建议读者将其理解成信息线索，不默认为真。 25年7月22日，36氪汽车表示： " 去年底，理想汽车不少供应商收到通知，原定于今年 3 月推出的增程 L 系列改款车型集体推迟 至今年 5 月，所备物料跟随计划统一调整。 有理想核心供应商人士向 36 氪透露，这场变动正是因为英伟达 Thor 芯片未能及时交付。理想 汽车是英伟达汽车芯片的核心客户之一，曾首发了上一代英伟达智能辅助驾驶芯片 Orin 。 理想遭 遇的 Thor 交付延期，不是第一次，最早 Thor 芯片承诺的量产时间是 2024 年底。 有车企工程师向 36 氪讲述了配合 Thor 上车的过程，堪称煎熬。英伟达最早交付的 Thor 芯片， 存在大量工程和设计问题， " 连车规都没过，官方宣传的 700TOPS 算力，也不再承诺 " 。 双方对 Thor 进行了数轮调整后，才达到量产交付效果。但英伟达原先宣称的 700TOPS 算力， 已经缩水到 500 都不到。理想汽车今年计划在该芯片上部署参数量高达 30 亿的 VLA 模型，但 因算力不足，难度陡增。 据 36 氪了解，理想汽车已经在加快自研芯片的上车进度，提前了数月，计划在明年一季度交付 上车 ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Belite Bio (BLTE) is a clinical stage biopharmaceutical drug development company which focused on novel therapeutics targeting currently untreatable eye diseases involving retinal degeneration, such as atrophic age-related macular degeneration and autosomal recessive Stargardt disease, and metabolic diseases. The Zacks Consensus Estimate for its current year earnings has been revised 59.1% downward over the last 60 days.3D Systems (DD ...

Core Viewpoint - The article discusses the challenges faced by NVIDIA in the automotive sector, particularly in the context of its partnerships with major car manufacturers and the increasing competition from Chinese companies developing their own chips and software solutions [3][5][18]. Group 1: NVIDIA's Automotive Business Challenges - NVIDIA's automotive business, while significant, accounts for less than 2% of its total revenue of $130.5 billion, indicating that it is a relatively small segment for the company [11][58]. - The collaboration between NVIDIA and General Motors has faced internal criticism, with GM executives describing NVIDIA's autonomous driving solutions as "very scary" [5][6]. - Other automakers, such as Mercedes-Benz, have also expressed dissatisfaction with NVIDIA's performance, leading to a shift towards competitors like Momenta for autonomous driving solutions [9][11]. Group 2: Competition from Chinese Companies - Chinese automakers are increasingly developing their own AI chips, with companies like NIO and Xpeng already delivering their self-developed chips, posing a significant threat to NVIDIA's market share [19][30]. - The article highlights that the delay in NVIDIA's Thor chip delivery has prompted companies like Xpeng to pivot towards their self-developed chips, indicating a loss of confidence in NVIDIA's ability to meet delivery timelines [24][25]. - The competitive landscape is shifting, with Chinese companies rapidly advancing in autonomous driving software and hardware, making it difficult for NVIDIA to maintain its previous dominance [66][68]. Group 3: Implications of Chip Development - The development of self-research chips by automakers is seen as a strategic necessity, driven by the need for cost reduction and better integration with AI capabilities [45][49]. - The article notes that the challenges faced by NVIDIA in delivering the Thor chip have inadvertently accelerated the self-development of chips among leading Chinese automakers [31][30]. - The long development cycle for automotive chips, which can take up to four years, contrasts sharply with the faster-paced software development cycles seen in the industry [33][50]. Group 4: Cultural and Operational Differences - NVIDIA's corporate culture, which emphasizes long-term technological advancements, may not align with the immediate delivery needs of automotive clients, leading to operational friction [51][62]. - The article points out that NVIDIA's team in China lacks decision-making power compared to its larger U.S. team, which may hinder its responsiveness to local market demands [65]. - The disparity in urgency and operational focus between NVIDIA and its automotive partners has created a gap that competitors are eager to exploit [67][68].

街道办事处表示，老人去乘凉属于自发行为，店铺自主经营，目前主要靠店员劝说。 整理 ｜孙安雅 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 宇树 科 技 据中国证监会官网，宇树科技近日已开启上市辅导，中信证券担任辅导机构。根据辅导工作安排，宇树科技最快将于今年10月 提交IPO申请文件。作为战略性新兴产业之一，具身智能的资本竞 速早已白 热化。另一个案例出现在7月8日，智元机器人拟通 过公司及核心团队共同出资设立的持股平台，以协议转让和要约收购的方式取得上纬新材 控制权，进 而"跃上"科创板。一级市 场融资更是高潮迭起，单是7月，便有星动纪元、它石智航、星海图、小雨智造等多家具身智能企业披露了融资进展，引来多 家知名PE/VC、产业资本竞相押注。（上证报） 歌尔微电子 36氪获悉，歌尔微电子重新向港交所提交上市申请书，联席保荐人为中金公司、中信建投国际、招银国际、瑞银集团。 肯德基回应老人占座打牌顾客站着：尝试过劝说，目前无更好解决办法 近日，网友拍下山东 聊城东昌府区肯德基店内多位老人占座引发热议。视频中老人聚在一起聊天，有的打牌，有的躺在座椅上 睡觉，但是都 ...

