AI and Investment

Anthropic's Valuation Soars

Anthropic's valuation has climbed to $61.5 billion.

Claude 3.7 Sonnet Release

Anthropic has released Claude 3.7 Sonnet, featuring a hybrid reasoning mode to enhance thinking control and computational capabilities.

Reasoning Mode

The new model allows switching between two thinking modes and offers precise control over thinking time.

AI and Technology Updates

DeepSeek's DeepEP Communication Library

DeepSeek has launched DeepEP, a communication library tailored for Mixture of Experts (MoE) and Expert Parallelism (EP) systems. This library aims to boost the efficiency of large-scale AI training and inference by optimizing GPU kernels, particularly in data routing and output integration within MoE models.

Key features of DeepEP include native support for FP8 intelligent compression transmission and flexible GPU resource management, making it suitable for resource-constrained or real-time applications. By minimizing data transfer wait times and enhancing GPU utilization, DeepEP aims to reduce costs and increase efficiency in areas like natural language processing, code generation, and recommendation systems.

AI Technology & Industry Updates

DeepSeek Open-Sources FlashMLA Technology

DeepSeek has open-sourced its FlashMLA technology, which significantly reduces inference costs by up to 93% and supports out-of-the-box usage. This development may negatively impact Nvidia's stock and could influence China's AI industry.

Booming Optical Module Market Driven by AI

The demand for GPU cluster computing power in AI is driving the crucial role of optical interconnects in building intelligent computing centers with tens of thousands of cards. The AI ​​chip market is experiencing a full-scale outbreak, and optical modules, as important components in optical fiber communication, are optical electronic devices that realize photoelectric conversion and electro-optical conversion functions during optical signal transmission. The growth rate of the optical module market is astonishing. The current mainstream rate is 800G optical modules, and 1.6T optical modules are expected to be commercially available in 2025. At the same time, it is expected that the 1.6T era will fully enter in the next 1-2 years, and 3.2T will move towards large-scale commercial use by 2030. The ranking of Chinese optical module manufacturers is steadily increasing, and the market size is expected to reach approximately $6.5 billion in 2029.

Technology and Finance

Tencent's Stock Surge After Integrating DeepSeek Model into WeChat Search

Tencent's stock price soared following the announcement that WeChat Search has officially integrated the DeepSeek model. The company's market value increased by approximately HKD 320 billion overnight, indicating strong confidence from the capital market in this collaboration. This technological partnership may influence the competitive landscape of the industry and bring new opportunities to the general public.

Artificial Intelligence (AI)

AI Competition and Advancement

Data is highlighted as a critical element in the AI race, with OpenAI working to narrow the gap in data advantage.

Sakana AI faces scrutiny as an engineer is accused of misrepresenting a 100-fold acceleration in training.

Enhancing Large Language Model (LLM) predictive capabilities through self-play and preference optimization is being explored.

AI Applications in Industry

AI is increasingly empowering the manufacturing sector, particularly small and medium-sized enterprises (SMEs).

AI Infrastructure Development

Efforts are underway to upgrade computing infrastructure alongside Mixture of Experts (MoE) model layer optimization.

AI and Relationships

Young people are increasingly turning to AI for companionship, creating customized virtual partners through AI models to fulfill their emotional needs. Platforms like Deepseek, and apps such as Glow, 星野, and 筑梦岛 are gaining popularity, offering role-playing and daily interactions. However, creating these ideal AI companions comes at a cost, requiring membership fees or virtual currency to unlock additional features, reflecting a trend toward seeking emotional comfort and personalized companionship in new ways.

Aerospace

Private Sector Launch Capabilities

The private sector is leading in launch volume.

Geopolitical Tensions

"兵临城下" is mentioned, context is missing.

AI Education and Adoption

DeepSeek's Growing Influence

DeepSeek is gaining traction, with mentions of broader adoption and integration, alongside educational initiatives in top universities.

AI Curriculum in Universities

DeepSeek is also making its presence felt in academia by offering AI courses in leading universities.

AI and Technology

AI in Healthcare

AI is empowering internet healthcare, promoting the development of intelligent medical services.

AI Entrepreneurship

Young AI entrepreneurs are reshaping work patterns and industry rules.

AI

AI Coding

AI coding champion is born.

AI Models & Cloud Services

Weather Forecasting

The European Centre for Medium-Range Weather Forecasts (ECMWF) has introduced AIFS, an AI-powered forecasting model, asserting that it outperforms state-of-the-art physics-based models by up to 20%. AIFS operates faster and consumes approximately 1,000 times less energy. AI-driven models like AIFS learn from data directly, contrasting traditional models that rely on solving physics equations. Google DeepMind's GenCast model has also showcased strong performance. ECMWF states that AIFS complements its existing model (IFS).

AI Investment and Cloud Services

Since early 2025, Hong Kong-listed technology stocks, especially those with AI and cloud service attributes, have seen substantial gains. Alibaba's cloud business has exceeded expectations, with planned AI and cloud capital expenditures for the next three years surpassing the past decade's total. The DeepSeek AI surge has spurred nationwide investment and applications, prompting international investment banks to reassess Chinese stock ratings. Cloud services are vital for large models, particularly during training and inference, offering robust computing resources and scalability. DeepSeek has reduced model trial-and-error costs, boosting cloud business demand.

Anthropic's Claude 3.7 Sonnet

Anthropic has released Claude 3.7 Sonnet, an AI model employing a hybrid reasoning approach for both quick responses and deep reasoning. Users can choose between standard and extended thinking modes, the latter excelling in tasks like mathematics, physics, and programming. Claude 3.7 Sonnet leads in the SWE-benchVerified benchmark and is available across all Claude subscription plans.

Claude Code

Anthropic has also launched Claude Code, a smart programming tool capable of understanding and manipulating codebases, specializing in test-driven development, debugging, and large-scale code refactoring. GitHub integration is now available to all subscription plans for improved collaboration.

AI Market & Technology

NVIDIA's Dominance

NVIDIA, leveraging its CUDA ecosystem and hardware advantages, has solidified its position in the AI market.

Artificial Intelligence

Anthropic's Claude 3.7 Sonnet

Anthropic has launched Claude 3.7 Sonnet AI, featuring innovative 'thinking time' controls. This advancement positions Anthropic as a challenger to OpenAI and DeepSeek, aiming to reshape enterprise AI with unified reasoning capabilities and novel coding tools.

Artificial Intelligence

DeepSeek's Rise in the AI Chatbot Arena

DeepSeek, a Chinese AI lab backed by High-Flyer Capital Management, has emerged as a significant player, with its chatbot topping app store charts. The company focuses on independent AI research. Despite hardware export restrictions, DeepSeek has developed powerful AI models, including DeepSeekCoder, DeepSeekLLM, and DeepSeekChat. Its DeepSeek-V2 family has demonstrated impressive performance, prompting competitors to reduce prices. DeepSeek actively recruits young AI researchers from diverse backgrounds to bolster its technical expertise.