【深圳商报讯】（记者李丹）深圳建设全球人工智能先锋城市再添重磅项目。日前，华为云具身智能产 业联合创新中心（下称"创新中心"）在宝安启用，这是全国首个具身智能产业联合创新中心。 目前，首批联创项目已启动，包括9家企业，覆盖工业焊接、螺钉装配、油田巡检等垂直领域。据悉， 首批联创项目将依托创新中心具身大模型、算力、云底座等能力，打造具身智能领域创新产品，预计3 年内将孵化不少于5个制造业典型场景，在宝安前海实现不少于10个具身智能领域创新产品产业化。 创新中心未来还将打造一个具有线上线下技术和产品交易功能的具身智能产品技术交易旗舰平台，分批 导入创新中心技术和成果资源，联合生态伙伴上线具身智能软硬件各类产品和技术成果，并实现真实技 术和产品交易，成为具身智能产业链集散中心，力争通过5到8年时间上线产品和技术成果超万件，交易 规模突破百亿级。 （文章来源：深圳商报） 据宝安区科技创新局介绍，该中心由前海管理局、深圳市宝安区人民政府、华为云技术有限公司联合建 设，落户于宝安中心的湾区产业投资大厦，将打造成为全球领先的具身智能技术策源地、企业联合创新 集聚地与一站式具身智能服务产品交易采购和技术服务平台。 具身智能是 ...

Key Takeaways CRWV revenues jumped 400% in Q1 and are forecast to grow from $1.9B in 2024 to $16.6B by 2027. SOUN landed clients like Chipotle and posted a $1.2B booking backlog for 2024. CRWV holds $8.7B in debt, while SOUN lost $188M last year despite strong revenue potential.An artificial intelligence (AI) revolution is underway, with two companies, CoreWeave, Inc. (CRWV) and SoundHound AI, Inc. (SOUN) , well-positioned to ride this technological wave. While CoreWeave’s shares have soared more than 220 ...

Core Viewpoint - Apple is under pressure from investors to make a significant acquisition to enhance its artificial intelligence (AI) capabilities, especially after a substantial decline in its market value this year [2][4]. Group 1: Market Performance - Apple's market value has decreased by over $630 billion in 2023, with its shares dropping 16% this year [2][4]. - Investors are increasingly frustrated with Apple's delays in introducing AI features, leading to a shift in sentiment towards rival companies like Meta, which are investing heavily in AI [4]. Group 2: Acquisition Discussions - Historically, Apple has been reluctant to engage in large mergers and acquisitions, with its last major deal being the $3 billion acquisition of Beats in 2014 [3]. - There are indications that Apple may be reconsidering its stance on acquisitions, as discussions have taken place regarding the purchase of AI startup Perplexity AI, which could help Apple develop an AI-based search engine [5]. Group 3: Competitive Landscape - Analysts suggest that acquiring or investing in a significant AI provider could positively influence investor sentiment towards Apple [3]. - In contrast to competitors like Amazon, Google, and Microsoft, which are aggressively deploying large language models and enterprise-scale AI solutions, Apple has been more conservative, focusing on narrowly scoped capabilities [6][7].

智通财经7月15日电，人工智能初创公司Cognition据称将收购Windsurf。 ...

人工智能初创公司Cognition据称将收购Windsurf。 ...

人工智能（AI）初创公司Cognition将收购Windsurf。 ...

A view of the Pentagon on December 13, 2024, in Washington, DC. Home to the US Defense Department, the Pentagon is one of the world's largest office buildings.The U.S. Department of Defense on Monday said it's granting contract awards of up to $200 million for artificial intelligence development at Anthropic, Google, OpenAI and xAI.The DoD's Chief Digital and Artificial Intelligence Office said the awards will help the agency accelerate its adoption of "advanced AI capabilities to address critical national ...

Nebius Group NBIS stock surged on Monday after Goldman Sachs analyst Alexander Duval initiated coverage with a Buy rating and announced a price target of $68.Duval noted that Nebius is emerging as a key player in the fast-growing AI Neoclouds space — a niche segment within the broader GPU-as-a-Service (GPUaaS) market. The analyst pointed out that this market allows AI startups, enterprises and hyperscalers to rent GPU infrastructure remotely via the cloud to run large-scale AI training and inference workloa ...