Group 1 - Yushu Technology has initiated its IPO counseling with CITIC Securities as the advisory firm, aiming to submit its IPO application by October 2023 [2] - The capital competition in the embodied intelligence sector is intensifying, with multiple companies like Zhiyuan Robotics and others disclosing financing progress in July [2] - Goer Microelectronics has re-submitted its listing application to the Hong Kong Stock Exchange, with several financial institutions acting as joint sponsors [2] Group 2 - The first national standard for campus meal services will be implemented on December 1, 2023, aimed at enhancing food safety in schools [5] - Good Products has been involved in a share transfer dispute amounting to 996 million yuan, with the case currently accepted by the Guangzhou Intermediate People's Court [5] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation in supply chain scenarios [6] Group 3 - The Chinese third-generation autonomous superconducting quantum computer "Benyuan Wukong" has been deployed in multiple locations, supporting major national research projects [6] - Xiaomi SU7 has achieved the highest one-year resale value among electric vehicles at 88.91%, indicating strong market performance [8] - The overseas market for online literature is projected to exceed 5 billion yuan in 2024, with a significant increase in overseas user numbers [9] Group 4 - Ant Group's AI health application AQ has launched on iOS and quickly topped the Apple App Store's medical category, indicating strong market interest [16] - Alibaba's Tongyi Qianwen has updated its flagship Qwen3 model, enhancing its capabilities for long text processing [17] - The number of generative AI services registered in China has reached 346, reflecting the rapid growth of AI applications [18] Group 5 - "Box Box Sharing" has completed over 100 million yuan in Series F financing, aimed at enhancing its industry capabilities [19] - "Jiliu Technology" has secured nearly 100 million yuan in A+ round financing, focusing on core technology development [20] - "Tongxin Medical" has completed over 100 million USD in strategic financing to accelerate its international expansion [21]

Core Viewpoint - WeRide has launched the HPC 3.0 high-performance computing platform, marking a significant advancement in autonomous driving technology and enabling the world's first mass-produced Level 4 autonomous vehicle, the Robotaxi GXR, powered by NVIDIA's DRIVE AGX Thor chips [1][4][10] Group 1: Product Development - The HPC 3.0 platform, developed in collaboration with Lenovo, features dual NVIDIA DRIVE AGX Thor chips and delivers up to 2,000 TOPS of AI compute, making it the most powerful computing platform for Level 4 autonomy [2][4] - The new platform reduces autonomous driving suite costs by 50% and cuts mass production costs to a quarter of its predecessor, HPC 2.0 [4][6] - HPC 3.0 consolidates key modules, which lowers the total cost of ownership (TCO) by 84% over its lifecycle compared to HPC 2.0 [4] Group 2: Safety and Compliance - HPC 3.0 is certified to AEC-Q100, ISO 26262, and IATF 16949 standards, with a failure rate below 50 FIT and a mean time between failures (MTBF) of 120,000 to 180,000 hours [5] - The platform is designed for 10 years or 300,000 km of use and can operate in extreme temperatures from -40°C to 85°C, meeting global VOCs environmental standards [5] Group 3: Strategic Partnerships - The collaboration with Lenovo and NVIDIA is highlighted as a major breakthrough in computing power and cost efficiency, enhancing vehicle reliability and responsiveness while significantly reducing deployment costs [6][7] - NVIDIA has been a strategic investor in WeRide since 2017, supporting the commercialization of autonomous driving solutions globally [8][9] Group 4: Market Position - WeRide is recognized as the world's first publicly listed Robotaxi company, having operated Robotaxis on public roads for over 2,000 days and tested its technology in over 30 cities across 10 countries [10][11] - The company has received autonomous driving permits in five markets: China, the UAE, Singapore, France, and the US, positioning itself as a leader in the autonomous driving industry [11]

