第一条"战线"是AI算力产业链。1月2日，被称为"港股GPU第一股"的壁仞科技在港交所挂牌上市，成为 了2026年港股市场首只上市新股。据了解，壁仞科技聚焦于高端通用GPU与大规模数据中心算力平台， 已成为"云端大算力"方向国产通用GPU的重要代表。 1月8日，国产通用GPU赛道头部企业之一的天数智芯登陆港交所主板。天数智芯是国内首家实现通用 GPU量产的企业，截至2025年6月底，天数智芯已经交付超过5.2万片产品。 港股冲刺AI企业聚集地 近期，港股AI板块热潮涌动。1月14日，多只人工智能概念股股价飙升，阿里健康股价大涨18.96%，智 谱上涨18.81%。据证券时报记者不完全统计，目前港股与人工智能相关性较强的上市公司数量已经超 过40家，可以把它们划分为四条"AI战线"。 除GPU企业之外，港股还有中芯国际这样的集成电路晶圆代工龙头。据Counterpoint统计，2025年第三 季度中芯国际凭借5%的全球市场份额，成为了全球第三大专业晶圆代工企业，仅次于台积电和三星。 同时，百度旗下AI芯片子公司昆仑芯也向港交所提交了上市申请。 从底层芯片制造，到AI芯片设计，港股正在AI算力领域"招兵买马"，迅 ...

（来源：南京晨报） 转自：南京晨报 1月14日，南京公共安全人工智能产业园（二期）项目已基本建成。作为南京市首批智能建造试点项目 及BIM技术应用示范工程，项目建成后将聚焦公共安全领域的人工智能产业链，着力打造具有国际一流 水平的人工智能科技创新载体。新华报业视觉中心记者 蒋文超 摄 ...

Strengthening its position in embodied AI data for Vision-Language-Action (VLA) models as the global AI robotics market surges toward $125 billion by 2030 LOS ANGELES, CA / ACCESS Newswire / January 14, 2026 / Nexscient, Inc. (OTCQB:NXNT), a leading innovator in artificial intelligence (AI) applications and intelligent enterprise solutions, today announced the execution of a definitive Stock Purchase Agreement to acquire Flipside Digital Content Company, Inc. ("Flipside AI"), a Philippines-based leader in A ...

InterDigital Conference Call Summary Company Overview - **Company**: InterDigital - **Industry**: Semiconductor and wireless technology - **Focus**: Research and development in wireless, video, AI, and related technologies, licensing innovations globally to various sectors including wireless communications, consumer electronics, IoT, and cloud-based services [1][2] Core Business Model - **Licensing Model**: Operates on an IP as a service model, where customers pay for a subscription to a portfolio of patents, resulting in recurring revenue [6][7] - **Patent Portfolio**: Emphasizes an evergreen patent portfolio, with an average of six new patents added daily, ensuring long-term value [21][22] - **Revenue Growth**: Revenue is growing rapidly, with a year-over-year increase and profitability growing faster than revenue due to high margins [7][25] Financial Performance - **Contracts**: Over $4 billion worth of contracts signed in the last four years, with a focus on long-term agreements averaging five years [23][24] - **Annualized Recurring Revenue (ARR)**: Target to grow ARR from $400 million to $1 billion by 2030, with current figures showing significant progress [27][39] - **Dividend Increase**: Increased dividend by approximately 50% from $0.45 to $0.70 per quarter [26] Market Position and Strategy - **Customer Base**: Major clients include Apple, Samsung, Lenovo, and Oppo, with long-term relationships [8][24] - **Growth Strategy**: Focus on expanding into consumer electronics, IoT, and online streaming, with a goal of monetizing $200 million in recurring revenue from these segments by 2030 [34][35] - **Standard Development**: Actively involved in standard development organizations, influencing the future direction of technology [16][19] Industry Dynamics - **Video Consumption**: Video accounts for 80% of internet traffic, driving demand for efficient video delivery technologies [11][12] - **Emerging Technologies**: Investing in foundational AI technologies, with a focus on integrating AI into wireless and video standards [10][11] Legal and Competitive Landscape - **Litigation**: Recently won a litigation battle against Disney, with ongoing litigation against Amazon, highlighting the company's commitment to enforcing its IP rights [42][43][46] - **Competitive Advantages**: Positioned as a leader in foundational technology development, with a strong emphasis on standardization and long-term partnerships [47][48] Future Outlook - **Long-Term Goals**: Aim to maintain a 60% adjusted EBITDA margin while achieving double-digit year-over-year growth in ARR [39] - **Investment in R&D**: Committed to long-term investments in research and development to sustain growth and innovation [38] This summary encapsulates the key points discussed during the conference call, highlighting InterDigital's strategic focus, financial performance, and market positioning within the semiconductor and wireless technology industry.

