创业与新产品
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AI商业化与大模型
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全球宏观经济
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资本市场与投资
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科技巨头商业动态
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创投与一级市场
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芯片与半导体
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产业政策与监管
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新能源与碳中和
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消费与零售趋势
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智能硬件与机器人
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36氪1913:51
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房地产与基建
1 条
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地缘政治商业影响
5 条
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RSS 订阅更新
182 条
创业与新产品
19 条
LinkedIn's AI hiring agents on track for $450 million in yearly revenue Reuters
SoftBank plans to list AI and robotics firm Roze in US, FT reports Reuters
Builds entire dashboards from a single prompt Discussion | Link
Pin, group, and remove apps easily from your dock Discussion | Link
Learn about AI & watch text become tokens in a node graph Discussion | Link
Business that Runs Itself Discussion | Link
Turn Gmail into Google Tasks with AI-powered Discussion | Link
Open-source Terminal UI, just record & get exhaustive tests Discussion | Link
Explore the entire universe in your browser, in real 3D Discussion | Link
AI-assisted music creation with built-in discovery, royalty Discussion | Link
One API to build production-ready voice agents Discussion | Link
Non-invasive AI secretary to help without context switching Discussion | Link
Article URL: https://www.ycombinator.com/companies/gooseworks/jobs/ztgY6bD-founding-growth-engineer Comments URL: https://news.ycombinator.com/item?id=47955226 Points: 0 # Comments: 0
The AI agent-tool startup founded by former Twitter CEO Parag Agrawal has raised $100 million, led by Sequoia, months after raising a previous $100 million.
Roku’s $2.99 streaming service Howdy has topped 1M subscribers, showing demand for cheaper, low-commitment alternatives to pricier streamers.
Uber announced several new features on Wednesday during its annual event, which push far beyond the company's original ride-hailing purpose and deeper into its users' lives.
Most are keeping their subscriptions after signing up, too, research firm says.
在投影行业深耕了几十年，从灯泡到单色激光，再到现在的三色激光，索诺克董事长朱谆见过太多技术路线的起落。 2014年日本研发团队加入后，索诺克就认定三色激光是显示技术的终极方案。只不过，这条路走了很久，直到2026年春天，「枭龙系列」纯三色激光工程投影机才正式发布。 索诺克枭龙系列纯三色激光投影机 “不是因为我们受到什么刺激，”朱谆告诉36氪，“我们很早就开始研究三色激光如何商用，只是这个路走得有点长。” 近两年索诺克加快新品与技术落地节奏，源于行业格局的变化：国内多家头部品牌凭借资本加持，在新技术迭代上快步领跑，部分领域甚至实现了反超。 “正因如此，我们更要抢抓窗口期，把核心技术快速转化为落地产品。”在朱谆看来，这正是索诺克实现弯道超车的关键契机。 索诺克的起点，始于1993年母公司东方中原成立，后者从1996年开始，连续14年担任松下投影中国区总代理商。品牌转型的转折点，源于一次行业危机：彼时行业经常受到中日波折交织的历史关系影响，公司数亿元日系库存面临巨大风险。管理层由此下定决心：必须打造自有投影品牌，掌握发展主动权。 2015年，索诺克首款自有品牌投影机正式上市。历经多年深耕，目...
Cognizant forecasts quarterly revenue below estimates on cautious IT spending Reuters
开源与技术趋势
17 条
Article URL: https://gcc.gnu.org/gcc-16/changes.html Comments URL: https://news.ycombinator.com/item?id=47961004 Points: 27 # Comments: 0
Article URL: https://xint.io/blog/copy-fail-linux-distributions Comments URL: https://news.ycombinator.com/item?id=47958364 Points: 12 # Comments: 2
Article URL: https://firethering.com/granite-4-1-ibm-open-source-model-family/ Comments URL: https://news.ycombinator.com/item?id=47960507 Points: 108 # Comments: 44
Article URL: https://github.com/NorskHelsenett/copy-fail-destroyer Comments URL: https://news.ycombinator.com/item?id=47960232 Points: 7 # Comments: 1
Article URL: https://www.groundcover.com/blog/otel-normalizer-genai-part-1 Comments URL: https://news.ycombinator.com/item?id=47958081 Points: 4 # Comments: 0
Warp是一个源自终端的智能体开发环境。官网·代码·智能体·终端·驱动·文档·Warp工作原理说明：OpenAI是该开源项目的创始赞助商...
