以下文章来源于并购最前线 ，作者余梦莹 杨文静 并购最前线 . 投资界（PEdaily.cn）旗下，专注并购动态 AI时代，人才就是最大的弹药 。 来源：并购最前线 作者：余梦莹 杨文静 英伟达又出手了。 投资界-并购最前线获悉，近日英伟达以超4亿美元（约合人民币30亿元）的价格，收购加拿 大AI初创公司CentML。至此，英伟达将包括四位联合创始人在内的19名员工团队收入囊中。 CentML身后是一对师生组合。由95后华人博士及导师带队，CentML旨在借助软件手段降低 AI训练成本，成立至今完成了多轮融资。这一次卖身，身后投资方收获现金落袋。 这里插播一条课程资讯： 报名 黑马 「消费重构精选课」， 国内首场，汇聚中日消费领域顶尖实战派导师 ， 用 3天时 间沉浸式拆解中日消费巨头方法论。 我们邀请到了日本企业家 三浦展本人、 萨莉亚前社长、明治食品"爆款教父" ，现场面授 日 本30年周期经验到中国本土化路径 ， 教你效率革命、需求重构、资本破局。 扫码咨询报名 （翻到底部了解详情） 01 30亿，一位95后把公司卖了 CentML的故事，始于一位95后博士。 出生于山东青岛，王尚从青岛二中一路就读到加 ...

☆ 各种迹象显示，守成大国的战略不仅显得过于保守，而且始终落后于时代的步伐。这种叙事模式在 中美之间实际上从上世纪五十年代那场突如其来的战争之后便开始延续。表面上看，美国似乎在主动发 起攻击，气势汹汹，然而最终的结果却揭示了一个真相：在战略层面上，美国始终处于被动的防守状 态。 ☆ 自2018年以来，美国不断失去重要的战略阵地，虽然表面上仍在权衡利弊、考虑应对措施，但心中 却始终抱有侥幸的心理，致使自己一步步滑向更加被动的境地。关税战的局势正在演变为这个超级大国 的滑铁卢之战，实践证明，实际上美国根本无力与中国展开一场真正全面的贸易战争。因此，我们目睹 了一幕有趣的场景：关税战的主角中国已悄然退居幕后，一边悠闲地嗑着瓜子，静静地观摩着美国与全 球的关税争执，似乎全然没有受到影响。 ☆ 美国的种种策略似乎早已被中国洞察无遗。在这场世纪之争中，美国渐渐在中国眼中成为了一个透 明的人物。由此，中国正在慢慢掌握主动权，并且开始按照自身的战略计划逐步出牌。而美国却仍然抱 残守缺，依旧用过时的版本继续进行这场显得无望的抗争。美国骄傲地将经过阉割的英伟达H200芯片 推入中国市场，试图冲击中国刚刚启动的人工智能芯片产业，然 ...

Core Viewpoint - The article discusses the departure of Pang Ruoming, a prominent AI leader, from Apple to Meta, highlighting the challenges faced by Apple's AI team and the internal resistance that hindered innovation and progress in AI development [4][6][26]. Group 1: Pang Ruoming's Departure - Pang Ruoming was offered a $200 million annual salary by Meta, raising questions about Apple's AI team's effectiveness and output [4][27]. - Despite being responsible for the Apple AI Foundation Model (AFM) team, Pang's achievements were not publicly recognized due to Apple's closed ecosystem, which delayed the release of their work until product launches [5][6][28]. - Pang expressed disappointment with Apple's conservative AI strategy and internal obstacles, leading to his decision to leave [7][8][39]. Group 2: Apple's AI Team Dynamics - The AFM team, which Pang led, consisted of around 80 members, including notable figures like Chen Zhifeng and Wang Zirui, who have significant backgrounds in AI and machine learning [10][12][20]. - Following Pang's departure, Chen Zhifeng will take over leadership of the AFM team, which will adopt a more decentralized management structure [14][15]. - The team has developed a foundational model with capabilities comparable to DeepSeek V3, indicating a strong technical foundation despite internal challenges [28]. Group 3: Internal Challenges at Apple - Apple's AI strategy has been criticized for being slow and lacking innovation, with key decisions often influenced by Craig Federighi, who has been hesitant to invest heavily in AI [36][42]. - The internal conflict regarding AI priorities has led to a lack of timely product releases and public acknowledgment of the team's work, contributing to talent dissatisfaction [39][42]. - Apple's reliance on its proprietary hardware has limited the AI team's ability to deploy cutting-edge models, as the current chips do not support advanced AI functionalities effectively [40][41].

