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Macquarie Maintains an Outperform Rating on CleanSpark, Inc. (CLSK)
Insider Monkey· 2026-02-18 04:31
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
为什么最懂AI的人在纷纷离职:“我凝视过无尽的黑夜”
虎嗅APP· 2026-02-18 03:38
Core Viewpoint - The article discusses the recent trend of AI professionals resigning from their positions, highlighting a sense of despair and foreboding regarding the future of AI and its implications for humanity. It suggests that these resignations are not merely job changes but a collective acknowledgment of the profound changes and challenges posed by advancing AI technologies [4][5][26]. Group 1: AI Resignation Phenomenon - In recent months, a notable trend has emerged where prominent AI researchers and executives are publicly resigning, often through lengthy letters that express deep concerns about the future of AI [12][20]. - The resignations are characterized by a tone of melancholy, with some individuals likening their farewell messages to writing a will rather than simply changing jobs [5][12]. - Key figures in the AI industry, such as Mrinank Sharma and Zoë Hitzig, have articulated their fears regarding the ethical implications and commercialization pressures within their companies, leading to their departures [15][18]. Group 2: The Concept of the Singularity - The article references the concept of the "Singularity," a point where machine intelligence surpasses human intelligence, which has been a topic of speculation for decades. Predictions about its arrival have become increasingly urgent, with some experts suggesting it could occur as early as 2026 [6][10]. - The narrative suggests that those at the forefront of AI development are beginning to feel that they may no longer be the most intelligent beings on the planet, raising existential questions about humanity's future [7][24]. Group 3: Insights from Resignation Letters - Resignation letters from AI professionals reveal three main concerns: the rapid advancement of AI capabilities, the erosion of safety measures in AI development, and a fundamental unease about humanity's place in a world increasingly dominated by intelligent machines [20][23][24]. - The first concern highlights the exponential growth in AI's ability to perform complex tasks autonomously, with reports indicating that AI's task complexity doubles approximately every four months [21][22]. - The second concern addresses the dismantling of safety protocols within AI companies, as commercial pressures take precedence over ethical considerations [23]. - The third concern reflects a deeper anxiety about the implications of AI on human identity and existence, with some resigning individuals expressing fears that AI could fundamentally alter what it means to be human [24][25]. Group 4: The Future of Work and Human Existence - The article discusses the potential for widespread unemployment due to AI advancements, suggesting that if job loss becomes a collective experience, it may not carry the same stigma as individual unemployment [32]. - It posits that individuals may need to redefine their lives and purposes in a world where machines outperform humans in cognitive tasks, leading to a shift in societal values and personal fulfillment [32][33]. - The narrative concludes that those resigning from AI companies are not merely escaping but are instead seeking to embrace a new way of living that acknowledges the changing landscape of work and existence in the age of AI [33].
人工智能,从“猜你喜欢”到“懂你需要”
Xin Lang Cai Jing· 2026-02-18 02:53
智能应用向深向实的背后,是中国人工智能发展底座的不断夯实。以阿里巴巴为例,其过去10年持续加 大科研投入。目前,千问模型的衍生模型数量突破20万个,下载量超过10亿次。 让人工智能具备"向实扎根、向上生长"的潜力,将前沿技术嵌入充满"烟火气"的生活日常。千问人工智 能助手产品负责人郑嗣寿表示,产品将进一步发挥模型与生态优势,连接真实世界,深入日常生活,服 务广大用户。 来源:人民日报 春节前夕,以"一句话点奶茶"为代表的人工智能下单方式吸引了不少消费者踊跃尝试。2月6日,仅9个 小时,千问就接到了1000万张订单。这些订单全部由消费者通过一句话下指令实现。而后,由人工智能 帮助完成从消费决策、交易支付到履约服务的全过程。 "在技术支持下,现在的平台不再是简单的'猜你喜欢',而是'懂你需要'。"淘天集团研究中心主任徐飞 说。在学习、工作、民生服务等场景中,新一代人工智能助手也在大显身手。它可以像老师一样分步讲 解知识点,学生可以随时打断、追问;它能准确识别近百张格式不一的电子发票,提取关键信息,生成 结构清晰的表格。浙江杭州的林先生最近在千问上解锁了新体验,"我问'杭州户口怎么办护照',它就 告诉我需要准备什么 ...
浙产AI,加速飞入寻常百姓家
Xin Hua Wang· 2026-02-18 02:51
Core Viewpoint - The integration of AI technology into daily life is rapidly increasing, as evidenced by its prominent presence in the recent CCTV Spring Festival Gala and its growing adoption among consumers in Zhejiang province [1][2]. Group 1: AI in Daily Life - The Spring Festival Gala showcased high-tech elements, including humanoid robots performing martial arts and various intelligent products, leading to it being dubbed the "most technologically advanced" gala [1]. - AI applications such as Ant Group's "Lingguang" and Qianwen are becoming essential tools for everyday tasks like shopping and language learning, with Zhejiang-produced AI apps dominating the top ranks in the Apple App Store [1][2]. Group 2: Policy and Demand - The rapid adoption of AI in Zhejiang is supported by government policies aimed at fostering innovation, with measures introduced to enhance the AI ecosystem across various sectors [2]. - The central government's "Artificial Intelligence +" initiative emphasizes the promotion of AI in healthcare and other essential services, indicating a strong push for AI integration into everyday life [2]. Group 3: AI Applications and Services - AI services are expanding, with tools like the "Zhejiang AI Assistant" responding to thousands of business inquiries and AI-driven health services improving patient care [3]. - AI applications are being utilized in various sectors, including government services and e-commerce, demonstrating their versatility and effectiveness in enhancing operational efficiency [3].
