新科技/风口

Foxconn partners with Taiwan-based Teco for AI servers and other AI data center hardware, taking a 10% stake, while Teco gets a less than 1% stake in Foxconn (www.bloomberg.com)
2025-8-7 Taiwan AI

As a percentage of US GDP, AI datacenter capex has passed peak telecom spending during the dot-com bubble and is likely ~20% of the peak spending on railroads (paulkedrosky.com)
2025-8-7 AI GDP

Hugging Face CEO Clément Delangue says open-source AI is vital for US innovation and the US risks losing the AI race to China if it falls behind in open source (venturebeat.com)
2025-8-7 China AI

How the AI data center building boom could cause a financial crisis akin to 2008, including the rising use of short-term debt financing via private credit funds (www.noahpinion.blog)
2025-8-7 AI

An interview with Strava CEO Michael Martin on Athlete Intelligence, the premium-only AI “coach” debuted in 2024 that has alienated experienced users, and more (www.wsj.com)
2025-8-7 Interview AI Intelligence

Simulated markets study: without explicit instruction, AI trading bots collude to fix prices, hoard profits, and sideline human traders, a regulatory challenge (www.bloomberg.com)
2025-8-7 AI

Disney is grappling with using AI in its filmmaking process while protecting its characters against it, plus legal uncertainty, fan backlash, and union concerns (www.wsj.com)
2025-8-7 AI

Families and funeral directors are using AI obituary generators to memorialize the dead, as critics worry about AI coarsening how people remember one another (www.washingtonpost.com)
2025-8-7 AI

Xiaomi releases MiDashengLM-7B, an AI voice model based on its foundation voice model deployed in cars and smart home devices, under an Apache 2.0 license (www.bloomberg.com)
2025-8-7 AI Xiaomi

How 20-something CEOs like Cognition AI's Scott Wu, Cursor's Michael Truell, Cluely's Roy Lee, and Scale AI's Alexandr Wang are swarming San Francisco's AI boom (www.nytimes.com)
2025-8-7 AI San Francisco

Microsoft's Q4 earnings show its non-AI “core infrastructure business” is booming, with consumer productivity software revenue up 20%, its best uptick in years (www.wsj.com)
2025-8-7 Microsoft AI 4Q

Silicon Valley has shifted from Web 2.0 to a new “hard tech”, AI-dominated era with fewer perks and a more serious mood, as startups use San Francisco as a base (www.nytimes.com)
2025-8-7 Startup AI San Francisco

Lyft partners with Baidu to launch autonomous vehicles in Germany and the UK in 2026, pending regulatory approval; Lyft will deploy Baidu's sixth-gen robotaxis (www.bloomberg.com)
2025-8-7 Germany Autonomous Car

Connecticut-based Amphenol plans to acquire North Carolina-based CommScope's broadband connectivity and cable unit for ~$10.5B, including debt, amid the AI boom (www.wsj.com)
2025-8-7 AI

Cloudflare says Perplexity uses stealth crawling techniques, like undeclared user agents and rotating IP addresses, to evade robots.txt rules and network blocks (blog.cloudflare.com)
2025-8-7 Robot

Elon Musk says that xAI will bring back Vine's video archive, and xAI's newly launched Grok Imagine feature, available to X Premium+ subscribers, is “AI Vine” (techcrunch.com)
2025-8-7 AI Elon Musk

Search-engine optimization feels dated as marketers look to generative-engine optimization, or GEO, which focuses on tricking AI chatbots rather than Google (nymag.com)
2025-8-7 Google AI chatbot

Google signs a deal with two power utilities to lower its power use by pausing non-essential AI workloads during demand surges or weather-based grid disruptions (www.theregister.com)
2025-8-7 Google AI

A Parkland shooting victim's parents created an AI version of their late son to speak about gun safety, starting with an interview with journalist Jim Acosta (www.rollingstone.com)
2025-8-7 Interview AI

Source: Reflection AI, founded by ex-Google researchers and which makes the AI agent Asimov, has raised most of the $1B+ it is seeking to build open-source LLMs (www.theinformation.com)
2025-8-7 Google AI

White House OSTP Director Michael Kratsios says the US is exploring software or physical ways to track the location of AI chips, as part of its AI Action Plan (www.bloomberg.com)
2025-8-7 AI

As Delta experiments with AI-driven ticket pricing, regulators and travelers alike worry about dynamic fare schemes that “go beyond the human cognitive limits” (www.bloomberg.com)
2025-8-7 AI

Shareholder letter: Reddit cites Profound's analysis showing it is the most cited domain across AI models, as often as Wikipedia and ahead of YouTube and others (pressgazette.co.uk)
2025-8-7 AI YouTube Reddit

Users say AI notetaking tools for meetings can misinterpret context when generating summaries or share content meant for a select audience with all participants (www.wsj.com)
2025-8-7 AI

Uzbek fintech and e-commerce company Uzum raised $65.5M led by Tencent and VR Capital at a ~$1.5B valuation, up from $1.16B in March 2024 after a $114M Series A (techcrunch.com)
2025-8-7 VR Fintech Tencent

India's IT giants face revenue declines due to challenges like corporations establishing their own global capability centers in the country and the rise of AI (indiadispatch.com)
2025-8-7 India AI

Illinois Governor JB Pritzker signed a bill into law on August 1 banning the use of AI for mental health services, but allowing its use in administrative roles (statescoop.com)
2025-8-7 AI Health Reform

Spend management startup Alaan raised a $48M Series A led by Peak XV, one of the Middle East's largest Series A rounds for a fintech, after a $2.5M seed in 2021 (techcrunch.com)
2025-8-7 Fintech Startup

Israeli quantum computing startup QuamCore raised a $26M Series A led by Sentinel, taking its total funding to $35M, and plans to move into chip fabrication (en.globes.co.il)
2025-8-7 Israel Startup Quantum

ElevenLabs launches Eleven Music, letting individuals and businesses use its AI model to generate music cleared for commercial use via English-language prompts (www.wsj.com)
2025-8-7 AI

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