OpenAI用户每周达4亿，仍领跑AI领域，字节跳动调整架构加码大模型。 阿里Qwen2.5-MAX即将推出，AI收入增长迅猛，未来三年加大云和AI投入。 微软发布AI模型Muse，简化游戏开发，并推出Magma模型控制软件和机器人。 DeepSeek App下载破亿，接入理想汽车、腾讯等，开源代码库探索AGI。 上汽华为合作开发新能源智能汽车，华为乾崑智驾系统持续发展。 瑞安·科恩大幅增持阿里巴巴股份，价值约10亿美元，看好其长期前景。 Figure AI发布视觉语言模型Helix，自主研发机器人大脑，蚂蚁集团招聘人形机器人岗位。 Rivian逐步接近盈利，但警告政府政策变动风险，将推出高速公路驾驶辅助功能。 微软推出拓扑量子比特量子处理器“马约拉纳 1”，推进量子计算研究，但前景待验证。

Autonomous warship startup Saronic raises $600 million, aiming to expand ASV production scale, driving cost-effectiveness and efficiency, and advancing autonomous naval technology. Codeium's valuation nears $3 billion, the AI programming startup focused on automating software development is currently in fundraising talks. Nikola files for bankruptcy protection, the electric truck manufacturer is restructuring its business and focusing on hydrogen fuel cell trucks to improve its financial situation. Nvidia unveils powerful AI system to accelerate gene research and drug discovery, collaborating with Insitro to combine generative AI for advancements in the biopharmaceutical field. Apple releases upgraded iPhone SE, priced higher despite being positioned as the "lowest-cost" model, as it faces competition from China's AI phone market and pushes for in-house baseband chip development to reduce dependence on Qualcomm. DeepSeek drives AI innovation by open-sourcing its AI models, making significant impacts across industries, especially in agriculture, finance, and education. Elon Musk's xAI announces free access to Grok 3 and plans to open-source it, pushing for broader AI technology adoption and showcasing its massive computing power. Microsoft achieves a breakthrough in quantum computing, releasing the "Majorana 1" quantum chip, heralding the "AI + Quantum" era, aiming to shorten the launch time of quantum computers.

自主军舰初创公司Saronic融资6亿美元，计划扩大ASV生产规模，推动成本效益与效率，发展自主海军技术。 Codeium估值接近30亿美元，该人工智能编程初创公司致力于自动化软件开发，融资谈判正在进行中。 Nikola申请破产保护，该电动卡车制造商正重组业务，专注于氢燃料电池卡车业务以改善财务状况。 Nvidia发布强大AI系统，加速基因研究与药物发现，合作Insitro结合生成式AI推进生物医药领域。 苹果发布升级版iPhone SE，尽管定位为“最低价”，却涨价迎接中国AI手机市场竞争，同时推进自主研发基带芯片，减少对高通依赖。 DeepSeek推动AI技术创新，通过开源AI模型在多个行业带来变革，尤其在农业、金融与教育领域取得显著应用。 马斯克的xAI宣布Grok 3免费开放，并计划开源，推动AI技术普及，并展示其强大计算能力。 微软在量子计算领域取得突破，发布“Majorana 1”量子芯片，开创“AI+量子”新时代，力图缩短量子计算机的推出时间。

Humane is shutting down, the AI Pin is discontinued, and its assets are being sold to HP for $116 million, with employees joining HP. SSI, founded by former OpenAI Chief Scientist Sutskever, is close to completing a $1 billion funding round, focusing on safe superintelligence. Baidu has announced the full open-sourcing of its ERNIE Model 4.5 series, with significant growth in smart cloud AI revenue, and is implementing an open-source price reduction strategy. Meta plans to build the Simba undersea cable connecting Europe, Asia, and Africa to improve internet connection speeds and optimize data transmission. OpenAI may grant special voting rights to its board of directors, while former CTO Murati has left to found Thinking Machines, poaching a significant number of OpenAI talents. Li Auto is adjusting its organizational structure, with Li Xiang focusing on AI, and Xiaomi Auto may challenge traditional luxury brands such as Porsche. South Korea plans to build the world's largest AI data center with a power capacity of 3 gigawatts, with an initial investment of $10 billion. TikTok's Global Head of Music, Ole Obermann, is leaving to join Apple, potentially strengthening Apple's position in the music industry. Tesla's law firm is drafting legislation to secure Musk's compensation package, the FSD system may be delayed in the Chinese market, and the company is accelerating its expansion in the Indian market. Former OpenAI CTO Mira Murati has founded Thinking Machines Lab, potentially focusing on research into Artificial General Intelligence (AGI).