文｜周鑫雨 王毓婵 编辑｜杨轩 解读DeepSeek V4的技术报告，是这几天AI行业最狂热的集体活动。 V4很强吗？在工程优化的维度中，答案是毋庸置疑的。过去，大家信奉“Scaling Law的暴力美学”——也就是靠堆更多优质算力、更大参数规模来提升模型性能。而V4走的是一条完全不同的路，它定义了一种“模型训练的克制美学”： 它不靠疯狂堆算力和参数，而是通过一系列组合优化和重构： 注意力机制（让模型学会“抓重点”，像人读长文章时会自动关注关键句子一样） MoE架构（混合专家模型，可以理解为“让不同的专家负责不同类型的问题，每次只激活少数专家，省时又省力”） 后训练（模型初步练成后再针对性地补课强化） 推理系统工程（优化实际运行时各个环节的效率） 这样做的成果是把V4-Pro在处理百万Token（大约几十万字）长上下文时需要的算力，压低到了上一代V3.2的27%，同时用来临时存储对话上下文的KV缓存（可以理解为模型在跟你聊天时“记笔记”的草稿纸）被压缩到了原来的10%。 不过，工程只是工程，榜单只是榜单。 评价一个模型，我们不希望只停留在纸面参数上，而是放到部署、开发、投资的真实场景中...
Article URL: https://wiki.haskell.org/Monad_tutorials_timeline Comments URL: https://news.ycombinator.com/item?id=47958106 Points: 47 # Comments: 20
Article URL: https://mikeoss.com/ Comments URL: https://news.ycombinator.com/item?id=47956739 Points: 120 # Comments: 46
Article URL: https://github.com/aallan/vera Comments URL: https://news.ycombinator.com/item?id=47955118 Points: 74 # Comments: 60
Article URL: https://opentrafficmap.org/ Comments URL: https://news.ycombinator.com/item?id=47953541 Points: 294 # Comments: 78
Article URL: https://www.promptarmor.com/resources/ramps-sheets-ai-exfiltrates-financials Comments URL: https://news.ycombinator.com/item?id=47951786 Points: 124 # Comments: 38
Canonical's plan to add AI features to Ubuntu has some users asking for "a version of Ubuntu that does not include these features," while others say they'll stick with older versions of the Linux distro or even switch to a different one. After Canonical's announcement earlier this week that it's bringing AI features to Ubuntu, […]
真正工程师的技能库：来自我的.claude目录。每日使用的实战技能——非氛围编码，而是真正的应用开发...
精选Codex实战技能库，用于跨Codex CLI和API自动化工作流...
开源前沿语音AI🎙️VibeVoice：前沿语音模型。2026年3月6日：🚀 VibeVoice ASR已集成进Transformers版本！...
Craft Agents工作原理（视频）点击观看YouTube视频→ 构建动机：...
AI商业化与大模型
17 条
Amazon Web Services on Tuesday launched one of the most consequential enterprise AI plays in the company's 20-year history, simultaneously bringing OpenAI's most powerful models to its Bedrock platform, unveiling a new agentic developer framework, releasing a desktop AI productivity tool called Amazon Quick, and expanding its Amazon Connect service from a single contact-center product into a family of four agentic AI solutions targeting supply chains, hiring, healthcare, and customer experience....
Something shifted in enterprise RAG in Q1 2026. VB Pulse data spanning January through March tells a consistent story: the market stopped adding retrieval layers and started fixing the ones it already has. Call it the retrieval rebuild.The survey covered three consecutive monthly waves from organizations with 100 or more employees, with between 45 and 58 qualified respondents per month across platform adoption, buyer intent, architecture outlook and evaluation criteria. The data should be treate...
Bringing AI agents into the enterprise software development lifecycle is fast becoming the norm. As developers experiment with new platforms, organizations are exposed to potential security and orchestration failures. Systems that work in pilots may fail once the agents start working with real-time data.Legacy tech giant IBM is one of several companies trying to address that gap by introducing more structure into how these workflows run. Yesterday, it announced the global launch of its AI-powere...
Enterprise AI teams running centralized orchestration stacks now have a new variable to account for: AWS Quick, which expanded this week to a desktop-native agent that builds a persistent personal knowledge graph and executes actions across local files and SaaS tools — outside the visibility of most control planes.Unlike chat-based copilots that reset with each session, Quick now maintains a continuously updated knowledge graph built from the user's local files, calendar, email and connected Saa...
OpenAI Meets Key AI Computing Capacity Goal Ahead of Schedule Bloomberg.com
Generate production-ready files directly in your chat Discussion | Link
A 128B model for coding, reasoning, and long tasks Discussion | Link
Meta said over 8 billion advertisers have used at least one of its gen AI tools
Google says the new feature will leverage AI technology to automatically create a copy of your wardrobe that's based on the pieces of clothing appearing in your Google Photos library.
