【文/观察者网专栏作者 心智观察所】 每年一月的拉斯维加斯，全球科技界都会迎来一场名为CES的盛会。这个缩写来自Consumer Electronics Show——消费电子展。然而，当2026年的CES展会落下帷幕，一个尴尬的问题浮出水面：在这场以"消 费电子"为名的盛会上，真正在谈消费电子的还剩下多少？ 答案是中国企业。美国芯片巨头沉迷数据中心叙事，中国企业正在找回拉斯维加斯的本色。这个结论或 许让人意外，却经得起检验。 英伟达CEO黄仁勋用两个多小时的演讲大谈数据中心芯片、AI工厂和机器人平台；AMD CEO苏姿丰把 重达3200公斤的AI机架搬上舞台宣称这是"世界上最好的AI机架"，整个拉斯维加斯弥漫着"物理 AI"、"吉瓦级数据中心"这些普通消费者根本听不懂的术语，CES正在经历一场身份危机：它究竟是面 向消费者的电子产品展，还是面向云厂商的算力采购会？ 英伟达在CES 2026上的表现，是这场身份危机的最佳注脚。这家市值4.6万亿美元的芯片巨头，在2025 财年第三季度的数据中心业务收入达到512.5亿美元，同比增长66%。黄仁勋演讲所谈及的下一步棋， 几乎全部涉及数据中心：Vera Rubin芯 ...

Core Viewpoint - Apple has quietly released a new visual language model called FastVLM, which shows potential for local execution on devices like iPhone, iPad, and Mac, indicating a shift towards integrating AI deeply into their ecosystem [3][10][60]. Group 1: FastVLM Model Overview - FastVLM is a set of visual language models that can run locally on Apple devices, with three parameter sizes: 0.5B, 1.5B, and 7B [10]. - The model demonstrates impressive performance, with a Time To First Token (TTFT) of 1211 milliseconds for the 1.5B model, indicating a smooth user experience [14]. - FastVLM can recognize common objects and scenes effectively, although it has limitations in Chinese text recognition accuracy [19][35]. Group 2: Technical Innovations - FastVLM is built on Apple's self-developed AI framework MLX and utilizes a new visual encoding backbone called FastViT-HD, which optimizes performance under limited computational power [46][49]. - The model's design allows it to output fewer high-quality visual tokens directly, enhancing inference speed and reducing resource consumption [52][53]. - FastVLM achieves competitive performance with significantly less training data compared to other models, demonstrating efficiency in model training [58]. Group 3: Strategic Implications - The development of FastVLM aligns with Apple's ambition to embed AI as a core component of their products, rather than just an added feature [63][64]. - There are indications that FastVLM may be integrated into future Apple smart glasses, which are expected to be AI-first devices [60][61]. - Apple's approach emphasizes a hardware-defined software strategy, aiming to create a seamless integration of AI across its ecosystem, including iPhones, iPads, and Macs [65][78].