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Apple develops AI large language model, and chat robot products are already advancing
On July 20, Apple Inc. is studying a possible challenge to OpenAI Inc. AI tools from Google and others, but have yet to develop a clear strategy for releasing the technology to consumers. According to people familiar with the matter, Apple built its own framework to create large language models. With this foundation, dubbed "Ajax," Apple also created a chatbot service that some engineers call "Apple GPT." Pushing AI has become a major effort at Apple in recent months, with several teams collaborating on the project. Specific work includes trying to address potential privacy concerns associated with this technology.
Nvidia plans to invest $300 million in cloud provider Lambda Labs
On July 20, it was reported that Nvidia is planning to reach a deal with Lambda Labs, an American cloud service startup. In the early years, Lambda Labs' business focused on selling GPU-driven computers, and later transformed into GPU cloud server leasing. The company's annual revenue has also risen from tens of millions of dollars to hundreds of millions of dollars. The company currently rents out servers with Nvidia chips to businesses, competing with cloud providers such as Amazon Web Services.
Microsoft, OpenAI, and others have used synthetic data to train AI models
Recently, Aiden Gomez, CEO of artificial intelligence startup Cohere, said that companies such as Microsoft, OpenAI and Cohere have used synthetic data to train AI models because the data collection prices of companies such as Reddit and Twitter are too high. Gomez said that synthetic data can be applied to many training scenarios, but it has not been fully promoted yet.
Sun Gang, Global Vice President of Qualcomm: Qualcomm's next-generation mobile phone platform will support large models with 5 billion to 7 billion parameters
On July 20, Sun Gang, global vice president of Qualcomm, said at the 2023 World Semiconductor Conference that AI computing will gradually migrate from the cloud to the edge of the cloud and even the terminal. "I hope that China's big data model can also be implemented on the Qualcomm platform. It is expected that Qualcomm's next-generation mobile phone platform will be able to support a big data model with 5 billion to 7 billion parameters; now Qualcomm is launching a new generation of smart cockpit platform that can support a big data model with more than 10 billion parameters."
Kaiyuan China completed the share reorganization, China Mobile Lenovo and other shareholders
According to Tianyancha App, on July 18, Kaiyuan Consensus (Shanghai) Network Technology Co., Ltd., an affiliated company of Kaiyuan China, underwent an industrial and commercial change. The shareholders added China Mobile’s Beijing China Mobile Digital New Economy Industry Fund Partnership (Limited Partnership), Lenovo’s Hubei Province Lenovo Changjiang Technology Industry Fund Partnership (Limited Partnership), and China Internet Investment Fund (Limited Partnership). To about 29.06 million RMB.
According to reports, Kaiyuan China has obtained B+ round of strategic financing from China Mobile Beijing Fund, China Internet Investment, Lenovo Venture Capital and other companies. So far, the shareholder Baidu Chuanke Computer System (Beijing) Co., Ltd.'s shareholding has dropped from 51.54% to 14.04%, and the company's founding team has become the actual controller again. After this share reorganization, the company has become a completely neutral platform.
Ying Weimin, Chief Supply Officer of Huawei: Domestic demand for AI chips has increased by more than 10 times compared to the beginning of the year
On July 19, the 2023 World Semiconductor Conference and Nanjing International Semiconductor Expo opened in Nanjing. Ying Weimin, director and chief supply officer of Huawei, said at the meeting that domestic demand for artificial intelligence chips has increased by more than 10 times in half a year compared with the beginning of the year.
Ying Weimin said: "On the one hand, we need to implement the large-scale AI model; on the other hand, we need to continue to cultivate computing power to build a solid computing power and foundation. We also need to invest a lot of money to build a computing power foundation from the aspects of structural innovation and ecology." Ying Weimin also said that Huawei believes that the most important thing about AI is to integrate industrial experience and knowledge into large models, which is also the focus of Huawei's development.
