# AI
Latest news and articles about AI
Total: 207 articles found
SMIC Raises Prices by 10% on Some Production Capacities, Domestic Semiconductor Industry Enters Golden Growth Period
SMIC has raised prices by approximately 10% on some production capacities, driven by rising demand for semiconductors due to mobile applications and AI. This price increase reflects the rising production costs and is expected to impact the domestic semiconductor industry positively as it enters a growth phase. Companies like ZK Fly Measurement and China Systems are positioned to benefit from this expansion in the industry.
Exclusive from 36Kr: Doubao's DAU Surpasses 100 Million, Becoming ByteDance's Product with the Lowest Promotion Costs to Reach 100 Million DAU
Doubao, an app from ByteDance, has surpassed 100 million daily active users, making it the company's product with the lowest promotion costs to achieve this milestone. The app's growth is supported by innovative AI models and strategic marketing, positioning it as a strong competitor in the domestic AI application market. Despite its success, concerns about the app's commercialization strategy and profitability remain.
OpenAI Reportedly Considering Advertising in ChatGPT
OpenAI is reportedly considering the introduction of advertisements in ChatGPT, which could alter user experience and serve as a revenue-generating strategy. The impact of this decision on user engagement is yet to be determined.
Without Power, There Is No AI! Infineon's Seven Predictions for AI Power Semiconductor
Infineon's recent white paper outlines seven predictions for the future of AI power supply technology, emphasizing the critical role of power semiconductors in supporting AI advancements. Key predictions include the transition to vertical power supply systems, the rise of high-voltage direct current architectures, and the growing reliance on renewable energy sources to meet the increasing power demands of AI data centers.
Burning Billions, Seizing the IPO Window: Analyzing the True Financials of China's 'Big Model Duopoly' MiniMax and Zhipu
MiniMax and Zhipu, two leading Chinese AI companies, have recently submitted their IPO applications, revealing their financials and business models. Zhipu focuses on B2B privatized deployments, while MiniMax emphasizes B2C applications, with both facing significant challenges in profitability and market competition. The IPOs mark a critical juncture for these companies as they navigate the complexities of commercialization and market expectations.
Counterpoint: Global Smartwatch Shipments Expected to Grow by 7% Year-on-Year by the End of 2025, Returning to Growth Trajectory
Counterpoint Research forecasts a 7% year-on-year growth in global smartwatch shipments by the end of 2025, following a decline in 2024. Huawei is expected to lead this recovery, with significant contributions from Apple and other brands integrating advanced health features into their products.
ByteDance Launches Formal Mathematical Reasoning Model Seed Prover 1.5
ByteDance has introduced Seed Prover 1.5, a formal mathematical reasoning model that successfully generated proof code for the first five problems of IMO 2025 in a record time. The model's performance meets the gold medal criteria of previous IMO standards, and an API will be made available for further research and exploration.
Strengthening Security Capabilities in the AI Era! ServiceNow Acquires Cybersecurity Startup Armis for Nearly $8 Billion
ServiceNow has announced its acquisition of cybersecurity startup Armis for $7.75 billion, aiming to enhance its security capabilities amid increasing cyber threats. The deal is expected to triple the market opportunities for ServiceNow's security solutions and is part of a broader strategy to expand its footprint in customer relationship management and cybersecurity. The acquisition is anticipated to close in the second half of next year.
The China Europe Fund Strategy Meeting Unveils Investment Blueprint for 2026: How to Invest in Technology, Consumption, and Cycles?
The China Europe Fund's recent strategy meeting outlined investment directions for 2026, emphasizing technology, value, and cyclical sectors. Key insights included the importance of AI, the evolving market landscape, and the need for a robust research and investment system to navigate complexities. The fund aims to enhance long-term client engagement while addressing market challenges and opportunities.
Alphabet Invests $4.75 Billion in AI Computing and Energy Infrastructure by Acquiring Intersect
Alphabet has announced its acquisition of Intersect for $4.75 billion, aiming to enhance its data center and energy infrastructure capabilities. The deal will allow Intersect to operate independently while supporting Google's AI and energy initiatives. This move is seen as a strategic effort to keep pace with competitors like OpenAI in the rapidly evolving AI landscape.
Japan Lowers Apple Tax, Why is China Treated Differently?
Apple has reduced its commission rate in Japan but maintains a higher rate in China, raising concerns of national discrimination among Chinese developers. The article discusses the implications of Apple's pricing strategy and the potential impact of emerging AI technologies on its business model, suggesting that if Apple does not adapt, it risks losing its competitive edge in the Chinese market.
CITIC Construction Investment: Continuing to Favor the AI Computing Power Sector
CITIC Construction Investment's report highlights the ongoing evolution and competitive landscape of AI large models, emphasizing strong demand for computing power. They recommend focusing on both North American and domestic chains, noting recent adjustments and improvements in domestic GPU capabilities.