
从 Token 角度,测算 AI 算力需求
本报告旨在提供一个推理算力需求从用户渗透到 Token 调用、再到硬件支出的分析框架,我们通过对 Google 与微软(OpenAI)未来 Token 调用量、算力总需求和未来硬件支出节奏的测算,得出结论:推理算力需求增长速度快于单位算力成...

本报告旨在提供一个推理算力需求从用户渗透到 Token 调用、再到硬件支出的分析框架,我们通过对 Google 与微软(OpenAI)未来 Token 调用量、算力总需求和未来硬件支出节奏的测算,得出结论:推理算力需求增长速度快于单位算力成...

2025 年,生成式 AI 像极了蒸汽机时代的铁轨——喧嚣、加速,方向却依旧扑朔。张最新收入榜单——全球 100 个 AI 产品与中国 100 个 AI 产品给出了清晰坐标。 1.缺口 全球AI产品榜单全年订阅收入 131 亿美元。中国AI...

由于价值错位和成本压力,传统的定价方式正在失效。软件公司对全新颠覆性定价模式的需求比以往任何时候都更高涨。 最近,国外科技作者 Kyle Poyar 收集了超过 240 家软件公司的数据,这些公司的年经常性收入(ARR)在 100 万至 2...

喜马拉雅资本创始人:李录 谢谢姜国华老师,也谢谢常劲老师,以及所有让这门课程得以实现的老师、同行和参加这门课程的同学!今年姜老师来美国访问时,我们聊到,这门课开设十年来,在学界和业界都产生了一定影响,今年申请线上听课的人数已经超过了1000...

作者郎瀚威,现居美国硅谷Palo Alto 2024年是人工智能(AI)领域取得突破性进展的一年。随着技术的不断进化,AI不仅进一步渗透到生产力工具、教育、娱乐等垂直赛道,还推动了全球商业生态和用户行为的深刻变革。本报告基于Similarw...

德勤近期发布报告《 How AI agents are reshaping the future of the work》,重点阐述了Generative AI的扩展功能、应用场景和对企业影响。报告关键要点: 如何利用GenAI重新设计业务...

摘要 生成性人工智能(Generative AI)作为一种突破性技术,正以前所未有的速度和规模影响全球经济和社会结构。自ChatGPT推出以来,人们对生成性AI的潜力和风险展开了广泛讨论。本报告通过调查超过25,000人,探讨了人们对生成性...
Forget just staring at screens; Apple's gearing up for an ambitious leap into an entirely new dimension of personal computing. Bloomberg's Mark Gurman reveals an ecosystem of AI-powered wearables designed to weave digital intelligence directly into your physical world: smart glasses, an AI pendant, and even camera-equipped AirPods. This isn't just a product launch; it's Apple's bold move towards ambient computing, where devices anticipate your needs, not just respond to them.
This isn't just another gadget; it's a paradigm shift. Apple, a company synonymous with defining computing eras, is laying the groundwork for ambient intelligence – technology seamlessly integrated into your environment, providing proactive assistance without constant interaction. Gurman's report details three intriguing new devices, each with cameras and tethered to your iPhone, transforming Siri into an ever-present, contextually aware assistant, understanding and acting upon your surroundings.
While the world grapples with Vision Pro, Apple reportedly presses ahead with its first pair of smart glasses. Don't expect another spatial computing headset for your living room. The buzz suggests these glasses prioritize practical, everyday utility. Imagine a subtle heads-up display offering directions, notifications, or even real-time information about objects or people you're looking at, all powered by an onboard camera and AI. This could be Apple's answer to Meta's Ray-Ban partnership, but with deeper ecosystem integration. The key isn't just displaying data; it's intelligent data contextualized by what you *see* – a true visual assistant.
Perhaps the most intriguing, and certainly the most unique, of the rumored devices is an AI-powered pendant. This isn't just a fancy necklace; think of it as an always-on, conversational AI companion designed to understand your daily routines and provide proactive assistance. With a built-in camera, it could identify objects, people, or situations, feeding that information to Siri for intelligent responses or actions. Could this be Apple's subtle yet powerful entry into a truly hands-free, ubiquitous AI assistant, moving beyond the confines of a smartphone or smart speaker? The potential for discreet contextual awareness and assistance is enormous, pushing the boundaries of wearable AI.
