马克·扎克伯格（Mark Zuckerberg）周一表示，Meta Platforms(META.O)将投入数千亿美元建设多座用于 超级智能的大型AI数据中心，进一步加剧他为争夺顶尖工程人才而展开的技术竞赛。 这家社交媒体巨头是近几个月达成高调交易，并发放数百万美元薪酬吸引人才的大型科技公司之一，目 的是加快开发能够在许多任务上超越人类思维的机器。 扎克伯格在Threads社交平台发帖称，Meta的首个多吉瓦特数据中心"普罗米修斯"（Prometheus）预计将 于2026年投入使用，另一座名为"海伯利昂"（Hyperion）的数据中心未来几年可扩展至5吉瓦。 另外，Meta在今年4月将2025年资本支出预期上调至640亿至720亿美元，旨在强化公司在与OpenAI和谷 歌的竞争中所处的地位。该公司股价周一上涨1%，年初至今已累计上涨超过20%。 该公司去年营收接近1650亿美元，上月在其开源Llama 4模型受挫和核心员工离职之后，将AI业务重组 为"超级智能实验室"（Superintelligence Labs）部门。 Meta押注该部门能够通过Meta AI应用、图像转视频广告工具以及智能眼镜带来新的现 ...

生成式AI 一、 DeepSeek-Prover-V2加冕数学王者！671B数学推理逆天狂飙 1. DeepSeek-Prover-V2推出671B和7B模型，用递归+强化学习提升数学推理能力，创造 多项新纪录; 2. 采用DeepSeek-V3分解定理+GRPO算法优化，结合冷启动训练实现非形式化与形式化推 理统一; 3. 在本科级测试表现优异，7B模型展现独特基数处理能力。 1. NotebookLM支持50种语言生成播客，语音地道，擅长模拟京腔等本地口音； https://mp.weixin.qq.com/s/Dsn3iypDSpzUVC35XX8Z1A 二、 继MCP后Anthropic 推出全新整合功能，Claude再添连接利器 1. Anthropic发布Claude整合功能(Integrations)，基于MCP协议实现与多种应用的无缝连接，支持Jira等10 个热门服务; 2. Claude新增研究能力，可在5-45分钟内完成复杂调研，支持多数据源查询并标明出处; 3. 新功能目前在Max、Team和Enterprise计划测试，将扩展至Pro计划，全球付费用户已可使用Web搜 索。 http ...

Meta Platforms CEO扎克伯格：Meta AI应用程序今年将专注于规模扩大和用户参与度提升，明年将聚焦 于业务发展。 ...

大公司： 星巴克宣布将增加门店员工数量，减少自动化设备 星巴克CEO布莱恩·尼科尔周二表示，该公司将加大对员工的投资，减少对设备的投资，包括之前吹捧 的自动化系统，这打破了更广泛的行业趋势，即更多地依赖技术来进行门店运营。尼科尔表示，增加人 手对于改善客户体验至关重要，这是他自去年9月份上任以来的主要目标。尼科尔在财报电话会议上表 示："在过去几年里，我们一直在减少门店的劳动力，我认为我们希望设备能够抵消劳动力的减少。我 们发现，从结果来看，这不是一个准确的假设。"（新浪财经） 三星电子第一季度净利润8.03万亿韩元，预估5.58万亿韩元；第一季度营业利润6.69万亿韩元，销售额 79.14万亿韩元。三星电子第一季芯片业务营业利润为1.1万亿韩元。（智通财经） 英特尔："四年五个节点"总资本投入900亿美元，Intel 18A年底将大规模量产 在英特尔为其晶圆代工业务举办的Direct Connect大会上，官方透露Intel 18A（对应1.8纳米芯片制程） 制程节点已进入风险试产阶段，预计能够在2025年底将其投入大规模生产，下一代Intel 14A（1.4纳 米）将于2027年量产，领先台积电一年。根据 ...

Group 1 - Thinking Machines, a startup founded by former OpenAI CTO, is raising $2 billion with a valuation of $10 billion [1] - Meta has launched the Meta AI application, featuring voice conversation capabilities now available in the US, Canada, Australia, and New Zealand [1] - BYD plans to increase sales of hybrid vehicles in Europe this year [1] - The US battery industry is set to invest $100 billion to establish a domestic supply chain [1] - BYD has laid the foundation for a passenger car factory in Cambodia, expected to commence production in Q4 with an annual capacity of 10,000 units [1] - China has successfully completed daytime lunar laser ranging for the first time globally [1] - The Shenzhou 19 spacecraft has successfully departed from the space station and is scheduled to return to the Dongfeng landing site today [1] - The Chinese Ministry of Commerce expressed willingness to support normal business cooperation between Chinese and US companies regarding Boeing's aircraft delivery [1] Group 2 - Nvidia has denied rumors about splitting its China business, calling it completely false [2] - AMD has significantly lowered its Q3 revenue guidance, leading to a nearly 20% drop in its stock price in after-hours trading [2]

Core Insights - Meta has officially launched an independent AI assistant application, aiming to compete with OpenAI, Anthropic, and xAI [1] - The application is based on Meta's Llama AI model and features a "Discover" information stream to showcase user interactions [1] - The launch follows similar releases from Google and xAI, with Meta's Q1 earnings report expected to provide insights into the commercial impact of its AI strategy [1] Group 1 - Meta's AI chatbot, introduced in September 2023, serves as a generative AI digital assistant integrated into existing applications, replacing search functions on Facebook, Instagram, WhatsApp, and Messenger [3] - As of January 2023, Meta AI has approximately 700 million monthly active users, an increase from 600 million in December 2022 [3] Group 2 - The new AI application aims to differentiate itself through personalized features that utilize user-shared data on Meta products, currently available in the U.S. and Canada [4] - Users can provide additional personal information to enhance future interactions with the AI, such as dietary preferences [4] - The "Discover" feature allows users to share their AI usage experiences, potentially amplifying trends in generative AI [4] Group 3 - User reactions to the app are mixed, with some expressing curiosity about its personalized features and potential to challenge ChatGPT, while others raise concerns about privacy, regional limitations, and underdeveloped functionalities [4][5] - Some users describe the app's personalized features as "ordinary" despite the perceived advantage of leveraging Facebook and Instagram data [5][6] - Comments from users reflect a mix of humor and skepticism regarding Meta's ambitions in the AI space [8][9]

Core Viewpoint - Meta has launched the voice conversation feature, including full-duplex demonstration, in its Meta AI application across the United States, Canada, Australia, and New Zealand [1] Group 1 - The voice conversation feature is now available in multiple countries [1] - The feature includes a full-duplex demonstration, enhancing user interaction [1]

Meta公司推出Meta AI应用程序。 ...