Core Insights - Gaxos.ai Inc. has finalized a partnership with Byteplus, the Enterprise Technology Division of ByteDance, which will provide preferred pricing and significant discounts on video generation models [1][2] - This collaboration aims to enhance Gaxos' flagship AI platform, Art-Gen, by enabling faster deployment of AI capabilities, thereby improving gross margins as user adoption scales [2][3] Company Developments - The partnership positions Gaxos to penetrate the multi-billion-dollar global creator economy by integrating advanced AI video tools into its ecosystem, reducing infrastructure costs and improving scalability [3] - Gaxos anticipates expanded monetization through Art-Gen's subscription and credit-based tiers, alongside improved margins due to rebates and preferred pricing [4] Leadership Perspective - The CEO of Gaxos expressed enthusiasm about the partnership, highlighting its potential to deliver exceptional creative power to users globally while enhancing the company's economic performance [4]

Core Insights - Fusemachines Inc. has launched the 9th year of its AI Fellowship Program, welcoming 100 new fellows from diverse backgrounds and geographies [1][2] Group 1: AI Fellowship Program - The AI Fellowship Program aims to democratize AI by providing access to high-quality education and hands-on training [2][5] - The 2026 cohort will experience a hybrid learning format, combining online instruction with immersive onsite exercises [2][3] - The program focuses on machine learning, generative AI, data science, and applied AI systems, enhancing problem-solving skills through collaborative projects [3][4] Group 2: Impact and Reach - Since its inception in 2017, the program has empowered over 1,200 fellows across 12 countries, contributing to Fusemachines' growth strategy [4] - Alumni of the program are now working in various sectors, including technology companies, startups, research institutions, and public sector organizations [4] - The program reflects the company's commitment to inclusivity, ensuring that underserved communities have equal opportunities in AI education [5] Group 3: Company Overview - Fusemachines, founded in 2013, is a global provider of enterprise AI products and services, with a mission to democratize AI [7][8] - The company offers a suite of AI solutions to help organizations implement and scale AI, serving industries such as retail, manufacturing, and government [7]

Core Insights - The 2026 Spring Festival Gala showcased unprecedented AI and technological integration, marking a significant moment in the evolution of AI applications in entertainment [9][10][17] - The event highlighted the capabilities of the Seedance 2.0 video generation model, which enabled the creation of dynamic, high-quality visual content that resonated with audiences [33][34][36] Group 1: AI Integration in Entertainment - The Spring Festival Gala featured the program "Hehua Shen," which received widespread acclaim for its stunning visuals and AI-generated effects [10][12] - The event saw a record interaction with AI, with 1.9 billion interactions and over 50 million new year-themed avatars generated [16][17] - The integration of AI in the gala allowed for real-time synchronization of visuals and performances, enhancing the overall viewer experience [10][30] Group 2: Seedance 2.0 Model Capabilities - Seedance 2.0 marked a significant advancement in video generation, allowing for the creation of coherent and artistically directed video content, achieving a high usability rate of over 80% [35][36] - The model's development involved iterative feedback from the Spring Festival Gala's director team, leading to rapid improvements in video quality and artistic control [30][31] - The model's ability to maintain character consistency and high visual fidelity was crucial for meeting the high standards of the gala's production [29][30] Group 3: Market Dynamics and User Engagement - The competition among major tech companies to leverage AI in consumer applications has intensified, with significant investments in infrastructure and user engagement strategies [49][50] - The rapid growth of AI applications in consumer settings is expected to drive further advancements in underlying technologies, creating a symbiotic relationship between user experience and technical capabilities [49][50] - The success of AI applications during the Spring Festival Gala illustrates the potential for widespread adoption and the importance of creating user-friendly interfaces for complex technologies [48][50]

文 | 慢放 2026年除夕夜后，中国AI的版图被彻底重塑。 如果AI竞争是一场长跑，阿里千问则在春节上演了一场"时间折叠"。字节豆包跑了1000天的DAU流量高地，被千问用82天便闪电追平。这一战，宣告中国 AI正式告别群雄混战，进入阿里、字节"双雄争霸"新纪元。 除夕夜大战更是精彩刺激。一边，阿里开源Qwen3.5-Plus，性能直取Gemini 3 Pro，登顶全球最强开源，以底层架构革新捅破技术天花板，同时用50亿次"千 问帮我"开启AI生活元年。另一边，豆包亮相春晚引导国民互动；此前发布的Seedance 2.0则瞄准"生产工具"，要帮普通人圆一个导演梦。 今年春节，阿里字节，一个"办事"一个"造梦"。千问大免单请客让无数普通人第一次体验了AI生活，而豆包试图在对话框里连接创意。一边用AI让柴米油盐 变得更便捷，另一边用AI帮普通人「圆导演梦」。这场双雄争霸的背后，是两种关于「AI该如何融入人类生活」的回答。 01「生活方式」 vs 「生产工具」 这和阿里的商业基因有关。过去20年，阿里干的就是「连接」的生意——连接买家和卖家，连接商家和消费者，连接线上和线下。现在，AI成了新的连接 器。千问要做的 ...