For most data engineering teams, managing pipeline reliability often means waiting for an alert, manually tracing failures across distributed jobs and clusters, and fixing problems after they've already hit the business. Agentic AI needs the data to be there, clean and on time. A pipeline that fails silently or delivers stale data doesn't just break a dashboard — it breaks the AI system depending on it.That gap is what Definity, a Chicago-based data pipeline operations startup, is building into:...
大公司： 联发科一季度毛利率为46.3%，同比下滑1.8个百分点 4月30日，联发科举行法说会并公布2026年第一季度财报，单季每股盈余（EPS）为新台币15.17元，环比增加5.6%、同比减少17.4%；合并营收为新台币1491.51亿元，环比减少0.7%、同比减少2.7%；毛利率为46.3%，环比增加0.2个百分点，同比下滑1.8个百分点。公司表示，毛利率季增主要受惠产品组合优化，年减则反映部分产品毛利结构调整。（界面） 阿里云域名产品将于5月12日调价 36氪获悉，阿里云发布阿里云域名产品调价通知：因域名上游注册局成本上调，经慎重考虑，现决定于2026年5月12日零时，将域名调整为以下价格。.icu、.cyou、.bond 续费价格调整为125元/年，转入价格调整为125元。同时.我爱你后缀因优惠活动结束，注册、续费、转入价格均会恢复至175元。 友达第一季度营收690.3亿元台币，预估675.9亿元台币 友达第一季度营收690.3亿元台币，预估675.9亿元台币；净亏损11.4亿元台币；每股亏损0.15元台币，预估每股亏损0.04元台币。（财联社） 小红书发内部信：加大AI投入...
“世界咖啡”[AI+]产业对接会正式定档北京亦庄。 搞噱头还是做实事，我们需要一个华丽转身 这是36氪AI Partner系列活动迎来��第三个年头，在这之前，我们已经用四届大会验证了我们在“AI下一站”这个问题上的“把脉”能力，收获了一些口碑和行业认同，但是，长期以媒体观察者和陪伴者的视角出发，就很难跳下那个高台，容易看不清当下。比如，当我们看到行业里类似的AI活动还在聊“AI会不会代替人类”、“具身智能离我们还有多远”的时候，团队就非常感慨，因为我们这一次选择了一条更加务实的路线，在AI赋能下的千行百业中寻找最佳场景渗透案例，让寻找AI合作的供需双方有成功的模板可借鉴；我们把AI+产业对接会纳入2天的核心内容板块，帮助场景方找到能够解决痛点的AI技术方案，帮助AI技术公司找到潜在的客户和应用场景。当然，这也是36氪AI Partner从行业活动IP向合作链接平台的一次身份转变。 虽迟但到，世界咖啡-[AI+]产业对接会正式启动招募 我们曾经计划在4月举办，讲真，作为项目团队，没有人比我们更迫切的希望能赶快落地，但始料未及的是，AI最佳场景渗透案例的申报热情“爆表”，我们需要投入更多...
OpenAI is preparing to launch a new frontier cybersecurity model, GPT-5.5-Cyber. CEO Sam Altman said the model will not be available to the general public, but will be first rolled out to a select group of trusted "cyber defenders" in order for institutions to shore up their cyberdefenses. The limited rollout will take place "in […]
Article URL: https://github.com/cauchy221/Alignment-Whack-a-Mole-Code Comments URL: https://news.ycombinator.com/item?id=47957627 Points: 155 # Comments: 117
Google TV just got more Gemini features, including the ability to transform photos and videos with tools Nano Banana and Veo.
