In this era of rapid change, artificial intelligence (AI) technology is developing at an unprecedented pace, bringing about numerous opportunities. The AI Daily is dedicated to uncovering and analyzing the latest AI growth stocks and market trends, providing you with in-depth industry insights and value analysis.
AI News
1.Nvidia founder and CEO Jensen Huang announced at the NVIDIA Japan Summit that he will work with SoftBank to build AI infrastructure in Japan, including Japan’s largest AI factory.
Son said that SoftBank is investing heavily in the construction of data centers in Japan, pressing the “restart button” for Japan’s technological development.
2.According to people familiar with the matter, Apple will launch artificial intelligence (AI)-based smart home devices as soon as March.
The device will have FaceTime, Siri, Apple Intelligence features. The device will be plugged into a camera, a doorbell, and run a series of Apple’s apps. The company wants to compete with Amazon and Google in the smart home space.
3.It is understood that on November 12, Ali launched Accio, a conversatio-nal AI search engine overseas, which is open to global merchants, which is the world’s first AI search engine in the B2B field.
The main body of the page of Accio is a dialog box, the product form is similar to that of the AI search engine Perplexity, and the positioning is an individual purchasing agent. When the user enters the demand, it will filter through the supplier, customization range, price, terminal retail sales, customer evaluation and other information to output the merchants and products that meet the requirements. As far as we know, Accio intends to integrate the information of more than 30 million supply chain companies involved in cross-border trade around the world, as a comparison, the number of merchants included in Ali International Station is 250,000.
4.It is reported that Xiaomi is planning to launch a new generation of AI glasses, which has been cooperating with Goertek a few months ago, and the product is expected to be released in Q2 of 2025 (most likely the rice noodle festival in April).
For the shipment of this product, Lei Jun’s expectation is “above 300,000 units”. The reporter called Goertek as an investor, and the relevant person responded that the company did not disclose specific customer information and project content. The company’s AI glasses business has not yet been mass-produced at this stage, and its main products can be applied to terminal products such as AI glasses. As of press time, Xiaomi has not replied to this.
Institutions look at AI
1.According to the CITIC Securities Research Report, the port is the window of the country’s foreign exchanges, and intelligent upgrading has become a consensus.
With the increase in inbound and outbound traffic, the development of emerging technologies such as AI, and the advancement of the Belt and Road Initiative, the efficiency of port management needs to be improved urgently. In this regard, the active investment of government departments is expected to drive the prosperity of smart ports upward. On the demand side, it is estimated that the overall demand for China’s smart ports will be about 33.6 billion yuan from 2024 to 2026.
The Big Seven Daily
[Analysts say Apple will launch a smart home camera in 2026 to enhance AirPods health features]
Apple (NASDAQ:AAPL) may be preparing to launch its first product in the smart home camera market in 2026, according to Mingchi Kuo, an analyst at Tianfeng International Securities.
“This smart home IP camera is scheduled to go into production in 2026 and is designed to integrate seamlessly with other Apple hardware products via wireless connectivity,” Guo wrote in a blog. He added that Apple’s long-term goal is to ship 10 million or more units per year, compared to the current market of 30 million to 40 million units per year. Amazon (AMZN) and Google (GOOG) (GOOGL) have smart home cameras through the Ring and Nest brands, respectively.
Kuo added that the camera “will be significantly enhanced by Apple’s robust ecosystem and deep integration with Apple Intelligence and Siri.”
In addition, Bloomberg reported on Tuesday that Apple is preparing to launch a smart home device as early as March.
In addition, Guo also said that Apple may further increase health-related features for AirPods wireless headphones, which should boost sales. “This strategic positioning is expected to drive AirPods shipments from about 48 million units in 2023 to 53 million to 55 million units in 2024, 58 million to 62 million units in 2025, and 65 million to 68 million units in 2026,” he wrote. ”
Apple released a new version of the popular AirPods Pro headphones in September. The new headphones add health features, including hearing protection, new hearing testing capabilities, and professional-grade hearing aids.
[AWS is striking a major agreement with IBM to provide Nvidia GPUs for AI]
Amazon Web Services (NASDAQ:AMZN) is working on a nearly $500 million deal to acquire Nvidia (NASDAQ:NVDA) processors via the cloud for IBM’S (NYSE:IBM) artificial intelligence training, according to Business Insider.
The five-year, $475 million deal will allow IBM to use AWS EC2 servers equipped with Nvidia GPUs, the report said, citing internal Amazon documents. The protocol will expand IBM’s use of EC2 servers to train AI models.
The deal highlights the surge in demand for Nvidia GPUs and a potential windfall for hyperscalers like AWS, which have invested heavily in expanding their data centers.
Earlier this year, IBM announced plans to integrate its WatsonX AI and data platform with Amazon Sagemaker.
Ankur Mehrotra, General Manager of Amazon SageMaker at AWS, said, “Our collaboration with IBM will bring more generative AI solutions to our joint customers. ”
Amazon has also developed its own AI chips, such as Trainium and Inferentia. Last month, Amazon signed an agreement with Databricks that allows the data warehouse company to use Amazon’s Trainium AI chips. It is also a five-year agreement.
AWS continues to show tremendous growth. In the third quarter of 2024, its revenue was $27.45 billion, up 19% year-over-year.
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