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沪游简报|2025全球游戏产业大事记
Xin Lang Cai Jing· 2026-01-08 07:48
Group 1 - Sony has abandoned its live-service strategy after the failure of "Concord" and canceled two unannounced online service games, marking the end of a decade-long trend in the gaming industry [2] - Microsoft plans to port Xbox games to other platforms, with titles like "Indiana Jones and the Great Circle" and "Halo: Campaign Evolved" launching on PS5 [4] - Warner Bros. Games announced the closure of several studios, including Monolith Productions, which had developed notable games over its 30-year history [4] Group 2 - Despite a decrease in overall layoffs in the gaming industry, several studios, including Ubisoft Leamington and a developer under NetEase, are facing closures [5] - U.S. tariffs announced by President Trump have raised concerns about the gaming industry's future, leading to price increases for consoles and accessories, and prompting companies like Sony to consider local production [5] - Apple is under pressure to open its payment systems, following a court ruling that requires it to stop restricting developers from directing users to external purchasing channels [7] Group 3 - Scopely acquired Niantic's gaming business for $3.5 billion, including popular titles like "Pokemon Go" [7] - Nintendo's Switch 2 launched on June 5, 2025, selling over 3.5 million units in four days and reaching 10.36 million units in four months, double the sales of the original Switch [9] - The game "Peak" achieved significant success, selling over 10 million copies by the end of August 2025 [11] Group 4 - Microsoft initiated a large-scale layoff affecting about 4% of its workforce, with significant impacts on its gaming division, including the closure of The Initiative studio [17] - SAG-AFTRA ended an 11-month strike, securing agreements with major gaming companies to protect the rights of workers in the AI era [18] - The UK’s Online Safety Act came into effect, requiring strict age verification measures from gaming companies, leading to the removal of several adult games from platforms like Itch.org [18][20] Group 5 - EA announced its acquisition by a consortium led by Saudi Arabia's Public Investment Fund for $55 billion, pending regulatory approval [29] - AWS service disruptions affected numerous gaming networks, including Fortnite and PlayStation Network, causing widespread service interruptions [30] - Rockstar Games faced backlash after laying off employees attempting to form a union, leading to protests and government scrutiny [31] Group 6 - Take Two Interactive postponed the release of "GTA 6" to November 2026, sparking discussions about the implications for other game studios [33] - Valve released new devices, including the Steam Machine, which is set to launch in early 2026 [34] - Tencent completed a €1.16 billion investment in Ubisoft's Vantage Studios, which is known for major game franchises [37] Group 7 - Netflix is reportedly acquiring Warner Bros. for approximately $82.7 billion, with little focus on the gaming division [39] - Activision announced a strategic shift in its "Call of Duty" series, discontinuing future releases of "Modern Warfare" and "Black Ops" due to underperformance [42] - Larian Studios faced controversy over the use of AI in game development, leading to clarifications about its intentions [44]
30亿美元天价收购以色列公司,英伟达在下一盘怎样的大棋?
在数据高效处理方面,AI21 Labs自主研发的算法能够快速对海量数据进行清洗、分析和建模,大 大缩短了模型训练时间,提高了模型的准确性和泛化能力。这一技术优势在车路协同数据处理场景中尤 为突出,能够实时处理车辆与道路基础设施之间传输的大量数据,实现交通流量优化、智能驾驶辅助等 功能,为智能交通系统的高效运行提供了有力支持。 加速布局汽车智能化、电动化新赛道,已经成为全球芯片巨头面向新一年及未来的主攻方向 之一。 此次英伟达收购AI21 Labs,并非仅仅着眼于其技术成果,更看重的是其背后顶尖AI研发团队和其 未来发展的巨大潜力。这些专业人才在算法优化、模型训练、场景应用等方面拥有丰富的经验和深厚的 技术功底,能够为英伟达在车载AI模型训练、车路协同数据处理等关键领域注入强大的技术活力,帮 助英伟达进一步提升技术竞争力,构建更加完善的技术护城河。 悄然构建战略拼图 有外电报道称,英伟达正在悄然构建的战略拼图目标,是从硬件霸主到AI生态构建的领航者。 近日,据外电报道,英伟达在与微软等伙伴合作发布AI智能座舱技术的同时,还在就以高达30亿 美元的价格收购以色列人工智能初创公司AI21 Labs进行深入谈判。此前 ...
