MOSCOW, Dec 29 (Reuters) - A joint venture controlled by Russian billionaire Vladimir Potanin has acquired a 25% stake ​in IT infrastructure provider Selectel, one of the venture's ‌partners said on Monday, as Moscow seeks to boost development of home-grown artificial ‌intelligence models. Catalytic People, a joint venture between Potanin's holding company Interros and T-Technologies, the owner of online lender T-Bank, has purchased a 25% stake in Selectel, valued at some 16 billion roubles ($206 ⁠million ...

文｜周鑫雨 编辑｜苏建勋 《智能涌现》从多名独立信源处获悉，近日，出于个人发展原因，原腾讯 AI Lab副主任俞栋将从腾讯离职。 截至发稿前，腾讯官方暂未回复。 在腾讯期间，俞栋带领研究团队在多个顶级学术会议及期刊发表数百篇论文，也推动了NLP和语音、数字人相关技术在腾讯业务中的应用。 在腾讯大模型"混元"的研发中，俞栋也颇有贡献。"混元"团队隶属于腾讯技术工程事业群（TEG），横跨大数据、AI Lab、机器学习平台部等部门。在混 元的研发体系中，俞栋也负责了多模态生成和理解，以及部分文本研究工作。 在混元的人才体系搭建上，腾讯不敢有丝毫懈怠，即使有"老将"离职，但依然有新鲜血液的更替。 2025年以来，随着DeepSeek的掀桌，大厂之间迅速形成了一个共识：基础模型是核心竞争力，基模能力决定了AI应用的体验上限。近期，围绕大模型研 发这一重点，《智能涌现》曾独家报道，腾讯内部正在进行一系列调整： 一方面，腾讯引入新血，加大人才投入。2025年下半年，前OpenAI研究院姚顺雨加入腾讯，出任"CEO/总裁办公室"首席AI科学家等职务后，混元也快速 吸引了字节、阿里、月之暗面等企业的数位核心员工。 另一方面，腾 ...

Core Viewpoint - The "Magnificent Seven" stocks, particularly Alphabet, have shown significant performance this year, with Alphabet's shares up 63%, outperforming its peers and the S&P 500 [2][4]. Performance Analysis - Only three of the "Magnificent Seven" stocks have outperformed the S&P 500 this year, with Alphabet leading the group [2]. - Alphabet's strong performance is attributed to excellent financial results, particularly in cloud computing and AI, which have solidified its position in the market [4]. Legal and Competitive Landscape - Alphabet achieved a significant legal victory by avoiding a worst-case scenario in an antitrust lawsuit, which has removed a major threat to its business operations [5]. - The company continues to lead in search despite competition from AI chatbots, maintaining its dominance in the advertising space [4][5]. Financial Metrics - Alphabet's current market capitalization stands at $3.8 trillion, with a gross margin of 59.18% and a dividend yield of 0.26% [7]. - The company's cloud backlog reached $155 billion, reflecting a 46% increase from the previous quarter, indicating strong growth potential [11]. Future Growth Drivers - AI is expected to be a key growth driver for Alphabet over the next five years, enhancing profitability through improved search algorithms and ad campaign automation [10]. - The Google Cloud division is anticipated to contribute significantly to revenue growth, despite being a lower-margin business compared to advertising [11]. Valuation Perspective - Alphabet appears to be reasonably valued compared to its peers, which supports optimism about its medium-term prospects [7]. - The company's advertising and cloud computing strengths suggest that its shares may still be undervalued, with potential for outperformance in the coming years [13].

Core Viewpoint - The article discusses the innovative AI companion interactive comics launched by Kuaikan, which integrate AI into existing comic narratives, allowing users to engage deeply with characters and stories, addressing common issues in current AI companion products [11][54]. Group 1: Product Features - The AI companion product allows users to "soul travel" into comic worlds, interacting with characters in real-time, thus altering the ongoing story [6][8]. - Unlike traditional AI companions that require users to create character backgrounds, this product embeds AI into established comic characters, providing a richer interaction experience [10][26]. - Users can engage in daily conversations with characters that are contextually relevant to the ongoing story, enhancing the depth of interaction [31][32]. Group 2: User Engagement - The new format appeals to two user groups: those tired of mechanical AI interactions and core comic fans seeking deeper character engagement [13][56]. - The product has shown a 50% increase in user retention compared to traditional comics, indicating a shift towards a more social and engaging relationship with characters [56]. Group 3: Technical Collaboration - Kuaikan collaborates with various AI companies to enhance the interactive experience, ensuring that the AI can respond accurately within the narrative context [62]. - The integration of multiple AI technologies supports character interactions and dialogue generation, creating a more immersive experience for users [64]. Group 4: Financial Performance - During the testing phase, the new product saw a nearly threefold increase in weekly paid subscriptions compared to traditional reading products, with a 130% rise in average weekly user spending [65].

