(Global, April 29, TMT2024) Today's highlights: Musk visited China and said he would invest $10 billion to increase AI, Tesla passed all national requirements for car data security, Huawei Pura 70 parts localization rate exceeded 90%, BYD relied on OEM to generate 150 billion yuan a year, ByteDance disclosed 61 cases of employee violations of law and discipline, Google disbanded the entire Python team, and Huang Jenxun said that AI will not completely replace human work.
Musk said during his visit to China that he would invest $10 billion to increase AI
On the afternoon of April 28, at the invitation of the China Council for the Promotion of International Trade, Tesla CEO Elon Musk arrived in Beijing. Musk said that it is good to see the progress of electric vehicles in China, and all cars will be electric in the future. Tesla will invest about $10 billion this year in training and inference artificial intelligence, which is mainly used in cars. Musk said that any company cannot compete if it does not meet this level of spending and does not spend efficiently. Musk has said that Tesla ranks second in the industry after tech giant Meta in terms of the number of Nvidia H100 GPUs.
Tesla passed all requirements for national car data security
The China Association of Automobile Manufacturers and the National Computer Network Emergency Technology Processing and Coordination Center issued the "Notice on the Testing of Four Safety Requirements for Automotive Data Processing (First Batch)", and all the models produced by Tesla's Shanghai Gigafactory meet the compliance requirements, making it the only foreign-funded enterprise that meets the compliance requirements. The passing of the national authoritative data security test has laid a certain foundation for Tesla to promote full self-driving (FSD) into the Chinese market. Tesla said that there is no timetable for FSD to enter China at present.
The localization rate of Huawei Pura 70 parts exceeds 90%
According to the latest teardown, Huawei's latest flagship model, the Pura 70 series, has more than 90% of the parts and components of the other models from Chinese suppliers, except for the top-of-the-line model. According to a teardown report by Fomalhaut Techno Solutions, a Japanese research company, only the main camera of Huawei's Pura 70 Ultra uses Sony components, and the core processor, panel, chassis, battery, lens, heat dissipation, acoustic components and other components of the Pura70, Pura70 Pro, and Pura70 Pro + models are almost fully localized. The main suppliers include OFILM, Lens Technology, Goertek, Goodix, Sunny Optics, BOE and Crystal Optoelectronics, etc., which have almost achieved the goal of national production of smartphone manufacturing.
BYD relies on OEM to generate 150 billion yuan in revenue a year
Wang Haoyu, deputy general manager of BYD's energy storage and new battery division, said at the 2024 Zhongguancun Forum annual meeting that many people think that BYD is a car company, but in fact, it is more than that. Most of the smartphones on the market, including Huawei and Xiaomi, are actually produced by BYD. 90% of Huawei's mobile phones are produced by BYD, which means that the "brain" is designed by Huawei, and the hardware is all produced by BYD. Apple's tablets, mobile phones, and many electronic components are produced by BYD. BYD is currently the largest electronics foundry in China, and the sector generates revenue of about 150 billion yuan a year.
ByteDance disclosed 61 cases of employee violations of law and discipline
The ByteDance Corporate Discipline and Professional Ethics Committee issued an anti-corruption notice (December 2022 to May 2023), disclosing 61 cases of employee violations of law and discipline, and all employees involved were dismissed, 4 of whom were investigated by the public security authorities on suspicion of constituting a criminal offense, and 1 Douyin employee was allegedly used to facilitate his position to illegally accept huge benefits from external partners, and the employee has been taken into criminal detention by the public security authorities.
Tongyi Qianwen launched an open-source model with 110 billion parameters
Tongyi Qianwen announced the open-source Qwen1.5-110B 110-billion-parameter model, becoming the first open-source model with 100 billion parameters in the whole series, and has achieved results comparable to Llama3-70B in a number of benchmarks. At present, the Qwen 1.5 series has been open-sourced with a total of 10 large models, and the number of downloads of the Tongyi Qianwen open-source model has exceeded 7 million.