AirPods revolutionized audio; what happens when you add eyes to your ears? The concept of camera-equipped AirPods is audacious. While privacy concerns will undoubtedly be front and center, the utility could be transformative. Imagine AirPods that not only cancel noise but identify the person speaking, translate foreign languages in real-time by observing gestures, or even provide navigational cues based on visual input. This evolution pushes AirPods beyond audio, transforming them into a multimodal interface that listens, sees, and helps Siri understand your world with unprecedented richness.
What ties these three seemingly disparate devices together? Apple's clear strategic pivot towards ambient computing – a future where technology fades into the background, constantly working to enhance your life without demanding explicit attention. Each device, with its integrated camera and iPhone connectivity, acts as a sensor for your environment, funneling data to a more intelligent, proactive Siri. This vision promises immense convenience and a seamless digital-physical blend.
However, this bold step also brings significant questions, particularly around privacy. Always-on cameras and microphones, even if processing locally, raise natural concerns about data collection and security. Apple, with its strong stance on user privacy, will undoubtedly face the challenge of convincing consumers that these devices can be both powerful and protective of personal data. How they navigate this tightrope will be crucial for adoption. It's the ultimate trust test.
If these reports hold true, Apple isn't just launching new products; it's attempting to redefine human-computer interaction. This isn't just incremental upgrades; it's about creating a new, ambient layer of intelligence around us. The implications for developers, third-party accessories, and even our daily habits are profound. Are we ready for a world where our devices constantly perceive our surroundings, anticipating our needs before we even articulate them? The journey from iPhone-centric computing to an ambient, AI-powered ecosystem is fraught with technical, ethical, and market challenges. But if any company has the ecosystem, the design prowess, and the user base to pull it off, it's Apple. We'll be watching keenly to see how this ambitious vision unfolds, potentially ushering in the next great era of personal technology.
Clear your schedules, tech world! Google has officially unveiled the dates for its annual developer spectacle: Google I/O 2026. Mark May 19th and 20th. These aren't just dates; they're a beacon, signaling Mountain View's next major moves. Early whispers promise a seismic shift, particularly in AI, with Gemini leading the charge, alongside sweeping updates across the Android ecosystem and beyond. For developers, product managers, and visionaries, I/O isn't merely a conference; it's a compass for the next digital frontier. What innovations will Sundar Pichai and his teams unleash?
May 19th and 20th, 2026. The dates are locked. While the format – in-person, hybrid, or fully virtual – remains under wraps, this early reveal is a strategic play. It's Google priming the pump, not just for developers, but for the entire tech industry. Historically, I/O has been a crucible where new Android versions, groundbreaking AI models, and even audacious hardware previews are forged. This early signal hints at developments poised to reshape app architectures, redefine user interactions, and recalibrate business strategies for years. It's more than a calendar entry; it's a strategic heads-up for the global developer community.
The phrase 'latest AI breakthroughs' isn't just marketing; it's a gauntlet thrown. In an arena dominated by generative AI, large language models, and multimodal capabilities, I/O 2026 is set to be a watershed moment. Expect extensive deep dives into Gemini, Google's flagship multimodal AI. How will it evolve?
This isn't just a showcase; it's a strategic maneuver to cement Google's AI leadership amidst relentless competition. What new benchmarks will Gemini shatter? How will it empower the next wave of intelligent applications, turning science fiction into everyday utility?
AI may command the marquee, but I/O's bedrock remains Google's foundational platforms. Android, naturally, will receive star treatment. Anticipate an in-depth preview of the next mobile OS iteration, codenamed or otherwise.
Google's vast portfolio ensures a buffet of updates, but the unifying thread, the invisible sinew, will be AI. It's the catalyst, enhancing and evolving every single product.
