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Core Viewpoint - Bio-Techne Corporation (TECH) is expected to report its third-quarter fiscal 2025 results on May 7, with positive earnings and revenue growth anticipated based on recent performance and market trends [1][2]. Group 1: Financial Performance Estimates - The Zacks Consensus Estimate for Bio-Techne's revenues is $315.2 million, reflecting a 3.9% increase from the previous year [2]. - The consensus estimate for EPS is projected at 51 cents, indicating a 6.3% year-over-year improvement [2]. - Recent estimates for EPS have decreased by 1.9% over the past 30 days [2]. Group 2: Segment Performance Insights - The Protein Sciences segment is expected to benefit from its protein analysis portfolio and GMP protein business, with revenues estimated at $224.7 million, up 4.7% from the prior year [3][5]. - The Diagnostics and Spatial Biology segment is anticipated to show solid growth, particularly in the spatial biology vertical, with revenues estimated at $92.5 million, a 5.7% increase from the previous year [6][9]. Group 3: Recent Developments and Innovations - Bio-Techne launched its Simple Western platform called Leo, which allows for high-throughput analysis of samples [4]. - The company expanded its geographic reach through new distribution agreements in Turkey and Azerbaijan, which may positively impact revenue [4]. - The Precision Diagnostic Tools business is experiencing growth, with a unique portfolio that continues to gain market share [7]. Group 4: Collaborations and Product Launches - Bio-Techne's Asuragen brand collaborated with Oxford Nanopore Technologies to launch a new genetic panel, which is expected to enhance business performance [9]. - The company also expanded its menu of RNAscope in situ hybridization probes to support spatial biology research and next-generation therapeutics [8].

富士康也弄了个大模型。 富士康的大模型叫 FoxBrain，以 Meta Llama 3.1 为基础架构，具备推理能力。富士康说他们用了 120 块英伟达 H100 在大约四周内完成了 FoxBrain 的训练。他们打算将 FoxBrain 开源，以便与行 业伙伴合作。 零跑汽车营收同比接近翻倍，提前实现季度盈利。 2024 年，零跑汽车共交付了 29.27 万台新车，同比增长 103.8%，带动营收同比增长 92% 至 321.6 亿元，毛利率从去年的 0.5% 改善至 8.4%。四季度，零跑首次实现单季度净利润、较原计划提前一 年，规模约为 8000 万元。 零跑的销售主力为 C 系列，C 系列销量占去年总销量的 76.6%。截至去年末，零跑共有销售门店 695 家，服务门店 427 家。零跑表示，通过优化经销商结构和投资人区域分布的策略，去年渠道盈 利率超过 80%。 引发全球 AI 编程热的 Cursor 母公司寻求百亿美元估值。 媒体报道，开发 AI 编程助手 Cursor 的母公司 Anysphere 正在以估值 100 亿美元寻求融资。三个月 前，Anysphere 的估值是 25 亿美元。上一 ...

大模型训练成本，再砍一刀！ MoE是当前大模型的主流架构，最近大火的国产大模型DeepSeek采用的就是MoE架构。DeepSeek自研的 DeepSeekMoE作为一种创新的大规模语言模型架构，通过整合专家混合系统、改进的注意力机制和优化 的归一化策略，在模型效率与计算能力之间实现了新的平衡。 字节豆包大模型团队表示，MoE在分布式训练中存在大量跨设备通信开销，严重制约了大模型训练效率和 成本。针对这一难题，字节在内部研发了COMET计算-通信重叠技术，通过多项创新，大幅压缩了MoE专 家通信空转时间。 在此前的"开源周"活动中，DeepSeek也曾开源了团队为解决MoE通信瓶颈而采取的DualPipe+DeepEP方 案。不过，与之不同的是，COMET可以像插件一样直接接入已有的MoE训练框架，支持业界绝大部分主 流大模型，无需对训练框架进行侵入式改动，更加方便、灵活、通用。这一方法，还因其简洁性与通用性 而高分入选全球机器学习系统顶级会议 MLSys 2025，被认为"在大规模生产环境中极具应用潜力"。 不仅如此，由于在降低MoE通信开销上，COMET采用了计算-通信融合算子的优化方式，DeepSeek ...