Key Takeaways Microsoft's Intelligent Cloud is expected to generate $32.25-$32.55B in Q2, up 26-27% year over year.Azure is projected to grow about 37% in constant currency, driven by AI infrastructure investment.Microsoft's OpenAI deal and Ignite launches expanded models and Copilot agent.Microsoft’s (MSFT) second-quarter fiscal 2026 results, scheduled to be reported on Jan. 28, are poised to showcase the company's continued momentum in cloud computing and AI infrastructure.The tech giant's Azure cloud pla ...

Core Viewpoint - The quality of industries is becoming a more significant competitive variable for the trillion GDP cities in the Yangtze River Delta region, moving beyond mere GDP scale to focus on sustainable advantages in industrial ecology, innovation, talent attraction, and modern governance [1][5][12]. Economic Data Summary - In 2025, the number of trillion GDP cities in the Yangtze River Delta will increase to 10, with Shanghai leading at 5.67 trillion yuan and new entrants like Wenzhou reaching 1.02 trillion yuan [2][5]. - Economic growth rates for major cities in 2025 are projected as follows: Shanghai at 5.4%, Suzhou at approximately 5.4%, Hangzhou at 5.2%, and Wenzhou at 6.1% [2][9]. Industrial Development Trends - Shanghai's economy is characterized by a steady growth of 5.4% in 2025, with significant contributions from new industries such as integrated circuits and artificial intelligence, which grew by 15.1% and 13.6% respectively [7][8]. - Hangzhou's GDP reached 2.3 trillion yuan, with a notable 73.8% contribution from the service sector, driven by digital economy leaders like Alibaba and Ant Group [8][9]. - Wenzhou's GDP growth of 6.1% reflects a successful transition to a trillion GDP city, supported by advancements in strategic emerging industries and high-tech sectors [10][12]. Future Industry Planning - Cities in the Yangtze River Delta are focusing on modernizing their industrial systems and nurturing strategic emerging industries, with Shanghai aiming to build a world-class high-end industrial cluster [13][14]. - Suzhou is transitioning from traditional manufacturing to a modern industrial system, emphasizing sectors like biomedicine and advanced manufacturing [14][15]. - Hangzhou plans to strengthen its digital economy while integrating advanced manufacturing with new technologies, targeting future industries such as quantum technology and synthetic biology [15][16]. Competitive Factors - The long-term competitiveness of trillion GDP cities will depend on the originality and resilience of their industrial ecosystems, the efficiency of innovation conversion, and the ability to attract and retain talent [16][17]. - Cities must provide robust industrial platforms, quality public services, and a livable environment to enhance their appeal to talent [16][17].

Behavox Strengthens Its Polaris Trade Surveillance Platform Through Strategic Partnership with b-nextJan 27, 2026 10:00 AM Eastern Standard Time# Behavox Strengthens Its Polaris Trade Surveillance Platform Through Strategic Partnership with b-nextShare---LONDON & MONTREAL--([BUSINESS WIRE])--Behavox, the AI company that transforms data into insights that safeguard and enhance businesses, today announced a strategic partnership with b-next, a specialist Capital Markets Trading Surveillance and Compliance sol ...

今年争相发红包"拉新"的主角变成了AI。1月25日，腾讯旗下AI助手元宝App和百度App先后宣布今年春 节将发放10亿元和5亿元红包。此外，截至目前，字节旗下火山引擎和百度App还分别与央视春晚和北 京春晚进行了合作。 本报（chinatimes.net.cn）记者卢晓 北京报道 春节一直是科技公司花式争夺用户和流量的重要战场。 "群聊"背后的流量争夺 不仅是春节期间，AI助手也尽力在日常生活中提升自己的使用场景和用户粘性。继能办事之后，高频 的社交场景成为AI助手眼下的比拼重点。 不只是春节期间，元宝、文心近日相继开启内测的群聊功能，以及阿里千问此前强调的"能办事"，都在 为原本一用即走的AI助手增添更多使用场景和用户粘性。在这背后，围绕AI时代超级流量入口的争夺 从未停止。 春节争相发红包 今年的春节AI红包大战由腾讯和百度同时掀起。 1月25日，腾讯旗下AI助手元宝宣布，将于2月1日启动新春活动，计划在App中发放总额10亿元的现金 红包。据《华夏时报》记者观察，目前该活动已开放预约。同一日，百度也宣布自1月26日至3月12日， 用户在百度App使用文心助手，就有机会瓜分5亿现金红包。需要提及的是，百 ...

