豆包大模型加速"上车"，搭载量位于行业前列，合作车企包括奔驰、比亚 迪、奥迪、荣威、长安马自达、东风奕派等，价格带横跨十万级到三十万级， 车型形态覆盖轿车、SUV、混动、纯电。2025 年 9 月，奔驰与字节跳动宣布 签署升级战略合作备忘录，字节跳动将为奔驰在中国市场的智能座舱、智能 辅助驾驶功能研发，以及数字化营销、客户运营等方面提供支持，涉及豆包 大模型、大数据、AI 云原生算法、智驾云等核心技术，而后奔驰全新纯电 轿车 CLA 已搭载上豆包大模型作为虚拟助手。2025 年 12 月，比亚迪与火 山引擎宣布在智能座舱领域已达成深度合作，双方合作将豆包大模型深度融 入比亚迪自主研发的车载智能网联系统 DiLink 系统，在语音交互、内容推 荐、出行服务等多场景深度共创，打造"能推理、会思考、懂情绪"的全新 人机交互体验。双方合作还覆盖了智能进入（全场景数字钥匙）、座舱娱乐、 智能语音等多领域，推动 DiLink 系统持续 AI 进化。目前，座舱大模型的 合作已覆盖比亚迪旗下仰望、腾势、方程豹、王朝、海洋五大品牌的全量在 售车型。而上汽奥迪 E5 Sportback 则走的是"人车多端一体"的路线，它 和火山 ...

Core Insights - The CEO of Futurum Group, Daniel Newman, argues that the AI industry is not in a bubble but is facing a significant crisis due to a global shortage of compute power necessary for a long-term technological shift [1][2] - The rise of "agentic" AI systems will lead to unsustainable levels of compute intensity, resulting in a critical hardware shortage in the technology sector over the next 5 to 10 years [2] - 2026 is identified as a pivotal year for enterprise AI, where substantial corporate returns on investment (ROI) will begin to materialize, moving beyond consumer applications [3][4] Infrastructure Gap - Newman emphasizes that the current market frenzy is a preliminary stage of a multi-decade super-cycle, rather than a bubble [1] - The demand for compute power is expected to outstrip supply, with Newman stating, "We don't have enough turbines" to meet current and future needs [2] Enterprise AI and ROI - The industry is currently underutilizing available trained data, with much of it locked in proprietary systems for various applications [3] - The transition from the "build phase" of AI model training to the "monetization phase" of inference is underway, which will lead to measurable productivity gains [4] Efficiency at Scale - Google's Gemini AI model is generating an impressive 10 trillion tokens daily, showcasing the scale of current AI activity [5] - AI has significantly improved operational efficiency, reducing complex market research workflows from six months to just two weeks [5] Investment Opportunities - A list of AI-linked ETFs is provided for investors, highlighting their performance over six months and one year, with notable options including: - Defiance Quantum ETF (NASDAQ:QTUM) with a one-year performance of 44.55% [6] - iShares Expanded Tech Sector ETF (NYSE:IGM) with a six-month performance of 16.51% [6]

Maksim Safaniuk/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) This is an abridged transcript. Crude oil is largely unchanged in early trading, while stock index futures are in the green. This comes after the U.S. o ...

大公司： 三星：计划2026年将搭载谷歌Gemini的移动设备数量增至8亿部 据报道，三星计划2026年将在8亿移动设备上部署谷歌的Gemini AI。报道称，去年该公司成功在大约4 亿台移动设备（包括智能手机和平板电脑）上部署了由Gemini驱动的AI功能。（界面） B站开启AI创作大赛，奖金总计超300万 36氪获悉，1月5日，哔哩哔哩对外宣布启动"AI创作大赛"，这是B站面向全球创作者发起的首场AI主题 创作赛事。据了解，此次B站启动的AI创作大赛，从1月5日开启征稿，比赛分别设置"开放赛道"与"三 体改编赛道"。在大赛奖金方面，B站共设置77个获奖席位，总奖金池超过300万元。 康迪科技联合浙江大学共建智能机器人联合研发中心 36氪获悉，2026年1月5日，康迪科技与浙江大学联合宣布，浙江大学-康迪智能机器人联合研发中心正 式成立。据了解，该中心将聚焦北美市场对智能化安防巡检的需求，围绕四足机器人的智能感知、空间 计算等核心技术开展联合攻关。 人工智能公司加大力度挑战谷歌在浏览器市场的主导地位 据英国金融时报，顶尖人工智能公司正加大力度挑战谷歌在浏览器市场的主导地位，公司押注这一前沿 技术将改变人们上 ...

1月5日，据报道，三星计划2026年将在8亿移动设备上部署谷歌的Gemini AI。报道称，去年该公司成功 在大约4亿台移动设备（包括智能手机和平板电脑）上部署了由Gemini驱动的AI功能。 1月5日，据报道，三星计划2026年将在8亿移动设备上部署谷歌的Gemini AI。报道称，去年该公司成功 在大约4亿台移动设备（包括智能手机和平板电脑）上部署了由Gemini驱动的AI功能。 ...

Alphabet (NASDAQ: GOOGL), Google’s parent company, enters 2026 with renewed investor interest following a strong rebound driven largely by artificial intelligence (AI).The stock has rallied about 77% over the past six months and was trading at $314 as of press time. Year-to-date, GOOGL shares are up more than 60%.GOOGL YTD stock price chart. Source: FinboldThis momentum has prompted some investors to consider whether the technology giant could turn an investment into $1 million within a single year. Alphabe ...

