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CoreWeave: Why I'm Buying This Controversial AI Stock
Seeking Alpha· 2026-01-19 12:50
CoreWeave, Inc. ( CRWV ) is a name that really started to receive a lot of attention in 2025. The debate on whether to buy or sell the stock has been quite fierce, and students of the marketAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CRWV, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with a ...
e& and IBM Unveil Enterprise-Grade Agentic AI to Transform Governance and Compliance
Prnewswire· 2026-01-19 12:30
IBM's Client Engineering team led the design and integration of the agentic AI solution, with GBM supporting delivery through project coordination and deep familiarity with e&'s OpenPages and watsonx Assistant environment. The work showcased AI capabilities that move beyond traditional question-and-answer tools, enabling reasoning and action while remaining aligned with e&'s governance, risk, and compliance framework. "Our ambition is to move beyond isolated AI use cases toward enterprise-scale agentic AI t ...
European tech investments: December signals that defined 2025
Yahoo Finance· 2026-01-19 12:29
There was a significant rise in “Physical AI” robotics through November, but December showed how a software-based autonomous AI layer is now taking shape. Investors are seeking agents capable of executing end-to-end operation workflows over smarter assistants.Investors are seeing the real-time functional shift in how AI is developing. It is moving from advisory support to the practical delegation of action. AI systems used to only suggest improvements, but now we are seeing independent task execution, such ...
新“易中天”来袭,AI的投资方向变了?
虎嗅APP· 2026-01-19 11:07
出品 | 妙投APP 作者 | 董必政 编辑 | 丁萍 头图 | 视觉中国 这届股民真的是太会了。 2025 年 , AI 算 力 的 代 表 性 企 业 新 易 盛 、 中 际 旭 创 、 天 孚 通 信 的 涨 幅 分 别 达 到 了 424.03% 、 396.38%、213.72%,被称为"易中天"组合,被股民津津乐道。 然而,2026年以来老"易中天"的股价有所调整,新"易中天"组合又被挖掘出来了。 1月12日,AI应用的"易中天"(易点天下、中文在线、天龙集团)均出现20%的涨停。不少媒体开始 唱多"新易中天"。 | AI应用 √ | 当前价 ◆ | 涨跌幅 ◆ | 成交量 ◆ | 总市值 ៖ 年初至今 ៖ | 0 | | --- | --- | --- | --- | --- | --- | | 易点天下 SZ301171 | 75.88 | +12.65 (+20.01%) | 92197手 | 358.07亿 +87.36% | 5 | | 天龙集团 SZ300063 | 15.45 | +2.43 (+18.66%) | 31.32万手 | 117.19亿 +80.28% | ( ) .. ...
一人公司火了,多地密集发布支持政策
21世纪经济报道· 2026-01-19 10:55
作者 丨陈思琦 编辑丨孙超逸 2022年北京冬奥会,为应对极低温的户外场地,清华大学团队研发了一款可实现-40℃到30℃ 智能温控的黑色马甲。 2025 年 , 这 样 一 款 对 抗 极 寒 的 装 备 , 随 着 一 家 名 为 " 自 然 宸 极 " 的 OPC ( One Person Company,一人公司)来到了常年温暖、炎热的深圳,包括公司CEO、"00后"清华硕士生陈奕 杰在内的核心创始团队仅两人,瞄准的却是全球市场。 近日,《深圳市打造人工智能OPC创业生态引领地行动计划(2026—2027年)》印发, 明确 到2027年底,建成超10家面积均不少于1万平方米、集聚效应明显、全国领先的OPC社区,培 育超千家高成长性AI创业企业。 放眼全国,北京、上海、杭州、南京等城市也密集发布OPC 支持政策,自然宸极这类AI"一人公司"站在了聚光灯下。 21世纪经济报道记者走访发现,"一人公司"并非严格意义上的"一人有限责任公司",而是 "1+小N+AI",一两位核心创业者带领一个小团队,借力AI即可高效应对各种复杂业务。 "之前要招十个人完成的工作,现在招一两个人就足够了。"陈奕杰说。 无疑,OPC ...
Claude Code太难?Coze帮你3分钟做出可变现的 Skills
歸藏的AI工具箱· 2026-01-19 10:06
最近 Claude Code 和 Skills 非常火,但想靠 AI Skills 变现?现实很残酷: 教一下 在哪里找技能 、怎么用自然语言做技能 、怎么部署上架并开通按月付费 。顺便介绍一下其他能 力。 技能(Coze Skill)的使用 首先是 Skills 的是使用部分,其实你不需要新建 Skills,这次 Coze 做了非常多官方的技能以及上线了一 个技能商店。 他们将原来的表格处理、PPT 生成、网页生成、播客生成都打包成了官方的技能,你可以在首页输入 框下方调用。 Coze 2.0 的更新,就是在解决这些问题: 如何让有认知的人,不需要工程能力,也能参与 AI 生态的价值分配? 同时他们还更新了一个长期计划能力帮你指定计划监督你执行,同时给你非常多相关计划信息和上下文 的帮助。 安装 CLI 工具就能消耗半天 调试 API 调用时,总是莫名其妙报错 好不容易做出来,却不知道怎么让别人用到 | ■ 凝重计划制定任务 ▼ | | ○ 对话 归 日程 □ 文件 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 有更新叮咚!我 ...