Why does Google I/O 2026 truly matter to you, the tech professional? Because these aren't merely keynote soundbites; they're blueprints for the future. Their implications are profound:
Ultimately, I/O is a crucible where the future of human-technology interaction, application development, and ambient intelligence is cast.
The countdown has begun. May 19-20, 2026. Google I/O is more than an event; it's a prophecy. The promise of 'latest AI breakthroughs' fused with sweeping product evolutions paints a picture of a tech landscape on the cusp of redefinition. We'll be there, dissecting every revelation, translating the technical into tangible impact. Prepare for two days that could very well redraw the map of digital innovation.
AI hype dominates creative tech, promising limitless possibilities. Yet, a crucial reframe emerges from a true pioneer: Laurie Spiegel. Decades before today's 'AI' boom, Spiegel, the visionary behind algorithmic composition, drew a vital distinction. Her insights aren't mere academic musings; they're an urgent compass for anyone navigating, building, or even just thinking about creative technology right now.
This year marks 40 years of her groundbreaking software, Music Mouse. Launched in 1986 for Macs, Ataris, and Amigas, this deceptively simple tool allowed users to arrange notes on an XY grid, creating intricate algorithmic music by merely moving a cursor. Music Mouse wasn't just code; it was a philosophical declaration: machines could extend human creativity, not replace it.
To grasp Spiegel's piercing modern perspective, we must first revisit the bedrock of her genius: algorithmic composition. Music Mouse, her seminal creation, perfectly embodied this. The computer didn't 'think'; it didn't conjure melodies from thin air. Instead, the human artist – you – meticulously defined the rules, the parameters, the very DNA of the music. The system then, with elegant precision and often delightful elements of chance, executed these human-crafted directives, translating intention into intricate sonic tapestries. It was a symbiotic partnership: the machine, a tireless explorer, amplified and navigated the artistic landscape you designed. This democratized music creation decades before digital audio workstations (DAWs) or 'AI' plugins were even a glimmer. Music Mouse wasn't a magic wand; it was a sophisticated loom, empowering individuals to weave complex musical textures from simple, intentional inputs. It was about architecting a musical universe governed by your own artistic logic, not blindly prompting an opaque black box for a 'song.'
This is where Spiegel's dissection slices through the modern tech narrative. She draws a stark, unyielding line between 'algorithmic music' and today's amorphous 'AI.' For Spiegel, algorithmic music is transparent: the artist explicitly designs the algorithms, defines the parameters, and dictates the system's behavior. The computer serves as a powerful, obedient instrument, executing the human artist's meticulously crafted logic. The intelligence, the very genesis of creativity, remains undeniably human. Now, consider much of contemporary 'AI' in music and art. We deluge complex neural networks with colossal datasets, then issue vague prompts, expecting 'generation.' The internal mechanisms? Often a black box. The outputs? Sometimes uncanny, occasionally novel. But who, truly, is composing? Is the 'AI' exhibiting genuine intelligence, or are we simply mesmerized by sophisticated statistical pattern-matching across human-created data? Spiegel's concern resonates profoundly: by carelessly bestowing 'intelligence' or 'creativity' upon these algorithms, we eclipse the essential human contribution—the data scientists who architect the models, the artists whose labor fuels the training data. Are we merely forging more powerful tools, or are we, perhaps dangerously, crafting a new myth of autonomous, non-human creation?
This isn't some esoteric quibble for academic journals. Spiegel's distinction carries seismic implications for every developer, product manager, and entrepreneur navigating the tech frontier. When we slap the 'AI' label on everything, are we genuinely advancing intelligence, or simply leveraging a potent buzzword to rebrand sophisticated algorithms?
Laurie Spiegel's enduring legacy with Music Mouse, coupled with her crystal-clear perspective, provides an indispensable compass in the often-turbulent, murky waters of creative technology. As we relentlessly push technological boundaries across music, art, and every creative domain, her sharp distinction compels us to champion human agency, demand transparency, and recognize the profound, enabling power of algorithms as precisely that: tools for human expression. This is not just a lesson; it's a critical imperative in an era where the line between tool and creator blurs dangerously. Ultimately, the most profound intelligence we can demonstrate is the wisdom to understand, with absolute clarity, precisely what kind of 'intelligence' we are truly building.
