NVIDIA
英伟达
NVIDIA is a semiconductor and AI computing company founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem , originally known as a "game graphics card company" that bet heavily on parallel computing through its GPU architecture and CUDA software ecosystem . It evolved into the dominant platform for AI training, with its chips and networking technology forming what 暗涌Waves described as "the technical foundation of the entire AI world" — a position built on locking in high-bandwidth memory supply and heavy investment in chip-to-chip networking early .
The company's strategy has long centered on controlling the full computing stack: hardware, software, and increasingly services. In 2024 it began pushing into GPU cloud services with DGX Cloud to reduce dependence on hyperscaler distribution channels , and by late 2025 it acquired Groq's core team and LPU architecture for $20 billion — roughly a third of its annual cash flow — to bolster its inference capabilities . NVIDIA has also expanded aggressively into verticals like healthcare, where its Clara suite and BioNeMo platform target drug discovery and medical devices , and robotics, where its GEAR research group works on embodied AI .
NVIDIA faces intensifying competition from AMD, Intel, Google, Microsoft, and OpenAI , and the broader market is shifting toward more heterogeneous computing architectures beyond the GPU-centric paradigm NVIDIA defined .
AI-generated — may contain errors, please verify.
Coverage
An American Engineer's 11 Days in China
China in 2036 will look very different from 2026.
Silicon Valley Legend Bill Gurley on the AI Frenzy and Listening to Your Inner Voice
Money is chasing founders — and that's the most dangerous signal of all.
Data Collection Underworld: Subcontracting, "Bang Laotai," and Cross-Border Arbitrage
Rural Aunties Turned Into Cheap "Data Fodder"
Big Models Can Work, But Dongmodi Knows How to Fly
Which Browser Is Best for Running AI Models?
From Token Maxxing to Token Minimizing: Enterprise AI Starts Counting Costs
Token maxxing will be over within six months.
When AMD Acquires Taalas, a Chinese Company Decides to Etch AI Models into Silicon
The era of specialized inference compute has arrived.
NVIDIA and Stanford University Jointly Release New Research: Robot Context Window Expanded to 8K — What Does This Mean?
"Muscle memory" built up over nearly five minutes, with inference latency that doesn't scale with conversation history
7 Judgments to Rethink AI Infrastructure
Cheaper and Cheaper Tokens, More and More Expensive Races
Faster! Even faster! So fast the world can generate in real time | A conversation with Shengshu Technology's Jintao Zhang on Vidu S1, inference acceleration, and real-time interactive video
Hidream.ai Raised 2.1 Billion RMB in Three Months to Push AI From "Generating Content" to "Generating Worlds"
More Than 20 Institutions Scrambling to "Get on Board"?
The $50 Trillion Table: The Scramble for AI's Gateway to the Physical World | Linear Voice
The physical world doesn't accept "roughly right."
Four Days at ICML Seoul: Models Are Eating Everything Faster Than Anyone Can Find Their Footing | Xing Meng, 5Y Capital
In July 2026, Xing Meng, partner at 5Y Capital, traveled to Seoul for ICML, where he engaged in deep conversations with researchers and founders on the front lines of the global AI industry. This article presents a selection of his firsthand observations after returning to China.
After Raising 2.98 Billion, PixVerse Is Betting on a Bigger Story
In the past, video was an endpoint; in the future, it will be an entry point.
OpenAI Designed a Chip in Just 9 Months — The AI Chip Game Enters Its Second Half | 5Y Research
Once inference workloads account for more than half of AI computing demand, NVIDIA will no longer be the only game in town for AI chips.
Palantir CEO Slams OpenAI and Anthropic
Five Key Observations from Mid-Year.
5Y News | Using AI to Disrupt Chip Design, Novasilicon Secures Tens of Millions of RMB in Exclusive Funding from 5Y Capital
AI is pushing chip design capabilities toward platformization.
Panning for Gold in the Light: Where AI Goes Next, Through the Eyes of a Tech Investor
Stand in the light, and stand there with more founders.
I Tracked Every Stock Call From China's #1 AI "Guru" — 167 Bullish Picks, 56 Bearish Calls, All Mapped
◆ Serenity Flash · Top AI Stock Picker on the Entire Network, Bullish on 167 Companies, Bearish on 56 — I Mapped Them All
The Fable 5 Ban: The Script Anthropic Wrote Came Back to Act Against Itself
The most powerful AI model in the United States went offline on Friday. Has the era of universal, undifferentiated access to intelligence ended with Opus 4.8? What impact will this have on future social structures?