Core Insights - SoundHound AI (SOUN) is launching Vision AI, a multimodal capability that integrates visual understanding with its conversational AI, enhancing in-vehicle assistants [1][10] - Vision AI aims to broaden SoundHound's use cases, moving beyond a standalone product to a strategic enhancement of its platform [1][4] Commercial Opportunity - Vision AI complements SoundHound's agentic framework, enabling higher-value interactions that transition from information retrieval to actions and transactions [2] - In the automotive sector, Vision AI supports navigation, safety, diagnostics, and location-based services, enhancing the relevance of in-car assistants and strengthening relationships with OEMs [2] Voice Commerce Strategy - Vision AI supports SoundHound's voice commerce strategy by allowing visual cues to trigger context-aware recommendations or purchases, promoting recurring revenue streams [3] Long-term Implications - While immediate revenue from Vision AI may be modest, its long-term implications are significant, enhancing platform stickiness and differentiating SoundHound from voice-only competitors [4] Competitive Landscape - Competitors in the multimodal AI space include Veritone (VERI) and C3.ai (AI), both of which have distinct commercial angles on vision-centric AI [5][8] - Veritone focuses on media, legal, and government sectors, while C3.ai offers a broad enterprise AI application suite, indicating diverse approaches to integrating visual and conversational intelligence [6][7] Price Performance and Valuation - SoundHound shares have decreased by 2% over the past six months, underperforming the Zacks Computers - IT Services industry, which declined by 7.7% [9] - The forward 12-month price-to-sales ratio for SOUN is 19.81, higher than the industry's 15.98, indicating a premium valuation [16]

Group 1: US Export Control Regulations - The US Department of Commerce's Bureau of Industry and Security has relaxed export control regulations for high-performance chips, allowing for the export of Nvidia's H200 and AMD's MI325X to China under specific conditions [1] - The new regulations require applicants to demonstrate sufficient supply in the US market and that exports do not exceed 50% of total US sales, with projections indicating that the H200 could generate over $47.6 billion in revenue for Nvidia by 2026, including nearly $16 billion from the Chinese market [1] - Concurrently, the US House of Representatives passed the Remote Access Security Act, which may impact overseas data center projects by restricting access to advanced computing power for AI model training [1] Group 2: Google Veo 3.1 Upgrade - Google Veo 3.1 has been upgraded to support "material-based video" generation, allowing users to create high-quality videos by uploading images and text instructions, achieving unprecedented consistency in character representation [2] - The new version supports native 9:16 vertical output and industry-leading 1080p and 4K ultra-resolution technology, eliminating the need for post-editing and quality loss, making it suitable for platforms like YouTube Shorts [2] - This functionality has been introduced in YouTube Shorts and YouTube Create applications, with enhanced versions being pushed to Flow, Gemini API, Vertex AI, and Google Vids [2] Group 3: Zhiyuan and Huawei Collaboration - Zhiyuan has partnered with Huawei to open-source a new generation image generation model, GLM-Image, which is the first SOTA multimodal model trained on domestic chips [3] - The model employs an innovative "autoregressive + diffusion decoder" hybrid architecture, achieving first place in open-source rankings on CVTG-2K and LongText-Bench, with a Chinese text rendering score of 0.979 [3] - API calls for generating an image cost only 0.1 yuan, excelling in knowledge-intensive scenarios such as posters, PPTs, and Chinese character generation, and is available on GitHub and Hugging Face [3] Group 4: PixVerse R1 Release - Aishi Technology has released PixVerse R1, the world's first real-time world model capable of generating video at a maximum resolution of 1080P, allowing users to intervene in the video generation process in real-time [4] - The model is based on an Omni native multimodal foundational model, an autoregressive streaming generation mechanism, and an instant response engine, transforming video generation from "fixed segments" to "infinite visual streams" [4] - It defines a new form of "Playable Reality," making videos a continuously existing process that can be intervened in real-time, currently in beta testing with a selective invitation mechanism [4] Group 5: Vidu's One-Click MV Generation - Vidu AI has launched a "one-click MV" feature, enabling users to submit music, reference images, and text instructions for automatic output of a coherent, high-quality music video [6] - The system incorporates a deep collaborative multi-agent framework, including director, storyboard, visual generation, and editing agents, producing complete videos within minutes [6] - The "multi-image reference video generation" technology allows users to upload up to seven reference images, accurately replicating character features and aesthetic styles in videos up to five minutes long, achieving frame-level audio-visual integration [6] Group 6: 1X Company's NEO Robot - 1X Company has introduced a new "brain" for its home humanoid robot NEO, which learns the laws of physical world operation by watching vast amounts of online videos and human first-person operation recordings [7] - The model is based on a 14 billion parameter generative video model, employing a multi-stage training strategy that includes 900 hours of human first-person mid-training and 70 hours of embodied fine-tuning, generating successful task completion videos before executing actions [7] - The inverse dynamics model (IDM) is trained on 400 hours of unfiltered robot data, extracting corresponding action trajectories from generated videos, with official tweets surpassing 5 million views [7] Group 7: League of Legends Mysterious Player - A mysterious player in the Korean server achieved a 95% win rate, completing 56 matches in just 51 hours, with a record of 52 wins and 4 losses, rising from below Diamond to the top ranks [8] - This account used 22 different heroes in ranked matches, with a lane win rate of 86%, significantly outperforming the top ten players in the Korean server, sparking discussions about the player's identity possibly being linked to Elon Musk's AI [8] - Following T1's global championship win in 2025, Musk's challenge to top teams has led to speculation, with the true identity of the account remaining a mystery [8] Group 8: Google MedGemma 1.5 Release - Google Research has released MedGemma 1.5, which supports high-dimensional medical image analysis, including CT and MRI three-dimensional data and whole-slide digital pathology images [9] - The accuracy of disease classification in MRI has improved from 51% to 65%, with anatomical structure localization accuracy rising from 3% to 38%, and MedQA accuracy increasing from 64% to 69% [9] - The MedASR speech recognition model has been launched, achieving a word error rate of only 5.2% in chest X-ray report dictation scenarios, outperforming the general model Whisper by 82%, and is now available on Hugging Face and Vertex AI [9] Group 9: Google Cloud AI Director's Insights - The director of Google Cloud AI, Addy Osmani, raised five critical questions regarding the future of software engineering in the AI era, including the necessity of junior engineers and the relevance of computer science degrees [10][11] - A Harvard study indicated that the introduction of generative AI led to a 9%-10% decline in junior developer positions over six quarters, while senior engineer employment remained stable, with major tech companies reducing entry-level hiring by 50% [11] - Recommendations for junior engineers include building AI-integrated portfolios and manually coding key algorithms, while senior engineers should focus on architecture reviews to adapt to an "agent-based" engineering environment [11]

