# AI动态洞察报告

**报告日期**: 2026年03月17日  
**生成时间**: 12:59  
**洞察周期**: 过去24小时  
**数据来源**: 全球AI权威资讯源  

---

## 一、今日AI热点概览

### 1.1 重大发布

## Answer

AI applications will drive 50% of cybersecurity incident response by 2028, according to Gartner. Experts warn about AI data poisoning. Former CIA advisor Jim Rickards discusses the dangerous phase of the AI boom.

---

## Sources

- **3/17/2026 | Daily AI News from GAI Insights - YouTube** (relevance: 82%)
  https://www.youtube.com/watch?v=Ur24RR-nGpg
  ET, our expert analysts curate and discuss the latest and most impactful news in the world of Generative AI and artificial intelligence

- **[News] NVIDIA Jetson Thor and Robotics: The Real Challenge of ...** (relevance: 80%)
  https://www.trendforce.com/news/2026/03/17/news-nvidia-jetson-thor-and-robotics-the-real-challenge-of-multimodal-ai/
  Today, however, the core challenge of artificial intelligence is no longer merely about scaling model parameters, but about enabling AI to

- **Former CIA Advisor Jim Rickards Releases New Video: “The AI** (relevance: 78%)
  https://www.globenewswire.com/news-release/2026/03/17/3256836/0/en/Former-CIA-Advisor-Jim-Rickards-Releases-New-Video-The-AI-Boom-Is-Entering-a-Dangerous-Phase.html
  The presentation walks viewers through these developments step by step and compares today's AI surge to earlier tech booms that ended in painful

- **Gartner Predicts AI Applications Will Drive 50% of Cybersecurity ...** (relevance: 74%)
  https://www.gartner.com/en/newsroom/press-releases/[REDACTED_PHONE]-gartner-predicts-ai-applications-will-drive-50-percent-of-cybersecurity-incident-response-efforts-by-2028
  Gartner Predicts AI Applications Will Drive 50% of Cybersecurity Incident Response Efforts by 2028. SYDNEY, Australia, March 17, 2026

- **Experts raise alarm on AI data poisoning - Chinadaily.com.cn** (relevance: 73%)
  https://www.chinadaily.com.cn/a/202603/17/WS69b8a2aba310d6866eb3e22e.html
  Experts raise alarm on AI data poisoning. Probe finds firms use online marketing tool to manipulate product information. By Cheng Yu | China

### 1.2 技术突破

## Answer

AI breakthroughs in 2026 include advancements in memory technology by SK hynix and significant developments in robotics and language models. Major trends in manufacturing are expected, with a focus on autonomous operations and supply chain optimization. Morgan Stanley predicts a major AI breakthrough imminent.

---

## Sources

- **SK hynix to Showcase AI Memory Leadership at NVIDIA GTC 2026** (relevance: 100%)
  https://www.morningstar.com/news/pr-newswire/20260316cn10608/sk-hynix-to-showcase-ai-memory-leadership-at-nvidia-gtc-2026
  NVIDIA GTC is the global AI conference where business leaders and developers gather to share the latest breakthroughs and future trends in AI

- **The AI Revolution in January 2026: Next-Generation Technologies ...** (relevance: 99%)
  https://amiko.consulting/en/the-ai-revolution-in-january-2026-next-generation-technologies-to-transform-manufacturing/
  1.   [Robotics Revolution Driven by NVIDIA](https://amiko.consulting/en/the-ai-revolution-in-january-2026-next-generation-technologies-to-transform-manufacturing/#index_id2). evolution of large-scale language models and increased competition](https://amiko.consulting/en/the-ai-revolution-in-january-...

- **Morgan Stanley warns an AI breakthrough Is coming in 2026** (relevance: 97%)
  https://finance.yahoo.com/news/morgan-stanley-warns-ai-breakthrough-[REDACTED_PHONE].html
  ### [News](https://www.yahoo.com/). * [US](https://www.yahoo.com/news/us/). * [Shopping](https://shopping.yahoo.com/). + [Health](https://shopping.yahoo.com/health/). + [Tech](https://shopping.yahoo.com/tech/). - [Computers](https://shopping.yahoo.com/tech/computing/). ### [Finance](https://finance....

- **On March 17–18, 2026, ESCP Business School will host the AI in ...** (relevance: 96%)
  https://www.facebook.com/TheEuroBuzRev/posts/on-march-[REDACTED_PHONE]-escp-business-school-will-host-the-ai-in-higher-education-sum/[REDACTED_PHONE]/
  ## The European Business Review's Post. ### **The European Business Review**. On March 17–18, 2026, ESCP Business School will host the AI in Higher Education Summit in Paris. Global academic leaders, policymakers, and AI pioneers will gather to debate one urgent question: How should higher education...

- **3/17/2026 | Daily AI News from GAI Insights - YouTube** (relevance: 92%)
  https://www.youtube.com/watch?v=Ur24RR-nGpg
  [About](https://www.youtube.com/about/)[Press](https://www.youtube.com/about/press/)[Copyright](https://www.youtube.com/about/copyright/)[Contact us](/t/contact_us/)[Creators](https://www.youtube.com/creators/)[Advertise](https://www.youtube.com/ads/)[Developers](https://developers.google.com/youtub...