Spirit AI's Spirit v1.6 Tops Authoritative Benchmarks, Closes 1.5 Billion Yuan Series A+ Round | Oasis Capital Vitality
Dual Breakthroughs in Technology and Capital
Who Will Own the Next Decade of AI Compute After the Global Semiconductor Stock Rally? | Linear View
Stock prices are a sentiment meter; the industry itself is the scale that measures true value.
ZhenFund-backed "Mindverse" Closes $50 Million Series A to Build Continuously Learning Agent Models
Let intelligence truly understand every unique soul.
MiniMax Quietly Launched M3 and MiniMax Code — Here's What We Found After Testing Them
Cutting-edge coding capabilities, a 1M context window, and native multimodality.
*Fortune* in Conversation with "Lightelligence": Why "Light" Is the Next Battleground in the AI Compute Race | Yunqi Partners
Breaking the Shackles of Electric Charge, Light Arrives from the Wilderness
Interview with Tian Yang of Yinpu: After the Crayfish Craze Fades, What's Next for Edge AI Hardware?
What will the next AI device in our homes actually look like?
14 Fragments, 14 Years of Investment Thinking | Linear View
Some things can't be measured by ROI.
It's 2026, and we're still evaluating World Models the way Edison tested filaments.
A Serious Discussion on World Models
A 20-Minute Talk by a NVIDIA Scientist: The Endgame for Robots, a 2040 Prophecy
From VLA to WAM, NVIDIA Is Rewriting Embodied Artificial Intelligence Using the LLM Playbook
Behind Cerebras' Billion-Dollar IPO: An Inflection Point for AI Compute Power
A Bet on the Future of AI Compute
The People Selling Water to Robots Became a Unicorn
The Pick-and-Shovel Business of Embodied Artificial Intelligence
Understanding Cerebras: Compute Lets AI Learn to Think, Memory Lets Agents Learn to Work
The Achilles' heel of the agent economy is memory.
FreeS Fund's Li Feng: For Embodied AI to Become Reality, It May Need to Copy These Three Playbooks
Large language models, autonomous driving, and AlphaFold.
Everyone's Token-Maxxing: An Arms Race Nobody Dares to Stop | 5Y Capital's Xing Meng on AI
We spent some time in Silicon Valley and found that even the people making the waves are getting overwhelmed by them.
A Conversation with Manycore's Huang Xiaohuang: Fifteen Years as a Founder, Still a Youngster at Heart
A story about trust, growth, and mutual success.
Amid the Hype Bubble of Embodied AI, He's Already Put Robots in 300 Homes | A Conversation with Zhang Yi, Founder / CEO of Weilai Buyuan
Don't chase the hype. Knock on doors first.
China's Embodied Intelligence Models Claim Global Top Spot! The Era of Human Data for Robots Has Arrived | BlueRun Ventures Family Headlines
Embodied intelligence is being transformed by this youth revolution.
Global Capital Goes Risk-Off: Where's the Money Going? | Macro Musings
Risk Off | The 2001 Dot-Com Bubble? | The Aftermath of the US-Iran Conflict
Embodied AI Goes Global to Close the Data Loop: Imperial College Postdoc's UK Startup Raises Tens of Millions of RMB
A real-world case study of embodied globalization.
Maybe We Should Stop Investing in GUI-Centric Software Companies
Agents are a user base ten times larger than humans.
"Deep Principle" Closes Series A2 Round, Joins OpenAI and Others in *Science* to Discuss AI4S Exploration | Linear Portfolio
AI4S shouldn't stop at the "selling shovels" stage.
An Underwater AI Chip Company Raises 1 Billion Yuan, Targeting Large Model Inference
Walking between two "hands."
A New Beginning | Z News
We’re looking back on the highlights from the past month of January, and we invite you to join us in witnessing the growth of our portfolio companies and what’s new at ZhenFund.
NVIDIA's $20 Billion Groq Acquisition: Is LPU Architecture the Optimal Solution for AI Inference?
Where Are the Opportunities for China's AI Inference Chips?
ZhenFund's Yusen Dai's Lunar New Year Reading List: You Have to Keep Running Just to Stay in Place
Accompanied by words, seeing a wider world.
