产业观察 [table_Header]2025.07.09 【 AI 产业跟踪 - 海 外 】 德 国 TNG 推 出 产业研究中心 [Table_Authors] | DeepSeek | 变体模型，DeepSWE | 开源 AIAgent | | 李嘉琪(分析师) | | --- | --- | --- | --- | --- | | 摘要：产业最新趋势跟踪，点评产业最新风向 | | | | 021-38676666 | | [Table_Summary] | | | 登记编号 | S0880524040001 | | AI 行业资讯 | | | | | | 戴尔向 CoreWeave 交付首批英伟达 | GB300 NVL72 系统 | | | | | Meta 成立超级智能实验室 | | | | 刘峰(研究助理) | | 智 AI 应用资讯 | | | | | | | | | | 021-38676666 | | 为 商业版添 Meta WhatsApp AI | 功能 | | | | | | | | 登记编号 | S0880124060013 | | 亚马逊推出新 基础模型提升机器人性能 AI | ...

Group 1: AI Industry Developments - Dell has delivered the first NVIDIA GB300 NVL72 systems to CoreWeave, showcasing AI performance exceeding 100 quintillion floating-point operations per second and providing 40TB of fast memory per rack[8] - Meta has established the Meta Super Intelligence Lab, led by former Scale AI CEO Alexandr Wang, focusing on AI product and application research, with a team of 11 top talents from leading AI companies[9] - Amazon has deployed its one millionth robot and introduced the DeepFleet generative AI model, which reduces operational time by 10% and enhances delivery efficiency[11] Group 2: AI Applications and Innovations - Meta has added new AI features to WhatsApp Business, allowing large enterprises to utilize voice call functionalities through API, with over 200 million monthly active users[10] - Google has launched the Veo 3 video generation model, capable of producing 1080P videos with background sound and dialogue, supporting various visual styles[12] - France's Kyutai has open-sourced the Kyutai TTS model, providing a high-performance text-to-speech solution with low latency and support for English and French[13] Group 3: AI Model Advancements - Germany's TNG has introduced the DeepSeek-TNG R1T2 Chimera model, a 671 billion parameter open-source hybrid model with a 200% speed increase compared to its predecessor[19] - Zhiyuan AI has open-sourced the GLM-4.1V-Thinking model, which outperforms larger models in 18 out of 28 multimodal benchmarks, demonstrating strong performance in document understanding and STEM reasoning[20] - Google has released the Gemma 3n model, supporting image, audio, and text inputs and outputs, with innovative architecture allowing efficient operation with lower memory requirements[22] Group 4: Risks and Market Considerations - There are concerns regarding AI software sales falling short of expectations, potential changes in capital expenditure investment plans, and delays in AI product and large model development due to supply chain constraints[26]

整理 | 美股研究社 截至 6 月底，英伟达市值达到 3.86 万亿美元 （IT之家注：现汇率约合 27.65 万亿元人民币）， 超过微软的 3.69 万亿美元（现汇率约合 26.43 万亿元人民币）约 4.3%。 不过，英伟达市值仍未突破 苹果 2024 年 12 月创下的约 3.92 万亿美元 历史高点。苹果以 3.1 万亿美元市值位居上月底第三。 Meta 平台、博通和亚马逊的市值上个月 分别上涨 14%、13.9% 和 7% ，达到 1.86 万亿美元、 1.3 万亿美元和 2.33 万亿美元。特斯拉市值则下跌 8.3%，至 1.02 万亿美元，马斯克与白宫的 争执成为主因。 Wedbush 证券分析师丹尼尔・艾夫斯表示，"我们预计英伟达和微软今年夏天将迈入 4 万亿美 元 （现汇率约合 28.65 万亿元人民币） 市值俱乐部 ，未来 18 个月市场焦点将转向 5 万亿美元 市值…… 这轮由人工智能革命推动的科技牛市仍处于初期阶段。" 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞 ...