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  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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  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
  4. heise online

    Digital sovereignty: the dependency costs companies have not yet accounted for

    Barbara Engels, a senior economist at the German Economic Institute, argued in an article for heise that when companies evaluate software procurement, they only count licensing, deployment, and training costs, but not the cost of exiting the vendor later, causing dependencies to form without anyone deciding to create them. She suggests breaking dependency costs into three separately accounted items: the bargaining power gained from switching capability, the risk of service interruption or supply cutoff, and the revenue opportunities arising from customer and public procurement requirements for sovereignty. The article cites a Bitkom survey stating that 94% of companies using non-European digital technologies have dependencies, and if they lost these technologies, they could on average sustain business for only 16 months; in AI, she recommends adding an intermediate layer between applications and models, building in-house test cases, and storing prompts, documents, and training data in exportable, self-owned systems.

    Barbara Engels, a senior economist at the German Economic Institute, argued in an article for heise that when companies evaluate software procurement, they only count licensing, deployment, and training costs, but not the cost of exiting the vendor later, causing dependencies to form without anyone deciding to create them. She suggests breaking dependency costs into three separately accounted items: the bargaining power gained from switching capability, the risk of service interruption or supply

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    #hot-signal#Industry news#English text is being prepared.#English text is being prepared.
  5. Semiconductor Industry Observer

    AI data centers squeeze memory capacity, PC and smartphone shipments both plunge in Q3 2026

    In Q3 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 called both the largest quarterly declines on record. The article attributes the cause to AI data centers preferentially consuming HBM, server DRAM, and enterprise SSD capacity, which drove consumer memory prices sharply higher, with smartphone memory costs rising about 350% in a year. Over the same period, global semiconductor market monthly billings reached $159.7 billion, up 144.3% year-on-year, and IDC expects the smartphone market may not recover until 2028 at the earliest.

    In Q3 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 called both the largest quarterly declines on record. The article attributes the cause to AI data centers preferentially consuming HBM, server DRAM, and enterprise SSD capacity, which drove consumer memory prices sharply higher, with smartphone memory costs rising about 350% in a year. Over the same period, global semiconductor market monthly

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    #hot-signal#English text is being prepared.#English text is being prepared.