Gen Z Is Building the World
There's always someone young.
In the first week of the new year, AgiBot's latest release revealed serious ambition.
The real world isn't a demo. How should humanoid robots enter it?
What AI Actually Looked Like in 2025
22 real moments documenting how AI is used, loved, questioned, misunderstood, and depended upon in reality.
Huai Wang: There Are Only Two Doors Leading to the AI Future, One Is in the US and the Other Is in China | End of 2025
Adapt to survive; evolve to lead.
At Volcano Engine's startup forum, no one was talking about AGI?
AI entrepreneurs are starting to do the math for real.
suho x Gaoyang: Embodied Intelligence Is the Only Answer for AI Entering the Physical World | Agentic Era
When Intelligence Enters the Physical World
Qin Liu, 5Y Capital: Great Companies Don't Win a Single Battle — They Never Leave the Field | 5Y View
Emergence, infinite games, growth.
Jing Liu: Great Companies Don't Win a Single Battle — They Never Leave the Field | End of 2025
"Test early, fail fast, learn faster."
So, 24 hours after the "7 x 24" launch, is anyone still talking about Fei-Fei Li?
Fei-Fei Li's World Labs may have been misunderstood.
Yan Han, Heart Capital | Future Core Assets: Global Market Opportunities from China's Tech Innovation | Heart Voice
The world is rethinking Chinese tech, and the narrative around it is being rewritten.
Peter Thiel is China's delusional dream chaser.
Now is the best time for US tech giants to wave the white flag to China 🏳️
Jensen Huang: AI Will Become a Multimodal, Multi-Embodied General-Purpose System | Vital Views
Counselor Vitality
How Does an Infra Company Bring AI into the Physical World?
The integration of machine cognition and action.
Behind the $5 Billion: A New Round of Reshuffling in AI Infrastructure | Vital Views
Counselor Vitality
Rongbao | Multiple autonomous driving, nuclear fusion, gaming, and innovative drug companies raise hundreds of millions of RMB in funding
From commercial deployment to world-first breakthroughs, innovation never stands still.
Nuro Closes Over $200 Million Series E to Scale AI-First Autonomous Driving Technology
Make self-driving technology accessible to everyone.
"Make Agents Easy for Everyone" | A Conversation with Zhang Xiantao, President of Alibaba Cloud Wuying
Anticipate shifts in advance and prepare for the changes coming over the next two to three years.
Code View | AI Observations from Silicon Valley: Have Foundation Models Been Killed by a General-Purpose Formula?
We're now halfway through 2025 — so what exactly has changed in the global AI landscape, and what trends and developments deserve particular attention?
MaHui Entrepreneur | Xingxing Wang: The Biggest Barrier to Mass Humanoid Robot Deployment Is Embodied Artificial Intelligence
MaHui portfolio company Unitree founder and CEO Xingxing Wang shared his latest observations and insights on the global robotics industry at World Robot Conference 2025.
Expo Hopping and Gossip: Fresh Dispatches on Linear Capital From Inside and Outside WAIC | Linear News
At the singularity of thought, the future is compiling itself.
Are Model and 'Shell' Values Both Underestimated? ZhenFund's Yusen Dai's Mid-2025 AI Review
In 2025, the "Sedol moment" for industries far and wide is only just beginning.
WAIC Observations: Spatial Intelligence in Rough Seas, Everyone Is Looking for the Same Thing
There's a kind of AI that can preserve love.
Fiverr CEO's Leaked Internal Memo and His 10,000-Word Response: 99% of AI Companies Are Froth
AI won't help ordinary developers go from 1x to 10x. It will only turn 10x developers into super developers.
Ten Years of Entrepreneurship: The Stories of People Coming and Going in Kai Yu's Eyes at Horizon Robotics | Linear Voice
The only way to change the script is to change yourself.
"How Hard Is It to Build an 'Artificial Sun'? Demystifying the Core Technology and Startup Opportunities in Controlled Nuclear Fusion | FreeS Fund Report"
A Primer on Controlled Nuclear Fusion: Origins and Future
First Investment Deal Agent Bobby Launches; Exclusive Interview with Vakee
Never underestimate anything you see in life.