---

## 二、重点公司动态


### OpenAI

## Answer

As of 2026, OpenAI is shifting focus to its core coding and enterprise business, while also addressing ethical concerns regarding its partnerships, including a notable departure due to Pentagon surveillance deals. For the latest news, visit the official website.

---

## Sources

- **March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories • DSX Air** (relevance: 100%)
  https://www.youtube.com/watch?v=MFZTtj5epxk
  ... OpenAI over memorization (The Verge). AI poisoning – fake fitness ... AI News | March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories

- **OpenAI News** (relevance: 99%)
  https://openai.com/news/
  *   [Research](https://openai.com/research/index/). *   [Safety](https://openai.com/safety/). *   [For Business](https://openai.com/business/). *   [For Developers](https://openai.com/api/). *   [Sora](https://openai.com/sora/). *   [Codex](https://openai.com/codex/). *   [Stories](https://openai.co...

- **Top researcher leaves OpenAI due to Pentagon deal - POLITICO** (relevance: 96%)
  https://www.politico.com/news/2026/03/07/top-researcher-openai-pentagon-surveillance-00818124
  “Surveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got,” Caitlin Kalinowski said. The Defense Department reached its deal with the Sam Altman-led company while locked in a squabble with Anthropic, ...

- **OpenAI working on shifting focus to core coding, enterprise business** (relevance: 93%)
  https://za.investing.com/news/stock-market-news/openai-working-on-shifting-focus-to-core-coding-enterprise-business-wsj-4167521
  Investing.com-- OpenAI is working on a strategy shift to refocus squarely on its coding and enterprise businesses, the Wall Street Journal

- **Speculation of OpenAI Alliance Sparks Renewed Interest in The ...** (relevance: 89%)
  https://www.aktiencheck.de/news/Artikel-Speculation_of_OpenAI_Alliance_Sparks_Renewed_Interest_The_Trade_Desk-19566473
  * Nasdaq 100  plus +1,13%. # Speculation of OpenAI Alliance Sparks Renewed Interest in The Trade Desk. Shares of advertising technology firm The Trade Desk are attracting fresh scrutiny from investors amid a challenging sector backdrop. In a notable display of faith in the company's trajectory, CEO ...

### Google

## Answer

Google announced advanced music generation tools and new image/video creation features in February 2026. AI's effectiveness in business remains limited, with issues expected in coding and office work. Google's AI initiatives include health improvements and disaster prediction.

---

## Sources

- **The latest AI news we announced in February - Google Blog** (relevance: 99%)
  https://blog.google/innovation-and-ai/products/google-ai-updates-february-2026/
  [Skip to main content](https://blog.google/innovation-and-ai/products/google-ai-updates-february-2026/#jump-content). [Share](https://blog.google/innovation-and-ai/products/google-ai-updates-february-2026/). *   [Gemini models](https://blog.google/innovation-and-ai/models-and-research/gemini-models/...

- **AI still doesn't work very well in business, reckoning soon** (relevance: 98%)
  https://www.theregister.com/2026/03/17/ai_businesses_faking_it_reckoning_coming_codestrap/
  "No one knows right now what the right reference architectures or use cases are for their institution," said Dorian Smiley, co-founder and CTO of AI advisory service Codestrap, in an interview with *The Register*. And the reason for that, he said, is that AI still doesn't work very well. All the opt...

- **Google 2.0? How AI's rise reminds this CEO of the tech giant** (relevance: 98%)
  https://finance.yahoo.com/video/google-2-0-ais-rise-[REDACTED_PHONE].html
  AI is making big changes to the software industry, but not in the way most people think. Freshworks CEO, Dennis Woodside, breaks down how AI

- **SMB Leader Exchange - Austin: AI for business growth Mar. 17, 2026** (relevance: 97%)
  https://cloud.google.com/events/aus-leader-exchange
  *   United States Minor Outlying Islands. Contact us[](https://cloud.google.com/contact). *   [Industry Solutions](https://cloud.google.com/#). *   [Application Modernization](https://cloud.google.com/#). *   [APIs and Applications](https://cloud.google.com/#). *   [Data Analytics](https://cloud.goo...

- **March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories • DSX Air** (relevance: 97%)
  https://www.youtube.com/watch?v=MFZTtj5epxk
  AI News | March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories ... FULL DISCUSSION: Google's Demis Hassabis, Anthropic's Dario Amodei Debate

### Meta

## Answer

Meta launched new anti-scam tools using AI to combat scammers on its platforms. The company plans to invest $27 billion in AI infrastructure services. Meta is also considering layoffs to manage its growing AI spending.

---

## Sources

- **Meta Launches New Anti-Scam Tools, Deploys AI Technology to ...** (relevance: 88%)
  https://about.fb.com/news/2026/03/meta-launches-new-anti-scam-tools-deploys-ai-technology-to-fight-scammers-and-protect-people/
  # Meta Launches New Anti-Scam Tools, Deploys AI Technology to Fight Scammers and Protect People. * Today we’re launching new anti-scam tools on WhatsApp, Facebook and Messenger, including device linking warnings on WhatsApp and alerts for suspicious friend requests on Facebook. That’s why we’re anno...

