// 热点头条 // 1. OpenAI 2025年经常性收入（ARR）首次突破200亿美元，算力规模达1.9GW，三年内实现收入增长10 倍、算力提升9.5倍的超高速发展。OpenAI计划在2026年下半年发布首款硬件设备，可能为无屏幕可穿 戴设备。 2. 美光科技：以18亿美元现金收购力积电苗栗铜锣P5晶圆厂，交易预计于2026年第二季完成。此次收 购将加速美光在全球DRAM产能布局调整，强化其在HBM与高阶内存市场的供应能力，对全球内存产 业格局产生重要影响。美光科技公司表示，内存芯片短缺在过去一个季度愈演愈烈，并重申供应紧张状 况将持续到今年之后，原因是人工智能(AI)基础设施建设对高端半导体的需求激增。 3. 特斯拉：Neuralink首例受试者称无需手术即可升级脑机接口设备，类似于特斯拉OTA更新模式。该技 术进展标志着脑机接口设备向更便捷、低侵入性方向发展，为其商业化应用奠定基础。此外，特斯拉宣 布重启Dojo 3超级计算机项目，因AI5芯片设计进展顺利，单芯片性能比肩英伟达Hopper，双芯片接近 Blackwell水平；同时计划推出廉价版Model 3/Y，起售价或杀入20万元内，瞄准中国1 ...

Core Insights - Microsoft's Xbox cloud gaming service has shown significant growth globally [1][3] User Engagement - Game Pass users' total cloud gaming hours increased by 45% compared to the same period last year [3] - Console gaming hours also rose by 45%, while hours on other devices (such as PCs and handhelds) increased by 24% [3] Service Expansion - Xbox cloud gaming is now available in 29 countries/regions [3] - The service utilizes Microsoft's Azure global data center network for dynamic server resource allocation, enabling users to access games closer to their location [3] Accessibility - Players can experience Xbox cloud gaming without the need for expensive consoles or high-performance PCs, requiring only a device with internet connectivity [3]

Core Insights - Microsoft is planning to launch an ad-supported version of Xbox Cloud Gaming, allowing users to play certain games for free without a Game Pass subscription [1][4] - Internal testing has begun, featuring approximately two minutes of pre-roll ads that users must watch to access the service [4][5] - The ad-supported version will support streaming of owned games and games available during "Free Play Days" events, as well as classic Xbox titles [4] Summary by Sections - **Service Features** - Users can stream a selection of games for free by watching ads, with a limit of one hour per game session and a maximum of five hours of free playtime per month [4] - The service will be available across PC, Xbox consoles, handheld devices, and web platforms [4] - **Testing and Launch Plans** - Microsoft is set to initiate public beta testing soon, with a full rollout expected in the coming months [4] - The company has recently expanded Xbox Cloud Gaming access to Xbox Game Pass Premium and Essential tiers, while increasing the subscription price for Game Pass Ultimate by 50% [4][5] - **Technical Enhancements** - Xbox Cloud Gaming has introduced a beta version allowing Game Pass Ultimate members to stream games at 1440p resolution and up to 30 Mbps bitrate, while Premium and Essential members can stream at 1080p and 12 Mbps [5] - **Strategic Goals** - Microsoft aims to make Xbox Cloud Gaming more accessible and affordable, targeting new markets and providing alternative access methods [5]