Bobby, the First Investment Deal Agent, Goes Live — A Conversation with Vakee on Its Birth and Investment Opportunities in Everyday Life
Leaving NVIDIA in 2011: A Straight-Shooting Technologist's 14 Years of Entrepreneurial Reflections | Linear Voice
Innovation is, at times, like a genetic mutation of human intellect.
"The Internet Queen" on the AI Era: Decoding Mary Meeker's *AI Trends Report* | Yunqi Capital Techπ
The AI wave is accelerating, bringing both opportunities and risks.
A Conversation with VITURE's Gonglue Jiang: From Negative Demand to Indispensable — How We Became America's #1 AR Glasses | BlueRun Ventures Family Headlines
Getting users to put on the glasses — that's step one.
After Taking VITURE to #1 in North America, Gonglue Jiang Says AI Glasses Should Target Gamers
The farther something is from what a smartphone can do, the more valuable it becomes.
2025: The Year AI Gaming Goes Mainstream? | A 4,500-Word Efficient Roundup of Major Players' Latest Moves: Tencent, NetEase, miHoYo…
One of the shortest paths to AI commercialization: gaming.
Consumer investor Yu He waited for two big fish like he was waiting for Godot.
I've stumbled through pitfalls and detours, celebrated victories, and felt the sting of regret.
Psi R1 from Lingchu AI Becomes First Embodied Intelligence Model to Achieve Vision-Language-Action Multimodal Coordination | BlueRun Ventures Portfolio Spotlight
Accelerating the Deployment of Embodied Robots in High-Value Scenarios
CDM Leader "CloudXinda" Closes Tens of Millions in Funding, Unlocking the Backup Data Gold Mine in the AI Era | Gaorong Future
The Data Foundation for the AI Era
*The Wild East of Wall Street*
"On Wall Street today, there's no one left who isn't hostile to Trump."
Q1 AI Startup Funding Map: $43 Billion, Where Did 80% Go? | Yunqi Tech π
As of 2025, the AI funding boom shows no signs of cooling down.
After analyzing 2,443 AI companies and 802 investors, we found...
In the golden age of AI entrepreneurship.
Behind Manus's Viral Moment: 20 Questions to Understand AI Agent
Here's everything you want to know about Manus & AI Agent.
BlueRun Ventures Family | VITURE, Which Just Raised $50 Million, Says: "AI and AR Will Eventually Converge Into a New Generation of Multimodal Devices"
The barrier to entry for AI glasses is high, requiring tight integration of software, hardware, and AI capabilities.
DeepSeek Fired the First Shot, but AI Democratization Is What Really Matters | A Conversation with Yu Ji of Xingyun Integrated Circuit
Where is the moat for large language model companies?
20 Questions to Understand DeepSeek and the "Second Half of AI" It Ushered In
20 Questions, Layer by Layer: The Story Behind DeepSeek
DeepSeek Is Far More Than an Open-Source Victory | BlueRun Ventures
Open source doesn't just make technology more transparent — it drives progress across the entire industry.
"LimX Dynamics' Wei Zhang: Humanoid Robots Won't Enter Factories, Embodied AI Won't Hoard Real-Robot Data" | Oasis Vitality
Counselor Vitality
A Deep Dive into 7 Core Questions About DeepSeek | FreeS Fund Report
In an era of rapid AI advancement, the DeepSeek story is only just beginning.
A Deep Dive into the Beauty of DeepSeek's Creation: How Was DeepSeek R1 Forged?
AI penetration today is only 5%. For the remaining 95%, what will their first AI application be?
Luchen Tech Closes New Funding Round | BlueRun Ventures Family
Dedicated to "unleashing AI productivity."
Code Moment | Code Gather Members Make a Collective Appearance at CES, Showcasing Tech Innovation Power
Make business smarter, make life better.
Code Brain | Li Lu's Peking University Speech: The Puzzles of Our Era, Their Causes, Essence, and Value Investing
Value investing, wherever it's practiced, is always closely tied to the era in which it operates.
Bloomberg Interview with Altman: Looking Back on Two Years of ChatGPT, His Take on AGI | Bolt Picks
A recent interview with Sam Altman.
