AI - TechWire

        2025.04.10
    
10:31

                            China Mobile's Yang Jie: Computing infrastructure will undergo structural and profound changes
                        
                            On April 10, Yang Jie, Chairman of China Mobile, said at the 2025 China Mobile Cloud Intelligent Computing Conference that the "acceleration effect" of connectivity is constantly expanding, giving rise to new forms of information consumption. In terms of AI intelligent terminals, the number of AI intelligent entities will exceed the global population in the future; the proportion of intelligent networked vehicles in new cars is expected to exceed 80%; and the number of people who interact with intelligent robots every day is expected to exceed 80%. This will trigger a structural and deep-level change in computing infrastructure, and traditional cloud computing will evolve into "cloud intelligent computing" with deep integration of cloud and AI.
                        
10:28

                            China Mobile's Yang Jie: AI tasks are expected to account for 60% of the total network traffic in 2030
                        
                            On the 10th, at the 2025 China Mobile Cloud Intelligent Computing Conference, Yang Jie, Party Secretary and Chairman of China Mobile Communications Co., Ltd., said that by 2030, AI tasks will account for 60% of the total network traffic, which puts forward an urgent need for innovation in the computing network infrastructure architecture. He also mentioned that the "rebound effect" of computing power will accelerate, releasing new demands for computing power services, and it is expected that the growth rate of inference computing power in 2030 will be 4 times that of training computing power.
                        
08:02

                            OpenAI countersues Musk, accusing him of harassment
                        
                            On April 9, local time, the Open AI Research Center (OpenAI) filed a countersuit against Musk, accusing Musk of harassment and asking a federal judge to prevent Musk from taking any further illegal and unfair actions against OpenAI, including attacks and malicious propaganda through the media. Previously, Musk filed a lawsuit against OpenAI and its CEO Sam Altman, accusing OpenAI of initially inviting Musk to fund a nonprofit AI research organization dedicated to benefiting humanity, but now focusing on profit.
                        
07:03

                            OpenAI: Already sued Musk for "bad faith" tactics
                        
                            OpenAI: has sued Musk for "bad faith" tactics.
                        
        2025.04.09
    
21:17

                            Amazon launches AI voice model Nova Sonic: 80% cheaper than GPT-4o
                        
                            Amazon officially launched the next-generation generative AI voice model Nova Sonic, marking a major breakthrough in the field of artificial intelligence voice. Amazon particularly emphasized that the model has a significant advantage in cost-effectiveness, with its price being about 80% cheaper than OpenAI's GPT-4o. It is the most cost-effective AI voice solution on the market.
                        
20:06

                            NVIDIA and Google Cloud have teamed up to bring active AI inference technology to the enterprise.
                        
19:08

                            Ministry of Commerce: Shield AI and other 6 US companies are included in the unreliable entity list
                        
                            The Department of Commerce has decided to add six entities, including Shield AI, Inc., Sierra Nevada Corporation, Cyberlux Corporation, Edge Autonomy Operations LLC, Group W and Hudson Technologies Co., to the Unreliable Entity List.
                        
13:27

                            Volcano Engine releases Data Agent for enterprises
                        
                            On the afternoon of April 9, Volcano Engine recently announced the launch of an enterprise data agent called DataAgent. Based on the reasoning, analysis and calling tool capabilities of large models, DataAgent can deeply understand business needs and automatically complete tasks such as writing in-depth research reports and marketing campaign design. According to reports, DataAgent is committed to becoming the "AI data expert" of the enterprise. Faced with questions raised by business personnel, DataAgent will automatically start to understand the business context, break down tasks according to the problems, list execution plans, and further call tools to query and process enterprise data. These data include both structured data and unstructured data such as knowledge bases. DataAgent will perform in-depth fusion analysis of these two types of data.
                        
12:20

                            Alibaba Cloud's Liu Weiguang: AI is driving productivity changes in all industries
                        
                            Alibaba Cloud held an AI Potential Conference in Beijing. Liu Weiguang, senior vice president of Alibaba Cloud Intelligence Group and president of the Public Cloud Division, said that the social value of big models is being released in the enterprise market. Alibaba Cloud will firmly invest in building a full-stack leading technology, continue to open source, and accelerate AI applications. "The strategy of Alibaba Cloud's big model is to serve the enterprise market and create social value. AI is driving productivity changes in all walks of life. Tongyi big models will deeply cultivate the enterprise market." He said. It is understood that by the end of January 2025, more than 290,000 enterprises and developers have called Tongyi API on Alibaba Cloud Bailian platform.
                        
