是的，中国硬件力量正以空前力量和密度涌向全球舞台。 在机器人展区，星动纪元技术 VP 侯伟的感受更为具体："国内一线的厂商都来了。而且双足机器人这个赛道，非中国厂商展现方式都非常保守，没有炫 酷的动作，甚至做 live demo 的也很少。" 中国已经成为全球硬件供应链的重要基地，新兴硬件品牌也基于中国的供应链优势不断涌现。他们的目标是，到全球去，以及用 AI 重做硬件。 但热情中也弥漫着一丝紧张。 AI 陪伴硬件创业公司 Ludens AI 创始人薛立君回忆，一个美国白人记者反复质问展区内所有亚洲面孔："你们的供应链是不是在深圳？你们团队内有没有 中国工程师？我们的数据被储存在哪里？" 这种焦虑在数据上也有印证：2026 年以中国注册地址参展的企业为 935 家，虽仍占总数近 20%，却较 2025 年的 1300 余家大幅下滑。有品牌高管向 InfoQ 坦言，签证障碍是缺席的主要原因。 然而，这些阻力并未浇灭全球市场对中国 AI 硬件的热情。 2026 年 CES 开幕当天，拉斯维加斯的 Uber 司机望着展馆外的人流脱口而出："中国人太多了。" 乐享科技旗下新品牌"元点智能"刚在 CES 做完发布会，就 ...

作者 | 姚戈 2026 年 CES 开幕当天，拉斯维加斯的 Uber 司机望着展馆外的人流脱口而出："中国人太多了。" 是的，中国硬件力量正以空前力量和密度涌向全球舞台。 在机器人展区，星动纪元技术 VP 侯伟的感受更为具体："国内一线的厂商都来了。而且双足机器人这个赛道，非中国厂商展现 方式都非常保守，没有炫酷的动作，甚至做 live demo 的也很少。" 中国已经成为全球硬件供应链的重要基地，新兴硬件品牌也基于中国的供应链优势不断涌现。他们的目标是，到全球去，以及 用 AI 重做硬件。 但热情中也弥漫着一丝紧张。 AI 陪伴硬件创业公司 Ludens AI 创始人薛立君回忆，一个美国白人记者反复质问展区内所有亚洲面孔："你们的供应链是不是 在深圳？你们团队内有没有中国工程师？我们的数据被储存在哪里？" 这种焦虑在数据上也有印证：2026 年以中国注册地址参展的企业为 935 家，虽仍占总数近 20%，却较 2025 年的 1300 余家 大幅下滑。有品牌高管向 InfoQ 坦言，签证障碍是缺席的主要原因。 然而，这些阻力并未浇灭全球市场对中国 AI 硬件的热情。 乐享科技旗下新品牌"元点智能"刚在 C ...

Looki于2024年5月成立，联合创始人孙洋及刘博聪毕业于卡耐基梅隆大学。孙洋曾任职于Google、亚马 逊、Momenta和美团。刘博聪则曾任职美团、亦为Pony.ai创始成员。产品LookiL1主打日常记录和陪 伴，通过视频、图片和音讯等形式的记录。 格隆汇1月6日｜中国人工智能(AI)硬件初创公司Looki已完成2000万美元A轮融资，此次融资由蚂蚁集团 领投，美团旗下产业基金美团龙珠、中关村资本等跟投。现有股东BAI资本连续两轮超额追投，阿尔法 公社、同歌创投持续加码。Looki将于美国拉斯维加斯举行的国际消费电子展(CES)发布全新功能，主动 式AI(ProactiveAI)。 ...