Samsung's AI push is relentless. From Galaxy S24 Ultra's generative features to smart home appliances, AI defines their future. Now, this technological zeal has infiltrated their social media marketing. A noticeable surge in AI-generated or AI-edited ads across YouTube, Instagram, and TikTok is undeniable. While leveraging cutting-edge tech in marketing feels like a natural progression, a crucial question looms: Is Samsung transparent enough about its AI footprint in these campaigns?
This isn't merely about demonstrating AI features within their devices; it's about AI actively crafting the very advertisements promoting them. A bold leap, yes. But this innovative stride introduces critical challenges, particularly concerning disclosure and the bedrock of consumer trust. The line between human creativity and algorithmic generation blurs.
Samsung has championed AI as its product line's undeniable future for months. Generative AI capabilities on the flagship Galaxy S24 Ultra, intelligent features in home appliances—the message is crystal clear: AI is the very core of the Samsung experience. This philosophical extension into outward-facing communications, specifically marketing, is therefore entirely predictable. The allure is immense.
Consider the advantages: AI rapidly generates diverse content, hyper-personalizes messages, and optimizes campaigns with unprecedented efficiency. Traditional methods simply can't compete. For a global titan like Samsung, the appeal of churning out a vast, engaging library of AI-powered video content across myriad social platforms is irresistible. It promises unparalleled efficiency, immense scalability, and a perpetually fresh, dynamic pulse for their brand messaging.
Here, the narrative takes a sharp turn. Reports indicate Samsung's disclosure of AI use in these advertisements is, charitably, inconsistent. Some video content might feature a subtle disclaimer—a fleeting mention. Yet, other campaigns, clearly AI-generated or substantially AI-edited, offer zero indication. This jarring lack of uniformity screams a significant red flag. In an era where AI ethics and transparency are not just buzzwords but paramount, this inconsistency is a glaring omission.
Why does this matter? Simply put, consumers possess an inherent right to discern if content is purely human-crafted or if AI has played a substantial, even primary, role. This transcends mere curiosity. It's fundamentally about trust. When brands sidestep forthrightness regarding AI integration, they risk eroding the very foundation of consumer confidence. Skepticism festers. Backlash often follows.
Consider the seismic impact on brand perception. Inconsistent disclosures paint a brand as disingenuous, even evasive. In a hyper-competitive market, where rivals aggressively adopt AI, a clear, unwavering standard for transparency becomes a powerful differentiator. It's not just good practice; it fosters deeper loyalty and profound respect from a discerning, AI-aware audience. This is an opportunity, not a burden.
Furthermore, the regulatory landscape for AI remains fluid, a shifting sand. Governments globally grapple with governing AI's expansive use, especially in content generation and advertising. Companies proactively establishing robust, transparent disclosure practices now will be far better positioned. They'll adapt seamlessly to future regulations, sidestepping potential legal minefields or ethical quagmires. This isn't reaction; it's strategic foresight.
This isn't a singular 'Samsung problem'; it's an industry-wide challenge, a collective crossroads. As AI grows exponentially more sophisticated and ubiquitous, discerning human-crafted from AI-generated content will become virtually impossible for the average consumer. The onus, therefore, shifts squarely onto corporations. Be clear. Be consistent. No exceptions.
Samsung, wielding immense influence and unparalleled global reach, possesses a unique opportunity: to lead by potent example. A comprehensive, unwavering disclosure policy for all AI-generated or AI-edited content wouldn't just bolster its formidable brand image. It would profoundly elevate the wider, critical conversation surrounding ethical AI in marketing. This is their moment.
Undoubtedly, AI will continue to revolutionize advertising and content creation. Its potential for personalization, efficiency, and sheer creativity is boundless. Yet, as we plunge deeper into this AI-powered future, the responsibility of tech titans like Samsung grows exponentially. It's no longer just about flaunting AI's 'wow' factor. It demands an unshakeable commitment to ethical deployment, maintaining an unclouded line of sight for every consumer. The stakes are higher than ever.
