2025年10月底，美国旧金山，正是秋季里最宜人的天气。曾经的中国首富、互联网时代的标志性人物、 盛大集团创始人陈天桥，罕见地公开现身。 他站在讲台前，上身是一件深色休闲西装外套，下身是卡其色长裤。头发略显灰白，却梳理得一丝不 乱，神情克制而专注。 台下，包括三位诺贝尔奖得主、斯坦福大学荣誉校长在内的20多位全球顶尖学者与产业领袖齐聚一堂， 他们讨论的主题是：AI如何驱动科学发现。 会议现场，如今更强调其天桥脑科学研究院创始人身份的陈天桥宣布，将投入10亿美元算力，支持全球 科学家的创新人工智能研究。 这是陈天桥淡出公众视野多年之后，第一次如此清晰、直接地站回聚光灯中央。然而这次现身，却和过 往偶尔闪现一下不同。 这次演讲后不久，陈天桥一边发表文章，讨论AI时代的组织与管理，一边亲自下场，打造AI原生公司 Tanka。2026年开年第一天，他更放出大消息，联合创立国内首家超声波脑机接口公司"格式塔"。 这个曾经站在中国商业顶峰的人，杀回来了。 01 回归 如果要寻找一个真正把"脑机接口"推向公众视野的时间点，很多人会指向2024年初。 那年1月29日，埃隆·马斯克在社交平台上确认，他创办的脑机接口公司神经连接 ...

来源：DeepTech深科技 现实版本赛博格要加速到来了？ 近日，Neuralink 在社交媒体上传了一段联合创始人 DJ Seo 介绍公司新进展的视频。 X） 从该公司展示的技术进展和细节中我们看到： ·新一代手术机器人植入单根电极线的速度从 17 秒提升到 1.5 秒，并适配全球 99% 人群； ·已有十几名受试者每天使用设备 8 小时，超过 1 万名患者排队等待； ·新一代手术机器人在插入插单根电极线速度较现有机器人提升了十几倍； ·正致力于研发能够插入大脑表层 50mm 以上深度的新型植入针，以接触更丰富的神经元； ·其采用的针头夹具制造成本降低 95%。 一方面，最近的案例展示了脑机接口不仅是用意念控制鼠标或电脑，而是实现机械臂操作，另一方面，Neuralink 正在 从个别实验向可复制的应用迈进，这些进展或是将脑机接口技术推广到更大规模应用的关键一步。 接下来是手术机器人登场——它有一个细小如红细胞的针头（比头发丝还细），由它通过安全的方式将柔性电极线引 入颅内。每根线有 8 个电极，总共 1,000 个通道。 关键在于，这根柔性电极线由手术机器人上的精密电机操控，与线圈结合并在避开血管的前提下， ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [5]. Core Insights - Neuralink, a leading brain-computer interface company, showcased significant advancements in its technology, indicating a potential acceleration in the commercialization of brain-computer interfaces [2][10]. - The report suggests focusing on three main investment themes: 1) domestic mapping of the advanced overseas invasive brain-computer interface supply chain; 2) product deployment of non-invasive brain-computer interfaces in consumer scenarios; 3) downstream application targets related to brain-computer interfaces [10]. Summary by Sections Event Description - On June 27, Neuralink released a one-hour video demonstrating its latest research achievements and product development directions [3]. Event Commentary - The report highlights the impressive progress of Neuralink's brain-computer interface technology, which has significantly improved the quality of life for its seven trial participants, including patients with spinal cord injuries and ALS [10]. - Future plans include the development of a "full brain interface" with milestones set for 2025 to 2027, aiming to decode conscious speech and restore vision [10]. Product Overview - Neuralink currently has three products targeting different scenarios: 1) "Telepathy" for patients with motor disabilities; 2) "Blindsight" for visually impaired individuals; 3) "Deep" for neurological disorders [10].

Core Viewpoint - Neuralink is advancing brain-machine interface technology, showcasing significant progress in clinical applications and setting ambitious future goals for enhancing human capabilities through direct brain interaction with machines [1][5][10]. Group 1: Neuralink's Current Progress - Neuralink has conducted trials with 7 participants, including 4 with spinal cord injuries and 3 with ALS, who use the device for an average of 50 hours per week, with peaks over 100 hours [1][6]. - Participants can control video games and mechanical arms using brain signals, demonstrating the practical application of the technology [4][5]. Group 2: Product Lines and Future Plans - Neuralink has developed three main product lines: 1. Telepathy: Aimed at motor-impaired patients, enabling control of electronic devices and robotic arms [5]. 2. Blindsight: Focused on visual reconstruction, aiming for black-and-white contour perception by 2026 [5][8]. 3. Deep: Targeting neurological disorders like Parkinson's and depression, with animal trials underway [5]. - The ultimate goal is to achieve a full brain interface, allowing for deep integration between biological brains and machines, potentially enabling direct thought control of robots [5][8]. Group 3: Market Potential and Industry Trends - The global brain-machine interface market is projected to grow from $2.62 billion in 2024 to approximately $12.4 billion by 2034, with a compound annual growth rate of 17.35% [10]. - Various countries are intensifying their strategic investments in brain-machine interface technology, with China prioritizing this sector in its development plans [10]. - The industry is seeing advancements across invasive, semi-invasive, and non-invasive technologies, with non-invasive products leading in commercialization [10][11]. Group 4: Related Companies - Key players in the domestic industry include hardware manufacturers like Hanwei Technology and Jiake Intelligent, as well as application developers such as Zhongke Information and Keda Xunfei [11].