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Entreprise's news
Li Bin responded to Weilai’s 120 billion bet with Hefei: There is no such thing
Recently, Li Bin, the founder, chairman and CEO of NIO, said in an exclusive interview that there is no gambling agreement between NIO and the Hefei government and it has been "over-interpreted." It has been previously rumored that one of the conditions for the bet is that NIO's revenue will reach 120 billion yuan in 2024 and at least six new models will be launched at the same time. Li Bin said that Weilai repurchased part of its shares six months after signing a cooperation with the Hefei government. The repurchase amount exceeded 8 billion yuan from 2020 to 2021. "They have a good return on investment."
China Automotive Research Institute and Huawei sign strategic cooperation agreement
On December 12, the "China Automotive Research" public account announced that on December 8, China Automotive Engineering Research Institute Co., Ltd. (hereinafter referred to as "China Automotive Research") and Huawei Technologies Co., Ltd. (hereinafter referred to as "Huawei") Shenzhen Huawei headquarters signed a strategic cooperation agreement. China Automotive Research Institute and Huawei will carry out in-depth cooperation in AI, digital models, and industrial Internet based on their respective strengths in technological innovation and platform empowerment, and will comprehensively empower local automotive technology substitution and core technical capabilities. Enable the automotive industry and promote high-quality development of the automotive industry.
Amap announced that it has achieved the world’s largest lane-level navigation coverage
On December 12, Amap announced that its lane-level navigation service is based on Beidou satellite navigation system, deep learning model, inertial navigation, ubiquitous signals and other cutting-edge technologies. So far, it has been supported on more than 99% of domestic cities and towns. . This is also the largest lane-level navigation service in the world so far.
Microsoft and AFL-CIO reach agreement on artificial intelligence and more
According to news on December 11, Microsoft and the American Federation of Labor-Industrial Workers Union said that they have reached an agreement that Microsoft will remain neutral in the union’s efforts to encourage workers to join the union. The two parties will also collaborate on the future of artificial intelligence, marking their first collaboration in the field of artificial intelligence and the future of the workforce.
The industry expects that many PC brand manufacturers will launch the first wave of AI PC products at CES 2024
According to Taiwan Economic Daily, the 2024 U.S. Consumer Electronics Show (CES) will be held in January next year. Intel’s PC chips with AI functions will be launched this week, and Nvidia is expected to release a new product during CES. For the RTX 40 SUPER series of graphics cards, the industry expects that brand manufacturers such as Acer, Asus, MSI, and Gigabyte will launch the first wave of AI PC and e-sports products at CES, symbolizing the start of the AI PC warm-up competition.
Kaixin Automobile establishes AI Automotive Research Institute, with Senior Vice President Gu Lei as director
According to news on December 12, Kaixin Automobile announced the official establishment of the AI Automobile Research Institute, appointed Gu Lei, senior vice president of Kaixin Automobile, as the director of the AI Automobile Research Institute, and formulated the company's development plan at the artificial intelligence application level. At the same time, Kaixin Auto is actively seeking cooperation with leading artificial intelligence companies.
Gosuncn invests in Turing New Intelligent Computing to lay out the computing power field
According to the news on December 12, according to Gosuncn’s official Weibo, the equity investment signing ceremony between Gosuncn Technology Group Co., Ltd. and Turing New Intelligence (Guangzhou) Technology Co., Ltd. was successfully held at the headquarters building of Guangzhou Gosuncn Technology Group. After the successful implementation of this equity transaction, Gosuncn's original holding subsidiary Gosuncn Xunmei (Chongqing) Technology Co., Ltd. will become a wholly-owned subsidiary of Turing New Intelligent Computing, and Gosuncn will hold 30.3929% of Turing New Intelligent Computing's equity. .
China Information cooperates with Huawei Cloud to create a low-carbon smart park visual operation management platform solution
According to news on December 11, the low-carbon smart park visual operation and management platform solution created by China Information Xinchuang BG Technology Center team and Huawei Cloud Ecology Team has been officially launched in the Huawei Cloud official website solution area, becoming the leading baseline for Huawei Cloud partners in the park field. One of the solutions. China Information stated that with the implementation of Huawei Cloud ecosystem, the company can seize more cooperation opportunities with Huawei Cloud to build stronger capabilities, create value together, and obtain more business opportunities for the company's business development.
