Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.

① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.

cls.cnMar 2 21:53 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.

A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.

wallstreetcnFeb 20 20:41 ET

Grok 3 accepts training on synthetic data. The synthetic data Industry shows great value potential.

① It is reported that Grok 3 has been trained on synthetic data, allowing it to review this data to achieve logical consistency. ② Currently, synthetic data is demonstrating tremendous value potential in the age of AIGC and is widely applied across various industries in the field of AI, showcasing the empowering effect of "AI +".

cls.cnFeb 18 19:01 ET

Directly benefiting from the significant cost reduction of DeepSeek, AI glasses are expected to accelerate their explosion in popularity.

① Industry insiders indicate that with the maturity of technology and the decrease in comprehensive product costs, 2025 is expected to be the year of explosive growth for AI glasses. ② Cinda Securities points out that DeepSeek significantly enhances model quality while reducing unit costs, the computing power aspect is expected to be alleviated, and participating players could adopt relatively less Hardware and relatively low costs, domestic Asia Vets players may accelerate their entry.

cls.cnFeb 6 18:48 ET

JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.

According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.

cls.cnJan 21 18:58 ET