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Musk said that the Grok 3 training process has cumulatively consumed 200,000 Nvidia GPUs.

TOP3 Big News

Elon Musk Releases Grok 3 Model, Outperforming GPT-4o in Mathematical Reasoning

Elon Musk announced the release of Grok 3. In terms of capabilities such as mathematical reasoning, scientific logical reasoning, and code writing, Grok-3 has achieved better results than DeepSeek-v3, GPT-4o, and Gemini-2 pro in multiple benchmark tests.

It is reported that Grok 3 has been running internally at xAI for 2 weeks. Previously, Elon Musk released a preview, claiming it to be "the smartest artificial intelligence on Earth".

During the live launch event, Elon Musk disclosed the training cost of Grok 3 for the first time, stating that the Grok 3 training process consumed a cumulative 200,000 NVIDIA GPUs, and the training was completed in the data center of xAI. According to Elon Musk, the first batch of users who reserved Grok-3 on the X platform will have the priority to experience the Grok-3 series of models. "Although we are also actively communicating with the App Store, because launching on this platform requires meeting its compliance and other requirements, our latest model will always be on the web," Elon Musk said. (Sina Technology, Jiemian News)

Official Response to "AI Civil Servants" Taking Office: Only an Aid, and AI Civil Servants Are Equipped with Guardians

According to the Beijing Daily report, the reporter learned from Futian District, Shenzhen that recently, the district has taken the lead in launching AI digital intelligence employees developed based on DeepSeek, with the first batch of 70 "taking office". It is introduced that these 70 new employees in Futian can achieve: The accuracy rate of official document format correction exceeds 95%, the review time is shortened by 90%, and the error rate is controlled within 5%, etc.

According to Qilu Evening News, this matter has quickly aroused heated discussions on social media, and the term "AI civil servants" has also been frequently mentioned in the discussions. On the morning of the 18th, the reporter interviewed Gao Zeng, a member of the Party Group and Deputy Director of the Government Services and Data Management Bureau of Futian District, Shenzhen. He said that the "AI digital intelligence employees" are AI assistants that can assist in carrying out public management and services, improve work efficiency, cannot make decisions independently, and cannot be regarded as "AI civil servants". (Beijing Daily, Qilu Evening News)

Exposure of iPhone 17 Pro Mold: Horizontal Large Matrix Design

According to the news from Kuai Technology on February 18, the leaker Majin Bu posted the camera mold prototype of the iPhone 17 Pro on the social platform. Although the image is rather blurry, it can still be seen that the mold has five holes. The three holes on the left correspond to three cameras, and the two holes on the right correspond to the flash and LiDAR laser radar scanner. Thus, the industrial design of the iPhone 17 series is basically determined. The iPhone 17 and iPhone 17 Air adopt a horizontally placed camera module, and the DECO design resembles a strip-shaped runway, similar to the appearance of the Google Pixel 9 series.

The iPhone 17 Pro and 17 Pro Max adopt a horizontal large matrix design language, and the industrial design is relatively close to that of the Xiaomi 11 Ultra. In terms of core configuration, the iPhone 17 Pro series will be upgraded to 12GB of memory, which will be the model with the largest memory in Apple's history. Currently, the iPhone 16 Pro Max, which costs more than 10,000 yuan, is only equipped with 8GB of memory, and the Samsung Galaxy S25 Ultra in the same price range also offers 12GB.

In addition, the iPhone 17 Pro series is equipped with the A19 Pro chip, which is based on TSMC's 3nm process technology and misses the latest 2nm process. Reports say that due to the high cost and limited capacity of TSMC's 2nm process, Apple has postponed the commercial use of 2nm to 2026. (Kuai Technology)

Big Companies / Major Events

"Ne Zha 2" Tops Global Animated Film Box Office Chart, with Predicted Box Office Decline

36Kr has learned that according to data from online platforms, 21 days after its release, the total box office (including presales and overseas) of "Ne Zha: The Devilish Boy in the Sea of Chaos" (i.e., "Ne Zha 2") has exceeded 12.319 billion yuan, surpassing "Inside Out 2" to top the global animated film box office chart, and ranking 8th in the global film history box office chart.

