行业观察

作者 | 毛心如 2025 年，具身智能行业完成了重要一跃，量产门槛被正式跨越。 智元机器人在年初刚实现千台出货，到年末已攀升至超 5100 台；优必选全年交付全尺寸人形机器人 1079 台，人形机器人业务收入同比增长超过 22 倍。 从实验室的 Demo 到工厂产线、服务场景的批量部署，一条从技术验证到规模量产的链路正在被初步打通。 进入 2026 年，行业主旋律正在迎来新一轮转变。 年初，智元

Reuters / ReutersNVIDIA will invest up to $100 billion in OpenAI as the ChatGPT maker sets out to build at least 10 gigawatts of AI data centers using NVIDIA chips and systems. The strategic partnersh

MicrosoftAI is an enormous energy drain, contributing to greenhouse gas emissions at a time when the planet desperately needs progress in the opposite direction. Although most of that comes from runni

GoogleYou know how annoying it is to click multiple edits on a photo? What's that? It's actually pretty easy to do. Well, Google says otherwise and has a solution for you: conversational editing, a fe

Reuters / ReutersMeta is launching a national super political action committee (PAC), according to a report by Axios. This super PAC will be committed to fighting "onerous" AI regulation across the co

REUTERS / ReutersSpotify has announced a set of policy changes surrounding AI-generated music and spam on its streaming platform. The company is helping to develop an industry standard for AI disclosu

Reuters / ReutersSearch Live is now available for Google app users in the US, offering real-time, multimodal search, powered by AI. This feature will enable users to have real-time conversations with

Un letrero de Google en un edificio de su campus, el 24 de septiembre de 2019, en Mountain View, California. (AP Foto/Jeff Chiu, Archivo) (ASSOCIATED PRESS)Google's AI Mode is continuing its rapid glo

ChatGPT Pulse (OpenAI)ChatGPT already tries to answer all your questions. Now it's trying to answer questions before you ask them. OpenAI's new feature for its AI chatbot is ChatGPT Pulse, a summary o

Evernote now features a built-in chatbot made in collaboration with OpenAI (Evernote)If you're like me, it's probably been a hot minute since you've thought about Evernote. For years, the note-taking

YouTubeYouTube just announced YouTube Labs, which is being described as a "new way for users to take our cutting edge AI experiments for a test drive." This looks like a YouTube-centric version of the

Meta AI Vibes (Meta)The Meta AI app — you know, the one where people publicly shared their private conversations with the chatbot by accident — now has a dedicated feed for AI slop. The Vibes feed is

REUTERS / ReutersMicrosoft is taking inspiration from the AI-driven workflows of "vibe coding" and has now set out to make "vibe working" a thing (yes, those are the words the company chose.) Does AI

REUTERS / ReutersAssuming it can turn its Project Orion augmented reality glasses into a real product people can buy, Meta apparently wants to get into robots next. That's according to Sources' Alex H

AppleIn the pursuit of actually releasing the updated version of Siri the company promised way back at WWDC 2024, Apple is taking a page out of OpenAI's book. According to Bloomberg, the company has c