China Mobile has built the operator's largest single intelligent computing center
China Mobile released the largest single intelligent computing center of the operator - China Mobile Intelligent Computing Center (Hohhot). At present, the intelligent computing center has been put into operation, filling the huge gap in the computing power required for the wide application of artificial intelligence in mainland China, accelerating the training of large models in transportation, medical care, education, energy, finance and other industries, and providing a solid foundation and strong engine for the innovation and development of artificial intelligence. The intelligent computing center deploys about 20,000 AI accelerator cards, with a localization rate of more than 85% of AI chips and an intelligent computing power scale of up to 6.7EFLOPS (67 billion floating point operations per second).
Google disbanded the entire Python team
Thomas Wouters, a Google Python engineer and a member of the Python Steering Committee, posted on social media that Google had disbanded the Python team. This layoff may have been a restructuring for cost reasons, with some teams being completely disbanded or others merging two teams into one. Previously, it was reported that Google fired the entire Python team for the sake of GenAI.
Huang said AI won't completely replace human jobs
In an interview with CBS, Nvidia CEO Jensen Huang talked about his latest views on artificial intelligence. He believes that artificial intelligence will change the world, but human work will not disappear because of it. Huang said that as AI helps businesses (day by day), it is only natural that businesses will scale up, and human jobs won't disappear as a result. "Even if some jobs are eliminated, I believe, you still want humans to be involved because we have good judgment and there are situations that machines can't understand. "We hope that AI will surprise us. That's the point. In some areas, such as drug discovery, design lighter, stronger, and better materials. We need AI to help us explore the universe where we can't do it ourselves. ”
SK hynix is considering building a new DRAM plant
In addition to the recently announced M15X plan, SK hynix is also considering building a new memory factory and is open to building factories in South Korea, the United States or other regions, according to industry sources. The reason the company is considering building a factory is that the Yongin chip cluster under construction has been postponed from production, and the demand for memory chips is expected to increase significantly this year. Previously, SK hynix announced the installation of a new DRAM facility at its M15X plant in Cheongju, South Korea. SK hynix has already invested 20 trillion won in this plant alone, with the goal of starting production lines in November next year.
Samsung was convicted of infringing Datang's 4G patent in Germany
The Munich District Court in Germany issued a first-instance judgment this month, finding that Samsung Electronics infringed a 4G standard-essential patent owned by Datang in the mobile communication equipment it produced. The lawsuit involves a patented technology that seamlessly switches between different TDD cellular cells to ensure continuous connectivity. On August 20, 2021, Datang obtained the patent right in Germany from the China Academy of Information and Communications Technology. According to the verdict, Samsung is required to pay fixed compensation for almost all smartphones sold in Germany since August 20, 2021, and all relevant models currently circulating on the market will also need to be destroyed. The judgment does not yet have full legal effect.
Intel's supply of Core Ultra processors was limited in the second quarter
Intel CEO Pat Gelsinger said on the first-quarter earnings call that the supply of Core Ultra processors in the second quarter was limited due to insufficient wafer-level packaging capabilities. Demand for AI PCs and Windows update cycles are driving additional processor orders from Intel, and Intel is expected to exceed its original target of 40 million AI PC CPUs this year. Intel is working to ramp up its wafer-level packaging capacity to meet rising orders, and the current tension is expected to ease in the second half of the year.
The domestic automotive industry will enter the era of L3 autonomous driving
According to a new report from Counterpoint Research, passenger car sales that achieve Level 3 autonomous driving are expected to exceed 25,000 units in 2024, with China, Europe and the United States being the three main markets. It is expected that by 2026, the number of cars on the road in China that will reach Level 3 will reach 1 million, and the share of shipments will reach 10% by 2028.
The U.S. has established an AI Safety Committee
The U.S. Department of Homeland Security announced the creation of an AI Security Council to guide the safe use of AI in U.S. critical infrastructure. The 22 members of the committee include many industry and academic giants in the field of AI, such as OpenAI CEO Sam Altman, NVIDIA CEO Jensen Huang, Microsoft CEO Satya Nadella, and Stanford University professor Feifei Li. Surprisingly, Meta CEO Mark Zuckerberg and Elon Musk did not appear on the committee list.