Integrated Circuits (Chips):
1. Nvidia and Meta announced a multi-year strategic partnership, with Meta deploying millions of Nvidia chips.
2. Nvidia (NVDA.O): Currently collaborating on the deployment of Nvidia VERA-CPU, with large-scale deployment potentially possible by 2027.
Artificial Intelligence:
1. Doubao: Doubao AI interactions reached 1.9 billion on New Year's Eve.
2. Anthropic launched the Claude Sonnet 4.6 model.
3. Unitree CEO Wang Xingxing: The robot falling during the Spring Festival Gala was part of the storyline.
4. Unitree CEO Wang Xingxing: This year's target shipment volume is around 10,000-20,000 units.
5. Galaxy General: Orders for the Spring Festival Gala robot Galbot are overwhelming; production is being urgently expanded for delivery.
6. Hesai Laser: Both of Unitree's humanoid robots are equipped with Hesai JT128 LiDAR.
7. Market News: Micron Technology plans to invest $200 billion to overcome the AI memory bottleneck. 8. Sources: Dark Side of the Moon seeks a $10 billion valuation in its latest funding round.
9. Adani Group of India: We are committed to investing $100 billion in sovereign AI infrastructure.
10. Market news: Apple is ramping up its development of smart glasses, pendants, and camera-equipped AirPods for the AI era.
Other:
1. Chairman of Changan Automobile: Smart cars are learning to "think."
2. Musk: Tesla's Cybercab will begin production this April.
3. Gurman: Apple's iPhone 18 Pro/Max "will not have any major updates."
4. Blue Origin CEO vows to go all out to beat SpaceX in the lunar race.
5. EU privacy regulator launches investigation into X platform regarding AI-generated personalized images.
6. Tiger Global reduced its holdings in tech giants such as TSMC, Microsoft, and Nvidia in Q4.
7. Amazon (AMZN.O) launches agent plugin for Amazon Web Services (AWS).
8. Musk: The public beta of Grok 4.2 is now available and will be updated and explained weekly.