Humane公司停止运营，AI Pin宣告终结，资产以1.16亿美元出售给惠普，员工加入惠普。 OpenAI前首席科学家Sutskever创立的SSI，接近完成10亿美元融资，专注安全超级智能。 百度宣布文心大模型4.5系列全面开源，智能云AI收入显著增长，推行开源降价策略。 Meta计划建设连接欧亚非的海底电缆Simba，提升互联网连接速度，优化数据传输。 OpenAI或赋予董事会特殊投票权，前CTO Murati离职创立Thinking Machines，挖走OpenAI大量人才。 理想汽车调整组织结构，李想专注AI，小米汽车或挑战保时捷等传统豪华品牌。 韩国计划建设全球最大AI数据中心，电力容量达3千兆瓦，初期投资100亿美元。 TikTok全球音乐负责人Ole Obermann即将离职加入苹果公司，苹果或加强音乐领域地位。 特斯拉律师事务所起草法案争取马斯克薪酬方案，FSD系统在中国市场可能延后，加速印度市场布局。 OpenAI前CTO米拉·穆拉蒂成立Thinking Machines Lab，或专注于通用人工智能（AGI）的研究。

xAI releases Grok 3, outperforming GPT-4o, plans to open source it, trained using 200,000 NVIDIA GPUs. CATL and Didi Chuxing establish a joint venture, focusing on battery swapping business and expanding the new energy market. Former Google Senior Researcher Yonghui Wu joins ByteDance as Head of AGI Infra, accelerating the AGI strategy. DeepSeek technology gains attention, with multiple automakers and operators integrating it; Baidu and Tencent products integrate DeepSeek-R1. The DeepSeek team releases new research findings, enhancing the inference capabilities of large models; Luofuli departs. Huawei launches the DeepSeek training/inference all-in-one machine, accelerating AI implementation and promoting the development of domestic chips. The New York Times approves the use of AI tools by its editorial staff to improve news production efficiency. Mistral AI releases an Arabic AI large model, differentiating its competition and serving the Middle East and North Africa markets. SSI, founded by Ilya Sutskever, raises over $1 billion in funding, with a valuation exceeding $30 billion. X platform blocking Signal links may be due to competition, security, or policy reasons, further confirmation is needed.

xAI发布Grok 3，性能超GPT-4o，计划开源，训练使用20万块英伟达GPU。 宁德时代与滴滴出行成立合资公司，聚焦换电业务，拓展新能源市场。 前谷歌资深研究员吴永辉加入字节跳动，担任AGI Infra负责人，加速AGI战略。 DeepSeek技术受关注，多家车企和运营商接入，百度腾讯产品集成DeepSeek-R1。 DeepSeek团队发布新研究成果，提升大模型推理能力，罗福莉离职。 华为推出DeepSeek训/推一体机，加速AI落地，推动国产芯片发展。 《纽约时报》批准编辑部使用AI工具，提高新闻生产效率。 Mistral AI发布阿拉伯语AI大模型，差异化竞争，服务中东北非市场。 Ilya Sutskever创立的SSI融资超10亿美元，估值超300亿美元。 X平台屏蔽Signal链接可能出于竞争、安全或政策原因，尚需进一步确认。

OpenAI is committed to reducing ChatGPT's limitations, allowing it to provide more nuanced answers in sensitive areas. Meta is developing a general-purpose humanoid robot and making breakthroughs in brain-computer interface technology to achieve surgery-free mind reading. ByteDance is reiterating its "pragmatic romanticism," increasing investment in technology R&D to address market challenges. The South Korean government is blocking local app stores from offering DeepSeek application downloads due to data security concerns. Baidu Search has fully integrated DeepSeek and ERNIE Bot large language models to enhance the AI search experience. Apple plans to introduce Apple Intelligence technology to Vision Pro without the need for additional hardware support. Nvidia reiterates its compliance with US export controls to China and seeks cooperation with the Chinese market. Intel's foundry business is facing huge losses, and the next-generation graphics cards will be internally manufactured. Tencent is testing WeChat's integration with DeepSeek for search functionality, conducting A/B testing. Independent Variable Robotics has completed hundreds of millions of yuan in financing to accelerate the training and iteration of embodied intelligence large language models. The New York Times has approved the use of AI tools by editors and has developed related guidelines.