It's been almost three years since Silicon Valley started aggressively pushing large language model-based chatbots like ChatGPT as the supposedly inevitable future of everything, and there's no group that has felt the pressure quite like Gen Z. Like with many tech trends before it, it's no surprise that young people are among the biggest adopters […]
全球宏观经济
10 条
Fed holds rates steady, but board vote is most divided since 1992 Reuters
欧洲央行将存款机制利率维持在2.00%，将主要再融资利率维持在2.15%，将边际贷款利率维持在2.40%，均符合市场预期。（财联社）
Bessent Says Powell Staying On Is ‘Violation’ of All Fed Norms Bloomberg.com
US economy 'quite resilient', should keep growing above 2%, Fed's Powell says Reuters
US goods trade deficit widens in March as imports rise sharply Reuters
China's factory activity extends expansion, PMI shows, as Iran war risks mount Reuters
Stagflation risks stacking up as Iran war enters third month Reuters
Divided Fed Officials Hold Rates; Powell to Stay as Governor Bloomberg.com
美国4月25日当周首次申请失业救济人数为18.9万人，预期为21.2万人，前值为21.4万人。（界面）
资本市场与投资
20 条
Inside SpaceX's IPO: Musk's most ambitious plan yet Reuters
36氪获悉，五粮液发布2025年业绩报告。报告显示，期内实现营业收入405.29亿元，同比下降54.55%；归属于上市公司股东的净利润为89.54亿元，同比下降71.89%。公司拟以3,881,608,005为基数，向全体股东每10股派发现金红利25.78元（含税），不送红股，不以公积金转增股本。
36氪获悉，五粮液发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入228.38亿元，同比增长33.67%；归属于上市公司股东的净利润为80.63亿元，同比增长82.57%。业绩变动主要系同期基数较低，同比有所增长。
LLM驱动的A/H/美股智能分析器：多数据源行情+实时新闻+LLM决策仪表盘+多渠道推送，零成本定时运行...
Tether Proposes Mergers Involving Bitcoin Treasury Company Bloomberg.com
L3Harris confidentially files for missile unit IPO Reuters
36氪获悉，华泰证券公告，近日，公司关注到有市场媒体报道称华泰证券因基金销售违规遭监管责令改正并暂停业务12个月。经与各方核实，截至目前，公司未收到江苏证监局任何有关基金销售业务暂停12个月的行政监管措施。前述媒体报道系不实信息，公司已要求相关媒体平台立即删除上述不实信息报告并消除影响。公司正密切关注该事件的进展并保留追究其法律责任的权利。
36氪获悉，片仔癀公告，公司控股股东九龙江集团自2026年2月1日至4月30日，通过集中竞价交易方式累计增持公司股份317.13万股，占总股本0.53%，累计增持金额约5亿元，达到增持计划下限要求。本次增持计划已实施完毕，完成后九龙江集团合计持股3.11亿股，持股比例51.50%。
36氪获悉，宁德时代公告，董事会欣然宣布，配售协议所载配售事项的所有先决条件均已获达成，而配售事项已于2026年4月30日完成。合共62,385,000股新H股（相当于经配发及发行配售股份扩大后已发行H股总数约28.58%）已由本公司于2026年4月30日按每股配售股份628.20港元的配售价成功配发及发行予不少于六名承配人，该等承配人及其最终实益拥有人均为独立第三方（就董事作出一切合理查询后所知、所悉及所信）。
科技巨头商业动态
31 条
PhonePe and Google Pay command 80% of India's UPI instant payments network. Rivals are set to meet with regulators to lobby for restrictions.
The e-commerce giant is making more money than expected from AWS but it's also spending a lot, and will continue to do so in the near term, its chief executive said.
Meta is losing billions on Reality Labs each quarter, and its AI expenditures are only going to increase its spending.
Microsoft gets to offer OpenAI's tech to its cloud customers and doesn't have to pay for it. "We fully plan to exploit it," Nadella said.
Despite the lingering perception that no one really uses Copilot, Microsoft said on Wednesday that the number of users and engagement is growing.
Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.
Google added 25M paid subscriptions in Q1, reaching 350M total, as YouTube and Google One grow.
Microsoft's Xbox hardware revenue continues to tumble, with the company revealing a 33 percent decline as part of its earnings report released on Wednesday. Even though the rest of Microsoft's consumer-focused division took a dip, the company's cloud and productivity businesses continue to soar, driving the company toward $82.9 billion in revenue. Along with declining […]
Microsoft Projects ‘Modest’ Cloud Acceleration Amid AI Jitters Bloomberg.com
Alphabet Sales Beat Estimates on Google Cloud, AI Customers Bloomberg.com
Amazon Reports Higher Spending to Fuel Cloud Unit Sales Bloomberg.com
Microsoft expects strong cloud business growth, plans record capital spending Reuters
IBM to Add 750 Jobs in AI, Quantum Computing at Chicago Tech Hub Bloomberg.com
US Big Tech Ratchets Up AI Spending Past $700 Billion This Year Bloomberg.com
Meta shares fall on concerns over AI spending, legal scrutiny Reuters
Alphabet revenue tops expectations on record quarter for cloud unit Reuters
Meta is planning to pump billions more into AI investments this year, despite noting that millions of users have seemingly started to abandon its platforms. In an earning call on Wednesday, Meta reported that figures for "Family daily active people" - the term Meta has coined for all collective users of Facebook, Instagram, WhatsApp, or […]
META公司计划通过发行债券筹集至多250亿美元的资金。（财联社）
Apple lost its bid to pause court-ordered App Store payment changes, keeping external purchase links in place as its case with Epic heads toward the Supreme Court.