The pivotal question for Samsung—and indeed, for every major player in the tech marketing arena—is this: Will their relentless drive for innovation be meticulously balanced with an equally robust commitment to transparency and consumer trust? Only time will reveal if consistency ultimately becomes as defining a hallmark of their AI strategy as innovation itself. The world watches.
Google's AI Overviews have been a double-edged sword: powerful summaries, but a looming threat to publisher traffic. For months, the SEO community and content creators voiced concerns over original source visibility. Now, a critical update signals a potential truce, fundamentally altering how users interact with AI-powered search results and offering a lifeline to content creators. Google, it seems, is finally listening.
This isn't a minor tweak; it's a strategic pivot. Google has announced a crucial update: links within its AI Overviews and AI Mode features will become dramatically more prominent. This shift aims to make attribution clearer, offering a much-needed boost to content creators who felt their work was being overshadowed.
What's the mechanism? Robby Stein, Vice President of Google Search, confirmed the details: now, simply hovering over cited sources within an AI Overview or in AI Mode will trigger a pop-up display of relevant, direct links. No more hunting. This isn't just about visibility; it's about immediacy and transparency. Users gain a clear, immediate pathway to the original content that fueled Google's AI response. It’s a direct, undeniable response to widespread feedback, making AI-driven search experiences far more accountable.
Recall the initial uproar? When AI Overviews first debuted, the publishing and SEO communities feared a traffic apocalypse. Google's AI summaries, they worried, would cannibalize clicks, answering queries directly without ever sending users to the source. The previous, often subtle or buried, link placements only intensified these fears, like a hidden trapdoor for organic traffic.
This update is Google's clearest, most tangible signal yet: they hear the concerns. By making links dramatically more obvious and interactive, Google aims to re-establish equilibrium. It's a delicate dance between the undeniable convenience of AI-generated answers and the fundamental imperative to sustain the open web. This isn't just about clicks; it's about rebuilding trust – with users who demand verifiable information and with publishers, the very lifeblood of quality content. After all, a powerful AI search engine starves without its sources. This move suggests Google finally grasps the intricate, interdependent ecosystem it commands.
This isn't a magic wand, but it's undoubtedly a significant stride for publishers navigating the complex, AI-dominated search landscape.
This update underscores a crucial truth: Google's AI-powered search features remain a work in progress. Expect continuous, iterative refinement as Google meticulously balances groundbreaking innovation with seamless user experience and the delicate health of its content ecosystem. The company is undeniably committed to integrating AI deeply into search, but also to ensuring those integrations benefit all stakeholders, not just its own algorithms.
As the tech world grapples with the seismic implications of generative AI, Google's strategic pivot to prioritize link visibility stands as a powerful testament. It reaffirms the enduring, irreplaceable importance of human-created content and the websites that painstakingly host it. This is a stark reminder: even amidst an age of artificial intelligence, the original source remains the bedrock of verifiable information and holds immense, intrinsic value.
What are your immediate thoughts on this latest, pivotal change? Will this truly be the turning point for publishers, or merely a strategic pause in a much longer, unpredictable journey?
Ah, the eternal quest. For years, Dell has been on a mission: to create a Windows laptop that doesn't just compete with Apple's MacBook line, but genuinely challenges its throne. With the new Dell XPS 14 (2026), it feels like they've come tantalizingly close, almost nailing the formula for a premium PC that could sway even the most ardent Apple fan. Yet, as with many near-perfect endeavors, a couple of key missteps keep it from truly crossing the finish line.
This latest iteration of the XPS lineup offers a brilliant machine, packed with power and housed in Dell's signature sleek design. But, and it's a significant 'but,' the journey is marred by a controversial zero-lattice keyboard and what many will find to be a rather depressing price tag, easily eclipsing MacBook Pro territory. So, did Dell finally create the MacBook killer? Let's dive in.