Core Viewpoint - The article discusses the emerging trend of integrating advertisements into AI platforms, particularly ChatGPT, as a means of revenue generation amidst the challenges of sustaining profitability in the AI industry [4][12][33]. Group 1: AI Advertising Integration - OpenAI is exploring ways to incorporate sponsored content into ChatGPT, potentially prioritizing ads when users ask specific questions [4][24]. - Recent prototypes show various ad display methods, including sidebars in ChatGPT's interface [5][26]. - The shift towards advertising is seen as a necessary response to the financial pressures faced by AI companies, as traditional subscription models have not yet proven sufficient for revenue generation [12][33]. Group 2: Financial Viability and Market Dynamics - The AI industry is experiencing a significant gap between user growth and revenue, leading to a reliance on advertising as a quick recovery strategy [17][29]. - OpenAI's annual revenue is reported to be over $12 billion, but the company faces high operational costs, which may be three times the revenue generation rate [29][30]. - The article highlights the potential for AI to become a new advertising platform, with the ability to leverage user data for targeted advertising [58][59]. Group 3: User Experience and Ethical Concerns - The integration of ads into AI responses raises ethical concerns, as users may not recognize when they are being marketed to, blurring the lines between genuine advice and commercial promotion [46][62]. - The concept of "Generative Engine Optimization" (GEO) is introduced, where companies may manipulate AI outputs to prioritize their content, potentially misleading users [42][43]. - The article warns that as AI becomes more integrated into daily decision-making, the implications for user trust and the nature of information consumed could be profound [57][61].

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in various sectors [3] - Tencent's Yuanbao has seen its usage of the DeepSeek model increase over 100 times since its integration in February, positioning it among the top three in domestic AI applications [5] - Elon Musk predicts that AI could help the U.S. GDP achieve double-digit growth within the next 12-18 months, with a potential for triple-digit growth in about five years [6] Group 2 - Waymo is preparing to integrate Google's Gemini AI into its autonomous taxi service, aiming to provide a "personal companion" experience for passengers [7] - Fujitsu is joining a next-generation memory development project led by SoftBank, targeting commercialization by fiscal year 2027 and mass production by fiscal year 2029 [9] - Tesla is under investigation by U.S. regulators for a defect in the Model 3's door lock mechanism, affecting over 179,000 vehicles [11] - NVIDIA has confirmed a non-exclusive technology licensing agreement with the startup Groq, focusing on advanced computing technologies [12]

Core Viewpoint - The article discusses the potential shift towards integrating advertisements into AI platforms like ChatGPT, highlighting the financial pressures faced by AI companies and the implications for user experience and trust [4][5][20]. Group 1: Current Trends in AI Advertising - OpenAI is exploring ways to incorporate "sponsored content" into ChatGPT, potentially prioritizing ads in response to user queries [4][14]. - The trend of integrating ads into AI is seen as a quick revenue recovery method amidst high operational costs and user growth not matching revenue [7][8]. - The advertising model in AI mirrors past internet practices, where user attention is commodified and sold to advertisers [7][20]. Group 2: Industry Dynamics and User Trust - The introduction of ads in AI could lead to a "prisoner's dilemma" scenario, where companies feel pressured to adopt advertising to remain competitive [9]. - Google has denied plans to include ads in its Gemini AI, indicating a cautious approach to maintaining user trust [12]. - OpenAI's CEO has shifted from opposing ads to considering them as potentially beneficial if they are well-integrated and non-intrusive [13][14]. Group 3: Financial Pressures and Revenue Models - OpenAI's annual revenue is reported to be over $12 billion, but the company faces significant operational costs, leading to a need for alternative revenue streams [17]. - The integration of ads is viewed as a necessary step for AI companies to cover costs, especially as traditional revenue models struggle to keep pace with expenses [20]. - The article emphasizes that without innovative revenue models, advertising remains the primary means for AI companies to sustain operations [20]. Group 4: Future Implications and User Experience - The potential for AI to act as a decision-making agent raises concerns about the nature of advertising and user manipulation [33]. - The article warns that AI's ability to understand user preferences could lead to highly targeted advertising, which may compromise user privacy [33]. - The concept of an "Adblock for intelligence" is introduced, suggesting a future where users may need tools to filter out embedded advertisements disguised as neutral information [36][37].

Group 1 - Mercedes-Benz Digital Technology has acquired a 3% stake in Qianli Technology, becoming its fifth-largest shareholder, with the share transfer priced at 9.87 yuan per share [5] - Waymo is integrating Google's Gemini AI into its autonomous taxi service to provide a "personal companion" experience for passengers [6] - Tencent's Yuanbao has seen its usage of the DeepSeek model increase over 100 times since its integration in February, positioning it among the top three native AI applications in China [7] Group 2 - Alibaba has upgraded its voice model family Qwen3-TTS, introducing new models for voice design and cloning, enabling advanced voice generation capabilities for various media applications [8] - NVIDIA plans to acquire AI chip startup Groq for $20 billion in cash, following a rapid progression in the deal, with Groq having raised $750 million at a valuation of approximately $6.9 billion just three months prior [10]