《2025胡润中国人工智能企业50强》发布:14家算力硬件类企业领跑细分赛道
Xin Lang Cai Jing· 2026-01-19 09:58
图片来 榜单聚焦于主营业务为AI算力或算法的中国企业。AI芯片企业寒武纪以6300亿元的价值位居榜首,比 去年增长165%;国产GPU第一股摩尔线程排名第二,价值3100亿元;中国首批实现全流程国产化的高 端GPU企业沐曦排名第三,价值2500亿元;语音识别龙头科大讯飞、机器视觉龙头商汤、多模态生成式 AI先锋稀宇极智位居前十。 从细分领域来看,算力硬件类企业上榜14家,比去年增加9家;数据分析决策类企业有11家,比去年增 加4家;内容生成类、视觉识别类、自动驾驶类各都有8家上榜,语音识别类企业有3家。 榜单入选企业中有21家非上市公司,上榜门槛为95亿元人民币,比去年提高35亿元人民币;前十名门槛 为730亿元人民币,是去年的220亿元人民币的3倍多。上榜企业平均价值540亿元人民币,是去年的2.4 倍,其中5家企业价值超千亿。 在上榜企业中,北京以19家企业的数量领先,上海有14家,深圳6家,广州有4家。总体来看,一线城市 的企业占据了上榜企业总数的80%以上,显示出一线城市在AI领域的重要地位和集聚效应。 上榜企业平均成立于12年前。成立于2021年以后的上榜企业有6家,分别是月之暗面、百川智能、阶跃 ...
百川智能打赢OpenAI,AI圈“惨王”王小川杀回来了
Xin Lang Cai Jing· 2026-01-19 09:56
作者 | 谢春生 编辑 | 苏淮 沉寂大半年后,王小川的风评变了。 近日,AI独角兽百川智能小范围召开了一场媒体沟通会,许久未公开露面的创始人王小川,带着标志性的笑脸,回应了媒体关心的诸多问题。 王小川透露,目前百川智能账上还有30亿元(人民币,如无特殊注明,货币单位下同),预计会在2027年启动上市计划。此外,他不再提及通用大模型, 而是畅谈起了AI医疗。 来源:源媒汇 对于王小川而言,AI医疗一直都是他心中的"白月光"。早年谈及创立百川智能初衷时,其便坦诚,是因为医疗才选了大模型,而不是因为大模型才选了AI 医疗。 包括在这次沟通会上,王小川也一再提及,第一天开始就想做医疗,只是被"裹挟"做了很多医疗之外的事情,譬如,此前通过快速迭代的通用大模型试水 C端产品和B端商业化。这让百川智能付出了不小的代价——大幅裁员、核心出走,一度被市场质疑其在"AI六小虎"中已掉队,王小川也被视为2025年"AI 圈最惨的人"。 如今,再度回归,在王小川看来,是行业已经到了爆发的节点,且他已经能够带着百川智能的最新战绩"交作业"。 据百川智能披露,其最新开源的新一代医疗大模型 Baichuan-M3,在全球最权威的医疗AI ...
Sequoia Capital planning billon dollar investment in Claude-maker Anthropic
Yahoo Finance· 2026-01-19 09:55
Group 1 - Sequoia Capital is planning to invest in Anthropic, aiming for a fundraising effort that could reach "tens of billions of dollars" [1] - The fundraising round is led by Singapore's GIC and US investor Coatue, each committing $1.5 billion [1] - Anthropic aims to raise $25 billion or more, valuing the company at $350 billion, which would more than double its valuation from four months ago [2] Group 2 - Microsoft and Nvidia have pledged up to $15 billion combined, with additional contributions expected from other venture capital firms and investors [2] - The fundraising talks are ongoing, and the final total may change, with expectations for the round to close in the coming weeks [3] - Sequoia's participation follows a leadership transition at the firm, with new co-leaders Pat Grady and Alfred Lin [4] Group 3 - Sequoia has previously invested in major companies like Google, Apple, and Airbnb, and holds stakes in competitors OpenAI and xAI, indicating a shift towards supporting multiple rivals in the AI sector [5] - The scale of the Anthropic deal resembles a stock investment rather than traditional venture capital backing [5] - Anthropic is known for its Claude chatbot and is preparing for a possible initial public offering (IPO) this year [6]
阿里CEO吴泳铭:2025年几场“大仗”我们都打得漂亮,AI带来升级和更多可能性【附人工智能行业市场分析】
Sou Hu Cai Jing· 2026-01-19 09:46
Group 1 - Alibaba's CEO, Wu Yongming, highlighted the company's enhanced development momentum in 2023, emphasizing the successful integration of AI into its business operations and the solid performance in the consumer sector [2] - The letter from Wu focused on specific achievements such as the success of Taobao Flash Sale, the development of a comprehensive consumer service system, and the rapid adoption of the Qianwen App, showcasing Alibaba's practical results in the AI era [2] - Alibaba's AI and cloud computing business has shown significant growth, with AI-related product revenue maintaining triple-digit year-on-year growth for seven consecutive quarters [2] Group 2 - The global AI industry is transforming various sectors, becoming a core force in reshaping industrial structures and human lifestyles, with applications in healthcare, smart manufacturing, and intelligent transportation [3] - China's AI industry is rapidly developing, with the core industry scale growing by 13.9% year-on-year in 2023, approaching 600 billion yuan [3] - Chinese AI developers, including Alibaba, have made significant advancements, with their AI models performing comparably to those from the US in major benchmarks [5]