OpenAI致力于减少ChatGPT限制，允许其在敏感领域提供更细致的答案。 Meta正在研发通用人形机器人，并突破脑机接口技术，实现免手术读心术。 字节跳动重提“务实的浪漫”，加大技术研发投入，应对市场挑战。 韩国政府阻止当地应用商店提供DeepSeek应用程序的下载，因担忧数据安全。 百度搜索全面接入DeepSeek和文心大模型，提升AI搜索体验。 苹果计划将Apple Intelligence技术引入Vision Pro，无需额外硬件支持。 英伟达重申遵守美国对华出口管制，并寻求与中国市场合作。 英特尔代工业务面临巨额亏损，下一代显卡将改由内部代工。 腾讯测试微信接入DeepSeek，用于搜索功能，进行灰度测试。 自变量机器人完成数亿元融资，加速具身智能大模型的训练和迭代。 《纽约时报》批准编辑使用AI工具，并制定相关指南。

OpenAI has released GPT-4o, integrating multimodal capabilities for greater efficiency and accessibility. Elon Musk claims Grok 3 is coming, calling it "the smartest AI on Earth." WeChat is conducting a gray-scale test integrating the DeepSeek R1 large language model, exploring AI search functionalities. Dell will provide Elon Musk's xAI with over $5 billion in AI servers, utilizing NVIDIA GB200 chips. Apple Vision Pro may introduce Apple Intelligence, enhancing the user experience. Broadcom may acquire Intel's chip design unit, contingent on finding a partner for its foundry business. ByteDance CEO reflects on DeepSeek's development, emphasizing the pursuit of intelligence limits this year. Moonshot AI may be shifting its focus, prioritizing reinforcement learning. AppLovin's stock price has outperformed NVIDIA due to AI technology optimizing ad delivery. Duan Yongping's multi-billion dollar holdings have been revealed, with Pinduoduo and Alibaba receiving significant attention. BYD says the cost of solid-state batteries is expected to approach existing batteries after scaled production, while Farasis Energy claims its semi-solid-state batteries are already in mass production. Meta has launched the Waterworth submarine cable project to enhance global internet infrastructure.

OpenAI发布GPT-4o，集成多模态功能，效率更高更易访问。 马斯克称Grok 3将发布，并称其为“地球上最聪明的人工智能”。 微信灰度测试接入DeepSeek R1大模型，探索AI搜索功能。 戴尔将为马斯克xAI提供超50亿美元的AI服务器，采用英伟达GB200芯片。 苹果Vision Pro或将引入Apple Intelligence，增强用户体验。 博通或收购英特尔芯片设计部门，前提是为代工业务找到合作伙伴。 字节跳动CEO反思DeepSeek发展，强调今年追求智能上限。 月之暗面或调整重心，将强化学习作为关注重点。 AppLovin因AI技术优化广告投放，股价涨幅超英伟达。 段永平千亿持仓曝光，拼多多和阿里巴巴备受关注。 比亚迪称固液电池规模化生产后成本有望接近现有电池，孚能科技称半固态电池已量产。 Meta启动Waterworth海底电缆项目，增强全球互联网基础设施。

xAI is seeking $10 billion in funding, with a potential valuation of $75 billion. Grok 3 is coming soon. Meta is making a major push into humanoid robotics, aiming to become the"Android" of the industry. Figure AI raised $1.5 billion in funding, with a potential valuation of $3.95 billion, focusing on humanoid robot development. BYD is implementing a"democratized autonomous driving" strategy, but market reaction has been lukewarm. Upstream supply chains may benefit. ByteDance is rethinking its investment in DeepSeek, revisiting"pragmatic romanticism" and pursuing technological breakthroughs. Dell's stock price rose due to nearing a $5 billion AI server order. Geely established Zeekr Technology Group, integrating Zeekr and Lynk & Co, aiming to reshape the high-end luxury car market. Anthropic opposes remedies to block Google's investment, projecting $3.7 billion in revenue by 2025. DeepSeek's rise makes Hangzhou an AI hotspot, with Zhejiang Province planning to invest $13.7 billion to support tech companies.