If AI Can Write Code, What Should Software Engineers Do? | Bolt Picks
Starting with NVIDIA's Market Outlook
The Mid-Game Battle for Vector Databases: How Long-Term Player Zilliz Breaks Through | Yunqi Tech π
Building the "New Infrastructure" for the AI Era
A Conversation with Li Xiang: Throwing Questions at Someone Who's Always Asking
Reflections of a Lifelong Business Journalist
Jensen Huang's Vision of a "Universal Translator" — How Does It Cross the Visual Divide? | Yunqi Tech π
The Visual Puzzle of Large Models
Looking Ahead to 2025: What Innovation Opportunities Await the AI Industry? | FreeS Fund Report
Our Thinking on AI Technology Progress and Industrialization
Before Sora, Had AI Already Achieved "Physical World Simulation Freedom"? | Yunqi Tech π
Pushing Open the Door to Physical AI
AI for Science: Standing at the Turning Point of a Research Paradigm | FreeS Fund Report
What is AI for Science, and why now?
The AI Hardware Opportunity, Seen Through Four Decades of Silicon Valley PC Innovation
Born in hardware, thriving in applications, and maturing into an ecosystem.
Yunqi Capital | Angel-round project *DeepRoute* raises $100 million in Series C1, accelerating mass production of advanced intelligent driving
will also explore large-scale Robotaxi operations
"The Most Underestimated Moat in Tech Is Brand" | Interview with Daniel Gross — Silicon Valley's Top Founder and VC
In a world where most people drive Priuses and wear hoodies, no one wants to contemplate the aesthetics of "brand as moat."
Introduction to AI Data Centers | Bolt's Reading Pick
The History, Construction Technology, and Corporate Landscape of AI Data Centers
Horizon Robotics Goes Public: We Can Finally Talk About Kai Yu's Story | Z Talk
How can a risk-averse entrepreneur pull off something incredibly risky?
Colossal-AI's You Yang: What Choices Am I Making on Top of a 30 Billion Valuation Ambition?
Reasoning Becomes the Next "Battleground," AI Infra Startups "Prospect" for Video Foundation Models.
Bolt Picks | The Opportunities and Challenges of Synthetic Data
Synthetic Data: The Future of AI?
A Conversation with Tsinghua University Professor Chen Wenguang: What If Large Models Stop Competing on "Largeness"?
Are Large Models Cooling Down, Fei-Fei Li's New Project, and AI's Sunshine for All
Hongjiang Zhang: My Eight Observations and Views on AI and Large Models
At the Intersection of Generative AI and Life Sciences: Technology Acceleration on One Side, Clinical Demand on the Other | Ronghui x NVIDIA Inception Program
NVIDIA, Gaorong Ventures, and Cornerstone Robotics on the Acceleration of "AI + Healthcare"
The World's Fastest AI Inference Solution: Leaving NVIDIA in the Dust by 20x
Faster than fast.
"Six-Pack Abs" Aren't Just a Dream: AI Can Make It Come True
One-click muscle gain.
NVIDIA Also Deserves Some Credit: Powering *Black Myth: Wukong*
You win either way. / Heads I win, tails you lose. / It's a no-lose situation.
BosonAI's Mu Li: If There's Something You're Meant to Try in Life, Start as Early as Possible | Oasis Vitality
Counselor Vitality
Li Mu: "Starting a company is about defying fate — what exit strategy are you even thinking about?"
One year in AI is three years on Earth.
Google built a ping-pong-playing robot, and it's pretty impressive.
"I'm having such a hard time."
The First Batch of Robots Has Already Started Working at BMW's Factory
No rush. / Don't panic. / Stay calm.
Zhilin Yang: The Man Who Got Alibaba and Tencent to Team Up
Call me by your name.
OpenAI: "Tremble, cheating children — I will catch you!"
Tremble!
Ten Thousand-Word Conversation with Scale AI Founder Alex Wang: Why Data, Not Compute, Is the Biggest Bottleneck for Large Models｜Z Talk
We've exhausted all the easily accessible data.
The AI That Defeats Time: MIT's New Tech Spots Breast Cancer Risk Five Years Early
A chance to make a major contribution.
Jensen Huang: "Here, Zuck, let me get you a leather jacket."
*Let Me Keep You Warm*
Are My Investor Friends Really Dumping NVIDIA? | Podcast
Is there a bubble? If so, when will it burst?
Are my investor friends really all liquidating their NVIDIA positions?
Coatue's Take on 2024: No AI Bubble, and US VC Exits Are Struggling Too
A tale of two extremes.
"Who's even using OpenAI anymore? Everyone's on Claude Sonnet now!"