Google Tests New AI "Genesis": Aims to Automatically Generate Press Releases
Recently, according to foreign media reports, Google is testing an internal code-named "Genesis" (Genesis) AI tool. According to reports, the development purpose of Genesis is to receive news information in real time and automatically generate news articles.
Google believes that this tool can be used as a personal assistant for journalists to automatically complete some tasks and free up time for journalists to complete other tasks.” At the same time, Google also stated that “this tool will be very responsible and avoid the nonsense of the current AI model.” However, even if Google describes it this way, it is currently claimed to be the performance of artificial intelligence, which makes people doubt whether it can ensure the authenticity and accuracy of news. At the same time, a large number of articles generated by artificial intelligence will also greatly affect readers’ reading experience.
Google employee salaries leaked, software engineer base annual salary reaches $718,000
News on July 20, according to a leaked internal data obtained by Business Insider, the median total salary of Google employees in 2022 is 279,800 US dollars, of which software engineers have received a basic salary of up to 718,000 US dollars (currently about 5.191 million yuan), becoming the company's highest paid position. The data comes from a spreadsheet shared among Google employees and includes information on more than 12,000 U.S. employees, including software engineers, business analysts and salespeople.
In addition to base salary, Google employees' income also includes options and bonuses. Software engineers could receive up to $1.5 million in equity by 2022, the data shows. Google's top 10 highest-paying jobs, whether in engineering, business or sales, also have a minimum base salary of $300,000. Compared with other technology giants, the median base salary of Google employees in 2022 is behind Meta ($296,000), but well above Salesforce ($199,000) and Adobe ($170,000).
TSMC's U.S. factory will postpone mass production until 2025, and the progress of the Japanese factory will remain unchanged
On July 20, according to Taiwan media "Economic Daily", Liu Deyin, chairman of TSMC, said that its factory in Arizona, USA is "facing some challenges", and the mass production schedule has been postponed from the original end of 2024 to 2025.
As for the other factory in Japan, Liu Deyin said that its progress remains unchanged, and mass production will still follow the established plan by the end of 2024. The factory will be used to produce 16nm, 22nm and 28nm processes. In terms of European layout, TSMC stated that it will "accelerate the evaluation" of building special automotive manufacturing capacity in Germany, and "still needs to make a final decision based on customer needs and local government support."
financial report
TSMC's net profit in the second quarter was NT$181.8 billion
On July 20, TSMC released its second-quarter financial report showing that the consolidated revenue was about NT$480.84 billion, the after-tax net profit was about NT$181.8 billion, and the earnings per share was NT$7.01. Sales in the third quarter are expected to be US$16.7 billion to US$17.5 billion; the gross profit margin in the third quarter is expected to be 51.5% to 53.5%, and the market estimate is 53.6%.
Tesla: 2023Q2 revenue is US$24.927 billion, a year-on-year increase of 47%
On July 20, Tesla released its financial report for the second quarter of fiscal year 2023. Revenue in the second quarter was US$24.927 billion, a year-on-year increase of 47%; GAAP net profit was US$2.703 billion, a year-on-year increase of 20%; non-GAAP net profit was US$3.148 billion, a year-on-year increase of 20%.
Investment and Financing
Zhishi Robot received tens of millions of yuan in angel round financing
On July 20, Shanghai Zhishi Robot Co., Ltd. (hereinafter referred to as "Zhishi Robot"), a provider of four-way shuttle robots and new-generation intelligent storage solutions, announced the completion of an angel round of financing of tens of millions of yuan. This round of financing was exclusively invested by Lianchuang Yongxuan, and Canglan Capital acted as a financial advisor. This round of funds will be mainly used for product development, market expansion, and team expansion.
Founded in July 2019, Zhishi Robot is committed to the research and development of storage equipment, providing intelligent, efficient and flexible three-dimensional storage solutions. The company's core team has been engaged in the research and development of intelligent storage equipment since 2013, and participated in the release of the first domestic intelligent four-way shuttle in 2015.