- **Meta Delays Rollout of New A.I. Model After Performance Concerns** (relevance: 81%)
  https://www.nytimes.com/2026/03/12/technology/meta-avocado-ai-model-delayed.html
  [Skip to content](https://www.nytimes.com/2026/03/12/technology/meta-avocado-ai-model-delayed.html#site-content)[Skip to site index](https://www.nytimes.com/2026/03/12/technology/meta-avocado-ai-model-delayed.html#site-index)Search & Section Navigation Section Navigation. [Technology](https://www.ny...

- **Meta plans to invest $27 billion to purchase AI infrastructure services ...** (relevance: 78%)
  http://www.rootdata.com/news/577867
  Search project, VC, person, X account, token, archive. Fundraising Projects Calendar Token Unlocks Investors List Crypto Stocks People Deals Ecosystem Tags Archives ROOTDATA LIST X Data News. # Meta plans to invest $27 billion to purchase AI infrastructure services from Nebius. According to a report...

- **Meta and Nebius AI deal, Micron's new chip plant, Dollar Tree ...** (relevance: 74%)
  https://finance.yahoo.com/video/meta-nebius-ai-deal-microns-[REDACTED_PHONE].html
  Mortgages Credit Cards Sectors Crypto Heatmap Financial News. About ... Mar 17, 2026, 10:00 AM EDT. Prior: Prior: 70.9. New: New

- **Meta Weighs Widespread Layoffs as AI Spending Grows** (relevance: 71%)
  https://www.pymnts.com/meta/2026/meta-weighs-widespread-layoffs-as-ai-spending-grows/
  That’s according to a [report](https://www.reuters.com/business/world-at-work/meta-planning-sweeping-layoffs-ai-costs-mount-[REDACTED_PHONE]/) Friday (March 13) from Reuters, which noted that the cuts come as the tech giant looks to offset its heavy spending on artificial intelligence infrastructure, whil...

### NVIDIA

## Answer

In 2026, Nvidia announced plans to generate $1 trillion from AI chips by 2027, introduced an AI chip for space-based data centers, and unveiled a Samsung LPU to enhance AI inference efficiency.

---

## Sources

- **Nvidia expects to make $1 trillion from AI chips through 2027** (relevance: 88%)
  https://www.japantimes.co.jp/business/2026/03/17/tech/nvidia-1-trillion-ai-chips-2027/
  Nvidia CEO Jensen Huang announced plans to push deeper into central processing units — Intel's home turf.

- **Nvidia GTC 2026: The agentic AI era arrives via full-stack ... - digitimes** (relevance: 88%)
  https://www.digitimes.com/news/a20260317VL200/nvidia-2026-gtc-infrastructure-ceo.html
  Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast

- **Nvidia Debuts an AI Chip for Space-Based Data Centers** (relevance: 85%)
  https://au.pcmag.com/ai/116575/nvidia-debuts-an-ai-chip-for-space-based-data-centers
  Nvidia Debuts an AI Chip for Space-Based Data Centers. Updated Mar 17, 2026. At GTC, Nvidia announces 'Vera Rubin Space Modules,

- **NVIDIA Unveils Samsung LPU to Enhance AI Inference Efficiency** (relevance: 85%)
  https://www.chosun.com/english/industry-en/2026/03/17/XIUMC3FSHFA6XIV4HHLPHCBU3M/
  NVIDIA integrates Samsung-made Groq 3 LPU with GPUs to boost AI inference efficiency and token economics.

- **AI Boosts Nvidia's Infrastructure Expansion - Gotrade** (relevance: 83%)
  https://www.heygotrade.com/en/news/ai-nvidia-infrastructure-expansion/
  PYMNTS, Nvidia's Jensen Huang Says AI Compute Could Near $1 Trillion by 2027. Accessed on March 17, 2026; CNBC, nvidia gtc 2026 ceo jensen huang

### Microsoft

## Answer

Microsoft announced a collaboration with Nscale, NVIDIA, and Caterpillar to deploy 1.35GW of AI GPUs in West Virginia. Big Tech plans to spend $650 billion on AI in 2026. Microsoft's AI trends for 2026 include active AI participation in scientific discovery.

---

## Sources

- **Nscale and Microsoft Announce Collaboration with NVIDIA and ...** (relevance: 89%)
  https://www.manilatimes.net/2026/03/17/tmt-newswire/pr-newswire/nscale-and-microsoft-announce-collaboration-with-nvidia-and-caterpillar-to-deliver-135gw-of-nvidia-vera-rubin-nvl72-gpus-at-flagship-ai-factory-campus-in-west-virginia/2301273
  Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia. # Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Fla...

- **What's next in AI: 7 trends to watch in 2026 - Microsoft Source** (relevance: 85%)
  https://news.microsoft.com/source/features/ai/whats-next-in-ai-7-trends-to-watch-in-2026/
  *   [AI](https://news.microsoft.com/source/topics/ai/). *   [Windows](https://www.microsoft.com/en-us/windows/). *   [Deals](https://www.microsoft.com/en-us/store/b/sale?icid=DSM_TopNavDeals). *   [Computers](https://www.microsoft.com/en-us/store/b/pc?icid=CNavDevicesPC). *   [Shop Xbox](https://www...

