AI Infrastructure
Global AI Optical Transceiver Module Market to Reach $26B by 2026
Global AI optical transceiver module market projected to reach $26 billion by 2026 with 57% YoY growth. For manufacturers : optical supply chains are
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business-strategy
30 articles tagged with this topic
ByteDance
ByteDance's 2025 Overseas Revenue Hits Record High Amid 70% Net Profit Decline from AI Investment
ByteDance's net profit plummeted over 70% in 2025 due to massive AI investments—a signal that the entire industry 's profit logic is being rewritten.
industrial-internet
Shanghai Targets '10+20 +X' Industrial Internet Platform Ecosystem by 2028
Shanghai government establishes benchmark platforms across new energy vehicles and semiconductors. Regional manufacturers face dual risk of order an
semiconductor
Lyoneer Information: Q1 Net Profit Surges 241% YoY Amid AI- Driven Chip Price Rally
AI demand ignites memory chip and passive component price surge; Lyoneer Information's quarterly net profit explodes 241%—upstream price increases
embod ied AI
Why Amap Is Starting with Robot Guide Dogs on the Path to AGI
Amap's robot dog 'Tutu' completes real -world street guide dog test, marking embodied AI's transition from demo performance to practical product stag
supply-chain
The RAM Shortage Could Last Years: AI Supply Chain Crisis Through 2030
Global memory chip supply shortages expected to persist until 2027 -2030, forcing AI-dependent enterprises to reassess technology procurement timing
layoffs
Meta's May 20 Lay offs Signal AI-Driven Workforce Restructuring Era
Meta's 10% global workforce reduction (~8,000 employees) explicitly tied to AI progress signals systematic labor displacement, forcing executives to
Apr 182 min readopcnew Editorial36kr.com
AI regulation
Why AI Backlash Is Intensifying: Strategic Implications for Business Leaders
Violent incidents targeting AI executives reveal escalating public fear of AI. Traditional business leaders face a critical choice: accelerate AI in
Apr 172 min readopcnew Editorialwww.bloomberg.com
Anthropic
Anthropic's Mythos: Military AI and Global Supply Chain Implications
U.S. military deployment of Anthropic's Mythos model in Iran operations marks AI militarization infl ection point, reshaping global tech supply chain
Apr 172 min readopcnew Editorialwww.bloomberg.com
embodied intelligence
Zhiyuan Robotics Unveils 358 Grand Plan, Targets 100B+ Revenue by 2030
Zhiyuan Robotics announces 100 billion yuan revenue target by 2030 as embodied AI transitions from lab to factory floor —manufacturers must decide: b
Apr 172 min readopcnew Editorial36kr.com
Anthropic
Anthropic Releases Opus 4.7 Amid Mythos Preview Launch
Anthropic's flagship Opus 4.7 model goes live with autonomous complex programming capabilities, forcing enterprises to recal culate IT labor economic
Apr 162 min readopcnew Editorialwww.theverge.com
embod ied AI
Amap to Launch First Quad ruped Robot: Embodied AI Hardware War Begins
Alibaba's Amap announces first quadruped robot launch , signaling embodied AI hardware competition. Factory automation procurement windows narrowing
Apr 142 min readopcnew Editorial36kr.com
AI talent
Spring Hiring Battleground: AI Talent War Threatens Traditional Business
Spring hiring data reveals AI capability has become the core driver of salary premiums. Traditional SMEs failing to restructure talent will lose re
Apr 131 min readopcnew Editorial36kr.com
Apple AI Glasses
Apple AI Glasses to Rival Meta With Multiple Styles, Oval Camera Design
Apple is developing AI glasses to directly compete with Meta Ray-Ban, reshaping the wearable AI market landscape. Hardware manufacturers and retail
Apr 122 min readopcnew Editorialwww.bloomberg.com
AI programming
The AI Code Wars Are Heating Up: Strategic Implications for Enterprise IT
OpenAI, Google, and Anthropic are competing fiercely in the AI programming market, forcing traditional enterprises to reassess IT outsourcing budgets
Apr 122 min readopcnew Editorialwww.theverge.com
AI automation
AI Neural Computer: Countdown to Software Disruption as Models Control Computers
Meta research enables AI to directly control terminal and desktop systems, threatening the 'humans operating software' employment model. SME owners mu
Apr 123 min readopcnew Editorialwww.reddit.com
AI Inference
Latent Space Reasoning: AI Inference Costs Are About to Plunge Again
AI inference costs may drop another order of magnitude, forcing enterprises to reassess AI strategies and competitive moats.
