9月18日，民众在迈越科技股份有限公司的第22届东博会展位上体验智能眼镜。中新社记者蒋雪林摄 在第22届中国—东盟博览会(下称东博会)开幕式上，广西壮族自治区党委书记陈刚佩戴一副能够实时提 词的AI眼镜走向演讲台。他表示，这是我们主动拥抱人工智能时代，打造中国—东盟人工智能创新合 作中心的一个最新成果。 9月17日，在第22届东博会开幕式上，广西壮族自治区党委书记陈刚佩戴一副能够实时提词的AI眼镜发 表欢迎辞。陈冠言摄 这副由广西本土企业迈越科技股份有限公司(下称迈越科技)研发的智能眼镜它不仅能实时投射文字提 示，更支持东盟十国语言的即时互译。 本届东博会开展后，智能眼镜迅速受到关注，泰国、越南、印尼等多国客商纷纷前来咨询。据悉，泰国 永盛国际商业管理(曼谷)有限公司已与迈越科技股份有限公司签署采购协议，采购1000副AI眼镜。 "我们希望用技术解决实际问题。"迈越科技市场部经理黄宇阳说。他在展位现场演示了中泰语言实时交 互场景：当泰国客商说出泰语，中国合作伙伴透过眼镜即可看到实时转译的中文字幕；中方回复的中文 通过APP也会同步转化为泰文，显示于手机屏幕。"东盟国家语言多样，正是人工智能可以发挥关键作 用的 ...

Core Viewpoint - WanKa YiLian (01762) has signed a comprehensive cooperation memorandum with Alibaba Cloud to develop AI marketing and mobile intelligence solutions, aiming to enhance the global marketing industry's intelligence upgrade [1] Group 1: Company Developments - WanKa YiLian's stock price increased by 7.29%, reaching 1.03 HKD with a trading volume of 7.3744 million HKD [1] - The cooperation with Alibaba Cloud is set to last for three years, with specific terms to be defined in future agreements [1] Group 2: Project Phases - The collaboration will progress in three phases: - Infrastructure Phase (2025): Integration of WanKa YiLian's industry data with Alibaba Cloud's AI model [1] - Expansion Phase (1-2 years): Development and application of various AI intelligent products [1] - Ecosystem Phase (2-3 years): Creation of an AI marketing ecosystem matrix, establishing a closed-loop system from AI foundation to commercial applications [1]

Core Viewpoint - Wanka Yilian (01762) has signed a comprehensive cooperation memorandum with Alibaba Cloud to develop AI marketing and mobile phone intelligence systems, aiming to enhance the global marketing industry's intelligence upgrade [1] Group 1: Company Developments - Wanka Yilian's stock price increased by 7.29%, reaching HKD 1.03, with a trading volume of HKD 7.3744 million [1] - The cooperation with Alibaba Cloud is set to last for three years, with specific terms to be defined in future agreements [1] Group 2: Project Phases - The collaboration will progress in three phases: - Infrastructure Phase (2025): Integration of Wanka Yilian's industry data with Alibaba Cloud's Tongyi Qianwen model for training [1] - Expansion Phase (1-2 years): Development and application of various AI intelligent products [1] - Ecosystem Phase (2-3 years): Creation of an AI marketing intelligent ecosystem, forming a closed-loop system from AI foundation (large model & computing power) to AI intelligent matrix and commercial applications [1]

Core Viewpoint - Alibaba Cloud is facing a potential computing power shortage for its Tongyi Qianwen large model, prompting the company to reportedly increase its order of Cambricon's Siyuan 370 chips to 150,000 units, although this claim has been denied by Alibaba Cloud representatives [2][3]. Group 1: AI Chip Market Dynamics - Major players in the domestic AI chip market include Cambricon, Huawei, Haiguang Information, Birun, Muxi, Suyuan, and Moore Threads [4]. - According to IDC, the market scale for accelerated chips in China is expected to exceed 2.7 million units by 2024, with GPU cards holding a 70% market share [4]. - Domestic AI chip brands have shipped over 820,000 units, with Huawei's Ascend series capturing a significant portion of the market [4]. Group 2: Alibaba's Chip Development Strategy - Alibaba is actively developing its own chips through its independent semiconductor company, Pingtouge, established in 2018 [6]. - Pingtouge has launched several chip series, including the "Xuantie" RISC-V processors and "Hanguang" AI chips, with some chips already deployed at scale on Alibaba Cloud [6]. - Reports suggest that Alibaba's new AI chip, which is compatible with Nvidia, is currently in testing and will be manufactured by a domestic company instead of TSMC [6][7]. Group 3: Competitive Landscape in AI Chips - Other internet companies like Baidu, ByteDance, and Tencent are also exploring chip development [8]. - Baidu's Kunlun chip supernode has been fully operational since August, supporting extensive AI model training [8]. - Tencent has introduced several self-developed chips, including AI inference and video transcoding chips, and has collaborated with AMD on GPU cards [8]. Group 4: Strategic Importance of Chip Supply Chains - Establishing a self-sufficient supply chain that includes domestic chips is crucial for the future development of the AI ecosystem [8]. - Alibaba's "One Cloud, Multiple Chips" strategy aims to ensure compatibility with various chip architectures, including X86, ARM, and RISC-V [8]. - Experts emphasize the need for domestic chips to enhance performance and build ecosystems to meet global computing power challenges [9].

