深圳商报·读创客户端记者 刘芳 10月30日，"一路光明"天使荟·善建科技投融资路演荟人工智能专场活动，在光明科技金融大厦举行。作为光明科发集 团打造的投融资服务品牌，"一路光明"聚焦重点产业集群，每期围绕一个优势产业开展专题路演，通过汇聚前沿项目 与专业资本，为创新的火花点亮未来。 能用，强链聚能，打造AI技术应用的"示范场"。2024年，光明人工智能上下游企业产值规模超300亿元，集聚了杉川 机器人、劢微机器人、工匠社等一批优质企业。同时，联合华为、深智城等企业打造智慧交通、智慧医疗、智慧应急 等示范场景，让AI技术有地可用、有处可试。 活动现场，光明科学城人工智能联创基金正式启动，这不仅是光明区首支聚焦人工智能领域的专项早期投资基金，更 是光明区抢占AI产业制高点、撬动未来发展的重要落子。该基金将依托光明科学城科技成果转化平台，探索"空间+服 务+资本+交易"一体化服务模式，为AI硬科技项目提供从孵化到转化的全链条支撑。 现场同步举办人工智能专场路演，吸引力合创投、招商致远、英诺创投、梅花创投、国信弘盛等约20家知名投资机构 及上市公司参与，多个项目达成初步投资意向，实现"基金启航即对接、生态搭建即见效 ...

Core Insights - Meta Platforms is committing $65 billion towards establishing AI infrastructure dominance, which reflects a significant strategic pivot beyond social media [1][3][11] - The investment aims to create personal superintelligence, a context-aware assistant integrated into daily life, potentially revolutionizing user interaction with technology [4][5][11] User Base and Engagement - Meta's user base consists of 3.48 billion monthly active users across its Family of Apps, representing nearly half of the connected world [3] - Existing AI tools are already generating substantial revenue, with AI-driven ad tools contributing $60 billion annually and improvements in Reels pushing a $50 billion run-rate [6] Competitive Landscape - The corporate AI arms race is a central threat, with competitors like Google, Microsoft, and Amazon making significant investments in AI, which could decouple Meta from its user base [7][8][9] - The competition has shifted from social media features to owning the next generation of digital interfaces, posing a structural threat to Meta's core advertising revenue [9][10] Analyst Perspective - Analysts express confusion regarding Meta's vision, indicating a knowledge gap that leaves investors uncertain about the implications of the company's strategic direction [2][10] - The current focus on short-term capital expenditures overlooks the existential threat posed by user displacement in an AI-first world [10]

The Perplexity application appears on a smartphone screen in this photo illustration in Athens, Greece, on October 2, 2025.Shares of Getty Images soared 25% on Friday after the company announced that it struck a multi‑year licensing agreement with Perplexity AI.Perplexity will be able to display creative and editorial content from Getty Images through its AI-powered search tools as part of the deal, according to a release. The startup will also improve how it displays imagery on its platform by adding image ...

Tempus AI (NASDAQ:TEM) isn't an AI stock that immediately comes to mind when one thinks of machine-learning-driven technological innovators with disruptive potential. ...

Core Insights - Xiao-I Corporation has renewed its strategic partnership with a leading multinational life insurance provider, focusing on the deployment of its iBot Pro platform, which enhances customer service in the insurance sector [1][2]. Company Overview - Xiao-I Corporation is a prominent cognitive intelligence enterprise in China, specializing in artificial intelligence solutions, including natural language processing, voice and image recognition, and machine learning [3]. Partnership Details - The renewal of the partnership emphasizes the effectiveness of iBot Pro in providing intelligent, scalable, and personalized customer service while ensuring compliance with industry regulations [1][2]. - iBot Pro facilitates seamless support across various customer touchpoints, including web portals, mobile apps, and social messaging platforms [1]. Technological Advancements - The iBot Pro platform offers 24/7 intelligent customer engagement, significantly reducing waiting times and enhancing customer satisfaction [5]. - It provides unified omnichannel support, ensuring a consistent service experience across digital platforms [5]. - High-accuracy intent recognition through advanced natural language processing allows for precise routing of complex insurance-related queries [5]. - The platform enhances operational efficiency by automating routine inquiries, enabling human agents to focus on more complex tasks [5]. - Rapid deployment capabilities allow for quick updates to the platform based on new products or regulatory changes without heavy IT reliance [5].

Core Insights - MiniMax has launched several advanced AI models, including the text model M2, video model Hailuo 2.3, speech model Speech 2.6, and music model Music 2.0, showcasing significant technological advancements in AI applications [1][2] Group 1: Text Model M2 - The newly released MiniMax M2 text model features 10 billion active parameters and a total of 230 billion parameters, achieving a historic breakthrough by ranking in the top five globally and first in open-source on the Artificial Analysis (AA) leaderboard [1] - The model's cost is approximately $0.53 per million tokens, which is only 8% of the cost of Claude 4.5 Sonnet, and it has a reasoning speed nearly twice that of its competitor [1] - Within just five days of its launch, M2 has become the fourth most called model globally on the OpenRouter API integration platform, ranking first among domestic models and third in programming scenarios [1] Group 2: Video Model Hailuo 2.3 - The Hailuo 2.3 video generation model represents a comprehensive technical upgrade over its predecessor, Hailuo 02, achieving significant improvements in dynamic expressiveness, stylization, and the intricacy of character performances [1] Group 3: Speech Model Speech 2.6 - The Speech 2.6 model has been deeply optimized for Voice Agent scenarios, reducing the first response time to 250 milliseconds, enabling complete interactive capabilities beyond simple voice-to-text conversion [2] Group 4: Music Model Music 2.0 - The Music 2.0 model excels in capturing and reproducing the subtle emotions of human voices and the dynamic tension of instruments, functioning like a "singing producer" that understands rhythm and emotion [2] - Significant breakthroughs have been made in vocal performance, with the model's sound quality closely resembling real human voices and capable of handling various singing styles and emotional expressions [2]

