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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Cathie Wood's Ark Invest Loads Up On Intellia Therapeutics, Offloads Meta Platforms
Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek
Pony.ai, Tencent Cloud Team up for Robotaxi Services on WeChat
Baidu has released two new models, priced at only 25% of DeepSeek's, with Li Yanhong stating that without application chip models, they hold no value.
The input price for the Wenxin Large Model X1 Turbo is 1 yuan per million tokens, and the output price is 4 yuan, which is only 25% of DeepSeek-R1; Li Yanhong stated that some models represented by DeepSeek still have "pain points" such as single modality, high hallucination rates, slow speed, and high costs. Baidu released these two new models to address these issues.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'