Summary: Microsoft has fulfilled its promise from last week and officially launched the Windows 11 22H2 version through Windows Insiders, bringing updates to Windows, Surface, Microsoft 365, Bing, and the new Microsoft Copilot. Microsoft CEO Nadella personally took the stage and stated, "With the latest update of Windows 11 released today, we will bring the powerful features of Copilot and a new AI-driven experience to applications such as Clipchamp, Paint, and Photos on Windows PC."

Hot News:

Insider: OpenAI Plans to Seek a New Valuation of $90 Billion by Selling Existing Shares

According to The Wall Street Journal on September 27, insiders revealed that OpenAI is in discussions with investors to sell shares, with the artificial intelligence startup's valuation expected to be between $80 billion and $90 billion, nearly three times higher than earlier this year. Currently, Microsoft holds 49% of OpenAI's shares. The transaction is expected to allow employees to sell existing shares rather than the company issuing new shares to raise additional funds. Insiders stated that OpenAI representatives have begun pitching the deal to investors, but the terms may change.

Previously, OpenAI informed investors that it expects to generate $1 billion in revenue this year, with an additional increase of several billion dollars by 2024. The company primarily generates revenue by charging individuals for using more powerful versions of ChatGPT and licensing the large language models behind the AI robot to enterprises.

Insider: Microsoft is Developing Lower-Cost AI to Emulate the Quality of OpenAI Models

According to The Information on September 27, insiders revealed that Microsoft is developing lower-cost AI aimed at emulating the quality of OpenAI models. The Microsoft product team is testing smaller, cheaper models built using open-source AI models. The company is considering whether to offer these cheaper models to its Azure cloud customers.

Microsoft Releases Major Update for Windows 11, Including Copilot and AI-Driven Drawing Tools

According to Interface News, on September 27, Microsoft released a major update for Windows 11, which includes the new Windows Copilot, AI-enhanced features for Paint, Snipping Tool, and Photos, as well as RGB lighting support. Among these, Windows Copilot is the main feature of this update, serving as an AI-based digital assistant that can bring Bing Chat functionality directly to the Windows 11 desktop in the form of a sidebar, allowing users to control PC settings, launch applications, or simply answer queries.

Ming-Chi Kuo: Apple's Mixed Reality Headset Vision Pro Shipments May Grow Lower Than Market Expectations

According to CNBC on September 27, renowned Apple analyst Ming-Chi Kuo stated: 1. Based on the maximum production capacity estimated by some component suppliers, Vision Pro shipments in 2024 may reach at most 400,000 to 600,000 units, less than the market's expectation of over 1 million units. 2. Apple may have canceled plans for a lower-priced version of Vision Pro (market consensus was for a 2025 release), and unless Apple significantly reduces the price of Vision Pro, the expected significant growth in Vision Pro shipments from 2025 may not occur. 3. Vision Pro 2 may not enter mass production until 1H27, indicating that there may be no hardware updates for Vision Pro in the coming years. 4. From a technological perspective, I believe Vision Pro can definitely provide users with an excellent experience, but the question is why users need this product. It may take longer than the market expects for Vision Pro to become the next star product after the iPhone.

IDC: 26% of Digital Native Businesses in Asia-Pacific Have Invested in Generative AI

According to "Science and Technology Innovation Board Daily" on September 27, a report recently released by the International Data Corporation (IDC) shows that 26% of digital native businesses (DNBs) in the Asia-Pacific region have invested in generative artificial intelligence (GenAI) in 2023, while 44% of DNBs are conducting preliminary explorations of potential use cases for GenAI. These DNBs expect GenAI technology to have the greatest impact in product development/design, research and development, customer engagement, sales, and marketing.

Dongwu Securities: AI Computing Power Expected to Surpass the General Computing Power Service Market

According to Securities Times, a research report from Dongwu Securities pointed out that AI computing power is expected to surpass the general computing power service market, with a decentralized landscape in 2023. The AI computing power leasing market is expected to exceed the general computing power service market, reaching a scale of several hundred billion yuan. The main players in the layout of the AI computing power leasing market in 2023 include: 1. "Traditional cloud computing service providers, such as the three major operators, Alibaba, Tencent, etc.; 2. State-owned enterprises with IDC construction and operation capabilities, such as Yunsai Zhilian, Guangdian Yuntong, Zuolang Technology, etc.; 3. Private enterprises with IDC construction and operation capabilities, such as Zhongbei Communication, etc.; 4. Cross-border manufacturers, such as Hengrun Shares, Lianhua Health, etc. The core competitiveness of AI computing power leasing currently lies in who can obtain the card.

Innovation Platform for AI in the Power Industry and the First Autonomous and Controllable Large Power Model Released

According to CNBC on September 27, the Innovation Platform for AI in the power industry and the first autonomous and controllable large power model, independently developed by the Southern Power Grid Company, were released in Guangzhou on the 26th, and were simultaneously released for application in the Southern Power Grid system. The AI platform released this time not only provides Model as a Service (MaaS) solutions, but also supports rapid iterative development of models, and is open to the whole society for sharing. The platform integrates the computing power center, sample center, and model center, and can flexibly schedule resources from Huawei, Baidu, Sensetime, and other computing power resources, fully supporting various mainstream deep learning frameworks and enabling on-demand access to computing power resources and rapid fine-tuning.