00:16

                            Market news: The US Democratic Party is investigating the partnership between Google and Microsoft in the field of artificial intelligence (AI).
                        
        2025.04.08
    
20:26

                            Step-R1-V-Mini is released, which can perceive images with high precision and complete complex reasoning tasks
                        
                            Today, Step-R1-V-Mini, a new multimodal reasoning model, is officially released. It supports image and text input and output, has good command compliance and general capabilities, and can perceive images with high precision and complete complex reasoning tasks. Step-R1-V-Mini has been officially launched on the Step AI webpage and provides an API interface on the Step AI open platform.
                        
18:04

                            Chengdi Xiangjiang: Subsidiary wins bid for Liangshan AI data center project
                        
                            Chengdi Xiangjiang announced that Xiangjiang System Engineering Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the "Longteng Liangshan AI Data Center Project" as one of the members of the consortium. According to the public announcement of the bid evaluation results, the first candidate for the project is a consortium consisting of China Construction Third Engineering Bureau First Construction Engineering Co., Ltd., Xiangjiang System Engineering Co., Ltd. and Huaxin Consulting Design Institute Co., Ltd. The bid price after evaluation is 595 million yuan. If the final bid is confirmed, it is expected to have a positive impact on the company in that year and subsequent years. The project is still in the bid announcement period and has not yet obtained a notice of winning the bid.
                        
15:33

                            Industrial Foxconn: Net profit in the first quarter of 2025 is expected to increase by 24.4%-26.8% year-on-year
                        
                            Foxconn Industrial Internet announced that its operating income in the first quarter of 2025 is expected to be RMB 159 billion to RMB 161 billion, a year-on-year increase of 34.0% to 35.6%; the net profit attributable to shareholders of the listed company is expected to be RMB 5.2 billion to RMB 5.3 billion, a year-on-year increase of 24.4% to 26.8%. The operating income of the cloud computing business segment increased by more than 50% year-on-year, and the operating income of AI servers and general servers increased by more than 50% year-on-year. The communications and mobile network equipment business has been shipped steadily, effectively realizing delivery to customers.
                        
13:32

                            Xie Lixin of Northeast Securities: A-shares usher in a good opportunity for long-term allocation, and multi-dimensional efforts will build a solid market bottom
                        
                            Xie Lixin, a strategic analyst at Northeast Securities Research and Consulting Branch, released his latest views, saying that at present, multiple forces are converging, the momentum for market recovery is constantly accumulating, and the long-term allocation value of Chinese assets is becoming increasingly significant. Xie Lixin pointed out that in addition to the national forces such as Central Huijin Investment Co., Ltd. building a solid market defense line, high-quality central state-owned enterprises and private enterprises have set off a "buyback wave". These industrial capitals have taken active actions when market valuations are low, which not only injected liquidity into the market, but also sent a clear signal to investors that there are "value depressions" in the market, guiding market expectations from short-term game thinking to long-term value investment. In addition, the loosening of insurance funds will release long-term fresh funds. Xie Lixin said that from a fundamental perspective, China's economy is continuing to recover, the AI industry has ushered in a major breakthrough, and Chinese assets are constantly cultivating their "internal strength" and showing a trend of accumulating strength and then making a breakthrough. After undergoing substantial adjustments, the A-share market has entered a high cost-effective range. Its low valuation advantage is like a solid "safety cushion", providing long-term investors with an excellent entry opportunity.
                        
11:38

                            Rockchip: AIoT market demand exceeded expectations in the first quarter of this year, and the current tariff increase policy has little impact on the company
                        
                            Rockchip announced that the AIoT market demand exceeded expectations in the first quarter of this year. As a leading domestic artificial intelligence Internet of Things AIoT SoC chip design company, the company has been operating multiple AIoT product lines in a professional and refined manner in response to the development trend of AIoT, and the promotion efficiency and market share in multiple downstream AIoT fields have continued to improve. Among the AIoT industries, the company focuses on the development of automotive electronics, robotics, machine vision, industrial and industry applications, audio and other fields. Among them, in the field of automotive electronics, the company's products cover multiple product lines such as smart cockpits, dashboards and central control, car audio, and car vision; in the field of robotics, the company has cooperated with many well-known domestic customers on various forms of robot products, and has a high market share, and will continue to expand more applications of robots with the company's AIoT chip matrix. At present, the tariff increase policy has little impact on the company. The company's chips are mainly exported indirectly through customers' terminal products, and the overall proportion of exports to the US market among the company's thousands of downstream terminal customers is relatively low. The company is actively discussing the response to tariff policies with downstream customers.

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