
凌華深化邊緣AI應用,預期下半年營運維持雙位數成長
工業電腦廠凌華預期下半年營運維持去年同期以上的雙位數成長,推動因素包括AI邊緣運算需求擴大,尤其在醫療、半導體、自動化、機器人及新能源等垂直應用領域。

工業電腦廠凌華預期下半年營運維持去年同期以上的雙位數成長,推動因素包括AI邊緣運算需求擴大,尤其在醫療、半導體、自動化、機器人及新能源等垂直應用領域。

LimeWire, a generative AI platform, empowers creators to produce, share, and monetize AI-generated content, including images, with upcoming music and video tools, offering NFT minting, ad revenue, and royalty models.

市場研究機構 Counterpoint Research 最新報告指出,具備 Edge AI 功能的智慧手錶市場正快速成長,預計 2026 年第一季出貨量年增 70%,佔整體市場 25%。Apple Watch 憑藉其 Neural Engine 引擎,在 Edge AI 智慧手錶市場中佔有約 90% 的市佔率,大幅領先其他品牌。健康監測是 Edge AI 最重要的發展方向,未來有望實現非侵入式血糖監測等技術。
Chinese authorities are reportedly in discussions with major tech firms to restrict overseas access to advanced AI models, citing national security concerns amid global competition. The proposed measures could impact the global AI market by limiting access to cost-effective models.
US control over leading AI labs like Anthropic and OpenAI creates friction with European allies ahead of the NATO summit in Ankara. Concerns over access and potential misuse of advanced AI technology are prompting Europe to develop its own capabilities.
Anthropic's advanced AI model, Mythos 5, will be accessible to a select group of US cybersecurity firms and infrastructure providers after the US government authorized a limited release. This follows earlier concerns over national security that led to its suspension.
Amazon, Google, and Microsoft admit AI startup Anthropic leads in "frontier" AI models, especially for coding. However, executives state they are not concerned, citing specialized foundations and distinct development timelines to close the gap.

工業電腦廠凌華(6166)董事長劉鈞表示,公司不走雲端AI基礎建設,而是聚焦將AI導入實際場域應用,並以醫療、資訊娛樂、智慧製造及強固應用四大垂直市場為發展重心。機器人與醫療領域已逐步展現成果,可望成為未來營運成長動能。

宸曜董事长高明和指出,边缘AI应用快速扩展,带动各行业对高性能运算平台需求升温。公司看好相关需求持续发酵,下半年营运表现可望优于去年同期。
The US Air Force has issued a Request for Information (RFI) for its Next Generation Airlifter (NGAL) program, aiming for an aircraft that can operate in contested battlefields with greater range, survivability, and flexibility than current fleets. The NGAL is expected to supplement and eventually replace portions of the aging C-17 and C-5M fleets.

A US order to suspend foreigners' access to Anthropic's AI models serves as a wake-up call for Europe, highlighting its heavy reliance on American technology and the urgent need to develop its own cutting-edge AI capabilities to avoid technological dependence.

功率半導體廠德微(3675)受惠AI邊緣運算、工控及車用需求,加上中國供應鏈轉單效應,董事長張恩傑表示,訂單能見度已達2027年底,產能利用率提升,目標年底前滿載生產。

Tether led a $1.4 billion investment round in NEURA Robotics, a German AI robotics firm. The funding aims to advance physical AI and humanoid robots, integrating Tether's wallet and edge AI technologies into NEURA's ecosystem for autonomous machine transactions and local processing.

工業電腦大廠研華(2395)受惠於邊緣AI應用領域,加上輝達執行長黃仁勳加持,股價創下歷年新天價,盤中高點觸及539元。董事長劉克振表示,集團將以邊緣AI、代理式AI為核心,推動AI導入製造、醫療等場域。
President Trump signed an executive order for early government access to advanced AI models to assess cybersecurity risks and protect critical infrastructure. The voluntary framework allows US agencies to vet AI systems up to 30 days before public release.