数字双胞胎

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黄仁勋交流会15000字实录:谈中美芯片、H20、CUDA兼容
海豚投研· 2025-07-19 02:57
Core Viewpoints - Huang Renxun's visit to China highlights the importance of the country's advanced supply chain and technological ecosystem, which are crucial for global AI hardware and smart factory development [2][3][5] - The CEO emphasizes the significance of collaboration and mutual learning between global competitors, particularly in the AI field, where openness and shared knowledge are essential for progress [16][24][49] Supply Chain and Technological Ecosystem - The complexity and efficiency of China's supply chain, along with its advanced infrastructure and manufacturing capabilities, leave a strong impression on Huang Renxun [3][5] - The global interdependence of supply chains is evident, with many multinational companies participating in events like the China International Supply Chain Expo [5][6] AI Development and Competitiveness - China is recognized as a leader in AI models, engineering talent, and industrial applications, with approximately 50% of the world's AI researchers based in the country [3][23] - Companies like Xiaomi, NIO, and XPeng are praised for their contributions to the electric vehicle market, reshaping global competition [3][31] Product Development and Market Strategy - The H20 chip has been reapproved for sale in China, which is expected to drive the introduction of more Blackwell architecture products [3][41] - The company is committed to continuous investment in China to maintain growth and competitiveness in a rapidly evolving market [7][25] AI Tools and Research - Huang Renxun utilizes multiple AI tools, including OpenAI and Gemini Pro, to enhance information accuracy through cross-validation [3][21] - The development of AI is seen as a multi-stage process, with a focus on reasoning AI as the next frontier [38][40] Collaboration and Competition - The company values collaboration with innovative partners in China, recognizing the unique strengths of local firms like Huawei and Xiaomi [49][50] - The competitive landscape is acknowledged, with respect for all competitors and a focus on continuous improvement and innovation [54][56] Future Outlook - The potential for AI to transform traditional manufacturing and supply chains is highlighted, with AI factories expected to enhance agility and production efficiency [41][55] - The company remains optimistic about the future of the Chinese market, viewing it as a vital area for growth and innovation [25][26]
融资3.6亿!又一医学影像AI公司完成A轮
思宇MedTech· 2025-02-01 15:07
2025年1月28日,西班牙AI驱动医学影像公司 Quibim 宣布其完成了 5000万美元(约合3.6亿人民币) 的 A轮融资 ,旨在 通过 AI 驱动的成像生物标志物助力 精准医疗。 该公司在2024年下半年估值大于3亿美元。(思宇MedTech在一档播客中找到的估值数据,不一定准确。)据CEO介绍, 公司客户包括诺华、强 生、默克、飞利浦等大公司以及各种医院。 Quibim 的核心技术基于 医学影像数据的人工智能分析 ,其产品利用 MRI(磁共振成像)、CT(计算机断层扫描)等医疗影像设备获取的数据,通过先进的 AI 算法提取 成像生物标志物(Imaging Biomarkers) ,即影像中可量化的疾病特征。这些标志物包括 肿瘤体积、组织密度、脑萎缩率、脂肪和铁沉积量、 影像纹理特征等 ,能够帮助医生识别疾病的早期变化、评估病情进展,并优化个性化治疗方案。 这笔资金推动了 Quibim 产品管道和基础 AI 模型的扩展,并加速了全球商业增长。 此次融资是 Quibim 的重要里程碑,公司准备应对美国医疗市场的复杂性,同时继续扩大其全球影响力。 # Quibim 产品介绍 Quibim 是一家专注于开发 ...