 [1]. - The iPhone 16 series already supports Wi-Fi 7, making this development less surprising, but the fact that Apple is designing its own chip is noteworthy [1]. - Wi-Fi 7 allows simultaneous data transmission across 2.4GHz, 5GHz, and 6GHz bands, potentially offering peak speeds exceeding 40 Gbps, which is four times faster than Wi-Fi 6E [2]. Group 2: Proxima Chip and Smart Home Strategy - Apple's development of its Wi-Fi and Bluetooth chip, codenamed Proxima, signifies a major shift in its smart home strategy, with initial testing on devices like Apple TV and HomePod mini [4]. - The transition from Broadcom components is expected to begin in 2025, which may reshape the interaction of Apple devices within the home ecosystem [4]. - Proxima chip aims to enhance device synchronization, improve power efficiency, and provide customized features for the Apple ecosystem [5]. Group 3: Financial Impact and Strategic Implications - Following the announcement of Apple's plans, Broadcom's stock fell by 3.9%, reflecting the financial implications of Apple's move, given that Apple accounts for approximately 20% of Broadcom's revenue [6]. - The development of Proxima is part of a broader strategy for Apple to create an end-to-end wireless solution, paving the way for new device formats and potentially impacting the future of Apple's product line [6].

以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 追踪新商业、好公司，提供一手情报与领先认知。 作者：MD 出品：明亮公司 ！ 近日，人形机器人公司Figure AI 的创始人和CEO Brett Adcock与科技和投资播客主播Amit Kukreja在Figure AI的总部展开了一场对话。Brett Adcock在访谈中提到，继之前的首个客户后 ， Figure AI 已经拿到了第二个客户的订单，未来4年将为这两家客户交付数万台人形机器人 。去年上 半年，Figure的B轮融资募集了6.75亿美元，估值26亿美元，投资者包括微软、英伟达和OpenAI等机 构。 不久前，Brett Adcock在X上表示， Figure将告别与Open AI 的合作，将端到端在公司内部打造Fi gure 的机器人AI， 他在访谈中也着重分享了 为什么要这样做 ：一是大语言模型实际上缺乏物理空 间内的机器人数据，进而无法真正意义上指导机器人的每一个动作；第二是机器人AI的训练需要依 赖优秀的硬件和在真实物理场景中产生的数据。 因此，Adcock认为，人形机器人的成功关键，是打造从AI（软件）到硬件一体化的公司， ...

Xtant Medical Holdings, Inc. (NYSE:XTNT) Q4 2024 Results Conference Call March 6, 2025 4:30 PM ET Company Participants Brett Maas - Hayden IR Sean Browne - President & Chief Executive Officer Scott Neils - Chief Financial Officer Conference Call Participants Chase Knickerbocker - Craig-Hallum Sean Browne Good afternoon, everyone. I am pleased to announce record fourth-quarter revenue of $31.5% million and for the full year, $117.3% million. This is our first full quarter. A consistent year-over-year compari ...