关于这个问题，雷峰网找到了一家正在以 Agent OS 切入AI 硬件赛道的明星公司光帆科技创始人董红 光。 从手机到AI硬件的跨越中，董红光第一次发现，自己熟悉的规则全都要推倒重来。 " 硬件终归是苦生意，但好在AI时代的技术路线确定了。 " 作者丨 齐铖湧 编辑丨 代聪飞 今天，Meta 数十亿美元收购 Manus的消息，鼓舞了无数国内AI创业者。这家来自中国的 Agent 创业公 司，不到一年时间，将ARR 做到 1 亿美元并被 Meta 收购，不仅让大众看到了 Agent 的潜力之大，也引 起了一个探讨， Agent 和 AI 硬件该如何共存？ 雷峰网：发布会结束后，收到的反馈如何？ 董红光： 整体还是不错的，大家的普遍反馈是产品有意思、逻辑通顺，对我们展示的那些场景，比如AI耳 机帮你超市比价、订机票、提醒日程，也感兴趣。 作为小米第89号员工、MIUI诞生的亲历者，董红光在过去14年里深度参与了移动互联网交互规则的构 建。但在AI时代来临之际，当面对"什么才是AI硬件最合适的载体"这一问题时，他却给出了截然相反的答 案："首先排除手机。" 2025年12月底，他站在台上，这次他的身份，是一家估值超 ...

转自：智通财经 【年终盘点|一图看懂2025年A股热炒题材】智通财经12月29日电，2025年A股行情迎来年终"收官"，在 4月上旬经历快速向下"挖坑"行情后，市场迎来一波长达半年多的单边震荡向上主升行情，沪指于10月 28日一度站上4000点整数关。除去国内外AI大模型百花齐放引爆AI硬件再度掀起热潮，到年末商业航 天概念横空出世迎来井喷行情外，从有色到锂电产业链掀起的大宗商品涨价热潮，2025年A股市场的题 材炒作呈现出"政策驱动+事件催化+产业落地"三重逻辑交织、轮动加速、主线清晰但持续性缩短的特 点。全年炒作节奏快、热点密集，且高度集中于"新质生产力"相关方向，成为今年A股题材轮动的主基 调。在此，让大家重温下2025年全年我们所经历的A股市场的各种热炒新题材。 ...

活动现场，新智联软件AI创新业务部总监刘力搏登台发表了题为《通义大模型+双屏智显重新定义面对 面AI智能交互》的现场演讲。他表示，在新智联软件看来，"AI的真正价值，在于能否切中具体场景的 脉搏，解决真实世界的痛点。"因此，新智联软件决心从传统的硬件方案商向场景AI硬件品牌演进，正 是基于对产业需求的深刻洞察。 为此，新智联软件推出了独立AI硬件品牌KEMI，寓意"关键交互机器(Key Interaction Machine)"，立志 于成为用户与数字世界进行自然、高效、专业交互的关键入口。 12月19日，在消费电子专场OFweek2025(第十届)物联网产业大会期间，阿里云AI决策者高端私董会在 深圳举办，新智联软件有限公司创始人牛明磊等人受邀出席。 在这场主题为"AI火花π"的会议上，新智联软件还作为唯一受邀发表演讲的AI硬件厂商，向业界清晰阐 释了其"深耕场景，软硬一体"的战略路径。 事实上，新智联软件的实力，不仅体现在这款产品的匠心设计上，更在于其构建的"开放融合、持续进 化"的生态能力。在充分发挥了新智联软件在硬件研发、供应链管理及系统集成方面传统优势的基础 上，还分别与阿里云等顶尖云服务商及AI技 ...

Core Insights - Looki L1, a new wearable AI device, has gained significant popularity in China since its global launch in August, with viral marketing leading to millions of views on social media [2][3][4] - The device, described as a "lifelogging camera," allows users to capture their daily experiences through photos, videos, and audio recordings [6][11] - User engagement has exceeded expectations, with average daily usage increasing from 6.2 hours to 7.9 hours over a few months, indicating a strong product-market fit [8][34] Product Development and Market Strategy - Looki's initial marketing strategy was conservative, focusing on the "lifelogging" aspect rather than emphasizing its AI capabilities, which later proved to be a misstep [12][25] - The company adjusted its marketing approach to highlight the AI features, resulting in a significant increase in product visibility and sales [27][28] - Looki faced challenges with inventory management, initially underestimating demand and selling out quickly after the marketing push [27][28] User Experience and Feedback - Users have reported high engagement with the device, using it not just for specific activities but as a daily companion, which is a departure from traditional action cameras [9][33] - The device's privacy features, which store data locally and require user consent for uploads, have alleviated initial concerns about data security [38] - The community aspect of Looki is emphasized, with users actively sharing experiences and feedback, contributing to product improvements [35][37] Future Directions and Business Model - Looki aims to evolve its business model beyond hardware sales to a value-based approach, focusing on providing meaningful insights and recommendations to users [70][72] - The company is exploring subscription models for additional features, testing user willingness to pay for enhanced functionalities [70][72] - Long-term, Looki seeks to establish a trust-based relationship with users, positioning itself as a valuable partner in their daily lives [72][75]