What goes around comes around.
Jensen Huang: I Really Can't Do Without China
NVIDIA's projected total sales in China this year: $12 billion
Apple: The Ultimate Harvester of AI Dividends
Apple's Strategic Layout in the AI Era
A Conversation with Adam Tooze: How Venture Capital Reached Its Present Moment Through the Eyes of a Macroeconomist
Crises in this era tend to compound, yet remedies remain scarce.
A 10,000-Word Chronicle: The LLM Infrastructure Years, From the Dark Ages to the Golden Age to the Silver Age
The low-hanging fruit has been almost entirely picked. What now?
For the First Time Ever: AI Beauty Pageant Crowns a Winner Who Beat Out 1,500+ Contestants
Is this what straight guys think looks good?
Shanghai Temasek Lands 89 Billion in a Single Day
No trade, no Shanghai.
Professor Feng Chen, New York University: Multi-Agent Collaborative Perception for Autonomous Driving | Agent Insights
Counselor Vitality
A Conversation with Momenta's Cao Xudong: Beyond Moore's Law for Autonomous Driving | Z Circle
The hardest choice is not changing your original choice.
Beijing says it wants to become an AI-native city. Shanghai responds with a confused "what?"
Is the sewer system of an AI-native city AI-generated?
Huang Songyan, Linear Capital: I've Moved to Munich, Hunting for Deals Across Europe
Fresh opportunities are surfacing.
Focus on what matters most, and everything else will follow | 5Y View
Do the hard right thing.
Large Language Models Are Still in Elementary School — Don't Rush Them Into the Workforce | A Conversation with ZhenFund's Yusen Dai: What Stage Is AI At Right Now?
This is a crossover episode between the ZhenFund podcast *"Seriously Speaking"[1]* and the Crossing podcast[2].
How Far Can "Embodied AI" Take This Robotics Boom? | 5Y Capital Tavern Vol. 17 x Silicon Valley 101
What new technologies are emerging in the robotics industry with AI, and what challenges still lie ahead?
How Far Is Embodied Artificial Intelligence From Reality: Hype, Bubble, Tech Frontier, Commercialization | FreeS Fund
AI veers left, robotics veers right, and embodied intelligence stands at the intersection.
Similarities and Differences: Future World Lines of Embodied AI (Part II)
Counselor on Vitality
Peking University Professor Liu Chang: In Search of the Aladdin's Lamp | Agent Insights
Counselor on Vitality
The Power of Faith-Based Spending: A Chat with LimX Dynamics on GTC and Humanoid Robot Progress | Oasis Vitality
Advisor on Vitality or Counselor for Life Force or Consultant on Life Vitality (Without additional context, this brief phrase could refer to a role or title in various contexts — traditional Chinese medicine, wellness, organizational consulting, or even a literary/metaphorical usage. The most natural English rendering depends on the specific domain.)
April: Growing Upward | 5Y News Monthly
The big news from last month.
Standing at the AI Crossing, the Future Comes Roaring In | 16 Observations and Reflections from My Q1
The green mountains endure, the clear waters flow on — change never misses its cue.
Replicating Sora? Long-context or RAG? Are Agents a fake demand? | Yunqi Capital's Ten Questions X Attent!on
Just enjoy the "petrichor" of AGI.
GTC Notes: Stay Sensitive, Think About the Next Transformation | 5Y View
Chances are, another great seed was planted in some unremarkable corner of this year's GTC.
Zilliz × Nvidia GTC: Launching the World's First GPU-Accelerated Vector Database | Yunqi Capital
Vector Databases Enter a New Era of GPU Acceleration
DeepRoute.ai × NVIDIA GTC: End-to-end autonomous driving solution production cars on sale this year | Yunqi Capital
End-to-end models will be compatible with Thor — NVIDIA's next-generation autonomous driving chip set for mass production next year
Thinking is a mechanical process, AI are going to do it｜5Y View
Game out the trajectory of AI with Nat Friedman and Daniel Gross.
In less than six months, Moonshot AI's smart assistant has increased its capacity tenfold, now supporting 2 million characters of lossless context.
The Power of Focus
2024 AI Forecast: After Claude 3, What Else Can We Expect? | Yunqi FutureScope
How Does a People-Centric Tech Philosophy Drive Development?