Funding and Valuation - Deepgram has secured $130 million in Series C funding, raising its valuation to $1.3 billion [1] - The investment round was led by AVP, with participation from new investors such as Alumni Ventures, Princeville Capital, and Citi Ventures, alongside existing investors like Tiger Global and BlackRock [1] Technology and Applications - Deepgram provides AI models and infrastructure for enterprises and developers to create custom voice agents capable of managing real-time, context-aware conversations at scale [2] - The technology supports over 50 languages and is utilized by more than 1,300 organizations globally, including notable clients like NASA and Amazon Web Services [3] Strategic Expansion - Deepgram has announced the acquisition of OfOne, a voice AI platform for restaurant drive-thrus, to enhance its services in the quick-service restaurant sector [4][5] - The company aims to use the Series C proceeds to expand its international presence, launch new models, and pursue further acquisitions [5] Product Offerings - Deepgram's product suite includes speech-to-text models, text-to-speech systems, conversational speech recognition technology, APIs for enterprise conversational AI deployment, and options for domain-specific model customization [6]

BREAKING: Markets Brace for Possible SCOTUS Tariffs Ruling More News Partner Center SoundHound AI (SOUN) stock is stuck in the doghouse as the voice AI technology provider faces slowing sales growth and continuing losses. Analysts polled by FactSet expect the Santa Clara, Calif.-based company to report revenue of $167.8 million for 2025, up 98% from the previous year. However, they see SoundHound sales growth slowing to 37% in 2026. Meanwhile, its losses… Today's Spotlight MarketDiem Flash Sale Want daily t ...

Introducing AI Content Detection, Real-Time Bias Meter and Breakthrough Interactive Polling Powered by ADIO® PHILADELPHIA, PENNSYLVANIA / ACCESS Newswire / January 14, 2026 / Datavault AI Inc. (Nasdaq:DVLT), a leader in AI-driven data valuation, monetization, credentialing, and digital engagement technologies, today announced a transformative integration of its patented content detection, identification, and rating system (US Patent Publication 2019/0082224 A1) with Fintech.TV, the premier on-demand platfor ...

Core Insights - The article highlights the significant advancement made by a domestic AI startup, Aishi Technology, in the field of world modeling with the launch of PixVerse R1, the world's first general-purpose real-time world model capable of 1080P resolution and instant responsiveness, marking a milestone in AI video technology [1][2] Group 1: Product Development - Aishi Technology has introduced PixVerse R1, which allows for real-time interactive and continuously evolving video generation, moving away from static outputs to a dynamic creation process [1] - The product is seen as a major breakthrough in the AI video sector, transitioning real-time world models from research to deployable products [1][2] Group 2: Market Position and Strategy - The company adopts a different technical route compared to global competitors, focusing on engineering and system-level capabilities, which facilitates the scalability of real-time video generation technology [2] - Aishi Technology is positioned as a strong challenger to OpenAI's video model Sora, having received support from various industry and capital institutions, including Alibaba and Giant Network [3] Group 3: Industry Implications - The advancement in real-time video generation is expected to redefine the interaction between users and AI-generated content, blurring the lines between creators and consumers [2] - The potential applications of AI video technology are vast, with expected growth in interactive entertainment, film production, education, and digital simulation [2]