多智能体可信标准在ITU立项:信通院、蚂蚁、中国电信等共同推动
Huan Qiu Wang· 2025-12-22 06:25
【环球网科技综合报道】在近日于瑞士日内瓦落幕的国际电信联盟(ITU)电信标准化部门(ITU-T)第17研究组会议上,为响应《关于共建终端智能体生 态的倡议》,由蚂蚁集团牵头,联合中国信息通信研究院泰尔终端实验室、中国电信等单位共同提出的《终端多智能体系统可信要求》国际标准项目(以下 简称"标准"),经全会审议一致通过,正式成功立项。 中国信息通信研究院泰尔终端实验室专家邓佑军表示:"终端智能体正从单点智能向跨终端协同智能演进,其可信互联能力是数字基础设施安全的核心指 标。此项国际标准的启动,填补了智能体跨域可信协作领域的标准空白,为产业界提供了清晰的技术遵循,有望成为产业高质量发展的'安全通行证'。" 国际标准的立项是"从0到1"的关键里程碑。后续,项目参与方将在ITU-T框架内开展为期约两年的详细编制、讨论与审议,推动其成为正式国际建议书。该 标准的推进,将为构建开放、可信、共赢的全球智能体生态提供核心支撑。(勃潺) 国际电信联盟是联合国负责信息通信技术的专门机构,其ITU-T制定的标准与ISO、IEC标准同为全球最具权威性的国际标准体系。本次立项意味着该标准项 目的必要性与重要性获得了国际专家的广泛认可, ...
1000亿美元投资仍处“纸上”?黄仁勋称英伟达尚未支付OpenAI一分钱
Huan Qiu Wang Zi Xun· 2025-12-19 03:08
来源:环球网 【环球网科技综合报道】12月19日消息,英伟达首席执行官黄仁勋在近日接受福克斯商业频道采访时, 就市场关注的1000亿美元投资OpenAI计划作出明确回应,直言公司"尚未给过OpenAI一分钱",意味着 这一备受瞩目的巨额投资目前仍未落地。 此次黄仁勋的表态澄清了市场对投资进度的疑问。值得注意的是,黄仁勋并未否定这一投资计划的可行 性,仅明确当前未实际拨付资金。业内分析认为,巨额投资的落地往往涉及复杂的条款协商、风险评估 等流程,双方可能仍在推进相关筹备工作。(旺旺) 作为全球AI芯片领域的领军企业,英伟达与AI巨头OpenAI的合作一直是行业焦点。此前,英伟达宣布 计划向OpenAI注资1000亿美元,这一规模庞大的投资承诺因双方在AI产业链中的核心地位,迅速引发 市场高度关注,不少行业人士推测此举将进一步巩固双方在AI领域的协同优势,推动生成式AI技术加 速迭代。 ...
数十亿美元巨亏如何破局?OpenAI把希望寄托在她身上
财富FORTUNE· 2025-12-17 13:04
2024年10月29日(星期二),赛富时(Salesforce)旗下即时通讯平台Slack首席执行官丹妮丝·德雷瑟(Denise Dresser)出席在美国加利福尼亚州旧金山举办的TechCrunch Disrupt大会。TechCrunch Disrupt大会为期三天,聚焦科技 行业前沿资讯与发展动态,汇聚引领行业变革的思想领袖。图片来源:David Paul Morris/Bloomberg via Getty Images OpenAI上周二宣布,已选定Slack首席执行官丹妮丝·德雷瑟担任其首任营收主管。此举向持谨慎态度的 投资者传递了一个信息:这家ChatGPT的创造者正认真致力于从其AI技术中盈利。 奥尔特曼曾表示,ChatGPT目前拥有超过8亿周活跃用户。但这家估值5000亿美元的公司并未盈利,并 且已承诺向其AI系统所依赖的云计算提供商和芯片制造商支付超过1万亿美元的财务款项。 OpenAI可能无法赚取足够资金以满足甲骨文(Oracle)和英伟达(Nvidia)等支持者期望的风险,加剧 了投资者对AI泡沫的担忧。 OpenAI通过ChatGPT的高级订阅服务获得收入,但大多数用户使用的是免费版 ...
