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Sunday

  8. Story1 reports · 0 facts

    Google releases Gemini 3.5 Flash

    On May 19, 2026, Google DeepMind released the Gemini 3.5 series, debuting the Gemini 3.5 Flash model first. According to its introduction, the model scored 76.2% on Terminal-Bench 2.1, outputs at 4 times the speed of other frontier models, has been fully opened up, and has become the default model for the Gemini app and AI Mode in global Search; Gemini 3.5 Pro is planned for launch next month. On May 20, Google's Noam Shazeer said that Gemini 3.5's combination of performance and speed makes it suitable for long-horizon and agentic tasks. On the same day, separate reports said that Gemini Spark, a 24/7 personal AI agent powered by Gemini 3.5, can work across apps such as Docs, Calendar, and Slides, and keeps running after the computer is turned off, with rollout starting next week.

    On May 19, 2026, Google DeepMind released the Gemini 3.5 series, debuting the Gemini 3.5 Flash model first. According to its introduction, the model scored 76.2% on Terminal-Bench 2.1, outputs at 4 times the speed of other frontier models, has been fully opened up, and has become the default model for the Gemini app and AI Mode in global Search; Gemini 3.5 Pro is planned for launch next month. On May 20, Google's Noam Shazeer said that Gemini 3.5's combination of performance and speed makes it s

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Tuesday

  1. 36Kr · AI

    AI data companies are fierce: UniPat reportedly backed by Alibaba and Tencent, valued at $2.5 billion

    According to a report by 36Kr's Silicon Star Pro, UniPat, a data company founded less than a year ago, is reportedly in talks to raise about $300 million, led by Alibaba with participation from Tencent and Sequoia China, at a post-money valuation of $2.5 billion. The article says a single piece of data with user behavior trajectories can be quoted at 1,000 to 3,000 yuan, while work-scenario data with a complete operation process can sell for around 10,000 yuan, and Mercor estimates that only 2% to 5% of the data frontier labs need has been completed so far. As model vendors tighten procurement, calculate ROI and run ablations on vendor data, the industry has already seen problems such as blacklisting data vendors and data quality being hard to verify.

    According to a report by 36Kr's Silicon Star Pro, UniPat, a data company founded less than a year ago, is reportedly in talks to raise about $300 million, led by Alibaba with participation from Tencent and Sequoia China, at a post-money valuation of $2.5 billion. The article says a single piece of data with user behavior trajectories can be quoted at 1,000 to 3,000 yuan, while work-scenario data with a complete operation process can sell for around 10,000 yuan, and Mercor estimates that only 2%

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    #hot-signal#Industry news#English text is being prepared.#OpenAI
  2. Yicai

    Is AI Financing About to Hit a Minsky Moment?

    Li Wei, a professor at Cheung Kong Graduate School of Business, analyzes AI infrastructure financing risks, noting that Anthropic finalized approximately $42 billion in syndicated loans and about $18 billion in subordinated debt through the "Project Polaris," with Broadcom providing a guarantee and Blackstone contributing half of the funding. The article also uses Meta's Hyperion data center as an example, explaining that it moved $27 billion in debt off its balance sheet through an SPV, with a debt-to-asset ratio of about 90%, higher than Meta's own ratio of about 43%. The author believes there is insufficient evidence to assert that a Minsky moment is imminent, but signs such as rising issuance of junk-rated data center bonds and falling prices of some bonds are worth watching.

    Li Wei, a professor at Cheung Kong Graduate School of Business, analyzes AI infrastructure financing risks, noting that Anthropic finalized approximately $42 billion in syndicated loans and about $18 billion in subordinated debt through the "Project Polaris," with Broadcom providing a guarantee and Blackstone contributing half of the funding. The article also uses Meta's Hyperion data center as an example, explaining that it moved $27 billion in debt off its balance sheet through an SPV, with a

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    #chinese#Industry news#English text is being prepared.#English text is being prepared.