Apr 122 min readopcnew Editorialwww.reddit.com
cybersecurity
Qiming Xingchen's Net Profit Surges 3281%: Domestic Replacement Signal in Cybersecurity
Qiming Xingchen's Q1 net profit surged up to 3281% YoY, driven by China Mobile synergy and cloud security expansion. Traditional IT procurement decisi
Apr 122 min readopcnew Editorial36kr.com
Embodied AI
Honor Robots Run Marathon: The Starting Gun for Embodied AI Mass Production
When major consumer electronics brands enter robotics, it signals supply chain migration toward embodied AI hardware, with contract manufacturer order
Apr 122 min readopcnew Editorial36kr.com
smart-cockpit
Smart Cockpit Homogenization Crisis: LLMs Reshape Competition Across 200+ Vehicle Models
Over 200 vehicle models feature cockpit interfaces with 95%+ similarity. Large language models are breaking this deadlock—whoever establishes differen
Apr 122 min readopcnew Editorial36kr.com
autonomous-driving
Tesla FSD Lands in Europe: Commercial Signal of Autonomous Driving Regulatory Breakthrough
Netherlands becomes first European nation to approve Tesla FSD; regulatory breakthrough signals autonomous driving commercialization map is being redr
Apr 122 min readopcnew Editorial36kr.com
AI芯片
Japan's $16 Billion Gamble: The Rapidus Chip Play—A Mirror and Warning for Chinese Manufacturing
Japan has invested over $16 billion in domestic AI chips—this national-level gamble is rewriting global supply chain logic. Factory owners must ask: W
Apr 122 min readopcnew Editorialwww.bloomberg.com
OpenAI
OpenAI vs Musk: The $100 Billion Legal Battle Reshaping AI
The $100B OpenAI vs Musk lawsuit heads to trial, set to reshape AI industry dynamics and rewrite competitive rules for major players.
Apr 122 min readopcnew Editorialwww.bloomberg.com
autonomous driving
Didi Robotaxi Accelerates Full-Scale: The Taxi Industry's Three-Year Countdown
Didi's autonomous driving has achieved round-the-clock fully driverless passenger testing in Guangzhou and Beijing. Traditional taxi and ride-hailing
Apr 112 min readopcnew Editorial36kr.com
AI Startup
Raised $33M in Seed Funding Only to Burn It All: The 22-Month Survival Crisis of an AI Startup
Yupp raised $33M in seed funding only to shut down in 22 months, revealing AI's cruelest law: tech iteration speed can outpace capital burn rate, maki
Apr 113 min readopcnew Editorial36kr.com
OpenAI
Musk v. OpenAI: The Century-Legislation Case That Will Rewrite AI Industry Rules
The OpenAI nonprofit-to-profit conversion is more than a legal dispute—it will determine whether AI giants can raise unlimited capital, directly impac
Apr 112 min readopcnew Editorial36kr.com
MIIT Policy
MIIT's 'AI+Manufacturing' Scene List: Policy Dividends and Countdown for Factory Owners
MIIT to publish AI+ high-value manufacturing scene list, with government defining benchmarks and eliminations—factory owners must choose: enter proact
Apr 112 min readopcnew Editorial36kr.com
互联网板块
Internet Valuations Hit Bottom: AI Narrative Reshapes Sector Bifurcation at Breakneck Speed
CITIC Securities determines internet sector valuations have fallen to historical lows. AI narrative bifurcation is forcing every executive to make a c
Apr 112 min readopcnew Editorial36kr.com
AI chips
Japan Bets $16B on Chips: Can Rapidus Break TSMC's Monopoly
Japan injects over $16B into startup Rapidus for autonomous AI chip supply chain, forcing Chinese manufacturers to reassess chip procurement and capac
Apr 112 min readopcnew Editorial36kr.com
local-deployment
KV Cache Compression Breakthrough: Structural Rewrite of Local LLM Deployment Costs
llama.cpp achieves 6.8x KV cache compression, cutting 131K context VRAM from 8.2GB to 1.2GB, rewriting local AI hardware procurement logic.
Apr 112 min readopcnew Editorialwww.reddit.com