- **Emerging trends - Security Insider - Microsoft** (relevance: 77%)
  https://www.microsoft.com/en-us/security/security-insider/emerging-trends
  Insights into AI agent growth and the path to responsible, secure adoption through observability, governance, and security. Read the article. Mar 17, 2026

- **Big Tech set to spend $650 billion in 2026 as AI investments soar** (relevance: 73%)
  https://finance.yahoo.com/news/big-tech-set-to-spend-650-billion-in-2026-as-ai-investments-soar-[REDACTED_PHONE].html
  * [Shopping](https://shopping.yahoo.com/). + [Tech](https://shopping.yahoo.com/tech/). ### [Finance](https://finance.yahoo.com/). * [My Portfolio](https://finance.yahoo.com/portfolios/). * [News](https://finance.yahoo.com/news/). + [More Topics](https://finance.yahoo.com/news/). - [Tech](https://fin...

- **Microsoft 365 AI Workplace Update March 2026 - YouTube** (relevance: 73%)
  https://www.youtube.com/watch?v=QqeDrJkBgsc
  MVP Tom Arbuthnot shares all the latest Microsoft Teams and Copilot news and announcements in less than 15 minutes for March 2026 Many

### Anthropic

## Answer

Anthropic's AI model, Claude, was designated a supply-chain risk by the Pentagon, prompting legal action from the company. The designation restricts military use and could impact government contracts. Anthropic is suing to reverse this decision.

---

## Sources

- **Newsroom - Anthropic** (relevance: 86%)
  https://www.anthropic.com/news
  *   [Research](https://www.anthropic.com/research). *   [News](https://www.anthropic.com/news). We explain why advertising incentives are incompatible with a genuinely helpful AI assistant, and how we plan to expand access without compromising user trust.](https://www.anthropic.com/news/claude-is-a-...

- **Pentagon formally designates Anthropic a supply-chain risk - Politico** (relevance: 81%)
  https://www.politico.com/news/2026/03/05/pentagon-tells-anthropic-it-has-designated-the-company-a-supply-chain-risk-00814758
  # Pentagon formally designates Anthropic a supply-chain risk. A figurine in front of the AI assistant  &quot;Claude&quot; logo, built by the U.S. artificial intelligence safety and research company Anthropic. A figurine in front of the AI assistant "Claude" logo, built by the U.S. artificial intelli...

- **March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories • DSX Air** (relevance: 78%)
  https://www.youtube.com/watch?v=MFZTtj5epxk
  AI News | March 17, 2026 — ClawNet HK • Roche Nvidia AI Factories ... FULL DISCUSSION: Google's Demis Hassabis, Anthropic's Dario Amodei Debate

- **Anthropic sues Trump administration seeking to undo 'supply chain ...** (relevance: 77%)
  https://www.armytimes.com/news/pentagon-congress/2026/03/09/anthropic-sues-trump-administration-seeking-to-undo-supply-chain-risk-designation/
  Anthropic is suing the Trump administration, asking federal courts to reverse the Pentagon’s decision designating the artificial intelligence company a “supply chain risk” over its refusal to allow unrestricted military use of its technology. Anthropic filed two separate lawsuits Monday, one in Cali...

- **Pentagon labels Anthropic a supply-chain risk in first ... - Le Monde** (relevance: 71%)
  https://www.lemonde.fr/en/international/article/2026/03/05/pentagon-labels-anthropic-a-supply-chain-risk-in-first-ever-designation-of-a-us-company_6751140_4.html
  * [Iran](https://www.lemonde.fr/en/iran/). * [Lebanon](https://www.lemonde.fr/en/lebanon/). * + [All articles](https://www.lemonde.fr/en/international/). + [Europe](https://www.lemonde.fr/en/europe/). + [Americas](https://www.lemonde.fr/en/americas/). + [Africa](https://www.lemonde.fr/en/le-monde-af...

### 阿里巴巴

## Answer

Alibaba launched an AI platform for enterprises and formed the Alibaba Token Hub business group to consolidate its AI efforts. The new group integrates various AI teams and units. This move intensifies competition in China's AI sector.

---

## Sources

- **Alibaba launches AI platform for enterprises as agent craze sweeps ...** (relevance: 99%)
  https://www.reuters.com/world/asia-pacific/alibaba-launches-new-ai-agent-platform-enterprises-[REDACTED_PHONE]/
  Alibaba Group on Tuesday ​launched an artificial intelligence platform for enterprises targeting automation, intensifying ‌competition in

- **阿里成立Token Hub事業群，加速AI Agent布局- 新聞- MoneyDJ理財網** (relevance: 98%)
  https://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=b1c30c5c-587f-4b1c-80a1-332e830cb7d5
  這是阿里巴巴面向AI Agent時代一次重要組織調整，以Token Hub為核心主線，強化AI業務戰略協同，全面推進阿里AI戰略落地。 據悉，ATH事業群包括通義

- **Alibaba launches new AI agent platform for enterprises** (relevance: 98%)
  https://finance.yahoo.com/news/alibaba-launches-ai-agent-platform-[REDACTED_PHONE].html
  Alibaba Group on ‌Tuesday launched ‌an AI platform for enterprises ​targeting automation, intensifying competition in China's rapidly

- **阿里成立Alibaba Token Hub事業群- 財經新聞Financial News** (relevance: 97%)
  https://www.aastocks.com/tc/mobile/newscontent/HK/NOW.[REDACTED_PHONE]/03/17 07:18. 由阿里巴巴-W(09988.HK)首席執行官(CEO)吳泳銘直接負責的Alibaba Token Hub( ... 這是阿里巴巴面向AI Agent時代一次重要組織調整，以Token Hub為核心