Core Insights - Guangdong has issued a total of 105 generative AI service registrations, ranking second in the country, with the latest batch including 11 new services across various sectors such as education, media, commercial real estate, and cross-border e-commerce [1][2][5] Policy Support - The policy framework in Guangdong is designed to foster an environment where AI can innovate freely while ensuring safety, transforming regulatory requirements into developmental momentum [1][5] - The establishment of the Guangdong-Hong Kong-Macao Greater Bay Area Generative AI Safety Development Joint Laboratory aims to support compliance and safety standards, thereby reducing compliance costs for enterprises [5][6] Enterprise Dynamics - The registration process serves as both a compliance entry ticket and a market trust certificate, indicating that companies can convert technological advantages into compliant products [7][8] - The AI industry in Guangdong has surpassed 220 billion yuan in scale, with over 1,500 core enterprises and 147 national-level specialized "little giant" companies, the highest in the country [7] Industry Landscape - The 105 registered models reflect a balanced structure of general and vertical models, with 54 industry-specific models and 51 general models covering various fields such as government, education, transportation, and agriculture [8][9] - The AI models are increasingly integrated into the real economy, with applications in education, smart home devices, and industrial sectors, showcasing the inclusive value of AI technology [9][10] Future Outlook - The joint laboratory plans to establish local service stations in cities like Hong Kong, Macau, Guangzhou, and others to provide policy consultation and technical evaluation services, enhancing regional collaboration in AI development [10][11] - The registration of 105 models marks a significant milestone in Guangdong's AI industry, indicating a shift towards a more controlled, active, and efficient AI ecosystem [11]

Core Insights - Joe Lonsdale, co-founder of Palantir Technologies, believes that the AI industry is underestimating the resources needed to meet ambitious targets [1][2] - Lonsdale warns of a cycle where AI executives seek more capital every 3-6 months, downplaying their needs to avoid alarming investors [2] - There is a significant increase in capital expenditures among major tech companies, with a 23% quarter-over-quarter and 85% year-over-year rise, totaling nearly $80 billion in the September quarter [3] Investment Perspectives - Analysts from Goldman Sachs, JPMorgan, and Wedbush argue that current AI investment levels are sustainable and could unlock an $8 trillion opportunity [4] - Mohamed El-Erian, chief economic adviser at Allianz, cautions that investments in some AI-related companies may lead to losses, describing the current market as a "rational bubble" [5] - Year-to-date performance of AI ETFs shows significant gains, with the Dan Ives Wedbush AI Revolution ETF up 35.42% and ARK Innovation ETF up 50.61% [5]

IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的 现状，并预测未来 AI 行业将出现"泡沫破裂"。 IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对"互联网改变世界"展现巨大期待，大量资金疯 狂涌入网络公司，甚至许多资金流向了没有盈利能力的骗子企业。 最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公 司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，不过这场泡沫也淘汰掉了许多不良商业模式，留下了亚马逊、谷歌、eBay 等真正能赚钱的公司。 他对"互联网泡沫"破裂时的景象回忆道："最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最 终在泡沫破裂时站稳了脚跟，但大多数公司只是跟风投机，消耗资本最终倒闭"。 盖茨预测道，一些投资数十亿 ...

Core Insights - The Guangdong Province held a release event for generative AI models, where 105 models received "Generative AI Service Filing Certificates," marking a significant milestone in the region's AI development [1][4][3] Group 1: Event Overview - The event was themed "Empowerment through Filing, Creating the Future of Guangdong" and took place at the Guangdong-Hong Kong-Macao Greater Bay Area Generative AI Safety Development Joint Laboratory [1] - Over 100 representatives from leading AI companies and relevant government units attended the event [1] Group 2: Model Filing Achievements - Guangdong ranks second nationally in the number of filed generative AI models, with 105 models filed as of October 24, 2025, covering various sectors such as government, education, transportation, and agriculture [4] - The surge in model filings reflects Guangdong's enhanced R&D capabilities in AI, laying a solid foundation for the integration of data elements and industry scenarios [4] Group 3: Importance of Compliance - The filing of generative AI models is crucial for the compliant development of AI enterprises, aimed at promoting healthy development and safeguarding national security and public interests [4] - Experts at the event provided insights into the core review points and common misconceptions regarding model filing, emphasizing that compliance is not only a policy requirement but also a market expansion opportunity for businesses [4] Group 4: Model Innovations and Applications - Several companies shared their innovations, highlighting the unique features and pain points addressed by their models, such as personalized learning paths and advanced reasoning capabilities [7][8] - Notable models include: - "Xingjie" by Guangzhou Fangzhou Information Technology, offering various user assistance functions [7] - "Smart Shadow Quick Language" by Guangzhou Softbank, integrating image and text data for enhanced content generation [7] - "Deep Report Intelligence" by Shenzhen Creative Wisdom Port, providing innovative solutions for media professionals [7] - "Smart Business ChatMall" by Zhuhai Wanda Smart Business, optimizing resource utilization in commercial real estate [7] Group 5: Industry Impact - The event served as a platform for showcasing filing achievements and promoting collaboration, aiming to boost industry confidence and facilitate the matching of supply and demand in AI application scenarios [8]