![[bf66e56e-1a12-4163-aaba-1effb471f686.mp3]]

OpenAI拟投数万亿建AI基建，加剧行业竞争

简报：

• OpenAI首席执行官萨姆·奥特曼表示，预计公司将在不远的未来投入数万亿美元，用于建设数据中心等开发和运行人工智能服务所需的基础设施。
• 该投资规模远超科技行业常规水平，旨在应对大型语言模型快速发展带来的爆炸性计算能力需求。
• 奥特曼透露，当前ChatGPT每周用户已超过7亿，并预测很快每天将有数十亿人使用，庞大的用户增长需要强大的基础设施支撑。
• 此举反映了AI行业激烈的竞争现状，各大科技巨头都在加速布局AI基础设施，以确保在技术革命中占据优势。

相关链接：

• https://www.aibase.com/zh/news/20570

OpenAI Plans Trillions for AI Infrastructure, Intensifying Industry Competition

Briefing:

• OpenAI CEO Sam Altman announced that the company expects to invest trillions of dollars in the near future for building data centers and other essential infrastructure needed to develop and operate AI services. 💰
• This investment scale far exceeds typical levels in the tech industry, aimed at addressing the explosive demand for computing power driven by the rapid development of large language models.
• Altman revealed that ChatGPT's current weekly user base exceeds 700 million, and he predicts billions will use it daily soon, emphasizing that such massive user growth requires robust infrastructure support. 🚀
• This move reflects the intense competitive landscape in the AI industry, as major tech giants accelerate their AI infrastructure deployment to secure an advantage in this technological revolution. 💡

Related Links:

• https://www.aibase.com/zh/news/20570

Meta带屏智能眼镜售价下调至800美元起，预计九月发布

简报：

• 据彭博社记者马克·古尔曼爆料，Meta首款配备显示屏的智能眼镜将于9月17日的Meta Connect大会上发布，并于10月开启预订。
• 该眼镜代号为Hypernova，可能命名为Meta Celeste，将配备一个小型单目抬头显示器（HUD）并附带一个sEMG神经手环进行手势控制。
• 为了刺激需求，产品起售价已从原先预估的1000美元以上降至约800美元，但不同款式或处方镜片会使价格升高。

相关链接：

• 古尔曼：Meta 首款带显示屏的智能眼镜下月上市，售价 800 美元起

Meta Smart Glasses with Display Priced Down to $800, Expected September Launch

Brief:

• According to Bloomberg reporter Mark Gurman, Meta's first smart glasses equipped with a display will be unveiled at the Meta Connect conference on September 17, with pre-orders opening in October. 📅
• Codenamed 'Hypernova,' and possibly named 'Meta Celeste,' the glasses will feature a small monocular Head-Up Display (HUD) and come with an sEMG neural armband for gesture control. 🤩
• To stimulate demand, the starting price has been reduced from the initially estimated over $1000 to approximately$800, though different styles or prescription lenses will increase the price. 💰

Related Link:

• Gurman: Meta's First Smart Glasses with Display Launching Next Month, Starting at $800

IDC报告：2024中国AI公有云市场激增，阿里云保持领先

简报：

• 根据IDC报告，受生成式AI应用扩展和机器学习需求上升驱动，2024年中国AI公有云服务市场规模预计将达到195.9亿元人民币，同比增长55.3%。
• 报告显示，阿里云蝉联中国AI公有云服务市场第一。
• 在细分领域中，机器学习平台市场增速最快，达163.8%；阿里云在对话式AI市场位居前茅。
• 腾讯云和百度智能云在计算机视觉市场领先；百度智能云、华为云和阿里云在自然语言处理市场位居前列。

相关链接：

• https://www.36kr.com/newsflashes/3428034287111560
• https://www.aibase.com/zh/news/20588
• https://www.aibase.com/zh/news/20577
• https://www.aibase.com/zh/news/20567

IDC Report: 2024 China AI Public Cloud Market Surges, Alibaba Cloud Maintains Lead

Briefing:

• According to an IDC report, driven by the expansion of generative AI applications and rising demand for machine learning, the market size for China's AI public cloud services is expected to reach 19.59 billion RMB in 2024, representing a year-on-year growth of 55.3%. 📈
• The report indicates that Alibaba Cloud has retained its top position in China's AI public cloud services market. 👑
• Among segmented fields, the machine learning platform market saw the fastest growth, at 163.8%; Alibaba Cloud ranked among the top in the conversational AI market.
• Tencent Cloud and Baidu AI Cloud lead in the computer vision market; Baidu AI Cloud, Huawei Cloud, and Alibaba Cloud are among the top players in the natural language processing market. 💡

Related Links:

• https://www.36kr.com/newsflashes/3428034287111560
• https://www.aibase.com/zh/news/20588
• https://www.aibase.com/zh/news/20577
• https://www.aibase.com/zh/news/20567