Core Insights - The article discusses the limitations of current AI systems, particularly their inability to execute tasks in the physical world despite strong logical reasoning capabilities, a phenomenon termed "physical illusion" [4][11] - A new framework called "WorldMind" is introduced, which allows AI to learn from execution errors and successful experiences, enhancing their ability to interact with the physical environment [5][10] Group 1: Physical Illusion in AI - AI systems often generate plans that are logically sound but physically unexecutable, highlighting a disconnect between semantic reasoning and physical world understanding [4][11] - This issue is likened to a novice cook who can describe cooking steps but fails to perform them correctly due to a lack of practical experience [4] Group 2: WorldMind Framework - WorldMind is based on the predictive coding theory from cognitive science, emphasizing active prediction and error correction as a learning process [5] - The framework consists of two main components: process experience, which learns from execution errors, and goal experience, which extracts effective strategies from successful task completions [5][6] Group 3: Testing and Results - The effectiveness of WorldMind was validated in two testing environments, EB-ALFRED and EB-Habitat, showing significant improvements in task success rates, with EB-ALFRED increasing from 44.4% to 48.0% and EB-Habitat from 43.6% to 48.8% [7] - WorldMind demonstrated cross-model transfer capabilities, allowing experiences learned by one AI model to assist different AI models, thus promoting shared learning [7][10] Group 4: Broader Implications - The research suggests a shift towards AI systems that continuously learn and accumulate experiences rather than relying solely on static knowledge [9][10] - This approach aligns with human cognitive characteristics and may lead to more robust AI systems capable of adapting to dynamic environments [10]

无论是现在还是将来，由美国体制性缺陷所带来的缺电问题都难以得到缓解，而中国充沛、可靠且可持 续的电力供应，将成为人工智能不断进化最坚实的物理基石。 【#美国发展AI电力短板是体制性缺陷#】#美国AI恰似修仙中国是培养老师傅#去年1月20日，DeepSeek 正式发布R1模型震惊全球。转眼一年过去，中国的"AI崛起"已成为有目共睹的现实。 国际舆论场上，关于AI竞争中美谁更胜一筹的话题沸腾不息。近日，美国总统特朗普语出惊人，称在 其带领下，"美国在AI领域领先，并远远领先中国。" 到2025年年中，单颗芯片性能的发展速度开始逐渐见顶，芯片厂商开始推出大卡、推出机柜、推出集 群，关注的维度也从算力转向电力。 而电力，恰恰是中国的长板。中国发电总装机量高达38亿千瓦，2025年全年发用电量约10.4万亿千瓦 时，是美国全年发电量一倍有余。同时，美国装机量仅为最大负荷的1.5倍，显著低于中国的2.5倍冗余 水平。 现实究竟如何，我们又该怎样看待这场竞赛？ 如果说，美国发展人工智能，恰似修仙悟道，那中国的"人工智能+"行动，便是秉持务实精神，在一个 个特定细分领域培养经验丰富、做事可靠、持续精进的"老师傅"，推动社会生 ...

Core Insights - OMNIQ Corp has been contracted to provide license plate recognition (LPR) solutions for a major technology innovator, enhancing mobility across large campus sites [1][2] - The deployment of OMNIQ's LPR technology aims to create a more efficient and secure mobility experience across multiple campuses [3] - The project reflects a collaboration between OMNIQ's research and development teams and the customer's leadership to create a tailored solution for the customer's complex campus environment [4] Company Overview - OMNIQ Corp specializes in AI-based computer vision and data intelligence, offering solutions for various applications including supply chain management, public safety, and traffic management [6][7] - The company provides a range of services including hardware, software, and automated management services, supported by a highly experienced team [8] - OMNIQ engages with several billion-dollar markets that are experiencing double-digit growth, such as the Global Safe City market and the Ticketless Safe Parking market [9] Technology and Solutions - The LPR solution includes the mobile AI-based license plate inventory system (MLPI), which provides real-time visibility across large and complex sites [3] - The campuses will utilize permission-based parking zones to manage access for thousands of employees and visitors, enhancing operational insight and consistency [3] - OMNIQ's solutions are designed with strict privacy and data protection standards, ensuring that data is processed securely and used only for authorized purposes [10]

Group 1 - CoreWeave, Inc. announced an expanded collaboration with Nvidia Corporation to build over 5 gigawatts of AI factories by 2030, aiming to enhance global AI adoption [1] - Nvidia invested $2 billion in CoreWeave Class A common stock at a price of $87.20 per share, indicating confidence in CoreWeave's business and growth strategy [2] - CoreWeave plans to utilize Nvidia's accelerated computing platform technology for the AI factories, with Nvidia assisting in the procurement of necessary resources for development [3] Group 2 - Following the announcement, Deutsche Bank analyst upgraded CoreWeave from Hold to Buy, raising the price target from $100 to $140 [4] - Mizuho analyst maintained a Neutral rating on CoreWeave while increasing the price target from $92 to $100 [4]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Group 1 - Alibaba officially launched the Qwen3-Max-Thinking flagship reasoning model [1] - Kimi announced the release and open-sourcing of the Kimi K2.5 model [1] - MiniMax M2.1 × Clawdbot aims to create an open-source AI assistant to build a super-intelligent workflow [1] Group 2 - Microsoft introduced the next-generation AI chip, Maia 200 [1] - NVIDIA released the AI "Earth-2" system, designed to enhance weather forecasting accuracy [1]