每日互动工作站产品更新-20260210 #易用祖国版的clawdbot+macmini，可物理可虚拟 2）公安：有SaaS产品客群基础，工作站提供审讯笔录冲突检测、案情自动研判等应用，3000个区县公安客户至少 各采购一个； 3）科研：基于积累的知网、公共数据基础帮助高校老师、医院主任完成论文KPI。 无屏幕工作站： 包括企业版（主打款，9.8万，3月涨价到19.8万）、个人版（对标macmini，1.8万，样机阶段）、SaaS版（365元/ 年，体验为主），用户可通过手机/PC浏览器访问云桌面，支持构建多Agent工作流、Excel表格问答、会议纪要等 功能，#25年推出2个月销售近200台，#26年 包括企业版（主打款，9.8万，3月涨价到19.8万）、个人版（对标macmini，1.8万，样机阶段）、SaaS版（365元/ 年，体验为主），用户可通过手机/PC浏览器访问云桌面，支持构建多Agent工作流、Excel表格问答、会议纪要等 功能，#25年推出2个月销售近200台，#26年，#对应收入增量5e+，#毛利率50%+。 工作站重点场景： 1）通用：客群主要为政府委办局（数据集团渠道）和中大型制造 ...

各种炸裂的AI应用 在AI/半导体产业链，每天的信息都非常多，有时候会有些浑浑噩噩，尤其是最近出圈的AI应用一个 接着一个，当然我并没有fear of missing out，从半年前就爆火的manus到opencode、CoWork、Claud in Excel，再到最近的clawdbot，一个也没有用过，只是看网上各路大神们的演示。 网上已经有很多人把clawdbot当做chapgpt时刻了，但我看了网上很多人的演示，其实并没有达到自 己预期的炸裂效果。 比如让clawdbot做个PPT，前面调用api，再过gateway的地方就不讲了，只说如何做的PPT，clawdbot 是给python安装了一个ppt的库，然后用这个库来做的PPT。这就引发出一个问题，当前大多数软件 都是给人设计的，交互逻辑是人类通过视觉 UI（按钮、菜单）操作，而 AI 并不擅长"盯着屏幕找按 钮"。对于 AI 来说，传统的 .exe 或 .app 软件就像一个密不透风的黑盒。它看不见软件内部的逻辑结 构，只能通过人类留下的后门（如 API 或专门的编程库）来间接操作。 昨天微软和Meta的财报都陆续出来了，星球中也放了这两家公司 ...

AI Applications - The article emphasizes that the turning point for AI applications has arrived, despite previous regulatory setbacks leading to a significant withdrawal in AI applications [3] - ClawdBot is introduced as an open-source AI agent that operates locally on user hardware, ensuring privacy and control, and is capable of performing various tasks from email management to advanced market research [3] - ClawdBot's integration with existing chat tools like WhatsApp and Telegram enhances user experience compared to other AI agents that require terminal commands [6] - The demand for CPUs is expected to rise significantly due to the shift from AI training to inference, where CPUs play a crucial role in task scheduling and data preparation [7][8] - The emergence of AI agents increases the frequency and complexity of workflows, further driving CPU demand [7] - The transition from storage to memory is highlighted, with SSDs becoming essential for AI applications, driven by the need for higher capacity and longevity [9] - Micron's investment in advanced NAND technology aims to address bandwidth issues in AI computing, indicating a long-term commitment to the AI infrastructure market [11][12] Power Sector - Baker Hughes plans to double its data center equipment orders to $3 billion from 2025 to 2027 to meet the rising power demands from AI [13] - The CEO of Baker Hughes is optimistic about the long-term outlook for power generation, predicting a doubling of electricity output by 2040, despite a potential decline in oil demand by 2026 [13] - The article reiterates that power will be a significant theme throughout the year, reflecting ongoing developments in the sector [14] - New EPA regulations have increased the deployment requirements for gas turbines, leading to a surge in demand for heat recovery steam generators (HRSG) in North America [15][16]