拉瑞安工作室回应AI争议:明确边界,不依赖AI组件
Huan Qiu Wang Zi Xun· 2025-12-17 04:25
来源:环球网 【环球网科技综合报道】12月17日消息,因在《神界》(Divinity)新作开发中引入生成式AI技术,拉 瑞安工作室(Larian Studios)陷入舆论漩涡。面对玩家与部分前开发者的质疑,工作室首席执行官斯文 ·文克(Swen Vincke)在社交平台回应争议,并明确划定AI技术使用红线。 面对质疑,Vincke通过社交平台发布正式声明,强调拉瑞安对AI技术的定位与使用原则。他明确表示, 所有机器学习(ML)工具在工作室内部均被视为创意团队的"增量"而非"替代品",其唯一目的是通过 自动化处理重复性繁琐事务(如基础代码编写、素材优化等),为开发者腾出更多时间专注于核心创作 环节。 "我们不会发布任何包含AI生成组件的游戏内容,更不会因引入AI技术而裁减团队。"Vincke在声明中郑 重承诺。他进一步解释,拉瑞安的开发理念始终以人类创意为核心,AI仅作为辅助工具存在,例如加 速原型设计或优化测试流程,但最终决策与内容把控仍由人类团队主导。(青山) 此前在接受彭博社采访时,Vincke证实团队已将生成式AI技术纳入开发管线,并称内部员工对此"基本 接受"。然而,这一表态迅速在Reddit、Blu ...
2025普惠金融报告|AI:走向规模化应用
Bei Jing Shang Bao· 2025-12-14 06:27
Core Insights - The core viewpoint of the articles emphasizes the transformative role of AI in enhancing inclusive finance, particularly for small and micro enterprises in China, with a significant increase in loan balances and a shift in focus from availability to quality of financial services [1][10]. Group 1: Growth of Inclusive Finance - The balance of inclusive loans for small and micro enterprises in China surged from 8.8 trillion yuan at the end of 2017 to over 33 trillion yuan by the end of 2024, achieving a compound annual growth rate of 20.7% [1]. - By the third quarter of 2025, the balance of inclusive loans for small and micro enterprises reached 36.5 trillion yuan, reflecting a year-on-year growth of 12.1% [10]. Group 2: AI Integration in Financial Services - Since 2025, generative AI technologies have evolved from automation tools to business partners, leading to systematic and large-scale applications in the financial sector [5]. - AI applications in finance have expanded from isolated attempts to comprehensive solutions, enhancing efficiency in credit approval, fraud detection, and investment research [5][6]. Group 3: Challenges in Trust, Cost, and Compliance - The development of inclusive finance has transitioned through three stages: availability, convenience, and precision, highlighting the shift in financial service demands from "whether" to "how good" [7]. - Trust issues arise as traditional risk assessment methods struggle with the unique characteristics of the inclusive customer base, leading to reliance on alternative data and concerns over algorithmic fairness [7][8]. - The costs associated with AI implementation, including model training and compliance verification, pose significant challenges for financial institutions, potentially eroding profits [8]. Group 4: Innovations and Solutions - Financial institutions are increasingly collaborating to address the challenges in inclusive finance, focusing on technology innovation and industry cooperation [9]. - AI technologies are evolving towards lighter and more precise models to reduce dependency on large datasets and lower implementation costs [9]. - Customized AI applications are being developed to cater to specific scenarios, such as the "data credit" model in rural finance, which replaces traditional collateral methods [9]. Group 5: Future Trends and Regulatory Framework - The gradual improvement of regulatory frameworks is establishing a risk baseline for the large-scale application of AI in finance, with initiatives like regulatory sandboxes allowing for innovation while managing risks [9]. - The integration of AI in inclusive finance is expected to enhance productivity, improve service quality, and lead to ongoing advancements in technology regulation [10].
华为、京东、优必选等先后入局,AI玩具成AI硬件新蓝海?
