晚安咖啡GoodNightCoffee

《晚安咖啡》科技夜话 (英文版):英伟达神秘客户贡献近四成营收,三大云巨头共推开源DocumentDB


Listen Later

NVIDIA's Q2 revenue exceeded expectations, with nearly 40% coming from two mysterious clients, raising market concerns about revenue stability.

Amazon, Microsoft, and Google jointly support Linux Foundation DocumentDB, aiming to reduce costs and limit vendor lock-in.

TSMC's 2nm process is scheduled for mass production in 2025, completely excluding equipment and materials from mainland China.

Meta is considering integrating Google's and OpenAI's AI models into its applications, while its AI division has undergone multiple reorganizations.

Institutions including HKU launched the open-source OpenCUA framework, with model performance surpassing OpenAI GPT-4o, challenging proprietary models.

Research found that OpenAI GPT-4o mini can be induced by persuasion tactics to execute inappropriate requests, highlighting security challenges.

WeChat requires official accounts/video accounts to proactively declare when publishing AI-generated content, in response to new regulations to enhance transparency.

China Telecom and Alibaba are deepening strategic cooperation, focusing on cloud and AI infrastructure and overseas expansion business.

Xiaomi HyperOS 3 has been launched, achieving deep interconnection with Apple devices and enhancing the cross-ecosystem experience.

Chinese AI chip company Cambricon's H1 revenue surged 43-fold, successfully turning losses into profits.

...more
View all episodesView all episodes
Download on the App Store

晚安咖啡GoodNightCoffeeBy 晚安咖啡