Google Search queries hit an "all time high" in the first quarter of 2026, according to a statement from CEO Sundar Pichai published as part of Alphabet's earnings on Wednesday. "Our AI investments and full stack approach are lighting up every part of the business," Pichai says. "Search had a strong quarter with AI experiences […]
PayPal makes Venmo a separate unit as CEO Lores looks to boost growth Reuters
美东时间周三盘后，Alphabet公布亮眼财报，但公司首席执行官桑达尔・皮查伊在财报电话会上表示，面对庞大的订单和激增的客户需求，Alphabet仍面临算力瓶颈。他在回答分析师关于算力分配的提问时直言：“短期内我们面临算力资源不足的约束，若能满足全部需求，云业务收入会更高。我们正积极应对这一阶段，持续加大投资，且拥有完善的长期规划框架。”（财联社）
Volkswagen warns of deeper cuts as first quarter profit slides Reuters
Stellantis sinks on weak cash flows as tariff refunds lift profit Reuters
4月30日，卡特彼勒公司公布2026年第一季度业绩报告。卡特彼勒第一季度营收为174.2亿美元，同比增长22%；第一季度调整后运营收益为31.3亿美元，市场预估为27.4亿美元；第一季度调整后每股收益为5.54美元，上年同期为4.25美元，预估为4.63美元。（界面）
4月28日，全球科技巨头谷歌（Google）正式签订合同，入驻位于天河CBD珠江新城的城市地标广州国际金融中心（西塔），将率先落地跨境数智赋能服务创新项目，预计今年第三季度正式投入运营。（21财经）
Sony has finally stepped in to clear up the growing confusion around a new DRM (Digital Rights Management) system on PlayStation 5 and PlayStation 4 consoles. Users reported that the system's latest updates seemingly introduced a requirement to go online once every 30 days to validate game licenses, but Sony now says this is false. […]
Jobless Grads Get Lifeline From Tech in Europe’s Youngest State Bloomberg.com
The update targets content aggregators that don't post original content and instead simply re-upload others' posts.
Uber Adds Hotel Bookings to Its App Through New Expedia Partnership Bloomberg.com
创投与一级市场
13 条
The maker of Claude has received multiple pre-emptive offers at valuations in the $850 billion to $900 billion range, according to sources familiar with the matter.
Startup Bringing Brains to AI Aims for $2.5 Billion Valuation Bloomberg.com
Anthropic Weighs Funding Offers at Over $900 Billion Valuation Bloomberg.com
一季度过去，具身智能行业的融资热潮还在继续。 36氪获悉，专注于L4低速自动驾驶的公司「优时科技」宣布完成数亿元人民币B2轮融资。本轮融资由前海方舟领投，前海母基金旗下多支基金参与，联同鲲翎资本、厚天资本等8家投资机构共同完成。 在此之前，「优时科技」已完成了6轮融资： ·2018年6月，拿到 PNP 中国领投、北京汇丰投融、北京金种子和上海平阳复辉跟投的数百万人民币种子轮； ·2019年7月，获得英诺天使领投、驰星创投跟投的千万人民币天使轮； ·2020年10月，获得 Global Brain、英诺天使、驰星创投、PNP 中国、平阳复辉的数千万A轮融资； ·2022年7月，获得海尔资本、金茂资本、惟一资本投资的数千万A+轮融资； ·2023年1月，获得零以创投、厚天资本的数千万A++轮融资； ·2024年7月，完成了B1轮融资，由驰星创投、Global Brain投资，金额在数千万元级别。 「优时科技」成立于2018年，聚焦于通过计算机视觉实现L4自动驾驶，取代了传统多线激光雷达在低速行驶领域的应用。截至目前，「优时科技」已在海内外商圈、步行街、地铁站、机场等大流量场景部署了数千台「...
Dreambase, an AI-powered analytics platform that aims to help people build data-driven companies without hiring a data team, has raised $3.7 million in funding, it tells Crunchbase News exclusively.
Since 2024, an estimated 207 AI-focused companies have joined The Crunchbase Unicorn Board. That’s roughly half of all companies that first hit valuations of $1 billion or more during this period.
