Core Insights - SpaceX's acquisition of xAI is valued at approximately $800 billion, with the merger aimed at creating a vertically integrated innovation engine encompassing AI, rockets, satellite internet, and communication platforms [3][4] - The merger is driven by xAI's financial struggles, having burned through about $9.5 billion in cash in the first nine months of 2025, with a monthly cash burn rate of around $1 billion [6][7] - The combined entity is expected to pursue an IPO around mid-2026, targeting a valuation of up to $1.5 trillion, which would make it the largest IPO in history [8][12] Financial Performance - xAI's revenue generation is limited, with its main product, the Grok chatbot, facing ethical scrutiny and lower monetization compared to competitors like ChatGPT [7] - SpaceX is projected to generate approximately $15 billion in revenue by 2025, with Starlink contributing around $10.4 billion, indicating a strong cash flow to support the merger [8] - The merger allows xAI investors to convert their shares into SpaceX stock, providing a potential exit strategy and reducing concerns over dilution in future funding rounds [8] Strategic Vision - The merger is framed around the concept of a "space data center," leveraging the advantages of space for AI computation, although significant technical challenges remain [4][5] - Musk's vision includes using the merger to fund ambitious projects such as lunar bases and Martian civilizations, emphasizing a long-term perspective on innovation [17][18] - The consolidation of Musk's companies may streamline operations and focus resources, although it raises concerns about regulatory scrutiny and the concentration of power [16][17] Market Reactions - Investor reactions are mixed, with some viewing the merger as a strategic advantage while others express skepticism about the financial viability of xAI [11][12] - The merger is seen as a potential rescue for xAI, similar to Tesla's acquisition of SolarCity, which previously faced legal challenges [11][12] - Analysts note that the merger could enhance SpaceX's narrative in the current AI-driven market, potentially leading to a higher IPO valuation [8][12]

西风 发自 凹非寺 量子位 | 公众号 QbitAI xAI"迄今为止最强大的视频音频生成模型"Grok Imagine1.0版本，正式全面上线。 模型支持文生视频、图生视频，单次生成时长为10秒，分辨率720P，音频效果实现大幅提升。马斯克第一时间就转发了该消息。 先看效果。Grok Imagine 1.0能精准捕捉用户的创意构想，比如AI版"驯龙高手"，细节丰富且画面连贯： 音频表现亮眼，角色语音情感饱满、表现力十足，还能与场景节奏完美同步。 像这只毛茸茸的白色小怪兽，玩"躲猫猫"时的互动音效与语气，生动感拉满： 它也很擅长日常趣味创作，既能让老照片动起来，也能快速围绕当日热点做梗图、短视频。 把生成的片段串一串，分分钟拼出一部小短片，请欣赏： 目前官网就能免费开玩。 xAI表示，仅在过去30天的测试期内，Grok Imagine就已生成12.45亿条视频。 视频生成&剪辑性能领先 Grok Imagine的核心能力主要分为视频生成与视频剪辑两大板块。 来看更多官方秀肌肉。 视频生成方面，Grok Imagine具备电影级运镜理解： 画面衔接丝滑不卡顿： 多主体生成表现也很抗打： 且不同主体间互动自然： ...

除了文本输入，用户还可以上传界面草图等多模态内容作为开发参考。 01 应用的一个重要功能是最近很流行的"技能"(Skills）系统。这是一套用户可自定义的扩展机制，用于调整Codex的输出 方式。 OpenAI在2月3日正式发布了其编程助手Codex的macOS桌面应用。这款应用目前向所有ChatGPT用户开放试用，包括 免费用户和Go餐用户。对于付费订阅用户，OpenAI还临时提供了双倍的使用额度。 Codex应用的界面设计相当简洁，核心是一个类似ChatGPT的对话框。用户输入需求后，应用会逐条显示生成的代码 片段。对话框旁边有一个侧边栏，提供项目文件链接等快捷入口。 整个交互逻辑围绕对话展开，开发者可以通过语言描述需求，让agent完成具体的编程工作。 根据siliconangle的实测，Codex桌面应用版的底层模型仍然是2025年12月发布的GPT-5.2-Codex模型。该模型可以处理 最多40万个token输入，相当于约10万行代码的规模，并且支持超过50种编程语言。 比如开发者想要直观了解进度，那就给Codex添加新技能，在每次建议代码修改时自动生成配套的可视化说明。 创建技能的过程就是组织一 ...

wordmmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1 Partnership to Bring Enterprise-Ready AI to the World's Most Trusted Data PlatformNo-Headquarters/BOZEMAN, Mont.--([BUSINESS WIRE])--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced a new collaboration with OpenAI that enables global enterprises to unlock greater value from their proprietary data with AI. This multi-year, $200 million partnership agreement cements Sno ...