Group 1: Lucid-Uber Deal Overview - Lucid Group's shares increased by over 36% after announcing a premium robotaxi service deal with Uber Technologies [1] - The deal involves Uber acquiring Lucid Gravity SUVs equipped with Nuro Driver, a Level 4 self-driving system, for a global premium robotaxi service [4][5] - Uber plans to deploy 20,000 or more Lucid vehicles over six years in various markets, with the first launch expected in a major U.S. city next year [5] Group 2: Financial Implications for Lucid - Uber will make "multi-hundred-million-dollar investments" in both Lucid and Nuro, providing significant cash injection [4] - As of Q1 2025, Lucid had cash and short-term investments of $3.61 billion, but a negative free cash flow of $589.9 million, indicating a cash-burn rate of $2.36 billion annually [8] - At the current cash-burn rate, Lucid's cash reserves would last approximately 1.5 years [8] Group 3: Nvidia's Role and Benefits - Nvidia's AI technology is integral to the Nuro Driver system, which will be used in Lucid vehicles for the robotaxi service [9][10] - Each Lucid vehicle will be equipped with an Nvidia DRIVE Thor supercomputer, essential for the Nuro Driver system [12] - The success of the Uber-Lucid-Nuro robotaxi service could lead to increased revenue for Nvidia, as it has partnerships with both Uber and Lucid [15]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 出发点与工作背景 视觉 - 语言 - 动作（VLA）模型是机器人技术的变革性突破，其核心是将视觉感知、自然语言理解与具身 控制整合到单一学习框架中。本综述聚焦机器人操作与指令驱动自主性，全面梳理了 102 个 VLA 模型、26 个基础数据集和 12 个仿真平台，它们共同推动了 VLA 模型的发展与评估。模型被归为不同架构范式，体 现了视觉、语言和控制在机器人系统中整合的多样策略。对于基础数据集，基于任务复杂性、模态多样性 和规模建立新评估标准，还通过二维框架按语义丰富度和多模态对齐进行组织，揭示了数据领域的未探索 区域。仿真环境的评估围绕大规模数据生成效率、虚实迁移能力及任务多样性展开。综合学术与工业界成 果，明确了当前挑战，并指出可扩展预训练协议、模块化架构设计和稳健多模态对齐策略等发展方向。本 综述兼具技术参考价值与概念路线图意义，涵盖从数 ...

Core Viewpoint - Li Auto's new model, the Li i8, is officially launched with a price range of 350,000 to 400,000 yuan, marking the company's first pure electric SUV and the first to feature the Nvidia Thor chip and MindVLA intelligent driving assistance [1][3][22] Group 1: Product Launch and Market Position - The Li i8 is set to be unveiled on July 29, with pre-order customers receiving priority delivery [1] - The i8's design has drawn criticism for its resemblance to the MEGA model, raising questions about its market competitiveness [3][22] - Despite challenges, Li Auto remains a leader in sales among new car manufacturers, with a significant increase in revenue and profit since the launch of the L9 model in 2022 [3][4] Group 2: Financial Performance - In Q4 2022, Li Auto became the first new car manufacturer to achieve positive net profit in a single quarter, with a gross margin of 22.2% [4] - The company has maintained a positive net profit for the entire year of 2023, despite a projected decline in net profit of nearly one-third in 2024 [8][22] Group 3: Strategic Shift to AI - Li Auto is transitioning from being solely an automotive company to a "space robotics" company, focusing on AI technologies [6][9] - The company has made significant investments in AI, with nearly half of its over 10 billion yuan annual R&D budget allocated to this area [13][17] - Li Auto's new AI-driven technologies, such as the E2E-VLM architecture, are expected to enhance the user experience in intelligent driving [21][22] Group 4: Competitive Landscape - Li Auto faces increasing competition from companies like Xiaomi and Leap Motor, which are offering similar features at lower prices [8][22] - The emergence of brands like AITO, which leverage Huawei's technology, poses additional challenges to Li Auto's market share [8][22] Group 5: Future Outlook - The i8 is seen as a critical product for showcasing Li Auto's AI capabilities, despite design criticisms [21][22] - The company plans to launch the i6 model later in 2025, which is expected to capture significant market opportunities [21][22] - Li Auto's ability to leverage AI technology will be crucial for its future success in a competitive market [22]

Core Viewpoint - Casella Waste Systems, Inc. is initiating the remarketing of $29.0 million of Solid Waste Disposal Revenue Bonds, with a redemption of $1.0 million expected on August 1, 2025, and the remaining bonds to be remarketed on the same date [1][2]. Group 1: Bond Details - The total principal amount of the Bonds originally issued was $30.0 million, with a final maturity date of August 1, 2035 [2]. - The interest rate periods for the Bonds are set to expire on July 31, 2025, leading to a mandatory tender and remarketing at a new interest rate starting August 1, 2025 [2]. - The Bonds are guaranteed by substantially all of Casella's subsidiaries and are not a general obligation of the Issuer, meaning they are payable solely from amounts received from Casella [2][3]. Group 2: Remarketing Process - The Remarketed Bonds will be offered exclusively to qualified institutional buyers as defined under Rule 144A of the Securities Act [3]. - The timing and interest rate for the remarketing will depend on market conditions, with no assurance that the remarketing or redemption will be completed [3].