Guo Ji Jin Rong Bao· 2025-12-03 04:09
Core Insights - The AI toy market is rapidly growing, with sales expected to increase sixfold in the first half of 2025 and a year-on-year growth rate exceeding 200% [1] - Major tech companies, including Huawei and JD.com, are entering the AI toy sector, launching products that aim to provide emotional companionship [3][4] - Despite the influx of products and investment, the market has yet to see a breakout hit, facing challenges such as product homogeneity and privacy concerns [2][7] Market Dynamics - The AI toy market is projected to exceed 100 billion yuan in China and reach a global market size of over 100 billion USD by 2030, with a compound annual growth rate (CAGR) of over 50% globally and over 70% domestically [5] - The profitability of AI toys varies significantly, with basic models priced at 300-400 yuan having a gross margin of 50%-65%, while high-end products can achieve margins of up to 90% [5] Product Development - New AI toys, such as "萌UU" and "智能憨憨," exhibit similar core logic in personality development, indicating a trend of product homogeneity [7] - User experiences reveal that while AI toys can provide companionship, they often fall short in emotional interaction and understanding [7][8] Investment Trends - The AI toy sector has seen over 30 financing events in 2024, attracting nearly 100 investment institutions, indicating strong capital interest [4] - Companies like JD.com and Honor are actively exploring collaborations to enhance their AI toy offerings, reflecting a competitive landscape [4] Technological Advancements - The rise of AI toys is supported by advancements in AI algorithms and hardware, enabling more personalized and emotionally aware interactions [6] - The integration of AI chips and multi-modal sensors is crucial for the development of effective emotional companionship products [6] Challenges and Opportunities - The industry faces significant challenges related to data privacy and ethical considerations, as AI toys require continuous data collection to function effectively [8] - There is potential for AI toys to evolve beyond hardware sales into subscription models, providing ongoing content and interaction services to enhance user engagement [9]
投资人现场“抢投”:3D打印迎来“iPhone时刻”
Core Insights - The 3D printing industry is experiencing rapid growth, with a projected market size of $115 billion by 2030, indicating a strong upward trend [1][5][8] - Investment interest in the 3D printing sector is increasing, as evidenced by multiple financing events and strategic investments from major companies like DJI and Meituan [8][9][10] Industry Overview - The Guangdong cultural industry is leveraging technology to transition from scale growth to quality and efficiency improvements [3] - The consumer-grade 3D printing market is entering a significant phase, referred to as the "iPhone moment," where it is moving from niche to mainstream [4][5] - Major players in the consumer-grade 3D printing market, such as Smart派, hold a substantial market share, with four Shenzhen companies controlling 90% of the entry-level 3D printer market [4][5] Company Highlights - Smart派, a leading brand in consumer-grade light-curing 3D printing, achieved a revenue of over 1.6 billion yuan in 2024, with a forecast of 2.5 billion yuan for the year [5] - The company has rapidly expanded its product line since its inception in 2015, focusing on both light-curing and FDM technologies [5][6] - Jinshi 3D, another key player, has entered the 3D printing sector and is positioned to enhance technological capabilities within the industry [6] Investment Trends - The 3D printing sector has seen 45 public financing events in 2023, indicating a shift from technology development to large-scale application [8][9] - Shenzhen is leading in financing activities, with a robust ecosystem that includes various companies across the 3D printing spectrum [10] - The investment landscape is characterized by a focus on both consumer-grade brands and upstream core technologies, reflecting a search for long-term value [10][11] Future Outlook - The integration of generative AI in 3D design is expected to lower barriers to entry and expand application scenarios, further intensifying competition [7] - The market is still in its early stages, with ample room for growth despite increasing competition [11][12] - The combination of cultural and technological advancements is anticipated to drive further growth in the Guangdong cultural industry [12]
电子科技大学谢梅教授:破局AI时代,传媒业须从“讲故事”升级为“建构意义”
Mei Ri Jing Ji Xin Wen· 2025-11-27 09:40
Core Insights - The media industry is undergoing a systemic transformation driven by generative AI technology, emphasizing the need for a deep transition towards "intelligent+" media formats [1] - The "2025 Smart Media 50 Chengdu Conference" highlighted the importance of maintaining the speed, warmth, and depth of news content amidst rapid technological advancements [1] - The role of journalists is evolving from mere storytellers to "public meaning constructors," necessitating a shift in their approach to news reporting [1][4] Group 1: Technological Impact - The rapid development of AI technology is propelling society into the "Fourth Industrial Revolution," with a growing emphasis on STEM education [4] - This technological surge has raised concerns about a "humanities crisis," where the essence of humanistic inquiry may be overshadowed by technical efficiency [4] Group 2: Digital Humanities - Digital humanities represent a new interdisciplinary paradigm that integrates critical thinking and interpretative methods from the humanities with data science techniques like data mining and spatial analysis [5] - The example of The New York Times' multimedia report "Snowfall" illustrates how the combination of data visualization, interactive design, and quality writing can enhance the depth and breadth of news reporting [4] Group 3: Educational Goals - The educational focus should shift from producing "tool users" to nurturing "well-rounded individuals" who possess both technical skills and humanistic knowledge [5] - The China Cultural Industry Strategic Development Research Center, led by Professor Xie Mei, has been actively engaged in interdisciplinary research since its establishment in 2016, fostering innovative projects through initiatives like the "International College Student Digital Humanities Elite Training Camp" [5]