(新春见闻)拓新、驰骋、交流:北京高校台生的马年关键词
Xin Lang Cai Jing· 2026-02-18 02:51
中新社北京2月18日电 题:拓新、驰骋、交流:北京高校台生的马年关键词 作者 李百加 凭借优质高教资源、前沿科研平台和多元发展机遇,大陆正成为越来越多的台湾青年求学、逐梦、扎根 的目的地。在北京知名高校就学的多位台湾学子近日接受中新社采访,分享他们感受到的大陆发展脉 动,以及对自己在农历丙午马年的学业和生活期许。 拓新:在人工智能浪潮中领跑 在近年的人工智能发展中,通义千问、DeepSeek等人工智能大模型稳步领跑。来自台湾桃园市的赖瀚 宇并不意外,在高中时他便看好大陆在这一领域集聚的潜力与动能。由此,赖瀚宇选择到北京清华大学 深造,最初就读于电子信息类专业,后来转入计算机科学与技术系,一路攻读至博士三年级。2025年, 他所参与的团队在开源模型方向取得阶段性成果,相关应用引发业内一定的关注。 赖瀚宇认为,大陆人工智能将在底层模型和关键技术层面迎来更多突破,其开源生态也将加速产业自我 迭代,成为赋能各行业的重要力量。 "不少在台湾发展的同龄人对于来大陆深造和就业抱有期待。"陈光说,清晰的发展导向、产学研协同机 制及政策层面的支持,可为青年科研人员提供稳定、可预期的成长环境。 2026年,他期盼继续在专业领域" ...
豆包千问疯狂撒钱,月之暗面疯狂搞钱 | 智能涌现独家
3 6 Ke· 2026-02-18 01:58
文|周鑫雨 编辑|苏建勋 春节,热钱涌动在中国大模型赛道上。 一端,是狂撒几十亿元发红包、请奶茶,替当家AI应用拉流量的大厂们;另一端,则是股价飞涨、融 资迅猛的大模型六小虎们。 在搞钱的战场上,开年最大的一笔融资,来自月之暗面。 此前彭博社等媒体报道称,近期月之暗面即将完成的超7亿美元融资,由阿里、腾讯、五源资本、九安 医疗等老股东领投,并且已经超募。与此同时,月之暗面已经以100亿-120亿美金的估值,无缝开启了 新一轮融资。 《智能涌现》独家获悉,月之暗面的超7亿美元融资中,股东阵容除了联合领投的老股东们,还包括老 股东高榕创投,以及新增的凯辉基金——这也是凯辉,首次朝大模型公司开枪; 据我们了解,以超100亿美金估值开启的新一轮融资,已经收到了多家机构的意向,包括欧洲背景的海 外基金。 有关上述信息,截至发稿前,月之暗面暂无回应。 用"抢"形容月之暗面这轮融资的局面,一点也不过分。 一名知情人士告诉我们,从2025年下半年,月之暗面开启融资之初,不少机构的LP,就"催着投资"。 这或许是除了2023年初,行业对大模型最大的一次FOMO(错失恐慌症)。 溯其缘由,是自港股IPO以来,智谱和MiniMax ...
MINIMAX-WP(00100.HK):兼备SOTA级大模型研发能力、全球化超级应用发展潜力的稀缺标的
Ge Long Hui· 2026-02-18 01:53
Investment Highlights - Company MINIMAX-WP (00100) is rated as outperforming the industry with a target price of HKD 1,109.00, based on a P/S valuation method corresponding to a 75x multiple for 2027 [1] - The company is one of the few domestic firms that successfully integrates foundational model capabilities with global AI-native application commercialization, showcasing its rarity in the AI sector [1] Company Positioning - MINIMAX-WP is one of the earliest companies in China to bet on the native full-modal fusion route, advancing text, speech, and video model development simultaneously since its inception [2] - The company has demonstrated the ability to monetize overseas market scale, with over 73% of revenue from international markets covering more than 200 countries and regions in the first three quarters of 2025 [1][2] - The firm employs a "technology as product" strategy, utilizing a "front store and back factory" model to accelerate the alignment and iteration of models and products [1] Organizational Efficiency - The company maintains a high talent density and efficiency, embedding AI capabilities deeply into internal workflows, with 73.8% of its 385 employees in R&D as of Q3 2025 [2] - The organizational structure is flat, with no more than three levels below the CEO, supporting efficient model and product iteration [2] Competitive Advantage - The company possesses a unique advantage in the integrated understanding and generation of multi-modal models, emphasizing technology as a product, globalization, and high efficiency [2] Financial Projections - Revenue projections for the company are estimated at USD 71 million, USD 228 million, and USD 598 million for the years 2025, 2026, and 2027 respectively, with a CAGR of 170% from 2024 to 2027 [2] - The current trading P/S ratio is 57x for 2027, indicating a potential upside of 31% compared to the target price [2]
Altimmune, Inc. (ALT) Gains Analyst Support as Pemvidutide Advances
Insider Monkey· 2026-02-18 01:44
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
PowerFleet, Inc. (AIOT) Delivers Record Revenue and Profit Growth
Insider Monkey· 2026-02-18 01:42
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Dynamics - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate, indicating a shift in market dynamics and investment strategies [2] - The competitive landscape is highlighted by the presence of major players like Tesla, Nvidia, Alphabet, and Microsoft, while also pointing to smaller companies that may offer greater opportunities [6][7]
Iovance Biotherapeutics Inc. (IOVA) Builds Momentum With New Trial Data
Insider Monkey· 2026-02-18 01:41
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...