The Future Never Favors the Spectator | Monolith Monthly

Monolith砺思资本·July 18, 2025

Document every step forward.

Monolith Monthly is our recurring column where we track the progress of Monolith and our portfolio companies — marking the moments worth noting along a finite timeline, preserving a clear sense of process.

01 | Portfolio Updates

Key developments from our portfolio companies: funding rounds, IPOs, strategic partnerships, technical breakthroughs, new product launches, and other moments worth recording.

02 | Monolith Moment

Key milestones, honors, and perspectives from Monolith — documenting the convictions and actions we stand by.

01 Portfolio Updates

Moonshot AI launches Kimi-Researcher beta and releases k2 model

Recently, Moonshot AI unveiled its autonomous agent Kimi-Researcher, trained end-to-end via reinforcement learning. The agent set a new SOTA record of 26.9% on the "Humanity's Last Exam" (HLE) benchmark, demonstrating the immense potential of end-to-end agentic RL for advancing agent intelligence. Moonshot AI subsequently released and open-sourced Kimi K2, the next-generation trillion-parameter model powering this technology. Kimi K2 adopts a Mixture-of-Experts (MoE) architecture and employs the innovative MuonClip optimizer for stable training, achieving SOTA results among open-source models on SWE-Bench Verified, Tau2, AceBench, and other benchmarks.

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Yuaiweiwu launches new app "Qu Peng Ci"

Following its previous app "Ai Xue," Yuaiweiwu recently released a new vocabulary learning app called "Qu Peng Ci" (Fun Word Collisions). The product centers on a "story-based learning" model, embedding textbook vocabulary into narrative-driven scenarios like a "Magic Academy." Users memorize words through level-based challenges and interactions with virtual characters. The core strategy is to target English learning scenarios where large models already excel, using AI to generate stylistically consistent illustrations and plotlines that make learning more engaging. In the crowded "contextual vocabulary memorization"赛道, Qu Peng Ci differentiates itself primarily through its narrative approach. The app is reportedly set to launch a "scene switching" feature soon, including a Journey to the West-themed scenario.

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Infinigence AI signs comprehensive partnership with Huawei Cloud

During HDC 2025, Infinigence AI and Huawei Cloud signed a comprehensive cooperation agreement aimed at jointly addressing the "compute famine" caused by fragmented computing resources and insufficient heterogeneous compatibility. Under the agreement, Infinigence AI will leverage its Infini-AI heterogeneous cloud platform — which bridges "M models" and "N chips" — to deeply integrate with Huawei Cloud's Ascend AI cloud services and ecosystem. The collaboration will focus on heterogeneous compute scheduling, large model adaptation, and industry solutions, jointly building an open, efficient intelligent compute foundation to accelerate industrial AI transformation through technology convergence.

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D-Robotics launches DGP (DiXinYinLi) Initiative

D-Robotics, a provider of robotics software and hardware infrastructure, recently launched the "DGP 地心引力计划" (Gravity Project), an ecosystem innovation program targeting robotics startups worldwide. The program operates on a free membership model, with the goal of empowering one thousand robotics companies over the next five years. By partnering with incubators, investors, and industry players, DGP aims to build a vertical startup acceleration ecosystem integrating product, technology, market, and capital resources. Selected companies will receive exclusive discounts on D-Robotics' RDK product series, one-on-one technical support, marketing promotion, capital matchmaking, and global expansion assistance. The program specifically targets early-stage innovation teams, aspiring to become the foundational ecosystem of the robotics era and to witness the birth of the next generation of great robotics companies.

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MetaX IPO application accepted

MetaX Integrated Circuit (MetaX), a leading domestic GPU company, recently had its STAR Market IPO application accepted, with plans to raise 3.9 billion RMB. As a full-stack high-performance GPU chip and platform provider, MetaX is committed to delivering autonomous, controllable computing power for AI and general-purpose computing, breaking foreign vendor monopolies. Its product portfolio covers the "XiSi N Series" for inference, the "XiYun C Series" for training-inference integration, and the in-development "XiCai G Series" for rendering. Core strengths include its self-developed unified GPU architecture and high compatibility with the mainstream CUDA ecosystem. As of the reporting period, MetaX had cumulatively sold over 25,000 GPU units, with large-scale deployments across multiple intelligent computing centers nationwide.

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Xingmai signs French distributor Poolstar

Xingmai has officially signed Poolstar as its French distributor, with channel coverage spanning 2,000+ dealers across France. Founded in 2006 in Rousset, Provence, Poolstar is a leisure and wellness equipment company with over 100 employees across France and globally.

02 Monolith Moment

MonoX "AI + Gaming" event held

Recently, Monolith co-hosted the MonoX offline event "How AI Is Reshaping the Gaming Experience" with Indie Light. Over forty gaming industry guests gathered in Shanghai to explore practical implementations of AI in gaming.