Aventurier received tens of millions of dollars in angel round financing
Shanghai Wenjie Exploration Technology Development Co., Ltd. (hereinafter referred to as "Aventurier") has recently completed an angel round of financing worth tens of millions of dollars. This round of investment was led by Jinqiu Fund, CCV participated in the investment, and Mushi Capital acted as the company's exclusive financial advisor. The financing funds will be mainly used for cutting-edge technology research and development of cleaning robots and product development, and at the same time for global market layout.
Aventurier was established in September 2022. The company's main business is to use artificial intelligence and robotics to liberate humans from repetitive cleaning operations and greatly improve the efficiency and intelligence of cleaning operations.
Qianmu Technology received nearly 100 million yuan in financing
Qianmu Technology, a semiconductor laser chip supplier, has recently completed its B-round financing of nearly 100 million yuan. This round of financing is led by Sunda Capital, followed by the old shareholder Hainan Zhihua. The raised funds will be mainly used for product line expansion, IDM production line construction and product marketing.
Qianmu Technology was established in November 2017 and has completed a total of 5 rounds of financing so far. OPPO also participated in the A+ round of investment in 2021.
Ruilaibo received 5 million angel round investment
Digital isolation chip manufacturer Ruilaibo has recently completed an angel round of financing of 5 million yuan, led by Huasheng Renhe Capital, followed by Blue Ocean Capital Capital. This round of financing will be used for technology research and development. Ruilaibo was established in 2022, focusing on the design and development of digital isolation chips and series products, and reducing costs by optimizing the architecture of digital isolation chips. Its first chip was taped out in July this year.
other
Luo Zhenqiu, general manager of TSMC China: Around 2030, the global semiconductor output value will be close to 1 trillion US dollars
On July 20, during the 2023 World Semiconductor Conference, Luo Zhenqiu, general manager of TSMC (China) Co., Ltd., made a speech and pointed out that at present, the output value of the entire semiconductor industry is about 500 billion to 600 billion US dollars, and it is estimated that around 2030, this output value will approach 1 trillion US dollars. Luo Zhenqiu predicts that as the entire semiconductor market develops to an output value of 1 trillion yuan, about 40% of the entire market will be contributed by high-computing power products, another 30% will be contributed by mobile computing (mobile phones), 15% of the high-growth industry output value, and about 10% of the smart wearable device output value.
Hongyi Zhou: The real opportunity for large models lies in the enterprise market
On July 20, Zhou Hongyi, the founder of 360 Group, believed that the release of opinions on promoting the development and growth of the private economy has brought new historic opportunities for the high-quality development of the private economy. To dig deep into the breakthrough to stimulate the vitality of the private economy is to continue to stimulate various social innovation elements to gather in the innovation field, and make greater contributions to the construction of a new development pattern and the realization of my country's industrial digitization. Zhou Hongyi said that as an industrial revolution-level productivity tool, the real opportunity for large models lies in the enterprise-level market, and should become the standard configuration of every digital system.
Musk says xAI could boost Tesla's value
Recently, Tesla CEO Elon Musk said that his new company xAI is a start-up company focused on artificial intelligence and will not compete with Tesla, but may "enhance Tesla's value." Musk said xAI is a way to retain "some of the best AI engineers and scientists in the world." These engineers and scientists were not interested in joining Tesla, but would like to join a startup. The AI startup will initially focus on artificial general intelligence, Musk said. AGI is a type of artificial intelligence generally considered to be the closest to human cognition.
Hurun released the metaverse potential enterprise list, Alibaba and Huawei became Top 2
On July 20, the Hurun Research Institute released the "2023 Hurun China Metaverse Potential Enterprise List", which listed the top 200 Chinese companies with the most development potential in the metaverse field, and 30 "future star enterprises". Among them, Alibaba and Huawei were rated as "Top 2 with the Most Potential", and NetEase, Tencent, and Baidu entered the "Top 5 with the Most Potential". There are 57 new companies on the list, represented by HTC, MiHoYo, and United Imaging.