Core Viewpoint - China's technological advancement is rapidly challenging the United States' dominance in the tech and AI sectors, marking a significant shift in the global technology landscape [1][2]. Group 1: China's Technological Ascendancy - Rory Green, chief economist at TS Lombard, asserts that China is climbing up the value chain in technology, combining market-leading capabilities with low production costs [1]. - The Chinese tech ecosystem is becoming increasingly attractive to developing countries, offering low-cost technology products compared to high-cost alternatives from the US and Europe [2][4]. - China's AI models are closing the performance gap with US counterparts, with estimates suggesting they are only months behind [5][6]. Group 2: Investment Trends and Market Dynamics - Major US tech companies are investing heavily in AI, with a combined commitment of up to $700 billion this year, raising concerns about the return on investment [4][5]. - The market has seen a significant decline in tech stock valuations, with approximately $1 trillion lost, reflecting growing skepticism about the profitability of these investments [5]. - The open-source model adopted by Chinese companies has led to a drastic reduction in AI model costs, making them more competitive globally [6]. Group 3: Government Support and Industry Integration - The Chinese government is actively promoting AI innovation through initiatives like the establishment of innovation application pilot zones and a national AI fund of 60 billion yuan [7]. - Chinese enterprises are excelling in integrating AI into consumer applications and industrial scenarios, indicating a rapid industrialization of AI technology [7].

2月17日，南都N视频记者了解获悉，在完成上一轮5亿美元融资仅一个多月后，大模型独角兽月之暗面 Kimi新一轮超7亿美元（约为人民币48.36亿）的融资即将完成交割，本轮由阿里、五源、九安等老股东 联合领投，腾讯也参与投资。此外，其新一轮100亿-120亿美元估值的融资亦已经开启。 去年12月31日，月之暗面创始人、CEO杨植麟发布内部信，称完成近期的5亿美元（约为人民币34.54 亿）C轮融资后，公司账上还有超过100亿元的人民币现金储备。 杨植麟还强调，"相比二级市场，我们判断还可以从一级市场募集更大量资金，事实上，我们B/C轮融 资金额就超过绝大部分IPO募资及上市公司的定向增发。所以我们短期不着急上市。当然未来我们计划 将上市作为手段来加速AGI，择时而动，主动权掌握在我们手中。" 1月27日，月之暗面Kimi发布并开源其Kimi K2.5模型，并称它是Kimi迄今最智能的模型，该模型除了在 长文本上展示了一定的优势以外，也在Agent、代码、图像、视频及一系列通用智能任务上取得一定的 表现。自此，月之暗面kimi正式合上多模态模型的"拼图"。 本文自南都N视频 采写 | 南都N视频记者 林文琪 当智 ...

【导读】Kimi估值提升至100亿美元 中国基金报记者 泰勒 大家好，关注一则中国AI的利好消息。 审核：木鱼 2月17日，国内AI初创公司月之暗面（Moonshot AI） 正在推进一轮由阿里巴巴和腾讯支持的增额融 资，目标估值达100亿美元。 据报道，这家Kimi聊天机器人背后的公司在1月下旬开启了额外融资讨论，以满足投资者的需求。而就 在一个多月前，该公司刚以43亿美元的估值获得了5亿美元融资。照此计算，月之暗面的估值已经暴涨 超100%。知情人士表示，包括阿里巴巴、腾讯和五源资本在内的现有股东已为本轮融资的首批资金注 资超过7亿美元。 月之暗面融资速度之快，反映了投资者正急于押注一批试图在世界级AI服务领域挑战OpenAI和 Anthropic的中国初创公司。上个月，月之暗面发布了Kimi K2.5模型，在关键的春节长假前领跑了中国 主流AI模型的升级浪潮。 在分发平台OpenRouter上，K2.5是使用率最高的大语言模型之一，大幅领先于DeepSeek和谷歌的 Gemini。 在基准测试网站Artificial Analysis的开源模型排名中，K2.5目前位列第二，仅次于智谱AI最新发布的 GL ...