Netomi, the San Francisco-based startup building AI systems for enterprise customer service, said Thursday that it has raised $110 million in new funding in a round led by Accenture Ventures, with participation from Adobe Ventures, WndrCo, Silver Lake Waterman, NAVER Ventures, Metis Strategy and Fin Capital. Jeffrey Katzenberg, managing partner of WndrCo and co-founder of DreamWorks, has joined the company's board. The round builds on early backing from a roster of AI luminaries that includes Op...
Anthropic weighs new funding round at valuation exceeding $900 billion, Bloomberg News reports Reuters
消息称软银拟设立AI与机器人业务实体“Roze AI”，目标最早年内上市、估值直指1000亿美元。虽然孙正义本人相当乐观，但软银内部仍有人对估值及拟议的上市时间表示怀疑。（财联社）
On Wednesday, Pursuit announced a $22 million Series A round led by Mike Rosengarten, the co-founder of OpenGov, with big-name VCs participating.
KKR explores $10 billion sale of spreads unit Flora, FT reports Reuters
文 | 张冰冰 编辑 | 阿至 36氪获悉，武汉天石科丰新能源科技有限公司（以下简称「天石科丰」）近期宣布完成数千万元pre-A轮融资，由元禾原点领投，天泓投资跟投，启辰资本担任长期财务顾问，本轮融资将主要用于产品研发及百吨级产线落地。 「天石科丰」成立于2022年12月，聚焦于硫化物固态电解质粉体材料研发和生产，技术孵化于武汉理工大学和德国吉森大学，开发出空气稳定性良好且室温离子电导率达12 mS/cm的硫化物电解质粉体，室温离子电导率达3mS/cm、厚度20μm的LPSCB基复合电解质膜。 作为硫化物固态电池上游粉体材料供应商，「天石科丰」已触达头部电芯客户和国内外40多所顶尖高校，建成吨级产线，预计2026年落地百吨级产线并实现破亿元营收。 一、性能突破，实现高电导率与空气稳定性兼得 「天石科丰」创始人兼首席科学家王硕为武汉理工大学副教授，研究硫化物固态电解质及全固态电池10年，申请相关专利十余项。在回顾公司创立历程时，王硕表示，固态电池市场需求倒逼了粉体材料的研发，“当时一家硫化物全固态电芯研发企业在市面上找不到合适的高导电率的粉，我们在学校研发的小批量产品测试效果很好，为了进...
芯片与半导体
12 条
Cambricon Shares Jump 14% After Its AI Chip Sales Surge in China Bloomberg.com
Samsung’s Chip Profit Soars 48-Fold Due to AI Spending Frenzy Bloomberg.com
36氪获悉，寒武纪午后触及20cm涨停，股价逼近1700元，成交额超250亿元。
Framework charges nearly double for the 12GB version of the mobile RTX 5070.
Qualcomm Gives Weak Forecast After Smartphone Market Slumps Bloomberg.com
KLA Corp forecasts quarterly revenue above estimates on AI-linked demand Reuters
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly why no team will give capacity back. So the fleet sits at roughly 5%, billed by the hour, and the cycle tightens.That pressure — repeated across thousands of enterprises over the past two years — is the reason most companies are now running their GPU fleets at roughly 5% utilization, according to Cast AI's...
Qualcomm rises on smartphone rebound hopes, data-center chip push Reuters
AI-related spending propels US core capital goods orders in March Reuters
Mirae Asset Sees Korea Rate Hikes on Chipmaker Wealth Boost Bloomberg.com
产业政策与监管
9 条
US House Probes Airbnb, Anysphere’s Use of Chinese AI Models Bloomberg.com
36氪获悉，中国人民银行、国家发展改革委、财政部联合印发《关于扩大科技创新和技术改造贷款投放 进一步支持设备更新的通知》。《通知》聚焦金融服务科技创新和设备更新的重要环节，全链条优化政策举措。扩大支持科技创新和设备更新的范围，将研发投入水平较高的民营中小企业纳入再贷款政策支持领域，将技术改造和设备更新贷款支持范围扩展至电子信息、人工智能、设施农业、消费商业设施等14个领域。
Broadcast license renewals are "all but automatic" due to 1996 change in US law.
Manufacturers backed effort to repeal the law but ultimately failed.