太带劲了！抢先Claude 5，OpenAI深夜祭出了一个编码杀器——Codex。它可以让一人指挥多Agent并行协作，自带Skills，编码从此进入自动化时代。 Claude 5的脚步声越来越近，奥特曼终于坐不住了。 就在刚刚，OpenAI毫无预警地抛出「王炸」——Codex正式进化为独立的桌面App。 Codex的进化令人毛骨悚然，它不仅生成代码，还学会了利用代码作为「Skills」来操控电脑。 比如想要解决项目中的Comment，直接调用安装好的Skills，Codex立刻就把问题破解了。 这不仅仅是一个写代码的窗口，更是一个能同时指挥千军万马（多个Agent）的「全能指挥部」。 Codex定位非常明确：要做Agent的「指挥中心」 具体来说，Codex可以做到以下几点： 多任务并行切换，毫不费力：同时调用多个AI智能体开展工作，并通过「工作树」（worktrees）实现变更隔离，互不干扰； 创建并调用Skills：将工具和开发规范封装成可复用的能力； 设置自动化流程：通过后台定时工作流，把那些重复性的琐事统统交给Codex处理。 假设想要为相册里的照片添加「拖拽」功能，选择「工作树」，即可让AI在同一 ...

2026开年，一款大红大紫的AI助手，上演了冰与火之歌。 这几天，AI行业出现魔幻一幕，一群极客和科技大佬排队抢Macmini，只为跑上OpenClaw（原名Clawdbot）。 这个"AI万能助手"快速席卷了GitHub和各大技术社区，仅用了十天时间便在GitHub狂揽8万星标，腾讯云、阿里云都连夜上线了一键部署服务。 然而短短几日，就有用户因操作失误账号被币圈黑客秒抢、卷入诈骗案，很快OpenClaw就被曝出数据库"裸奔"、用户量数据造假，多名安全研究员在技 术社区发出预警，原先盛赞OpenClaw的大佬们也纷纷改口。 "AI贾维斯"的口碑反噬来得如此之快令人咋舌。揭开agent能力"天宫一角"后，OpenClaw证明桌面agent的潜力无限。 但后续的agent元年，前赴后继的玩家能否弥补其中的安全漏洞，让AI依旧掌控在人类的管辖之中，则是一场更重要的大考。 交代一句：帮我处理点生活琐事然后就去睡了 早上醒来，它已经： 替我辞职（谈好了N+18补偿+年终奖）； 提交了4项发明专利申请(内容我一眼没看过)； 现实影响 账号与资产安全隐患 企业数据泄密风险 生产环境停摆可能 产业变化 Agent-Secur ...

Core Insights - The article discusses the launch of the new open-source agent model Step 3.5 Flash, which features a total of 196 billion parameters and 11 billion active parameters, supporting a context window of 256K [2][36]. Model Performance - The model achieves a peak inference rate of 350 TPS, comparable to closed-source models in agent scenarios and mathematical tasks, capable of handling complex, long-chain tasks [5][41]. - In benchmark tests, Step 3.5 Flash scored 97.3 in the AIME 2025 benchmark, 74.4% in the SWE-bench Verified coding tasks, and 88.2 in the τ²-Bench for agent tasks, indicating strong performance across various applications [7][6]. Technical Architecture - Step 3.5 Flash employs a MoE sparse mixture of experts architecture, activating approximately 11 billion parameters during inference to control computational and deployment costs effectively [36]. - The model incorporates a 3:1 sliding window attention mechanism to address long context issues, enhancing its ability to manage lengthy texts [37]. - It features a self-developed MIS-PO reinforcement learning framework to improve inference and agent execution capabilities, reducing data noise and gradient variance for stable optimization in long-sequence tasks [42]. Ecosystem Integration - The model is designed to work seamlessly with major AI acceleration chip platforms from various manufacturers, including Ascend, Mu Xi, and Alibaba's T-head, ensuring compatibility with current mainstream domestic AI hardware [4]. - Step 3.5 Flash emphasizes a cloud-edge collaboration approach, where the cloud handles complex planning and reasoning while the edge focuses on secure data retrieval and local execution [30][32]. Future Developments - The development team is already working on Step 4, indicating ongoing advancements in the model's capabilities [43].