如果还有"春晚最喜爱的节目评选"，2026年春晚你投哪个？ "春晚最夯" "MVP" "每一帧都是绝美" 这是2026春晚《贺花神》节目的网友评论。 当白居易舟行水上，吟出"犹在水中央"； 当绘画大家徐渭泼墨成花； 当王昭君凝眉转身回望中原，一拨琵琶； 我的中国文化DNA动了。 直到节目结束，主持人念出"火山引擎用豆包大模型图像和视频生成能力打造十二花神视效"，很多观众 才意识到，AI的能力已经走到了这一步。 这也是有史以来AI含量和科技含量最大的一届央视春晚。 这首先是一场给十几亿人的AI视觉奇观。 站在2026年的起点，谈论AGI的终极想象已经陷入流俗——大部分的人类想象，都没有超出过《Her》 或者《钢铁侠》里全知全能的AI助手。 相较之下，距离我们更近的现实，正在剧烈地发生变化。 在除夕当天，豆包AI互动总数达19亿，"豆包过年"活动，就已经帮助用户生成超过5000万张新春主题 头像、生成超过1亿条新春祝福。除夕当天，火山引擎豆包大模型的峰值TPM（每分钟token数）正是 在春晚主持人宣布用豆包进行第二轮互动之的这一分钟内，豆包大模型推理吞吐量达到633亿tokens。 AI界的"技术奇观"仍在继续 ...

2月17日大年初一，千问发布双重重磅信息。数据显示，春节期间，全国超过1.3亿人首次体验AI购物， 用户累计说出"千问帮我"达50亿次，千问一跃成为国民级AI助手。同时，千问还宣布春节福利再加码， 面向所有用户推出"每日首单必减"活动，最低可减至3.8元，推动AI下单从节日尝鲜走向日常使用。 千问C端事业群总裁吴嘉昨日首次对外回应此次爆火背后的思考与战略布局。他表示，千问的目标并非 与谁"内卷"，而是让AI真正融入老百姓的日常生活场景，"这是未来一定会发生的事情。" 一场超乎预期的"AI压力测试" "用户说了多少次'千问帮我'，我每天都在看，这代表了用户心智的形成。"吴嘉强调，团队更关注的是 AI能否真正服务好用户的生活，而不是单纯的日活数据。 AI角色重塑：从"聊天"到"办事"，从尝鲜走向日常 随着第二波免单活动的启动，千问进一步接入飞猪、大麦、高德等阿里生态资源，用户开始主动跨品类 消费，甚至提出更复杂的需求，如春节行程安排、机酒预订等。 今年春节，阿里旗下AI应用"千问"凭借"一句话下单"和"春节大免单"活动，成为全民热议的现象级产 品。 2月6日千问首次推出免单活动时，实际效果远超预期，9小时订单便突 ...

Core Insights - ByteDance showcased its AI capabilities during the Spring Festival Gala, marking a comprehensive presentation from stage visuals to robotic interactions and broadcast support [1][7] Group 1: AI Interaction and Engagement - On New Year's Eve, the total AI interactions via the Doubao app reached 1.9 billion, with a peak token processing rate of 633 billion tokens per minute at 21:46 [8][10] - The "Doubao New Year" campaign generated over 50 million new year-themed avatars and more than 100 million new year blessings [10] Group 2: Technological Contributions - Volcano Engine provided core technologies for video generation, image generation, and spatial video, ensuring high-definition and smooth broadcast standards for the gala [10] - The Seedance 2.0 model was utilized for visual creation in multiple gala programs, demonstrating its ability to dynamically interpret traditional Chinese ink paintings while maintaining artistic integrity [10][11] Group 3: Creative Applications - The program "Riding the Wind Song" aimed to animate a national treasure-level ink painting, requiring complex scene designs and high-level motion coordination [11] - In the "Flower God" segment, the model showcased exceptional detail control, capturing subtle changes in plant blooming and textures, achieving a visual quality comparable to animation in the film industry [11] Group 4: Enhanced Viewing Experience - Volcano Engine employed various AI technologies to enhance the gala stage and Douyin live streaming experience, including 3D digital avatars performing alongside live actors [12] - The gala featured intelligent robots powered by the Doubao model for natural language interactions, and real-time accessibility subtitles were introduced for all segments without original subtitles [12]