本文字数：1303，阅读时长大约2.5分钟 作者 | 第一财经 钱童心 在第三届链博会开幕式上，英伟达CEO黄仁勋一身唐装出现，并在演讲中部分使用中文。这是黄仁 勋首次参加由中国官方举办的重大活动。 值得一提的是，黄仁勋在很多场合都无需演讲稿，但这次他认真准备了讲稿，还换上了方便阅读的眼 镜。 此次链博会也是英伟达首次有机会向中国庞大的供应链介绍自己。"这里的规模非常大，气氛也很热 烈，充分体现了中国对创新的信心。"黄仁勋表示，"英伟达正在创造新的世界并重塑新的行业。" 黄仁勋在演讲中表示，中国的供应链是奇迹。他预测，十年内，工厂将由软件和人工智能驱动，AI将 指挥机器人团队与人协作，智能产品的制造也将由AI驱动。"这将为中国的供应链生态创造新的机 遇。"黄仁勋说道。 起步于1993年，英伟达还只是个小型初创公司，从游戏芯片行业起家，游戏也是最大的科技和娱乐 产业之一。英伟达的中国游戏合作伙伴包括腾讯、网易、米哈游等。 20多年前，英伟达的GPU芯片为"加速计算"这种新型计算方式打开大门。英伟达还于2006年引入 了CUDA软件平台，将GPU变成了通用计算的引擎，奠定了AI时代的基础。 "软件编程过去是人工进 ...

Core Insights - HEALWELL AI Inc. has reported improved performance in its AI business units, with a focus on preventative care and the acquisition of the remaining interest in Pentavere Research Group Inc. [2][6] - The AI business segment is projected to exceed $5 million in revenues for the first half of 2025, marking a year-over-year increase of over 200% [3][6] Financial Performance - Preliminary revenues for the AI business segment are expected to surpass $5 million for the first six months of 2025, indicating a significant growth compared to the previous year [3][6] - Positive Adjusted EBITDA is anticipated for the AI business segment during the same period [3][6] Strategic Developments - HEALWELL has acquired the remaining 49% of Pentavere, achieving full ownership, which is expected to enhance integration within its AI business segment [6][11] - The acquisition was completed for an aggregate purchase price of approximately $13.98 million, satisfied through the issuance of shares [11] Leadership and Vision - James Lee, the new CEO, expressed confidence in the potential of the AI division and highlighted the opportunity to differentiate offerings and accelerate commercialization of AI products [5][10] - The company aims to integrate its AI and data science products into its software platforms to facilitate market adoption [8] Product and Market Focus - Pentavere's DARWEN™ platform is recognized for its role in patient identification and preventative care, validated by major healthcare systems [9][10] - The company emphasizes the urgent need for AI in healthcare to address challenges faced by global healthcare systems [10]

近日，四川省人工智能产业链链长办公室公示了全省首批人工智能链主企业名单，共有9家企业入选， 覆盖大模型、机器人、算力、数据、无人机智能控制、智能终端等6个细分赛道。这9家企业分别是大模 型赛道的考拉悠然，机器人赛道的兵装自动化所、卡诺普机器人，数据赛道的成都数之联和成都民航空 管，算力赛道的华鲲振宇，无人机智能控制赛道的中航无人机和航空工业成飞，以及智能终端赛道的鼎 桥通信。(四川在线) ...

RT Tetsuo (@tetsuoai)Fed Grok4 Heavy my massive assembler repo. In ~6 mins, it cleaned up everything, optimized files, and returned them working perfectly. Same codebase in Cursor + MAX? Gemini, Claude, GPT all wrecked it. ...

How Victoria’s Secret’s Les Wexner Made $2 Billion In 3 Months From AI Giant CoreWeave https://t.co/OxnYXsvcWG https://t.co/l2ZLitzq8t ...

每天10分钟 拆解新闻背后的逻辑 所以像电风扇的这种行情啊我们说对于个人投资者操作难度很大其实不操作也没有任何的问题啊这个确实性价比比较的低那么像今天呢又再次出现的是这种新消费啊就年轻消费新消费的这一波的行情啊对于这个赛道个人的观点仍然没有变啊旁观也不是什么坏事啊 今天唯一好的一点就是市场的情绪略有回暖我们看到沪深粮食的成交量是接近于1.2万亿相比于昨天是回暖了将近1000亿这种情绪的回暖如果达到一定的临界点积聚到一定的水平的话是有利于弹性比较大的科技赛道 所以从增量政策的这个量上我们不指望有太多突破的点不指望有太多超预期的点但是在这个节奏上就是干劲十足这件事情上可能能够体现出来最终给了一个时间表叫做六月底之前都要把这些事情落地完成 也就是说4月25号开的那个会所说到的一系列的维持经济刺激经济的一些手段基本上要在上半年收尾接下来是要酝酿一些新的政策整体的这个节奏比预期当中的稍微快一点所以情绪上会有一点回护当然也不能把它看的太多因为现在整个的政策就是保持一个稳定总体我们看国内的市场就是一个震荡期可能稍微的往上蹭一点涨一点但是空间不大当然你说它反方向去砸盘这个空间更不大 因为现在不光是货币政策财政政策四季待发实际 ...

The entire tracking path has been changing. Especially in the past two months, it has been clearly reflected in the performance of the computing industry chain. What is it? It is the prediction of the industry chain data. I think at least in the current computing chain, it has been implemented. So, is it the same for the Apple industry? I think the fundamental reason is how we understand the changes that AI will make in the future. I think this is very important. Otherwise, we follow a lot of things. It's n ...

Good day, and thank you for standing by. Welcome to the NASDAQ First Quarter 2025 Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To rejoin your question, please press star 11 again. Please be advised that today's conference is being record ...

Good morning, and welcome to S&P Global's first quarter 2025 earnings conference call. I'd like to inform you that this call is being recorded for broadcast. All participants will be in a listen-only mode. We will open the conference for questions and answers after the presentation, and instructions will follow at that time. To access the webcast and slides, go to investor.spglobal.com. If you need any additional technical assistance, please press star zero, and I will assist you momentarily. I would now li ...

当前这个阶段的话我们觉得从四月底到五月初开始的话可能接下来会是一个新的应用开启的这么一个重要的时点我们认为当前这个其实还处于这个预期相对比较低的这么一个阶段前期我们看到整个A股包括海外科技股 普遍的回调这种背景之下市场对于行业的一些进展包括模型的这些进展关注度也是有所下降包括这种海外科技公司以及空窗期的这么一些影响的话使得整个板块的话今天的一波这个回调之后的话还处于预期重新起来的这么一个新的起点那4月底以来的话我们看到从更高层面的话开始 充分强调人工智能突出应用导向推动人工智能朝着更加健康有趣的方向在发展从假期之前我们也看到了整个海外公司的财报包括我们预期国内的模型在后续的话也会持续的这种进行一个迭代包括我们看到像Digic在第三世代20年12月份发布此前的话基本上是大概过个 五六个月可能就要发布新版本可能这个也会预计的话也会有望临近另外就是我们看到临近报陆续完成的话后续可能会更多的引导市场去关注产业的进展包括市场整个风险偏好的提升可能都是可预期的所以在这样一种背景之下的话我们觉得整个AI应用的话其实确实在逐步启示27年会是整个AI应用大幅无力的这么一个时间点 二五二六年的话会是AI整个应用启示的这么一个时间 ...