After Reading 100,000 Words of Sora Discussions, Here Are 6 Takeaways I Want to Share
"I used to not believe it was real. Now I don't believe it's fake."
Code Brain | "The Coming Age of Abundance": A Transcript of Elon Musk's New Year Interview
Code Brain | Starting With What GPT-5 Is
No one knows what will happen next. It's crucial to stay humble and watch the future unfold.
Wang Yu of Tsinghua University: Lowering Costs Is Key to Commercializing Large Models
Solving the Last Mile for Large Model Deployment
Code Brain | Top 10 AI Predictions for 2024
Heading into 2024: How We Think About AI Startup Investing | FreeS Fund Year-End Special
From 2023 to 2024: AI's Advances, Challenges, and New Opportunities
Happy first birthday to ChatGPT-3.5! What new lessons have AI and we learned over the past year? | Yunqi Tech Talk
AI's Spectacular Year
A Detailed 10,000-Word Look at 70 Years of Optical Computing: What New Breakthroughs Await Beyond Moore's Law? | Yunqi Partners
"The Future Computer" will have a computing architecture composed as follows —
HydroX AI, a large model security and safe AI technology company, has raised $4 million in angel funding — led by Oasis Capital
Counselor Vitality
Oasis Capital in Conversation with Professor Tianqi Chen: From Zero to One, Believing in Interesting Things
Counselor Vitality
Today, we try to pry open the "black box" of autonomous driving.
Machenike Closes Over 100 Million RMB Series B+ Round | BlueRun Ventures
Building the Next Generation of ADAS Advanced Driver-Assistance Systems
Oasis Capital Dialogue with Professor Yin Peng: Convergence and Flywheel
Constant Change
Code View｜How AI Products Build Moats: Certain Growth Flywheels? Uncertainty Protection?
Is There No Moat in AI?
Let's Swim Until the Sea Turns Blue
When others see the spray, we see the shifting tide.
Source Code Capital | 48-Hour Hackathon: Witnessing the Birth of a New Generation of AI Innovation
Networking Sessions, Forums, and New Product Launches — Multiple Linear Capital Portfolio Companies Take the Stage at WAIC
Last week, the World Artificial Intelligence Conference (WAIC) took place in Shanghai. Can Zheng, Director at Linear Capital, served as a judge at the "ModelScope Create@AI Hackathon," hosted by AI model community ModelScope, guided by the CCF Open Source Development Committee, co-organized by Alibaba Cloud and NVIDIA, and supported by Alibaba Cloud Tianchi. For details on the three-day competition, [click here](https://mp.
Why does KKR keep emphasizing "keep it simple"?
The truly valuable investment opportunities in the AI wave are the "non-tech" plays.
Jensen Huang's AI-Era Insights and Leadership Vision
Empowerment is a big deal.
Coatue's 2023 in Detail: Half Sea Water, Half Flame
Could AI become the lifeline of the economy over the next decade?
Oasis Capital Dialogue with Professor Chen Tao: The Foundation of Castles in the Air
A spiral ascent
Create @ AI Hackathon Opens; Source Code Capital Invites Global AI Developers and Entrepreneurs to Compete
Under the GPT Boom: Anxiety and Breakthroughs in China's Chip Market | FreeS Fund
It's been nearly a year since the CHIPS Act took effect. How is China's chip industry doing?
Create @ AI Hackathon Opens Registration, Inviting Global AI Developers and Entrepreneurs to Compete
The **Create @ AI Hackathon**, hosted by China's largest AI model community **ModelScope** and guided by the **CCF Open Source Development Committee**, with **Alibaba Cloud** and **NVIDIA** as co-initiators and **Tianchi** as a co-organizer, officially opened registration on June 1.
Agora x 5Y Capital | Spring Supersonic Final Four Announced — Ambitious Founders, Come Join
The Supersonic Fall Cohort is still recruiting.
Create @ AI Hackathon Now Open for Registration | BlueRun Ventures Invites Global AI Developers and Entrepreneurs to Compete
We Create, AI Generate!
Code Brain | The Hidden AI Talent Arms Race Behind Deep Learning's Decade-Long Rise
A team of professionals with unwavering conviction will ultimately become hotly contested talent that companies fight over.