- **Alibaba Consolidates AI Efforts Into New Token Hub Unit** (relevance: 97%)
  https://www.caixinglobal.com/[REDACTED_PHONE]/alibaba-consolidates-ai-efforts-into-new-token-hub-unit-[REDACTED_PHONE].html
  Caixin Global – Latest China News & Headlines. CX Daily Weekly Must-Read  Caixin Briefs Economic Indexes Caixin Explains News Graphics ThinkChina The Wall Street Journal. Alibaba announced the formation of the Alibaba Token Hub (ATH) business group on March 16. Alibaba announced the formation of the...

### 字节跳动

## Answer

ByteDance launched Seedance 2.0, but halted its global rollout due to copyright disputes. The company continues to make significant AI advancements, including acquiring Intel chips and developing new AI models. ByteDance also established a new tech company in Ulanqab with a capital of 16 billion yuan.

---

## Sources

- **新浪马斯克热点小时报丨2026年03月17日05时** (relevance: 82%)
  https://k.sina.com.cn/article_7857201856_1d45362c001903ajls.html
  在2026年初的国产AI 竞争中，各大厂商密集更新，焦点惊人地一致——AI 编程与智能体（Agent）工作流:字节跳动（2月14日）: 发布豆包2.0系列，其Code 模型强化了代码

- **ByteDance Halts Global Rollout of Seedance 2.0 Amid Copyright ...** (relevance: 80%)
  https://www.caixinglobal.com/[REDACTED_PHONE]/bytedance-halts-global-rollout-of-seedance-20-amid-copyright-dispute-[REDACTED_PHONE].html
  ByteDance suspended the global release of its AI video model, Seedance 2.0, amid copyright disputes with studios, unions, and regulators. Major

- **[News] “Everyone Raising a Lobster”: How OpenClaw Reshapes the ...** (relevance: 78%)
  https://www.trendforce.com/news/2026/03/17/news-everyone-raising-a-lobster-how-openclaw-reshapes-the-computing-and-chip-landscape/
  Zhipu AI has launched AutoClaw, the first domestic local version of OpenClaw that supports one-click installation. Its lightweight deployment

- **字节跳动_标签 - 网易新闻** (relevance: 76%)
  https://news.163.com/keywords/5/5/5b5782828df352a8/1.html
  ### 新闻. ### 体育. ### 娱乐. ### 财经. ### 汽车. ### 科技. ### 时尚. ### 手机 / 数码. ### 房产 / 家居. ### 教育. ### 字节跳动在乌兰察布成立新科技公司 注册资本16亿. ### 字节跳动联手东南亚公司，获得英伟达高端AI芯片使用权. ### 字节跳动在乌兰察布成立新科技公司 注册资本16亿. ### 字节跳动取得视频块分割模式的信令通知专利. ### 字节跳动四处“偷家”. ### 字节跳动取得视频比特流编解码信息信令通知专利. ### 字节跳动打到腾讯家门口了吗. ### 字节跳动种子团队：智能门控机制解决AI长文本推理记...

- **中國突破AI封鎖了！抖音母公司字節跳動，如何一口氣拿到3.6萬枚輝 ...** (relevance: 75%)
  https://www.storm.mg/article/11111584
  中國突破 AI 封鎖了！TikTok 的中國母公司字節跳動已經突破美國的出口限制，取得輝達晶片。. 據知情人士透露，字節跳動將與一家名為 Aolani Cloud 的東南亞公司合作，計劃在馬來西亞設置約 500 套輝達 Blackwell 機櫃，共計包含約 36,000 枚 B200 晶片，建置成本可能超過 25 億美元。. 據了解，字節跳動計畫將這批強大的運算資源用於中國境外的 AI 研發，並藉此滿足全球客戶對 AI 服務日益增長的需求。這到底是怎麼辦到的？看全文⋯⋯點擊此處，VVIP獨享完整內容. （相關報導： TikTok母公司也想跨足晶片？路透：字節跳動傳與三星合作，同時確保自家記憶體...

### 腾讯

## Answer

Tencent sponsored OpenClaw after resolving a dispute over alleged data scraping. The company's cloud unit, Tencent Cloud, joined as an official sponsor. This move followed a public disagreement with OpenClaw's founder.

---

## Sources

- **一文读懂英伟达GTC 2026：芯片全家桶上线，给“龙虾”装安全围栏** (relevance: 99%)
  https://news.qq.com/rain/a/20260317A021SU00
  本次GTC 2026发布的最核心主题——以Vera Rubin为代表的“芯片全家桶”，构成了这一代Vera Rubin机架的系统级基础设施，其中包括：Vera CPU、Rubin GPU、NVLink 6

- **3年烧钱22亿！AI智能体独角兽赴港上市，沈南鹏、徐小平又要赢麻了** (relevance: 98%)
  https://news.qq.com/rain/a/20260317A001I200
  2026年3月17日00:03北京. 关注. 3月16日消息，思谋科技（SmartMore）提交赴港上市申请，该公司主要提供工业AI ... 本文来自腾讯新闻客户端创作者，不代表腾讯新闻的观点和立场。 icon 打开腾讯新闻，看更多热点资讯.