Friday

  1. 36Kr · AI

    MaaS Has Arrived: Anthropic Turns an Operating Profit for the Quarter, China's Public Cloud MaaS Revenue Reaches 10.63 Billion Yuan in Half a Year

    Anthropic's revenue in the second quarter of this year was 11.555 billion US dollars, achieving an operating profit of 974 million US dollars for the first time, with about 80% of revenue coming from pay-as-you-go billing. IDC data shows that in the first half of 2026, China's public cloud MaaS market revenue reached 10.63 billion yuan, up 889.4% year on year, and its share of public cloud PaaS revenue rose from 5.2% in the second half of last year to 21.0%. Zhipu's open platform and API revenue was 825 million yuan, accounting for 86.5% of total revenue; Volcano Engine ranked first with a 45.1% share. The article argues that model services can now generate gross profit, and the unit of competition has shifted to inference optimization and delivery capability.

    Anthropic's revenue in the second quarter of this year was 11.555 billion US dollars, achieving an operating profit of 974 million US dollars for the first time, with about 80% of revenue coming from pay-as-you-go billing. IDC data shows that in the first half of 2026, China's public cloud MaaS market revenue reached 10.63 billion yuan, up 889.4% year on year, and its share of public cloud PaaS revenue rose from 5.2% in the second half of last year to 21.0%. Zhipu's open platform and API revenue

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    #hot-signal#Industry news#English text is being prepared.#English text is being prepared.
  2. 36Kr · AI

    AI data centers are crowding out memory capacity, and PC and smartphone shipments both fell sharply in the third quarter of 2026

    In the third quarter of 2026, global PC shipments fell 20.1% year on year to 62.7 million units, and smartphone shipments fell 22.0% year on year to 255.3 million units; IDC said both were the largest declines on record. The article argues that the cause is that AI servers give priority to occupying HBM, server DRAM, and enterprise SSD capacity, leading to a shortage of consumer-grade memory; the cost share of DRAM and SSDs in PCs rose from about 15% to about 40%, and smartphone memory costs rose about 350% in a year. In the same period, monthly global semiconductor market shipments reached $159.7 billion, up 144.3% year on year, with growth coming mainly from AI GPUs, HBM, and memory price increases rather than end-device shipments.

    In the third quarter of 2026, global PC shipments fell 20.1% year on year to 62.7 million units, and smartphone shipments fell 22.0% year on year to 255.3 million units; IDC said both were the largest declines on record. The article argues that the cause is that AI servers give priority to occupying HBM, server DRAM, and enterprise SSD capacity, leading to a shortage of consumer-grade memory; the cost share of DRAM and SSDs in PCs rose from about 15% to about 40%, and smartphone memory costs ros

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    #hot-signal#English text is being prepared.#English text is being prepared.
  3. TMTPost · AGI

    Embodied Intelligence Funding Cools: IPO Pressure Amid Valuation-Revenue Mismatch

    TMTPost's Physical AI Vision takes stock of the embodied intelligence sector's shift from the funding frenzy in the first half of the year to the cooling in the second half: 19 funding deals worth 4.934 billion yuan between October 1 and 15, far below the peak monthly figure of 33.98 billion yuan. The article notes that Unitree Robotics' share price fell by more than 63% at its largest drop after listing, that Yinghe Robotics' full-year 2025 revenue was only 4.33 million yuan while its peak valuation exceeded 500 million US dollars, and mentions that more than 50 embodied intelligence companies are queuing for listing on the Hong Kong Stock Exchange, with some having suspended or terminated their listing plans.

    TMTPost's Physical AI Vision takes stock of the embodied intelligence sector's shift from the funding frenzy in the first half of the year to the cooling in the second half: 19 funding deals worth 4.934 billion yuan between October 1 and 15, far below the peak monthly figure of 33.98 billion yuan. The article notes that Unitree Robotics' share price fell by more than 63% at its largest drop after listing, that Yinghe Robotics' full-year 2025 revenue was only 4.33 million yuan while its peak valu

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    #hot-signal#English text is being prepared.#Embodied AI#Industry news