It's no secret that Dell has been looking over Apple's shoulder for a while. Remember last year's somewhat baffling rebranding exercise, where the entire PC portfolio was suddenly "Dell Pro" or "Dell Pro Max"? That move alone spoke volumes about Dell's aspiration to elevate its brand perception and directly rival Apple's simplified, premium nomenclature. While the execution of that particular strategy might have raised a few eyebrows, it underscored a clear direction: Dell wants to be *the* premium PC choice.
The XPS line has always been their champion in this fight, consistently delivering cutting-edge performance and exquisite design. The XPS 14 (2026) is the latest manifestation of this ambition, aiming to blend power, portability, and premium aesthetics into a single, irresistible package for the discerning professional.
Before we delve into the critiques, let's acknowledge what Dell has gotten undeniably right. The Dell XPS 14 (2026) is, by all accounts, a fantastic piece of engineering. Dell typically excels in build quality, display technology, and often, raw performance, and we expect nothing less here. Imagine a laptop with a stunning, vibrant 14.5-inch 3.2K OLED display, premium CNC-machined aluminum materials that feel great to the touch, and the kind of internal horsepower (think Intel Core Ultra 9 and NVIDIA RTX 4070 options) that chews through demanding tasks with ease. This is the XPS promise, and it largely delivers on being a highly capable machine for professionals who need a blend of mobility and workstation-level capabilities.
For creative professionals, developers, or anyone who pushes their hardware, the XPS 14 (2026) likely offers the kind of robust performance and reliability that makes day-to-day work a breeze. Its compact yet powerful form factor is perfect for those on the go, making it a strong contender in the ultra-portable, high-performance category.
Here's where the "almost" comes into play. A laptop is an extension of your hands and mind, and few components are as critical to that connection as the keyboard. The review hints at a "controversial zero-lattice keyboard" design. In a world where tactile feedback and ergonomic comfort are paramount for productivity, especially on a premium device, an unconventional or poorly implemented keyboard can be a deal-breaker. Is it the shallow 1.0mm key travel? The haptic function row replacing physical keys? Whatever the specifics, any deviation from an expected, comfortable typing experience feels like an unnecessary gamble in a segment where users demand perfection.
Then there's the price. Described as "depressing," this suggests the XPS 14 (2026) commands a premium that might push it out of reach for many, or at least challenge its value proposition when compared to its rivals – including the very MacBooks it seeks to emulate. Starting at an eye-watering $2,499, configurations with higher-end specs can easily eclipse $3,500, placing it directly against Apple's most powerful 14-inch MacBook Pro models. In the fierce premium laptop market, consumers are incredibly sensitive to price-to-performance ratios and overall user experience. Does the premium justify the quirks?
Dell's approach with the XPS 14 (2026) highlights the ongoing challenge for Windows OEMs to carve out their own identity while still aspiring to Apple's design philosophy and ecosystem integration. It's a testament to the fact that simply having powerful hardware and a sleek chassis isn't enough. The holistic user experience, from the feel of every key press to the perceived value for money, is what ultimately determines success in the high-end market.
For consumers, this means choice, but also the continued need to scrutinize every detail. The XPS 14 (2026) might be a fantastic PC, but its unique keyboard and high barrier to entry could make it a niche choice rather than a mainstream MacBook alternative. It raises the question: are these design decisions truly innovative, or simply attempts at differentiation that compromise on core usability?
The Dell XPS 14 (2026) stands as a powerful, beautifully crafted machine that undeniably pushes the boundaries of what a premium Windows laptop can be. It's a testament to Dell's continuous innovation and commitment to the high-end market, yet like a perfectly cooked steak served on a wobbly table, some fundamental flaws detract from the overall premium experience. Its ambitious design choices, particularly with the keyboard, coupled with a significant price point, prevent it from achieving true MacBook-level ubiquity or unreserved acclaim.
It’s a strong contender, absolutely. But for now, the crown remains firmly on Apple's head, as Dell continues its relentless, and often brilliant, pursuit. Perhaps the next iteration will finally hit that perfect balance. Until then, the XPS 14 (2026) is a powerful, if slightly flawed, reminder that sometimes, getting "almost" there is still a remarkable achievement.
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