China Telecom Releases "Qiming" Network Large Model

According to "Science and Technology Innovation Board Daily" on September 27, China Telecom released the first network large model in the field of information and communication—Qiming. Xia Bing, Deputy General Manager of China Telecom, stated that large models are an important trend in artificial intelligence technology. Domestic large models have shown a trend of diversified development, and China Telecom will focus on promoting the deep evolution of basic general large models to vertical industry large models.

SAP Releases Natural Language Generative AI Intelligent Assistant Joule

According to AIGC Open Community on September 27, SAP, the world's leading ERP vendor, announced on its official website the launch of the generative AI assistant Joule, which will be integrated into products such as procurement, supply chain, sales, human resources, marketing, and data analysis, helping customers achieve cost reduction and efficiency improvement. Joule is a product similar to ChatGPT, capable of generating various content and analyzing data through text-based questions and answers. It also integrates with SAP's cloud platform and Business AI to provide customers with personalized generative AI services across platforms and applications.

Insider: Former Apple Designer in Discussions with OpenAI CEO on AI Hardware

According to The Information on September 27, insiders revealed that former Apple hardware design chief Jony Ive and OpenAI CEO Sam have been in discussions about creating a new AI hardware device. SoftBank CEO and investor Masayoshi Son has been involved in some aspects of the negotiations, but it is currently unclear whether OpenAI will launch a new device.

Alibaba's Future Genie AI Company Established with Registered Capital of 100 Million RMB

According to The Paper on September 27, data from the Tianyancha App shows that Zhejiang Future Genie Artificial Intelligence Technology Co., Ltd. was recently established, with Peng Chao as the legal representative, executive director, and general manager. The company has a registered capital of 100 million RMB and its business scope includes network culture operations (limited to music), performance brokerage, Internet of Things technology services, public data platforms for artificial intelligence, supply chain management services, digital content production services, and software development. Shareholder information shows that the company is wholly owned by XGenie Holding Limited. Future Genie President Peng Chao stated that the Tmall Genie App will be upgraded to the Future Genie App. Previously, Tmall Genie added the company brand "Future Genie XGENIE."

Investment and Financing:

AI Model Performance Testing Tool Developer Kolena Completes $15 Million Financing

According to TechCrunch, on September 27, AI model performance testing tool developer Kolena announced the completion of a $15 million financing round. Lobby Capital led this round, with participation from SignalFire and Bloomberg Beta. The company's co-founder and CEO Mohamed Elgendy stated that the new funding brings Kolena's total financing to $21 million, which will be used to expand the company's research team, collaborate with regulatory agencies, and expand Kolena's sales and marketing efforts. Elgendy also mentioned that the company plans to launch team bundle services for medium-sized enterprises and early-stage AI startups in the second quarter of 2024.

Peiyuan Electronics Completes New Round of Financing, Specializing in High-Density Packaging Integration Technology in the AI Field

According to 36Kr on September 27, Peiyuan Electronics recently completed a new round of financing, with the Shanghai Pudong Intelligent Manufacturing Industry Fund participating in the new financing. Established in 2021, Peiyuan Electronics primarily focuses on high-power density integrated power module, specializing in high-density packaging integration technology in the field of artificial intelligence (AI). The company produces high-density packaging integrated power modules using semiconductor packaging technology, which can be used for modular products in various scenarios and AI accelerator card power supply solutions.

Metaverse Recommended Reading:

"Windows 11 Releases Major Update! Musk Quickly Observes, Witnessing the New AI Operating System Overturning PCs"

As time arrived on September 26, Microsoft fulfilled its promise from last week and officially launched the Windows 11 22H2 version through Windows Insiders, bringing updates to Windows, Surface, Microsoft 365, Bing, and the new Microsoft Copilot. One-click summary documents, quick background image changes, voice access extensions, seamless switching between PC and cloud PC… This version not only had Microsoft CEO Nadella personally take the stage and state, "With the latest update of Windows 11 released today, we will bring the powerful features of Copilot and a new AI-driven experience to applications such as Clipchamp, Paint, and Photos on Windows PC," but also attracted Tesla CEO Musk to quickly observe with the viewpoint that "the AI era is rapidly becoming a reality for the masses."

https://www.8btc.com/article/6834130

"Recommendations for Alibaba, Baidu, Huawei: Don't Rush to Grab the 'Rice Bowl' of Industry Large Models!"

Whether it's the "dual focus" of Baidu, Alibaba, Tencent, iFlytek, or the almost "single-line combat" of Huawei, JD.com, they all see industry large models as a battleground. The author believes this is problematic. These tech giants should focus on general large models, and leave industry applications to partners in various industry domains to handle, while they only focus on the "infrastructure" of large models and avoid touching upper-layer applications.

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