作者 | 褚杏娟 近日，昆仑天工正式发布了 Mureka V8 音乐大模型。新模型在音乐性、编曲完成度、人声表达以及整体音质质感等多个关键维度实现同步提升，使 AI 音乐从"可生成"进一步迈向"可发布"。 此次 V8 版本的发布，被昆仑天工视为一个关键的转折点。"这是我们模型演进史上跃进最大的版本之一，"昆仑天工董事长兼 CEO 周亚辉指出，"它不 仅是技术能力的超越，更标志着 AI 音乐首次达到了大规模工业化应用的成熟度。" 周亚辉解释，这种"工业化"能力，源于底层技术的系统性进步。据介绍，V8 的突破建立在 MusiCoT（音乐思维链）技术体系的深化、更大规模的参数 训练以及强化学习的有效应用之上。这使得模型不再是声音片段的拼接，而能更本质地理解并生成具备完整音乐逻辑、情感推进和记忆点的作品。 下面是官方制作的一个完整 MV 音乐视频，曲风是 K-pop 风格： 听得出来，Mureka V8 的整体呈现已经非常不错。据悉，未来 Mureka 将推出 AI Studio，支持更深度的编辑、结构调整和创作管理，让 AI 融入专业创 作流程。 现在，年轻群体收听 AI 音乐已渐成日常，它们与主流音乐一同在内容平 ...

Core Insights - The AI application sector is experiencing significant growth and attention, with major companies like Tencent and Alibaba investing heavily in AI initiatives during the Chinese New Year, totaling over 4 billion yuan [1] - The global generative AI market is projected to grow from $17.65 billion in 2023 to $25.86 billion in 2024, with a compound annual growth rate of 46.5% expected until 2033 [2] - A surge in stock performance for AI-related companies has been observed in the A-share market, with the AI agent concept index rising over 13% in January [3] Domestic Market Developments - Tencent and Alibaba launched significant promotional activities for their AI products during the Spring Festival, aiming to enhance user engagement and ecosystem integration [1] - Companies like Kunlun Wanwei and MiniMax are introducing innovative AI products, attracting considerable market interest [1] - The A-share market has seen impressive gains in AI-related stocks, with notable performers including Zhejiang Wenlian and BlueFocus [3][4] International Market Trends - Google's introduction of the AI tool "Project Genie" has raised concerns among traditional game developers, leading to a sell-off in gaming stocks [1] - Anthropic's launch of Claude Code has gained global traction, prompting competition from other tech leaders like Elon Musk, who plans to release an upgraded coding tool [1] Investment Opportunities - Analysts express optimism about AI applications in sectors like healthcare, finance, and enterprise, highlighting the potential for significant productivity improvements [7][8] - Investment strategies should focus on companies that demonstrate practical AI applications and competitive advantages, particularly those that have achieved product-market fit [8][9] - The development of enterprise-level AI agents is expected to accelerate, with a shift from simple task execution to more complex problem-solving capabilities [9]

美国当地时间2026年2月2日，SpaceX正式宣布全资收购人工智能初创公司xAI。 这是马斯克近期推动其商业帝国垂直整合的重要动作，在太空建设AI数据中心的需求是促成此 次合并的重要原因。 " SpaceX收购xAI，是为了构建一个跨越地表与太空的'垂直整合创新引擎'。该引擎将深度融 合人工智能、运载火箭、天基互联网、手机直连通信以及实时信息平台。 "在SpaceX公开的一 份内部备忘录中，马斯克写道，此次合并标志着双方使命迈入新篇章，即利用天基能源网络， 构建"恒星级"的AI算力基础设施，以突破地表能源对算力扩张的物理限制。 记者｜彭新 编辑｜骆一帆 SpaceX和xAI均未披露本次合并的具体协议。 （图源：图虫） 万亿美元独角兽诞生 马斯克此前多次表达了发展太空数据中心的意愿，他在备忘录中表示，目前的AI发展已遭遇物 理极限，"全球电力需求即使在短期内也无法通过地面解决方案满足"。 他预计在未来2至3年 内，太空将成为生成AI算力成本最低的场所。 2002年成立的SpaceX，目前已是全球最大的商业火箭发射服务供应商，具备制造、发射、回 收、复用运载火箭的能力；同时SpaceX还拥有"星链"（Starl ...