Core Viewpoint - The article discusses the emergence of Looki, an AI hardware aiming to enhance human-machine interaction by transforming real-world scenarios into contextual data, moving from passive responses to proactive engagement [1][2]. Group 1: Looki's Purpose and Technology - Looki aims to fill the gap in large models' "sensory intelligence" by converting real-time visual and auditory signals into contextual data, thus driving AI to think and serve users more effectively [4][28]. - The Looki L1 device, weighing only 30g, is designed to operate as a multi-modal perception system, capturing the physical world continuously and efficiently [6][8]. - The founders of Looki, with backgrounds in autonomous driving and smart hardware, leverage their expertise to adapt perception algorithms from driving to everyday life [9][10]. Group 2: Data Management and User Context - Looki employs a "data flywheel" approach to create a personalized context for users, transforming raw data into structured memories that the AI can efficiently access [12][15]. - The system addresses two major challenges in multi-modal models: understanding long-sequence data and managing context explosion, ensuring privacy and security in data handling [14]. Group 3: Transition to Proactive AI - The article highlights a shift from manual prompts to proactive AI, where enriched context allows for anticipatory actions by the AI, marking a transition from chatbots to agentic AI [17][18]. - Looki's capabilities include automatic video editing, identifying significant moments in users' lives, and providing insights based on accumulated data, thus evolving into a second brain for users [20][24][30]. Group 4: Future Vision - Looki envisions its hardware as a data interface that evolves beyond its current form, aiming to address the data hunger of the physical world and help users accumulate valuable personal data assets [29]. - The ultimate goal is for AI to possess a sense of presence, transforming it from a mere tool into an integral part of users' daily lives [30][31].

Core Insights - Unconventional AI, a startup founded by Naveen Rao, raised $475 million in seed funding, achieving a post-money valuation of $4.5 billion, marking a record in early-stage financing within the AI hardware sector [3][4]. - The company aims to develop next-generation digital computing by designing simulation chips inspired by neuroscience principles, addressing the energy consumption challenges faced by traditional AI computing [15][19]. Company Overview - Unconventional AI was established just two months prior to its significant funding round, with a founding team that includes experts from MIT, Stanford, and former Google engineers, providing a comprehensive capability chain from theory to application [5][7]. - Rao's previous entrepreneurial successes include Nervana Systems, which was acquired by Intel for approximately $400 million, and MosaicML, which was sold to Databricks for $1.3 billion [12][14]. Technological Vision - The company seeks to redefine AI computing hardware architecture by creating high-efficiency simulation chips tailored for AI workloads, diverging from the traditional reliance on GPUs [17][20]. - Unconventional AI's approach contrasts with the prevailing "scaling laws" in AI development, which emphasize increasing computational power and data size, by focusing on energy efficiency and the probabilistic nature of AI tasks [18][24]. Industry Context - The rise of "Neo-Lab" startups, like Unconventional AI, reflects a shift in the AI landscape where founders with proven track records are attracting significant investment for long-term foundational research rather than immediate product commercialization [25][26]. - The funding environment is increasingly favoring companies that challenge existing paradigms in AI development, as evidenced by the substantial valuations of similar startups [28].

天眼查App显示，近日，成都火木共生新材料有限公司成立，法定代表人为陈旭廷，注册资本600万人 民币，经营范围为一般项目：建筑材料销售；建筑装饰材料销售；金属矿石销售；非金属矿及制品销 售；建筑用石加工【分支机构经营】；第一类医疗器械销售；第二类医疗器械销售；人工智能硬件销 售；智能机器人销售；智能基础制造装备销售。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）许可项目：第三类医疗器械经营。（依法须经批准的项目，经相关部门批准后方可开展经营 活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...