RT Tech Dev Notes (@techdevnotes)Things we are looking forward in 2025 with Grok that's currently known- Native Video input- Grok 4.20- Grok 4 Code- Grok Mac App- Baby Grok- Big Video Generation Model (~October)- New Image Generation Model- Code Editor (unconfirmed)- New AI Companions- DLCs for Companions- Multi-Modal Agent (~September)- Macrohard- Grok 5 ...

Group 1: Super Hydropower Project - The Yarlung Tsangpo River downstream hydropower project has commenced with a total investment of approximately 1.2 trillion yuan, aiming to build five cascade power stations [1][2] - The project is expected to significantly enhance the stability of the domestic power grid and increase the proportion of clean energy usage in China [1] - The technical potential for hydropower resources in the Yarlung Tsangpo River is nearly 70 million kilowatts, which is three times the installed capacity of the Three Gorges Dam [1] Group 2: Economic Impact - The massive investment in the hydropower project is anticipated to extend the return on investment period due to the lack of electricity generation gap in the domestic grid [2] - This infrastructure investment is expected to stimulate local economic development in Tibet and create new demand for upstream and downstream enterprises across the country [2] Group 3: Electricity Consumption Data - In June, the total electricity consumption in China reached 867 billion kilowatt-hours, marking a year-on-year increase of 5.4% [5] - Cumulative electricity consumption from January to June was 48,418 billion kilowatt-hours, with a year-on-year growth of 3.7% [5] - The growth in electricity consumption is driven by the rapid increase in residential electricity usage, which rose by 10.8% in June [5] Group 4: Market Trends - The stock market saw significant gains, with both the Shanghai Composite Index and the ChiNext Index reaching new highs, driven by the news of the hydropower project [16] - The market sentiment is increasingly optimistic, with strong performances in sectors closely related to infrastructure, such as construction materials and engineering machinery [17] Group 5: AI and Investment Trends - Approximately 60% of Middle Eastern sovereign wealth funds plan to increase their allocation to Chinese assets over the next five years, reflecting growing interest in China's market [12] - The increasing openness of China to foreign investment and the technological advantages in sectors like AI and clean energy are attracting global capital [13]

Group 1 - Elon Musk announced the development of a child-friendly AI application called "Baby Grok" by his company xAI, which aims to explore a new niche market and potentially impact xAI's valuation [1] - Meta's Chief Global Affairs Officer stated that the company will not sign the EU's voluntary AI Code of Conduct, which may affect Meta's compliance costs in the EU market and spark discussions on AI regulation transparency and copyright protection [2] - Japan's Rapidus has developed a prototype of a 2nm advanced chip, with plans to achieve mass production of cutting-edge semiconductors by 2027, which may increase attention on Japan's semiconductor sector and local alternatives [3] Group 2 - DuckDuckGo is introducing a new feature that allows users to filter out AI-generated images from search results, responding to user feedback about the quality of AI content, which could enhance user engagement and positively impact the company's business model [4] - OpenAI's reasoning model achieved a gold medal level in the International Mathematical Olympiad (IMO), demonstrating breakthroughs in complex reasoning and creative thinking, which may attract more attention to the AI sector [5]

Group 1: AI and Technology Developments - Elon Musk announced the development of a child-friendly AI application called "Baby Grok" by his company xAI, which will feature friendly content and virtual companions [2] - NVIDIA CEO Jensen Huang expressed confidence in China's innovation capabilities, particularly praising the DeepSeek company's R1 model for its creative redesign of AI model operations [3] - The global open-source model rankings show three Chinese models, Kimi K2, DeepSeek R1, and Qwen3, leading the competition, with Kimi K2 being recognized as the strongest open-source model [5] Group 2: Corporate Partnerships and Financial Activities - Microsoft entered a significant partnership with Vaulted Deep, valued at over $1.7 billion, to process 4.9 million tons of organic waste over the next 12 years, aiming to offset carbon emissions from data centers [8] - Chuan Hydrogen Technology completed a third round of financing exceeding $200 million, with funds allocated for product technology development and ecosystem construction [13] - Hanbo Semiconductor initiated its listing guidance with CITIC Securities, with key stakeholders controlling 42.15% of voting rights [12] Group 3: Product Launches and Innovations - UBTECH Robotics secured the largest procurement order in the humanoid robot sector, amounting to 90.51 million yuan, for its Walker S2 robot, which can autonomously change batteries [3] - Huawei announced the upcoming upgrade of its HarmonyOS 5.1 system for various smartphone models starting in July [9] - Faraday Future's new MPV model, FX Super One, faced allegations of design plagiarism from Great Wall Motors, leading to the removal of certain descriptions from its website [11]

Group 1: Company Listings - Hanbo Semiconductor has initiated its listing guidance with CITIC Securities as the advisory institution, with key shareholders controlling 42.1465% of the voting rights through various platforms [1] - Bullish has submitted registration documents to the SEC for a listing on the NYSE, with strategic investments from notable figures including Peter Thiel and others [2] Group 2: Legal and Regulatory Issues - A legal case involving Wahaha is set for hearing on August 1 in Hong Kong, with multiple parties involved in a property dispute [4] - The Ministry of Industry and Information Technology is considering a new regulation to prohibit the transfer of new cars within six months of registration to curb arbitrage opportunities [5][6] Group 3: Financial and Investment News - Chuan Hydrogen Technology has completed a third round of financing exceeding $200 million, aimed at product technology development and ecosystem construction [16] Group 4: Product Developments - Apple is expected to release a foldable iPhone with a potential price exceeding 15,000 yuan, making it the most expensive iPhone to date [17]

