生成式AI 一、 谷歌DeepMind 推 出 新架构MoR实现两倍推理速度 1. MoR架构实现参数共享与自适应计算相结合，以更少参数达到大模型性能； 2. 动态路由机制根据token复杂度分配不同递归深度，减少冗余计算并优化KV缓存； 3. 实验证明MoR推理吞吐量最高提升2.06倍，训练时间减少19%，峰值内存下降25%。 https://mp.weixin.qq.com/s/6IUoCHjm9P_FZllxBlQHPQ 二、 亚马逊推Agent全家桶！5招连发，吹响AI集结号 1. 亚马逊发布Bedrock AgentCore预览版，提供7大AI agents核心服务，包括运行时、记 忆、身份验证等； 2. 推出Nova定制选项和Strands Agents V1.0，使agents开发更简单，实现多agents协同工 作； 四、 谷歌搜索A I将可以 替你电话约服务，还会谈价砍单 1. 谷歌搜索推出AI代打电话功能，可为用户自动联系并预约本地服务，如宠物美容； 2. 搜索集成Gemini 2.5 Pro模型和Deep Search功能，能处理复杂查询并生成深度报告； 3. 发布Amazon S3 V ...

Group 1 - Nvidia has regained its position as the world's most valuable company, surpassing Microsoft, but faces new challenges from OpenAI's shift towards Google's TPU chips for AI product support [1][3] - OpenAI's transition from Nvidia's GPUs to Google's TPUs indicates a strategic move to diversify its supply chain and reduce dependency on Nvidia, which has been the primary supplier for its large model training and inference [3][5] - The high cost of Nvidia's flagship B200 chip, priced at $500,000 for a server equipped with eight units, has prompted OpenAI to seek more affordable alternatives like Google's TPU, which is estimated to be in the thousands of dollars range [5][6] Group 2 - Google's TPU chips are designed specifically for AI tasks, offering a cost-effective solution compared to Nvidia's GPUs, which were originally developed for graphics rendering [8][10] - The TPU's architecture allows for efficient processing of matrix operations, making it particularly suitable for AI applications, while Nvidia's GPUs, despite their versatility, may not be as optimized for specific AI tasks [10][11] - The demand for inference power in the AI industry has surpassed that for training power, leading to a shift in focus among AI companies, including OpenAI, towards leveraging existing models for various applications [15]

截至6月30日，科创100指数ETF近6月净值上涨13.69%，指数股票型基金排名416/3427，居于前12.14%。从收益能力看，截至2025年6月30日，科创100指数 ETF自成立以来，最高单月回报为27.67%，最长连涨月数为3个月，最长连涨涨幅为37.87%，上涨月份平均收益率为8.57%。截至2025年6月30日，科创100 指数ETF近3个月超越基准年化收益为0.92%。 截至2025年7月1日 13:58，上证科创板100指数(000698)上涨0.30%，成分股荣昌生物(688331)上涨10.76%，心脉医疗(688016)上涨8.22%，泽璟制药(688266)上 涨7.26%，神州细胞(688520)上涨5.56%，芯源微(688037)上涨4.96%。科创100指数ETF(588030)上涨0.30%，最新价报1.02元。拉长时间看，截至2025年6月30 日，科创100指数ETF近1周累计上涨3.99%。 流动性方面，科创100指数ETF盘中换手3.52%，成交2.22亿元。拉长时间看，截至6月30日，科创100指数ETF近1年日均成交4.02亿元，排名可比基金第一。 人工智能开 ...