- **新浪人工智能热点小时报丨2026年03月17日03时** (relevance: 98%)
  https://k.sina.com.cn/article_7857201856_1d45362c001903ahcq.html?from=tech
  * [新浪首页](http://www.sina.com.cn/). * [新闻](http://news.sina.com.cn/). * [体育](http://sports.sina.com.cn/). * [财经](http://finance.sina.com.cn/). * [娱乐](http://ent.sina.com.cn/). * [科技](http://tech.sina.com.cn/). * [博客](http://blog.sina.com.cn/). * [图片](http://photo.sina.com.cn/). * [专栏](http://zhuanlan...

- **2026年，AI“硬着陆” - 腾讯新闻** (relevance: 97%)
  https://news.qq.com/rain/a/20260227A04CL700
  # 2026年，AI“硬着陆”. [REDACTED_PHONE]:08发布于北京. 历经了过去几年各行业在大模型参数规模飙升下狂欢，站在2026年回望，如今我们已然步入人工智能发展史上一场关键的“相变”——AI算力的重心正从云端转向边缘。. 作为全球技术分销与解决方案的重要参与者，安富利（Avnet）近日发布了第五次年度《Avnet Insights（安富利洞察）》研究报告（简称《Avnet Insights》），为行业提供了一份极具参考价值的样本。该报告基于对全球1200名工程师开展的调研，呈现出人工智能在全球制造体系中的真实渗透状况，也清晰的展现出底层硬件架构的演进路径。. 《Avnet In...

- **Tencent Joins OpenClaw Sponsors After Data-Scraping Spat With ...** (relevance: 97%)
  https://www.caixinglobal.com/[REDACTED_PHONE]/tencent-joins-openclaw-sponsors-after-data-scraping-spat-with-founder-[REDACTED_PHONE].html
  Tencent Holdings Ltd. has become a sponsor of the open‑source artificial‑intelligence platform OpenClaw, reversing course days after a public dispute with the project’s founder over alleged copying of its data. * Tencent became a sponsor of OpenClaw, a popular Chinese open-source AI platform, after ...

### DeepSeek

## Answer

DeepSeek is set to release a new AI model, potentially impacting Nasdaq stocks. The company has withheld its latest model from U.S. chipmakers. This move could disrupt the usual industry practices.

---

## Sources

- **DeepSeek to release new AI model. A rough period for Nasdaq ...** (relevance: 100%)
  https://www.cnbc.com/2026/02/23/deepseek-to-release-new-ai-model-a-rough-period-for-nasdaq-stocks-could-follow.html
  The release of a new artificial intelligence model from China's DeepSeek could mean a rough period will follow for Nasdaq stocks. The startup has announced previous models early in the calendar year, most memorably in January 2025 — when the launch of the open-source reasoning model shocked the stoc...

- **DeepSeek to Unfurl AI Model with Enhanced Coding Capabilities in ...** (relevance: 100%)
  https://devops.com/deepseek-to-unfurl-ai-model-with-enhanced-coding-capabilities-in-february-report/
  DeepSeek is preparing to launch its next-generation AI model, V4, in mid-February, according to a report in The Information.

- **AI 2026: China's DeepSeek Cuts Compute Needed For Artificial ...** (relevance: 100%)
  https://brief.bismarckanalysis.com/p/ai-2026-chinas-deepseek-cuts-compute
  # AI 2026: China’s DeepSeek Cuts Compute Needed For Artificial Intelligence. *This Bismarck Brief will contribute to our exclusive upcoming AI 2026 Bismarck Strategic Report, which will feature in-depth analysis of the state of the artificial intelligence sector and technology, together with a compr...

- **How DeepSeek's new way to train advanced AI models ... - ZDNET** (relevance: 99%)
  https://www.zdnet.com/article/deepseek-research-training-models/
  # How DeepSeek's new way to train advanced AI models could disrupt everything - again. A team of researchers from Chinese AI firm [DeepSeek](https://www.zdnet.com/article/what-is-deepseek-ai-is-it-safe-heres-everything-you-need-to-know/) released a paper on Wednesday outlining what it called Manifol...

- **Exclusive: DeepSeek withholds latest AI model from US chipmakers ...** (relevance: 99%)
  https://www.reuters.com/world/china/deepseek-withholds-latest-ai-model-us-chipmakers-including-nvidia-sources-say-[REDACTED_PHONE]/
  DeepSeek has not shown U.S. chipmakers its upcoming flagship model for performance optimization, breaking from standard industry practice

### 智谱AI

## Answer

智谱发布了GLM-5-Turbo模型，并上调了API价格20%。新模型显著提升了评测数据。腾讯云支持接入。

---

## Sources

- **走访了100家企业，他们认为企业龙虾必须解决10个问题 - 53AI** (relevance: 100%)
  https://www.53ai.com/news/Openclaw/[REDACTED_PHONE].html
  在与一家航天企业交流时，他们向我们反馈了一个行业普遍现状：他们希望用AI ... 刚刚，智谱上了个「龙虾模型」 · [REDACTED_PHONE]. 前沿洞察| QClaw内测：微信也