Anthropic Plan to Expand Mythos Access Is Opposed by White House Bloomberg.com
Powell to remain at Fed amid legal 'battering' by Trump administration Reuters
Broadcast group says FCC Disney license review creates significant uncertainty Reuters
36氪获悉，近期，红果短剧持续对平台上的AI剧内容展开大规模治理，已处置超万部低质AI剧。据了解，此次治理聚焦剧情导向、价值观表达和制作品质，重点处置了内容低俗猎奇、画面粗糙、剧情逻辑混乱、渲染极端情绪的低质AI剧。
Article URL: https://github.com/mozilla/standards-positions/issues/1213 Comments URL: https://news.ycombinator.com/item?id=47959463 Points: 193 # Comments: 86
新能源与碳中和
7 条
China’s Embattled Solar Makers Turn to Batteries for Growth Bloomberg.com
LG Energy Eyes 30% Energy Storage Sales Mix To Counter EV Slump Bloomberg.com
Article URL: https://www.heise.de/en/news/1-4-GW-Huge-battery-storage-at-former-Grohnde-nuclear-power-plant-11277367.html Comments URL: https://news.ycombinator.com/item?id=47960778 Points: 16 # Comments: 3
Surprise! Fusion startup Zap Energy says it will be developing fission reactors alongside its fusion devices.
Meta’s Need for Gas Power Boosts Entergy Spending by $14 Billion Bloomberg.com
CATL Share Sale Pressures HK Premium in Boost to Popular Trade Bloomberg.com
When Earth AI started hitting months-long delays in its search for critical minerals, it decided to take matters into its own hands.
消费与零售趋势
7 条
Carvana's first-quarter profit rises on used-car demand Reuters
文｜贺哲馨 编辑｜乔芊 刚刚过去的一周，欧莱雅交出了一份超出市场预期的成绩单。 公司在2026年一季度实现销售额约121.5亿欧元，同比增长3.6%；在可比口径下（like-for-like），销售增长达到7.6%，经调整后为6.7%。 这一增速不仅高于此前市场普遍预期，财报发布次日，欧莱雅股价大涨9%，创下自2008年11月以来最大单日涨幅。 分品类看，四大事业部全部实现了增长，但增长引擎已换挡——专业美发部门代替了皮肤科学美容部，以13.1%的增幅领跑，皮肤科学美容部门增长10.2%；奢华美妆部门增长5.6%，电话会中管理层特别提到了该部门“受到中国市场高个位数增长的提振”。大众化妆品部门增速垫底，为4.1%。 分地区看，南亚太-中东-北非-撒哈拉以南非洲（SAPMENA-SSA）在内的新兴市场以15.4%的增速继续领跑，北美增长7.6%，欧洲增长5.5%，包括中国市场在内的北亚地区增长4.8%。 与财报几乎同时发生的，是中国区一项重要组织架构调整。原皮肤科学美容部门总经理马岚已同时兼任欧莱雅大众化妆品部部门总经理。原大众化妆品部门总经理李琳则担任欧莱雅北亚及中国首席数字营销官。 ...
作者：FBIF媒体部 FBIF2026食品饮料创新论坛及FBIF食品创新展（f展）于2026年4月27-29日在杭州国际博览中心举办。 3天的FBIF2026将包含160+位演讲嘉宾，650+展商参展，6000+渠道观众观展，累计将吸引53000+观众观展。 FBIF2026以“大势可为”为主题。答案藏于变局，我们将与业内共同探讨，决定产业未来走向的关键变量。 本次论坛将从乳品、零食、烘焙、饮料等品类，以及行业战略、功能性配料、营销、零售、包装、产品开发等不同角度讨论行业趋势及创新案例。与此同时，FBIF Wow食品创新奖 2026颁奖仪式及FBIF食品创新展，将带来更多创新灵感。 身处高速变化的时代，机遇与答案从不会自动降临，但前行之路趋势可寻。“商业新世界，大势仍可为”，让我们在3天的FBIF2026一起共览全球格局变化，拆解真实商业案例，沉淀实战干货内容，收获前瞻性趋势参考。 接下来，请大家和我们一起回顾FBIF2026首日的精彩现场内容。 乳品创新：击中新品类 在以“穿越周期：从培育到重塑增长曲线”为主题的现场访谈环节，访谈嘉宾优诺乳业董事长朱玺，和访谈主持源流品牌战略咨询创始...
Ford raises profit outlook for 2026 despite nagging aluminum supply costs Reuters
雷诺集团4月30日宣布，已向印度国家公司法法庭（NCLT）提交申请，寻求批准对其印度业务进行重组。这项拟议的重组计划旨在简化并理顺公司的运营架构。具体方案包括将动力总成制造业务拆分出来，成立一家独立的专门实体；而整车制造与销售业务则将整合归并至统一的综合管理架构之下。雷诺致力于巩固印度作为其制造与出口枢纽的战略地位，并设定了明确目标：力争到2030年，实现年出口额高达20亿欧元。（界面）
Remy breaks years of sales declines and still disappoints Reuters
Estee Lauder considers bid for Puig at 18-19 euros per share, source says Reuters
智能硬件与机器人
10 条
Why Humanoid Robots Are the Ultimate AI Frontier Bloomberg.com
First Tesla Semi rolls off high volume production line Reuters
Article URL: https://www.flyingmag.com/joby-nyc-electric-air-taxi-jfk-airport/ Comments URL: https://news.ycombinator.com/item?id=47956781 Points: 53 # Comments: 137
You need infrastructure to build AI a and robots, but apparently you also need AI and robots to build infrastructure.