Group 1 - Wahaha Group's founder, Zong Qinghou, passed away 17 months ago, and a property dispute involving the Zong family is set for a hearing in Hong Kong on August 1, 2025, with a decision expected to be announced [2] - The well-known renovation company, Liang Jia Ju, announced its sudden closure due to long-term losses and insolvency, with reports suggesting the founder, Zeng Yuzhou, has died [3] - Faraday Future's new MPV model, FX Super One, was launched but faced accusations of design plagiarism from Great Wall Motors, leading to the removal of certain descriptions from its website [5] Group 2 - Zeekr denied reports of selling "0 km used cars," clarifying that the vehicles in question were display cars and had never been registered [8] - The market has seen a surge in second-hand sales of Xiaomi YU7 cars shortly after their delivery, coinciding with proposed regulations from the Ministry of Industry and Information Technology to restrict second-hand sales within six months of new car registration [9][22] - Nvidia's CEO, Jensen Huang, expressed confidence in China's innovation capabilities, particularly praising DeepSeek's R1 model for its innovative approach to AI [10] Group 3 - Chery's chairman, Yin Tongyue, emphasized the company's opposition to price wars and the importance of maintaining supplier payment schedules during an internal meeting [10] - Nvidia's market capitalization recently surpassed $4 trillion, exceeding that of Microsoft and the combined market cap of Meta and Alphabet [10] - Tesla's first "Supercharger Diner" opened for trial operations, featuring a retro design and unique dining experiences [13] Group 4 - Nvidia has informed Chinese clients that its H20 AI chip inventory is limited and there are no plans to resume production [15] - Meta's Superintelligence Labs has recruited 44 top talents, with half from China and 40% previously employed at OpenAI, indicating aggressive hiring strategies [15] - The Russian government is enforcing measures against Google for failing to comply with court rulings, resulting in fines totaling approximately $347 million [17] Group 5 - The new luxury car tax policy has led to a rush in sales at Porsche and other luxury car dealerships ahead of its implementation [17] - Bullish, a cryptocurrency exchange, has filed for an IPO on the New York Stock Exchange, marking a significant event in the crypto industry [18] - Chuan Hydrogen Technology completed a funding round exceeding $200 million, aimed at product development and ecosystem construction [19]

1.【DeepLink超大规模跨域混训技术方案发布】据上海人工智能实验室官微消息，上海人工智能实验 室7月19日发布DeepLink超大规模跨域混训技术方案，并已完成多个项目落地，支持千公里多智算中 心跨域长稳混训千亿参数大模型，标志着超大规模智算跨省互联实现新突破。（科创板日报） 2. 【马斯克：将开发专门针对儿童的Baby Grok】马斯克在X上表示，他旗下的人工智能初创公司 xAI将开发一款专门针对儿童的应用程序，并将其命名为Baby Grok。本月早些时候，xAI推出了聊天 机器人Grok 4，这距离其上一次迭代仅过去了几个月。更新之前，Grok 4还在X上分享了多条反犹太 言论，引起了广泛谴责。报道称，马斯克未透露"Baby Grok"的具体功能细节，仅表示该应用将为儿 童提供"友好型内容"。（新浪财经） 3.【DuckDuckGo推出AI图像过滤功能，提升搜索体验】DuckDuckGo推出新功能，允许用户在搜索 结果中过滤AI生成的图像，该功能源于用户的反馈需求。用户在"图片"标签页中可通过下拉菜单选择 是否显示AI生成内容，也可在搜索设置中直接启用"隐藏AI生成图像"选项。（DoNews） 此外 ...

Group 1 - UBTECH Robotics has secured a procurement order worth approximately 90.51 million yuan (around 13.5 million USD) from Miyi (Shanghai) Automotive Technology Co., marking the largest procurement order in the global humanoid robot sector [1] - The company recently launched the world's first humanoid robot Walker S2, which features autonomous battery swapping, and plans to deliver 500 industrial humanoid robots this year [1] - The successful bid signifies a significant victory for UBTECH and accelerates the commercialization process of the humanoid robot industry, indicating a critical phase for mass production capabilities and real-world testing [1] Group 2 - NVIDIA CEO Jensen Huang sold 75,000 shares of NVIDIA stock valued at approximately 12.94 million USD as the stock reached a new all-time high [2] - This sale is part of a previously disclosed plan to reduce his holdings by 6 million shares, initiated in March under the 10b5-1 rule [2] - Huang's actions may reflect concerns from Wall Street analysts regarding NVIDIA's high valuation amidst soaring demand for AI and GPUs following the rise of ChatGPT [2] Group 3 - Elon Musk announced the development of a child-focused AI application named "Baby Grok" through his AI company xAI [3] - The application aims to provide "friendly content" for children, although specific functionalities have not been disclosed [3] - This move indicates Musk's intention to expand AI applications into the next generation, while also highlighting challenges related to content safety, data privacy, and potential psychological impacts [3]

Core Viewpoint - Elon Musk's xAI is developing a new application called Baby Grok specifically designed for children, following the recent launch of the chatbot Grok 4 [1] Group 1 - xAI's new application, Baby Grok, aims to cater to children's needs [1] - The announcement comes shortly after the release of Grok 4, which had a previous update just a few months ago [1] - Grok 4 faced backlash for sharing anti-Semitic remarks on X, leading to widespread condemnation [1]

马斯克：将打造专注于儿童友好内容的Baby Grok。 ...