Group 1 - Alibaba Cloud denies rumors of purchasing 150,000 GPUs from Cambrian, clarifying that while they support domestic supply chains, the reported order is not accurate [1] - The expectation is for Alibaba Cloud and Cambrian to engage in more practical and effective collaborations to advance China's technology industry [1] Group 2 - Jumpshare Star released an open-source end-to-end speech model, Step-Audio 2 mini, which integrates speech understanding, audio reasoning, and generation into a unified model [2] - This technology aims to enhance the efficiency and intelligence of human-machine interaction in the smart voice industry [2] Group 3 - Douyin announced an upgrade to its AI content identification feature, introducing two core functionalities: AI content labeling and metadata identification for AI content [3] - This initiative aims to standardize creator behavior, enhance user experience, and protect the rights of both creators and users in the content creation industry [3]

Core Viewpoint - The market experienced significant volatility due to rumors regarding Alibaba's procurement of 150,000 Cambricon SiYuan 370 chips, which were later denied by Alibaba Cloud, leading to a sharp decline in Cambricon's stock price [1][2]. Group 1: Market Reactions - On September 1, rumors suggested that Alibaba was responding to the Nvidia H20 supply crisis by placing a large order for Cambricon chips, causing Cambricon's stock to rise significantly prior to the denial [1][2]. - Following Alibaba's denial, Cambricon's stock fell sharply, with an intraday drop of up to 8.96%, after previously reaching a market capitalization of over 664.3 billion yuan [2][3]. Group 2: Company Developments - Despite denying the large-scale procurement, Alibaba is heavily investing in AI chip development, with over 100 billion yuan spent in the past four quarters on AI infrastructure and product development [3]. - Alibaba's stock rose by 18% following the news, with several related stocks also experiencing significant gains, indicating a positive market sentiment towards AI investments [3]. Group 3: Cambricon's Performance and Challenges - Cambricon, founded in 2016, has seen its revenue heavily reliant on Huawei in the past, but has shifted towards domestic alternatives following Huawei's move to self-developed AI chips [4]. - In the first half of 2025, Cambricon reported a revenue of 2.881 billion yuan, a staggering year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a return to profitability [4]. - Despite strong performance, Cambricon has indicated potential uncertainties in future profitability due to factors such as product pricing, raw material costs, and market competition [5][6].

Core Viewpoint - Alibaba Cloud is reportedly facing a computing power shortage, leading to an urgent order of 150,000 Cambricon SiYuan 370 chips [1] Group 1 - On August 31, it was reported that Alibaba Cloud is experiencing a gap in computing power, prompting the company to place an urgent order for 150,000 Cambricon SiYuan 370 chips [1] - In response to the rumors, an Alibaba Cloud representative stated that while the company supports a multi-chip strategy with domestic supply chains, the claim regarding the procurement of 150,000 GPUs from Cambricon is inaccurate [2]

阿里云首次亮相总台春晚。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，1月28日晚，阿里云首次亮相中央广播电视总台蛇年春晚，云技术支持全球观众 观看春晚直播。作为总台春晚云计算AI独家合作伙伴，阿里云为春晚直播提供了强大的全球云基础设 施和通义大模型AI技术支持。 今年春晚的直播画面，通过阿里云部署在全球的云基础设施，从北京分发到全球各地的网络平台及网 络转播机构，同时满足8K电视大屏、移动小屏等多终端需求，并提供竖屏春晚、三维菁彩声等独特 观看体验。总台联合阿里云推出"云来云往"新媒体发布平台，成为2025年春晚直播信号远程分发的 主要方式。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 今年春晚主舞台部署了阿里云通义大模型AI技术来呈现科幻电影中的"子弹时间"经典画面。该系统 以"天空环绕视角"对甄子丹领衔的《笔走龙蛇》武术表演进行云上多视角拍摄，为观众呈现"空中环 绕、时空凝结"等创新观看体验。技术人员采用先进的AI技术对画面进行3D模型重建，将拍摄画面融 合渲染，形成一个完整立体的3D视频图 ...