On July 25th, Caixin AI daily reported that today's AI daily morning news had the following main content: institutions conducted intensive research on AI smartphone industry chains; Kuaishou Ke Ling opened the inside and upgraded the basic model.

▍Institutions conduct intensive research on AI smartphone industry chains.

Recently, market research firm Canalys published a report stating that in the second quarter of 2024, the global smartphone market will increase by 12% year-on-year, reaching 0.288 billion units, and continue to achieve year-on-year growth for the third consecutive quarter. Under the promotion of generative artificial intelligence (AI) innovative technology and the recovery of market demand, the global smartphone market's optimism continues to rise. Institutional investors are also closely watching the AI smartphone industry chain. Data shows that since the second quarter, institutions have conducted intensive research on 16 AI smartphone industry chain companies such as Jiangbolong, ArcSoft, and Lingyi Itech. Institutions believe that AI smartphones are expected to usher in a replacement cycle, and drive the upgrade of hardware in fields such as storage, sensors, heat dissipation, and batteries.

▍JD.com: will issue stablecoins based on public blockchain and pegged to Hong Kong dollar 1:1 in Hong Kong.

JD.com will issue stablecoins pegged to the Hong Kong dollar at a ratio of 1:1 in Hong Kong. According to the official website of JD Coinlink Technology (Hong Kong), a subsidiary of JD.com Technology Group, JD Stablecoin is a stablecoin based on a public chain and pegged to the Hong Kong dollar (HKD) at a ratio of 1:1. It will be issued on a public blockchain, and its reserves will be composed of highly liquid and credible assets, which are securely stored in independent accounts of licensed financial institutions. Through regular disclosure and audit reports, the integrity of the reserves is strictly verified. On July 18th, the Hong Kong Monetary Authority published a list of "sandbox" participants in stablecoin issuers, including JINGDONG Coinlink.

▍Kuaishou Ke Ling opens inside and upgrades the basic model.

On July 24th, Ke Ling, Kuaishou's video generation large model, announced that its basic model has undergone a new round of upgrades, and announced that it will fully open internal testing services. At the same time, Ke Ling AI officially launched a membership system, and members are divided into three categories: Gold, Platinum and Diamond.

▍Tongyi large-scale model becomes the first AI large-scale model technology provider for the Paris Olympics.

The Paris Olympics will use a large number of Chinese AI technologies and apply them in areas such as event commentary, 360-degree live broadcast, and visual search. Alibaba's Tongyi large-scale model has become the technology provider of the first AI large-scale model application for the Olympics. In addition, the Paris Olympics will launch the first large-scale model application, which will be supported by Alibaba Tongyi Qianwen to assist in event commentary.

▍Daily Interactive: Maintains close interaction with Baidu in cutting-edge technology fields such as artificial intelligence.

Merit Interactive stated on its interactive platform that Baidu, as the company's angel shareholder, has always closely cooperated with the company in its business field and maintained close interaction in cutting-edge technology fields such as AI. In recent years, Baidu's Roobo has landed quickly in the field of self-driving cars, driving the industry to undergo rapid changes. The changes in the industry will also bring more opportunities. At present, the company has joined hands with ecological partners in the fields of smart transportation and launched an intelligent transportation scenario application- Smart Green Wave. At the same time, the company has successively reached strategic cooperation with many automobile companies and automobile operating system suppliers such as Xiaomi Auto, BYD DiLink, Ly Corp, and SAIC passenger cars to provide multi-dimensional services such as message pushing, user insights and digital marketing.

▍Zhejiang Huace Film & TV and Beijing Zhipu Huazhang jointly create an AI research platform for the film and television industry.

Huace Film & TV announced that its wholly-owned subsidiary, Huace Investment, plans to jointly establish a Yancheng Zhihua venture capital fund with Hainan Zhiqiao, with a self-funded investment of 0.1 billion yuan, accounting for 99.99%. Yancheng Zhihua will directly or indirectly invest in the equity of Beijing Zhipu Huazhang Technology Co., Ltd. Beijing Zhipu Huazhang is a leading general AI large model company in China. Based on this investment, the company and Beijing Zhipu Huazhang will sign a strategic cooperation agreement to jointly develop an intelligent body for generating film and television content and a vertical model for reviewing film and television content; jointly build a leading AI research platform in the domestic film and television industry, and jointly promote the Wen Sheng video standards jointly launched by the two parties.

▍IBM reports increase in AI business orders, revenue better than expected.

International Business Machines (IBM) reported that its orders for AI consulting and software have surged due to efforts by customers to adopt the latest technology. In a statement on Wednesday, IBM said that since the mid-2023s, orders for AI consulting and software have exceeded US$2 billion. This is twice the amount disclosed in its last financial report in April. IBM CEO Arvind Krishna said in an interview that about three-quarters of orders for AI come from consulting, and the rest come from software. He also said that the share of revenue from software may increase over time. IBM's second-quarter revenue increased by 2% to US$15.8 billion, slightly higher than analysts' average expectation of US$15.6 billion. According to media summary data, IBM's software department's revenue increased by 7% to US$6.7 billion, higher than analysts' expectations.

▍Guo Mingchi: Apple will remove iPhone 17 Plus.

Renowned Apple analyst Ming-Chi Kuo stated that the current iPhone Plus only accounts for about 5-10% of the overall new iPhone shipments, meaning that the other three iPhone models (Standard, Pro, and Pro Max) have already covered the product segmentation of high-end phones very well, making the Plus a superfluous model. The positioning of this new ultra-thin model is not to replace the Plus, but for Apple to find new design trends outside of the existing iPhone product line. The product positioning of the ultra-thin iPhone 17 is not to compete in hardware specifications (processor, camera, etc.), but to focus on innovative exterior design.

Microsoft says the EU should be responsible for this global IT failure.

A Microsoft spokesperson said in an interview with the media that the EU should be held responsible for the world's largest IT system failure. The spokesperson stated that the EU's restrictive measures prevented them from securing the Windows system and was one of the reasons for the largest IT failure in the world.

China Academy of Information and Communications Technology: China's total computing power is the second largest in the world, and its number of supercomputers ranks first in the world.

This month, the China Academy of Information and Communications Technology released the "Analysis Report of China's Computing Center Service Providers (2024)". The report pointed out that in terms of the overall scale, as of 2023, the total size of rack-mounted computing centers in use nationwide has exceeded 8.1 million standard racks, and the total computing power has reached 230 EFLOPS, ranking second in the world.