当下的AI产品创业生态，正呈现出两极分化的新趋势。 出海前辈们衣锦还乡，出海新人们则急着寻觅新天地。 前Manus员工方成（化名）告诉直面AI（ID：faceaibang），在Manus发布前，不少独立开发者都会告诫他，在海 外发布产品不要使用简体中文，最好用英语，其中包含着切实的歧视，彼时海外仍有华人或者第三世界国家团队 做不了好产品的刻板印象。而根据The Information报道，在 Manus 之后，华人创业者推出的 AI Agent 正引起硅 谷的关注，甚至包括 OpenAI。 | 名称(总部) | 创始人 | 投资者 | 产品详情 | | --- | --- | --- | --- | | Manus (新加坡) | 景点 李逸詔 张涛 | Benchmark 红杉中国 腾讯 真格基金 | 通用Agent | | Genspark (新加坡,加利福尼亚) | 景鲲 | 蓝驰创投 真格基金 | 通用Agent | | | 朱凯华 | | | | Lovart (加利福尼亚) | 陈冕 王浩帆 | 高榕资本 源码资本 明势创投 | 设计Agent, 专注于设计相关项目, 从概念到成品 | | Flo ...

黄仁勋与MiniMax创始人闫俊杰单独会面 双方进行了两个小时的单独交流 智通财经7月18日电，英伟达创始人黄仁勋单独会见了中国AI创业公司MiniMax创始人闫俊杰，进行两 小时深入交流。黄仁勋在近期活动中提及MiniMax等中国AI企业正推动全球AI发展。据透露，MiniMax 即将完成近3亿美元新融资，正寻求A股上市。黄仁勋强调开源AI的重要性，表示英伟达将与创新者密 切合作。 (每经网) ...

新京报讯（记者耿子叶）近日，北京市人社局正式公布首批"产教评"技能生态链链主单位名单，小米、 公交集团、新东方烹饪学校等15家单位入选，覆盖12个产业门类，包括人工智能、低空技术、生物医药 等前沿产业，也包括康养、餐饮、会展、生态环保、城市运维等民生保障领域，这标志着本市首批15 条"产教评"技能生态链落地。 这些技能生态链聚焦企业用工需求和劳动者培训意愿，将在两年建设期内，面向高校和社会推出一批优 质培训课程和权威技能证书，同时提升生态链内部企业吸纳就业能力，为受训合格人员提供精准就业推 荐服务。 记者了解到，北京市首批"产教评"技能生态链，是由市场主体出标准、出岗位、出师傅，院校机构出学 生、出教师、出教学资源，政府搭平台、出政策、出服务，构建形成了"岗位需求+技能培训+技能评价 +就业服务"四位一体的运行模式。 北京市人社局支持链主单位依据职业标准（岗位标准），联合院校机构共同开发培训课程，目前开发首 批生态链特色课程52个，涉及人工智能训练师、无人机装调、健康照护等27个职业类别，帮助劳动者提 升技能。值得一提的是，生态链企业与院校共同组建企业学院、产业学院、工匠学院等，联合开展"订 单班""冠名班" ...

wo[Table_Title] Research Report 18 Jul 2025 电子 Technology 黄仁勋对话王坚：AI 演进路径明确，硅基时代延续 20 年，开源模型成中国突围支点 Jensen Huang & Jian Wang Dialogue Signals 20-Year Runway for Silicon-Based AI and China's Open Model Emergence 姚书桥 Barney Yao 吴叡霖 Louis Ng barney.sq.yao@htisec.com louis.yl.ng@htisec.com [Table_yemei1] Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件： 2025 年 7 月 17 日，在第三届中国国际供应链促进博览会先进制造主题活动中，NVIDIA 创始人兼 CEO 黄仁勋与之江 实验室主任、阿里云创始人王坚展开一场炉边对话，围绕人工智能的演进路径、技术底座、科研影响、开源生态和 青年教育等话题深入交流。黄仁勋 ...