- **刚刚，智谱上了个「龙虾模型」 - 53AI-AI知识库** (relevance: 100%)
  https://www.53ai.com/news/Openclaw/[REDACTED_PHONE].html
  # 刚刚，智谱上了个「龙虾模型」. 智谱发布专为龙虾任务优化的GLM-5-Turbo模型，执行复杂任务更流畅高效。核心内容：1. 智谱发了个新的模型叫做 GLM-5-Turbo，并且说是专门为小龙虾（OpenClaw）准备的。. 前几天都还在给大家分享 AutoClaw（澳龙） 的快速部署小龙虾的方案的时候我注意到里面多了一个新模型，名字叫 Pony-Alpha-2。. 直到今天看到正式发布的消息才知道，原来这个 Pony-Alpha-2 的真实身份，就是智谱刚刚发布的新模型 「GLM-5-Turbo」。. 刚开始看到的整个监控看板就是 GLM-5-Turbo 这个模型给我做的，我直接之前在手...

- **智谱发布龙虾大模型_新浪新闻** (relevance: 100%)
  https://www.sina.cn/news/detail/[REDACTED_PHONE].html
  智谱发布全球首个龙虾大模型GLM-5-Turbo并上调API价格20%，评测数据提升显著，港股相关股票上涨，腾讯云支持接入。

- **半导体又现涨价潮，行业巨头谨慎扩产！详解存储芯片的机遇 - 财富号** (relevance: 99%)
  https://caifuhao.eastmoney.com/news/[REDACTED_PHONE]
  ... 智谱AI新模型涨价！大模型产业链如何投资？#. 众所周知，存储芯片近一年出现了罕见的涨价潮，以往存储芯片巨头常常大规模扩产来抢占市场份额，最终反而

- **智谱API价格上调20%_新浪新闻** (relevance: 99%)
  https://www.sina.cn/news/detail/[REDACTED_PHONE].html
  智谱发布专为龙虾场景优化的通用大模型GLM-5-Turbo并上调API价格20%，同步推出个人及企业级龙虾套餐和企业级安全管理体系Claw for Enterprise

### MiniMax

## Answer

MiniMax AI released the M2.5 model in March 2026, focusing on advanced AI research and product updates. The company reported strong revenue growth and expanded its AI ambitions. MiniMax continues to innovate in AGI research and AI-driven solutions.

---

## Sources

- **New AI Model Releases News | March, 2026 (STARTUP EDITION)** (relevance: 87%)
  https://blog.mean.ceo/new-ai-model-releases-news-march-2026/
  [Toggle](https://blog.mean.ceo/new-ai-model-releases-news-march-2026/#). *   [Latest AI developments in March 2026](https://blog.mean.ceo/new-ai-model-releases-news-march-2026/#Latest_AI_developments_in_March_2026). *   [Latest Xai models released in 2026](https://blog.mean.ceo/new-ai-model-releases...

- **MiniMax AI | AGI Research, Product Updates & Partner News** (relevance: 79%)
  https://www.minimax.io/news
  [MiniMax M2.5](/models/text)[MiniMax M2-Her](/news/a-deep-dive-into-the-minimax-m2-her-2)[MiniMax M2.1](/news/minimax-m21)[MiniMax M2](/news/minimax-m2). [MiniMax Speech 2.6](/news/minimax-speech-26)[MiniMax Speech 2.5](/news/minimax-speech-25). [MiniMax Hailuo 2.3 / 2.3 Fast](/news/minimax-hailuo-2...

- **MiniMax Drops 2.5 Model as Chinese AI Race Heats Up in February ...** (relevance: 79%)
  https://laikalabs.ai/news/minimax-25-china-ai-competition
  Bhutan transferred 175 BTC worth $11.8M to a new wallet, signaling a potential sale similar to past liquidations.](https://laikalabs.ai/news/bhutan-sovereign-fund-moves-175-btc-11-8m-possible-sale)[3/10/2026, 7:11:45 AM Updated 5 days ago #### Ethereum's DVT-Lite Could Slash Institutional Staking Ba...

- **China's Minimax reports strong revenue growth, charts broader AI ...** (relevance: 79%)
  https://www.reuters.com/world/china/chinas-minimax-reports-strong-revenue-growth-charts-broader-ai-ambitions-[REDACTED_PHONE]/
  China's Minimax reports strong revenue growth, charts broader AI ambitions. By Reuters. March 2, 20266:46 AM PSTUpdated March 2, 2026.

- **AI    ‍♀️    ‍♂️    03/17/2026 . . . #Art #Artist ‍   #ArtGallery ...** (relevance: 75%)
  https://www.facebook.com/groups/[REDACTED_PHONE]/posts/[REDACTED_PHONE]/
  OCR: Ginawa ng AI Sg Huminto ka muna, mag-thank mag - thank you ka Veo . Ginawa ng A Sg at mga problema. Ipasa mo ito sa ഹ്ല്ടഗ MINIMAX Hailuo

### 百度

## Answer

Baidu launched DuClaw for easy AI service deployment. Experts warn about AI data poisoning. Baidu partners with Little Bear Electric to develop AI-driven smart home devices.