以下文章来源于黄青春频道 ，作者黄青春Youth 黄青春频道 . 看清流量迁徙的切面 豆包成为字节新"王牌" 出品｜虎嗅黄青春频道 作者｜商业消费主笔 黄青春 题图｜视觉中国 上周，豆包刷足了存在感。 先是有媒体报道，火山引擎将携豆包站上春晚 AI 云独家合作的 C 位；接着豆包 DAU（日活跃用户数）破 1 亿的消息不胫而走—— 若再结合火山引擎披露豆包大模型日均 Token 调用量已超 50 万亿， 一场事先张 扬的 AI 舆论战便在 2026 年前夕打响了。 躁动的不止字节跳动：前脚，阿里调集数百名工程师聚集在西溪园区 C4 楼封闭开发千问；后脚，腾讯成立 AI Infra 部、AI Data 部及数据计算平台部，全面强化 AI 研发体系。 种种迹象显示，互联网巨头正在 AI 赛道不遗余力推进 "模型研发与 ToC 产品落地并行" 的商业化布局。 这恰恰让字节回到了最熟悉的"舒适区"——极致 ROI、极致商业效率早已刻进这家公司的 DNA，从资讯、 短视频到电商、短剧， 字节跳动向来擅长以"闪电战"在军备竞赛中弯道超车；如今，字节跳动正在 AI 混 战中，不动声色完成阶段性成果验收。 字节迎头赶上 与此 ...

Core Viewpoint - Alphabet and Amazon are identified as strong investment opportunities, particularly in light of their potential growth in 2026, despite differing performances in 2025 [2][6]. Group 1: Company Performance - Alphabet's stock increased by approximately 60% in 2025, overcoming initial doubts regarding its capabilities in artificial intelligence and concerns about potential monopoly issues [6][7]. - Amazon's revenue grew by 13% in the third quarter, with its cloud computing unit, Amazon Web Services (AWS), accounting for 66% of operating income despite only representing 18% of total revenue [10][11]. Group 2: Investment Insights - Berkshire Hathaway's portfolio includes Alphabet, which makes up about 1.7% of its total holdings, and Amazon, which constitutes 0.7% [5]. - The performance of Alphabet in 2025 suggests continued dominance in generative AI, potentially leading to new revenue streams in 2026 [8][9]. - Amazon's AWS has shown its fastest growth quarter in several years, indicating a strong rebound potential for the company in 2026 [11].

Core Insights - Meta has released detailed information about its Generative Advertising Model (GEM), aimed at improving ad recommendation capabilities on its platform by processing billions of user-ad interaction data daily [2] - The model addresses the core challenge in recommendation systems, which is the sparsity of meaningful signals such as clicks and conversions [2] - GEM is designed to learn from diverse advertising data, including advertiser goals, creative formats, measurement signals, and user behavior across multiple channels [2] Model Architecture and Training - Meta has redesigned its training architecture to support GEM at a scale comparable to modern large language models, employing customized multi-dimensional parallel strategies for different model components [4] - Dense model components utilize Hybrid Sharded Distributed Parallel (HSDP) technology to optimize memory usage and reduce communication overhead, while sparse components use a two-dimensional parallel scheme combining data and model parallelism [4] - Several GPU-level optimizations have been implemented to reduce training bottlenecks, including custom GPU kernels for variable-length user sequences and memory compression techniques [4] Efficiency and Knowledge Transfer - The system continuously optimizes GPU efficiency throughout the model lifecycle, with lightweight model variants supporting over half of the experiments at a lower cost [5] - Meta employs two migration strategies to transfer the capabilities of the infrastructure model into measurable benefits for user-facing vertical models: direct migration and hierarchical migration [5][6] - These methods maximize transfer efficiency within Meta's advertising model ecosystem through knowledge distillation, representation learning, and parameter sharing [6] Industry Impact and Future Prospects - The effective floating-point operation performance of GEM has improved by 23 times, which is seen as a key factor in changing economic benefits [8] - The technology is viewed as a game changer for advertisers, potentially saving small businesses significant amounts of money by relying on intelligent models to optimize ad spending [9] - Meta envisions that the foundational model for ad recommendation will evolve to better understand user preferences and intentions, facilitating more personalized interactions between users and ads [10]

外媒透露，该功能将率先向印度及印地语用户开放，后续扩展至全球市场。（青云） 据介绍，用户每 12 个月可执行一次地址变更，终身上限为三次。新机制生效后，用户无需再注册新账 号并手动迁移数据，即可在设置流程内完成"主地址—别名"切换。 来源：环球网 【环球网科技综合报道】12月27日消息，据外媒pymnts报道称，谷歌将推出"Gmail 地址变更"功能，用 户可在不丢失既有邮件、照片、云端硬盘及其他服务数据的前提下更换主邮箱地址。旧地址将自动转为 别名，继续接收来信，确保业务与个人通讯不中断。 ...

Core Insights - NetEase, Inc. announced the retirement of Yingfeng Ding, Executive Vice President and head of the Interactive Entertainment Group, effective December 31, 2025, after 23 years with the company [1][2] - Mr. Ding will continue to serve as a consultant to NetEase in 2026 following his retirement [2] Company Overview - NetEase, Inc. is a leading internet and game services provider, known for its premium content and extensive offerings in the gaming ecosystem, including popular mobile and PC games in China and globally [3][4] - The company boasts one of the largest in-house game R&D teams, focusing on mobile, PC, and console gaming, aiming to create superior gaming experiences and deliver value to its community [4] Additional Services - Beyond gaming, NetEase's service offerings include Youdao, an intelligent learning and advertising solutions provider, NetEase Cloud Music, an online music platform, and Yanxuan, a private-label consumer lifestyle brand [5]

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) dominates the search engine market with over 90% share and powers billions of daily queries through Google Search. ...