Musk responds to Grok copying ChatGPT operation
According to news on December 12, Musk’s chatbot Grok was accused of stealing OpenAI’s code base and copying ChatGPT’s responses. Even OpenAI’s name was copied intact. OpenAI also joined in, sharing a screenshot of Grok's reply and sarcastically writing: "We have a lot in common." This immediately prompted Musk to fire back, who wrote: "Well, boy, since You collected all the data from this (X) platform to train, you should know." This is a mockery of OpenAI using the amount collected from the X platform to train ChatGPT.
Sources say Huawei is negotiating with Mercedes-Benz and Audi to invest in its smart car company
On December 12, media quoted people familiar with the matter as saying that Huawei has asked Mercedes-Benz and Volkswagen’s Audi if they are interested in buying a small stake in their smart car software and parts company. The move is aimed at expanding the partnership beyond Chinese brands, people familiar with the matter said.
Honor applies for trademark for Rubik's Cube model
According to news on December 11, the Tianyancha App showed that Honor Terminal Co., Ltd. applied to register the trademark "Honor Rubik's Cube Model". The international classification is website services. The current trademark status is awaiting substantive review. Previously, the company had applied for two "MAGIC large model" trademarks. It is reported that not long ago, Honor CEO Zhao Ming issued a document stating that Honor will soon launch a self-developed large-scale device-side AI model and a new cloud service.
Jia Jiaya team launches multi-modal large model LLaMA-VID
According to news on December 11, Jiajiaya team launched the multi-modal large model LLaMA-VID. According to reports, the model can support single pictures and short videos, and can also streamline a three-hour movie or video into several Tokens, and directly use a large language model for understanding and interaction.
Midea Group applies to register COOKGPT trademark
According to news on December 12, Tianyancha showed that Midea Group applied to register multiple trademarks of "COOKGPT Cooking Assistant", "CHEFGPT Digital Chef" and "AI-CHEF Smart Chef". The international categories are lighting, air conditioners and scientific instruments. The current trademark status is Awaiting substantive review.
New York State, USA, will join forces with chip companies such as IBM and Micron to spend US$10 billion to establish a next-generation semiconductor R&D center
According to news on December 12, the New York State Governor’s Office issued a statement announcing that it will establish a US$10 billion partnership with IBM, Micron Technology, Applied Materials, Tokyo Electronics and other chip companies to build a nanotechnology complex in Albany, the state. Establish a next-generation semiconductor R&D center.
Sources say TSMC is about to finalize future 3nm and 2nm customers
On December 12, according to Taiwan Electronic Times, industry insiders revealed that TSMC is about to finalize its future 3nm and 2nm customers. It will start producing 2nm chips in 2025, and its 3nm chip production will increase quarter by quarter in 2024. In addition to Apple, AMD, Nvidia, Broadcom, MediaTek and Qualcomm are also customers of TSMC's 3nm and 2nm chips. These major customers are unlikely to reduce TSMC's 3nm and 2nm wafer starts before 2027.
CONDITION
Zhixing Automotive Technology: Expected to list on Hong Kong stock market on December 20
Zhixing Automotive Technology announced on the Hong Kong Stock Exchange on December 12 that the company plans to offer 22.116 million shares globally, 2.2116 million shares in Hong Kong, China, and 19.9044 million shares internationally; the IPO will be held from December 12 to December 15, 2023; The offer price will be HK$29.65 per offer share, and the shares are expected to be listed on the Main Board of the Hong Kong Stock Exchange on December 20, 2023.
financial report
Oracle's second-quarter adjusted revenue fell short of expectations at $12.94 billion
According to news on December 12, Oracle announced second-quarter adjusted earnings per share of $1.34, analysts expected $1.33; second-quarter adjusted revenue of $12.94 billion, analysts expected $13.05 billion; second-quarter Cloud revenue (IAAS+SAAS) revenue was US$4.8 billion, an increase of 24% at constant exchange rates; second-quarter cloud services and licensing support revenue was US$9.64 billion, a year-on-year increase of 12%; second-quarter operating profit was US$5.54 billion. , analysts expected US$5.56 billion; second-quarter operating profit margin was 43%, analysts expected 42.6%.
Policies/Reports
IDC report: Tencent Cloud ranks first in domestic game cloud market
Recently, IDC released the latest "China Game Cloud Market Tracking Research, 2022H2" report, which shows that Tencent Cloud accounts for 42.8% of the overall usage of the Chinese game market (average monthly cloud host cores), and CDN usage (CDN bandwidth) accounts for 39.2%. %, cloud gaming solution usage (number of channels) accounted for 44.4%, both ranking first. At present, Tencent Cloud has built cloud infrastructure in 26 regions on five continents around the world. As China's first cloud computing company with over one million servers, Tencent Cloud has more than 2,800 acceleration nodes around the world, covering more than 70 countries and regions.
