行业观察

5月11日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在算力、机器人等方面最新情况：【算力】中国长城：关注AI算力“超节点”技术领域合作机会，可提供基础算力和智能算力产品容大感光：在AI算力相关PCB光刻胶领域已进行布局，目前已形成多款产品矩阵南网数字：公司未在广西南宁开展算力建设项目【机器人】步科股份：无框力矩电机一季度出货3.5万台，人形机器人订单从“小批量”跨越至“批量

3月27日至29日，以“宁智毋庸 创领未来”为主题的2026全球开发者先锋大会（GDPS）在上海徐汇西岸国际会展中心召开。这场汇聚全球开发者创业者智慧、集中展示上海人工智能成果的盛会，吸引近5万人线下参会，全网流量突破47亿，超800家新锐企业、200余位重磅嘉宾齐聚，国内外超200家开发者社区云集，百余家国内外知名投资机构现场对接。大会通过主论坛、工作坊及沉浸式互动体验等多元形式，以“产业出题、

在国产大模型的激烈竞争中，智谱的GLM系列一直掌握着一张极具商业价值的王牌：极强的代码能力。 随着AI的主要形式从大语言模型转向智能体，行业竞争进入下半场，开发者和开发生态是付费意愿最强的群体。 但是，行业巨头们对AI的期许显然不仅仅是一个“外包的程序员”，只有成为一个能真正接管系统工作流的全能型智能体，才能让AI进入每个普通人的生活。 因此，一个强大的AI只会敲键盘还远远不够，它必须长出眼睛，去

来源 | 伯虎财经（bohuFN） 作者 | 楷楷 在电动车还在艰难拓荒的早期，智能化就是前者用来和燃油车做出区分的重要指标：特斯拉Model S率先用一块中控屏代替了物理按键，汽车座舱从此开始由电子座舱向智能座舱升级。 不过可惜的是，行业里迟迟没跑出IPhone那样定义一个时代的成熟产品，智能化大多局限在更多的屏幕、简单的车机以及遥遥无期的智能驾驶上。 但是大模型的出现，让智能化开始有了更具体的

India’s internet users already rely heavily on voice notes, voice search, and multilingual messaging. Turning those habits into a scalable AI business, however, remains difficult because of the countr

Fictional portrayals of artificial intelligence can have a real effect on AI models, according to Anthropic. Last year, the company said that during pre-release tests involving a fictional company, Cl

Nvidia continues to be a major investor in the AI ecosystem, committing more than $40 billion to equity investments in AI companies — and that’s just in these early months of 2026, according to CNBC.

How will work setups change if we spend more and more time talking to our computers? A recent feature in the Wall Street Journal looks at the rising popularity of dictation apps like Wispr, especially

Artificial intelligence is changing the world, and simultaneously inventing a whole new language to describe how it’s doing it. Spend five minutes reading about AI and you’ll run into LLMs, RAG, RLHF,

The apparently insatiable demand for AI compute has data center entreprenuers looking to the stars. There’s a key problem: There aren’t enough rockets to put data centers in orbit around the Earth, an

Five local companies form consortium to build what Malaysia has never had.No funding secured, no anchor customer, and the clock is running.SEMICON SEA 2026: local players still don’t own an advanced p

Hyundai Card tested generative AI PR writing against human-written draft in blind test.Expanding hands-on LLM training for leaders and employees.Hyundai Card has started testing the use of generative

Malaysia’s enterprise AI readiness gap stems from fragmented data.AI deployment depends more on governed data than model choice.Malaysia’s plan to become a regional data and AI hub by 2030 is raising

Anthropic SpaceXAI Colossus 1 deal adds 300MW and 220,000 GPUs for Claude.xAI folds into SpaceXAI as Anthropic expands compute.Anthropic has signed an agreement with SpaceXAI to use Colossus 1, the AI

Legora has launched what it’s calling aOS, an agentic operating system, which they say marks the ‘dawn of Agentic Law’. Sounds great. What is it? They explained that it’s ‘a purpose-built agentic oper