Core Insights - C3.ai, Inc. and Palantir Technologies Inc. are leading players in the enterprise AI sector, each with distinct strategies for serving government and large corporate clients [1] - C3.ai focuses on providing a wide range of turnkey AI applications, while Palantir emphasizes building autonomous AI agents for complex workflows [7][8] C3.ai Overview - C3.ai has developed over 130 turnkey AI applications aimed at addressing real-world business challenges, including predictive maintenance and fraud detection [2] - The C3 AI Agentic Platform underpins these applications, facilitating rapid deployment and value delivery across various industries [3] - Strategic partnerships with major cloud providers like Microsoft Azure, AWS, and Google Cloud enhance C3.ai's market reach and scalability [4] - Collaborations with consulting firms such as McKinsey QuantumBlack and PwC aim to leverage domain expertise alongside C3.ai's AI capabilities, promoting enterprise adoption [5] - C3.ai is commercializing its Agentic AI capabilities, with over 100 solutions deployed in sectors like defense and government, positioning this area as a key growth driver [6] Palantir Overview - Palantir's Artificial Intelligence Platform (AIP) is designed to enable full enterprise autonomy, shifting focus from augmenting human productivity to creating independent AI agents [7] - AIP integrates large language models with real business outcomes, allowing organizations to deploy AI agents that optimize decision-making across various sectors [8] - Palantir's AI agents have been successfully implemented in defense and intelligence applications, showcasing capabilities in real-time decision-making [10] - The platform has also demonstrated flexibility in commercial applications, improving workflow efficiency for companies like AIG and Walgreens [12] - Despite strong growth, Palantir faces challenges in international markets, particularly in Europe, where AI adoption is slower [14] Price Performance - C3.ai's stock has increased by 31.7% over the past three months, while Palantir's shares have surged by 44.4% during the same period [15] Valuation - C3.ai is trading at a forward price-to-sales (P/S) ratio of 7.24X, significantly below its three-year median of 8.33X and the industry average of 18.26X [19] - In contrast, Palantir's forward sales multiple stands at 74.39X, above its three-year median of 16.02X, indicating a higher valuation compared to C3.ai [19] Earnings Projections - The Zacks Consensus Estimate for C3.ai's fiscal 2026 loss per share has narrowed to 37 cents, while the estimate for fiscal 2027 has improved to 16 cents [22] - For Palantir, the consensus estimate for 2025 earnings per share has declined to 58 cents, and for 2026, it has decreased to 72 cents [24] Conclusion - C3.ai appears to be in a stronger position due to its focused execution as a pure-play enterprise AI provider, with a strategic emphasis on ready-to-deploy applications and strong partnerships [26] - Palantir remains a significant player but faces challenges in commercial traction and international growth, particularly in Europe [27]

2025年，被视为具身智能机器人产业的量产元年。 日前，全国首个具身智能产业联合创新中心——华为云具身智能产业联合创新中心在深圳宝安启用。 截至目前，沿着前海宝安中心区5公里范围的黄金岸线，华为云具身智能产业联合创新中心、腾讯新总 部"互联网+"未来科技城、灵巧手产业园等人工智能关键技术平台次第落子，华为、腾讯、维沃通信、 立讯精密、兆威机电、追觅科技等头部企业和一批机器人新锐团队相继入驻，一个集技术研发、场景应 用、资本赋能于一体的"具身智能港"已然成型，成为深圳继南山"机器人谷"后打造的又一张人工智能名 片。 华为此次在深圳加码布局具身智能，受到市场的高度关注，被视为华为在具身智能领域"生态赋能"模式 的关键落子。 东方证券研究所分析师丁昊接受记者采访时表示，类似华为在智能汽车行业的生态赋能模式，凭借其在 5G、大模型、云计算和芯片等领域的技术，将为具身智能领域构建强大的技术底座，助力深圳打造全 球具身智能领域的标杆。 丁昊认为，人形机器人是具身智能机器人的一个代表，尽管这一赛道仍处于早期阶段，但可以确定的 是，华为的加入已成为中国具身智能产业发展的重要拐点。"华为入局具身智能，有望加速国内具身智 能机器 ...