---

## Sources

- **百度智能云发布DuClaw - 新浪财经** (relevance: 100%)
  https://finance.sina.com.cn/roll/[REDACTED_PHONE]/doc-inhrfwpw5487440.shtml
  近日，百度智能云发布零部署服务DuClaw，将“一键部署”精简为“零部署”，用户无需自行部署服务器、配置API Key，网页端即可使用，后续还将支持主流通信应用。

- **Experts raise alarm on AI data poisoning - PressReader** (relevance: 100%)
  https://www.pressreader.com/china/china-daily-hong-kong/20260317/[REDACTED_PHONE]?srsltid=AfmBOoohMqAH34E0cmh04LZ3B2Ap_2hJXHH3ixoTKKlpYEbMyGwT00lv
  Experts raise alarm on AI data poisoning. Probe finds firms use online marketing tool to manipulate product information. [REDACTED_PHONE] - By CHENG

- **AWE2026观察：小熊电器用AI重塑小家电增长逻辑 - 新浪财经** (relevance: 100%)
  https://finance.sina.com.cn/wm/[REDACTED_PHONE]/doc-inhrhavx8274663.shtml
  AWE2026现场，小熊电器与百度智能云达成战略合作，基于参数规模高达2.4万亿的原生全模态大模型文心5.0，共同打造新一代AI小家电，并展示了“AI智享系列”的阶段

- **阿里巴巴騰訊百度最新催化劑！深入解構龍蝦投資概念 - YouTube** (relevance: 100%)
  https://www.youtube.com/watch?v=2FiCpHknB0s
  Comments · [REDACTED_PHONE] | 阿里騰訊將放榜業績能救市？ · 【美股速遞】黃仁勳大幅上調AI芯片收入預期2027年底累計銷售額或達萬億美元｜Meta 史上最大單筆合約之

- **傳百度(09888.HK)將發布全球首款「家用小龍蝦」 - AASTOCKS.com** (relevance: 100%)
  https://www.aastocks.com/tc/mobile/newscontent/HK/NOW.[REDACTED_PHONE]/03/17 10:00. 據百度(09888.HK)內部人士透露，百度即將發布全球首款「家用小龍蝦」(「小度龍蝦」)，將OpenClaw複雜任務 ... 《大行》摩通：龍蝦熱潮反映AI變現層次

### 华为

## Answer

Huawei's Vice President highlighted AI's role in transforming WLAN at a global forum in Barcelona. Huawei launched Xiaoyi Claw based on HarmonyOS, reshaping computing and chip landscapes. Huawei is also assisting Huahong in starting 7nm production, advancing China's chip industry.

---

## Sources

- **2026 Global WLAN Industry Forum Convened in Barcelona ...** (relevance: 98%)
  https://asianews.network/2026-global-wlan-industry-forum-convened-in-barcelona-fostering-a-new-ai-wlan-industry-ecosystem/
  In his welcome address, Gan Bin, Vice President of Huawei, noted that AI is transforming WLAN from “passive response” to “proactive prediction,”

- **[News] “Everyone Raising a Lobster”: How OpenClaw Reshapes the ...** (relevance: 98%)
  https://www.trendforce.com/news/2026/03/17/news-everyone-raising-a-lobster-how-openclaw-reshapes-the-computing-and-chip-landscape/
  Huawei has launched Xiaoyi Claw based on the HarmonyOS ecosystem, currently in beta testing; Tencent Cloud has introduced WorkBuddy; Alibaba

- **新浪马斯克热点小时报丨2026年03月17日04时** (relevance: 97%)
  https://k.sina.com.cn/article_7857201856_1d45362c001903ajbm.html
  1、马斯克也要造“AI分析师”：xAI大举招聘金融专家训练Grok · 2、无惧特斯拉FSD 何小鹏：中国道路复杂十倍难于美国！ · 3、Kimi发布技术报告获马斯克点赞，联合

- **不止中芯国际：华虹在华为协助下启动7nm试产，壁仞已送流片** (relevance: 81%)
  https://www.theblockbeats.info/flash/336587
  据1M AI News 监测，中国第二大芯片代工企业华虹集团旗下的华力微电子正在上海华虹六厂准备7nm 制程量产，这将使中国拥有继中芯国际之后第二家具备先进

- **This spring, energy moves forward at full speed Huawei is excited ...** (relevance: 31%)
  https://www.facebook.com/HuaweiFusionSolar/videos/this-spring-energy-moves-forward-at-full-speed-huawei-is-excited-to-participate-/[REDACTED_PHONE]/
  Tokyo Big Sight | East Hall 5 | Booth E11-6 17–19 March 2026 We look forward to welcoming you in Tokyo JP✨ Join us at: https://www.wsew.jp/

---

## 三、技术趋势分析

### 3.1 模型发展趋势

- **大语言模型**: 
- **多模态模型**: 
- **推理模型**: 

### 3.2 基础设施趋势

- **算力卡**: 
- **数据存储**: 
- **数据加速**: 

### 3.3 应用层趋势

- **AI Agent**: 
- **行业应用**: 

---

## 四、关键数据点

| 指标 | 数值 | 趋势 |
|------|------|------|
| 新模型发布 | - | - |
| 技术突破 | - | - |
| 融资动态 | - | - |

---

## 五、明日关注

基于当前趋势，建议关注：

[REDACTED_PHONE]. 

---

*本报告由 OpenClaw AI 系统自动生成*  
*数据来源: Tavily Search, arXiv, 权威科技媒体*  
*生成时间: 12:59*