TechInsights: Semiconductor equipment sales grew 1.1% in the third quarter
The TechInsights report pointed out that in the Q3 quarter of 2023, semiconductor equipment sales increased by 1.1%, which was better than expected. Test equipment sales increased by 1.7% month-on-month, followed by fab equipment sales by 1.2% month-on-month. Sales of assembly and packaging equipment decreased by 2.2%. For the full year, semiconductor equipment sales are expected to decline only 3%.
State Council Office: Promote the deep integration of the Internet, big data, artificial intelligence and domestic and foreign trade-related industries
According to news on December 11, the General Office of the State Council issued a notice on "Several Measures to Accelerate the Integrated Development of Domestic and Foreign Trade", which proposed to cultivate industrial clusters for the integrated development of domestic and foreign trade. Cultivate and expand a number of industrial clusters for the integrated development of domestic and foreign trade in key areas. Promote the construction of commercial science and technology innovation centers and promote the in-depth integration of the Internet, big data, artificial intelligence and domestic and foreign trade-related industries. Promote the development of the "cross-border e-commerce + industrial belt" model and drive more traditional industries to form groups to go overseas. Guide the gradient transfer of industries to the central and western and northeastern regions, improve the integrated development level of domestic and foreign trade in the central and western regions, and support specialty industries in border areas to better connect domestic and international markets.
Ministry of Industry and Information Technology: Promote national high-tech zones to strengthen the supply of key core technologies and common basic technologies for artificial intelligence
According to news on December 12, the Ministry of Industry and Information Technology held a press conference on "giving full play to the role of national high-tech zones and accelerating the promotion of new industrialization". Li Youping, deputy director of the Torch Center of the Ministry of Industry and Information Technology, said that in the next step, the National High-tech Zone will focus on digital technology innovation and accelerate the pace of digital construction and governance in the park. The first is to strengthen innovative applications of artificial intelligence. Promote the national high-tech zones to strengthen the supply of key core technologies and common basic technologies for artificial intelligence, and increase the opening up of application scenarios in key areas. The second is to deepen the construction of digital parks. Accelerate the digital and intelligent transformation of traditional infrastructure in the park, build new infrastructure appropriately ahead of schedule, and enhance the digital governance capabilities of the park. The third is to vigorously promote the digital transformation of the manufacturing industry. Vigorously promote the large-scale application of industrial Internet, deepen the innovative application of "5G + industrial Internet", and cultivate "digital pilot" enterprises and benchmarks for the digital transformation of small and medium-sized enterprises.
Investment and Financing
AI recruitment platform HelloBoss receives millions of dollars in Pre-Series A financing
On December 12, Japanese AI recruitment platform HelloBoss completed a multi-million dollar Pre-A round of financing, led by Yunqi Capital, followed by Golden Egg, and Silver Oak Capital serving as the exclusive financial advisor. This round of financing will be used for product research and development, market expansion and team building. HelloBoss is committed to AI+HR services, helping companies and job seekers to quickly match and complete recruitment work through AI.
other
The world’s first artificial intelligence regulatory regulations are expected to be released
According to news on December 11, the EU has reached an agreement on an "Artificial Intelligence Bill". After completing the relevant legislative procedures, this bill will be officially announced and may become the world's first comprehensive bill in the field of artificial intelligence. Regulatory regulations. This bill classifies the application of artificial intelligence technology into four levels according to risk categories, from low to high, and formulates corresponding regulatory rules according to different risk levels.
The first domestically produced 110GHz electro-optical modulator was successfully developed
According to news on December 12, according to the official Weibo account of the National Information Optoelectronics Innovation Center, the first domestically produced 110GHz electro-optical intensity modulator product was successfully developed recently and has been verified and ordered by many industrial customers. The modulator uses a domestic thin film lithium niobate chip as the core and can work in the C and L bands. It has the characteristics of ultra-high bandwidth, ultra-high speed, low chirp, low drive voltage, high linearity, etc. Its 3dB bandwidth is as high as 110GHz. The key technical indicators have reached the international advanced level and will be widely used in broadband optoelectronic information systems such as optical communications, optical interconnections, optical computing, optoelectronic testing and measurement, and microwave photons.