US Brain Implant Company Tests in China in Apparent First Bloomberg
A foldable phone built for pen-first productivity Discussion | Link
First they came for the drones, and now the vlogging cameras. DJI's Osmo Pocket 4 is the first of its compact steadicams not to launch in the US, following a string of DJI drones also missing the US market. The good news for American buyers is that the Pocket 4 is mostly an evolutionary upgrade, […]
作者 | 邓咏仪 编辑 | 杨轩 如果你在4月27日这一周走进美国旧金山艺术宫，也许你会感到惊讶——这不像一个艺术圣地，更像一场包罗万象的博览会。 来自50多个国家的媒体、KOL、客户挤在展区里。映入眼帘的产品，小至智能吊坠、吹风机、LED 美容面罩、扫地机，大至洗地机、空调、冰箱、手机，甚至还有一辆“火箭车”的概念超跑。 Nebula NEXT 01 在舞台台上，图灵奖得主 David Patterson、7-Eleven 前 CEO James Keyes、Meta 前 VP来谈论AI如何重塑物理世界；而苹果联合创始人沃兹尼亚克（Steve Wozniak）以及NBA传奇球星德怀恩·韦德施然从会场走出，和扫地机互相PK。 韦德与扫地机互动 这是2026年4月27日，追觅“DREAME NEXT”的发布会的现场。追觅也由此成为世界第一家在硅谷拥有一整个发布会周的科技企业。 这家公司仍处于高速扩张之中。2025年，追觅营收突破400亿元，连续六年增速超过100%。如今，追觅的主力市场也已经转向海外，营收占比近80%，产品覆盖120多个国家和地区，线下门店超过6500家。 追觅的野心还不...
36氪获悉，极越汽车部分关联企业已于近日获得重整申请的裁定，获准对上述多家关联企业进行实质合并重整。此前，极越汽车已发布公告宣布启动预重整程序，旨在通过预重整引入新的投资人，保障用户售后权益与资产价值，盘活企业现有资产和资源。本次裁定标志着极越汽车从预重整阶段正式转入司法重整程序，将通过法治化方式实现资源整合与合并重组。
房地产与基建
2 条
4月最后一天，北京楼市迎来一次春季土拍盛宴，分别位于朝阳东坝、丰台万泉寺、昌平北七家的三宗宅地成交，总价合计91.597亿元。 2026年1-4月，北京合计出让住宅用地13宗（2025年同期成交7宗），总成交价为217.577亿元（2025年同期成交约334.9亿元），相比去年同期有约35%的金额降幅。 但今年1-4月成交宅地规划总建面约83.7万㎡，与去年同期成交总建面82.2万㎡的总量基本相当。 从成交情况来看，今年北京土地市场偏冷。目前最高溢价率为4月21日成交的亦庄新城YZ00-0802街区1401-1地块（瀛海地块），溢价率也只有8.7%。而2025年前4月成交的7宗宅地中，有3宗地块溢价率超15%，其中2块地成交溢价率超20%。 截至目前，北京海淀、朝阳五环内尚未有宅地出让——或许是土地市场偏冷的主要原因。 01 4月30日，北京成交的三宗宅地分别为： 华润置地以57.711亿元底价摘得丰台区万泉寺村棚户区改造土地开发项目FT00-0613-0007地块，楼面价5.85万元/㎡，加上代建河道绿化带的成本，实际楼面价约6.23万元/㎡； 金茂以20.981亿元摘得朝阳区东坝乡...
地缘政治商业影响
8 条
China Threatens EU With Retaliation if It Bans Huawei Gear Bloomberg.com
Uninsurable war damage is forcing tech companies to rethink Middle East plans.
Oil majors eye resurgent Canadian energy in wake of Middle East upheaval Reuters
Aircraft lessor AerCap says prolonged high oil prices could bring opportunities Reuters
Trump met with oil firms on possible months-long extension of Iran blockade Reuters
Goldman says UAE's exit from OPEC raises medium-term oil supply upside risk Reuters
独立展示区
10 条
华尔街见闻
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