| | Rank (UB) ↑ Model 14 | | Score fJ | | 95% Cl (±) 1J Votes 1 | Organization 14 | License ?! | | --- | --- | --- | --- | --- | --- | --- | --- | | | 1 | G gemini-2.5-pro | 1462 | +41-5 | 19,209 | Google | Proprietary | | | 2 | 03-2025-04-16 | 1452 | +3/-4 | 25,442 | OpenAl | Proprietary | | | 3 | S chatgpt-4o-latest-20250326 | 1443 | +3/-3 | 26,230 | OpenAl | Proprietary | | | 3 | S gpt-4.5-preview-2025-02-27 | 1437 | +4/-5 | 15,271 | OpenAl | Proprietary | | | 3 | X grok-4-0709 | 1437 | +6/-7 | 5,725 | X ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved Core Insights - Amazon Web Services (AWS) announced an additional $100 million investment into its Generative AI Innovation Center to enhance its capabilities in Agentic AI and drive cloud adoption [1][6] - AWS aims to transition from being primarily an Infrastructure as a Service (IaaS) provider to a more comprehensive AI as a Service (AIaaS) platform, addressing gaps in its AI application stack [2][7] - The focus on Agentic AI signifies a shift towards autonomous decision-making systems, targeting complex enterprise applications such as customer service automation and industrial inspections [8][11] Summary by Sections Investment and Strategic Focus - AWS's new investment is aimed at accelerating the development of Agentic AI, which is expected to be a key driver for enterprise AI adoption and compute monetization [3][11] - The investment will enhance AWS's service offerings, allowing it to provide end-to-end AI solutions, including consulting, architecture design, and prototyping [2][7] Market Positioning - AWS is positioned to leverage its extensive computing resources and partnerships with various AI model developers to strengthen its competitive edge in the enterprise AI market [12] - The report highlights that AWS's focus on Agentic AI will help improve customer stickiness and increase cloud utilization, as it has already served numerous clients across various industries [9][10] Ecosystem Development - AWS is promoting an open-model ecosystem through collaborations with partners like Anthropic and Meta, which will enhance its product capabilities and pricing power [10][11] - The establishment of the Innovation Center is expected to create a closed-loop ecosystem that integrates infrastructure with AI middleware, thereby broadening AWS's value proposition [10][12]

Group 1 - The human-robot and innovative drug sectors are gaining market attention this year, with a strong outlook for innovative drugs in the second half of the year, characterized by high certainty and significant potential [1] - Domestic innovative drug companies are expected to leverage excellent clinical data, ongoing product internationalization, and commercialization to achieve better performance [1] - The upgrade of Chinese innovative drugs is seen as a necessary evolution rather than an option, with companies that possess hard technology and can continuously create clinical value likely to succeed [1] Group 2 - There is strong confidence in the potential of Chinese companies within the global AI wave, focusing on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics and autonomous driving, and edge AI [1] - AI is viewed not just as a branch of technology but as a structural force driving the next round of global economic growth, representing a high-certainty and high-growth potential sector [1] Group 3 - As the largest carbon emitter globally, China is under pressure to meet carbon reduction commitments, while also being the largest manufacturing country, making manufacturing upgrades crucial for high-quality development [1] - The integration of manufacturing with artificial intelligence and low-carbon initiatives is seen as a vital path for technological innovation and investment opportunities [1] - Key areas for technological upgrades in Chinese manufacturing include solid-state batteries, perovskite photovoltaics, flying cars, autonomous driving, green data centers, and robotics [1] Group 4 - Future focus will continue on four directions: opportunities in the consumer sector, industries likely to benefit from stable growth expectations, national security and domestic substitution in specialized sectors, and high-tech manufacturing related to new productivity [1]