Why "Copy to China" Is Hard to Replicate, and Where China's LLM Opportunity Lies
Recently, Bai Zeren, Senior Investment Director at Linear Capital, sat down with *Jazzyear* to share his views on the entrepreneurial opportunities brought by ChatGPT. When it comes to the domestic market for large language model startups, Linear Capital remains optimistic. "While the engineering detours and challenges will take time to work through, the probability of Chinese companies producing something with 80% of ChatGPT's capabilities within two to three years is quite high — even if surpassing what OpenAI has already built will be difficult."
The Most Intense Week in AIGC! AI's "iPhone Moment" Has Arrived | Yunqi Capital ChatGPT Special
AI Is Shifting Yet Again
BioGeometry's Jian Tang: How to Build a "ChatGPT" for Life Sciences | Gaorong Ventures
Generative AI is powering drug discovery.
Code Watch | Who Are the AIGC 'Big Players'?
How will value evolve across the generative AI value chain? Will new moats emerge? And who stands to be the biggest winner in this space?
Put some people in the metaverse, send others to space
One is an inward journey of self-discovery; the other, an outward quest for what lies beyond.
Energy storage batteries, chips, and other frontier sectors land funding; smart manufacturing leads the charge overseas | Rongbao · September
September milestone.
BioGeometry Closes Angel Round, Next-Generation AI to Power Macromolecular Drug R&D
Released TorchProtein, the first open-source machine learning platform for macromolecular drug discovery.
MaHui Entrepreneurs | Biren Technology's Wen Zhang: The Story of China's Chip Companies Is Just Beginning
If there's a real chance to transform an industry, you have to try it — even if you lose everything.
How AI and High-Performance Computing Give Medical Innovation "Superpowers" | Ronghui X NVIDIA Inception Program
Transforming healthcare, revolutionizing people's lives.
Supersymmetry Technology Releases BigBang Transformer [Qianyuan]: A 1 Billion Parameter Financial Large-Scale Pre-trained Language Model That Can Read Numbers Supersymmetry Technology has released the BigBang Transformer [Qianyuan], a 1 billion parameter financial large-scale pre-trained language model designed to enable pre-trained language models to understand numerical data.
**Intro: Linear Capital portfolio company Symmetry Tech releases 10-billion-parameter financial pre-trained language model BigBang Transformer [Qianyuan].** The BBT large model is built on a time-series-text cross-modal architecture, jointly training on textual and time-series data across two modalities. It improves downstream task accuracy by nearly 10% compared to T5 models of the same scale, and significantly increases the R2 score for time-series forecasting. The cross-modal architecture enables the language model to recognize temporal patterns —
A Thousand People, A Thousand Metaverses | 5Y Capital's Tavern Talk with Xiang's Yao Xing
Adventurers need new frontiers.
Kai Yu: What Horizon Robotics Has Truly Believed In These Six Years | 5Y Talk
The forces that keep us moving forward.
5Y News | GPU chip design company Moore Threads raises billions of yuan in funding within 100 days of founding
Building China's computing acceleration platform.
5Y Talk｜Kai Yu of Horizon Robotics: The "Crazy" You Others Saw, Now Starting to Be Believed
Our hope is to become the Intel of the robotics era — that has been Horizon Robotics' mission from day one.
FreeS Fund Year-End Special | 2019: China's Homegrown Chips — From Shadows to the Spotlight
2018 is worth remembering; 2019 is the year to show what we've got.
FreeS Fund Angel-Round Portfolio Company NextVPU Closes 200 Million RMB Series A | FreeS Funding News
We provide professional solutions for robotics, drones, autonomous vehicles, and security surveillance.
Li Feng Column | A $2 Trillion Market and $10 Trillion Output: Why We're Bullish on Chinese Chips?
When Will Homegrown Chips Break Through?
![Supersymmetry Technology Releases BigBang Transformer [Qianyuan]: A 1 Billion Parameter Financial Large-Scale Pre-trained Language Model That Can Read Numbers
Supersymmetry Technology has released the BigBang Transformer [Qianyuan], a 1 billion parameter financial large-scale pre-trained language model designed to enable pre-trained language models to understand numerical data.](/_next/image?url=https%3A%2F%2Fkkcktdhgzddmdjdjoenc.supabase.co%2Fstorage%2Fv1%2Fobject%2Fpublic%2Fmedia%2Fimages%2F6c129a80-32b8-429f-8990-f331d11e0417%2F4d525ee4df1d.jpg&w=384&q=75)