Previously, according to data from Dengta Professional Edition, the single-day box office of "Ne Zha 2" on February 17 was 192 million yuan, the lowest single-day box office since its release. As of February 17, the AI box office prediction data for "Ne Zha: The Devilish Boy in the Sea of Chaos" is 15.012 billion yuan, with a slight decline for two consecutive days, a decrease of 224.5 million yuan compared to the predicted box office peak on February 14. (36Kr, Finance World)

Enlight Media Experiences Another Major Shock, Unveiling the Grand Curtain of Value Reassessment

As of February 17, 2025, the total box office (including preview screenings and presales) of "Ne Zha: The Devilish Boy's Havoc in the Sea" has exceeded 12 billion yuan. Data shows that from February 5 to February 14, the share price of Enlight Media increased by more than 200%, and the total market value exceeded 101.9 billion yuan. However, on February 17, the net outflow of the main force of Enlight Media on that day was 166 million yuan, with the share price reported at 29.66 yuan per share, falling by 14.6% throughout the day, and the market value dropped back to 87 billion yuan.

It is worth noting that the price-earnings ratio of Enlight Media has already reached as high as 170.54 times, definitely "far ahead" in the industry. The valuation risk behind this cannot be taken lightly. On February 17, the share price of Enlight Media dropped by 14.6%, perhaps this is the first alarm bell rung by the market for its highly bubble-valued assessment. (21st Century Business Herald)

Multiple Brands Respond to Whether Coffee Prices Will Increase

Recently, the news of the continuous price increase of coffee beans has attracted attention within the industry. On social platforms, many netizens are worried that "coffee freedom" is not guaranteed. "The price increase of coffee beans will cause an increase in costs, but this cost does not have a crucial impact. Locking in bulk futures also helps us reduce the impact of fluctuations in coffee bean prices. We will still adhere to the '9.9 yuan' strategy and will not take any actions to increase prices," said Li Yingbo, the Chief Strategy Officer of Cotti Coffee. The relevant person in charge of Tims China also responded that the coffee beans used by the brand are supplied by the global headquarters and are not currently affected by the price increase. The customer service of the M Stand official mini-program also said that "no price increase notice has been received for the time being". However, the relevant person in charge of Nestlé China did not give a clear reply on whether there is a price increase plan. (China Newsweek)

JD.com Responds to "Ride-hailing Service": Connected to a Third-party Ride-hailing Service in 2022, No Promotion Plan for Now

On February 18, in response to the "Domestic Ride-hailing Service" launched on the JD.com App, the relevant person in charge of JD.com said: "In 2022, the JD.com App connected to a third-party ride-hailing service, and there is no promotion plan for now." The third-party partner is "Yiqi Chuxing". Tianyancha APP shows that its affiliated company was established in 2015 and received Series A+ financing in 2022. Users can search for "ride-hailing" on the homepage of the JD.com App, and the option of "Domestic Ride-hailing Service" will appear on the page. Users can choose real-time, reservation, and airport transfer ride-hailing services in China. The vehicle types cover ordinary, comfortable, business, and luxury, and it is connected to online ride-hailing platforms including CaoCao, Feidi, and Yangguang. (Jiemian News)

The three major U.S. stock indexes closed collectively higher, while most large technology stocks declined

36Kr learned that as of the close on February 18, the three major U.S. stock indexes rose collectively. The Dow Jones Industrial Average rose 0.02%, the S&P 500 Index rose 0.24%, and the Nasdaq Composite Index rose 0.07%; Most large technology stocks declined. Meta fell more than 2%, ending a 20-day consecutive rise. Netflix fell more than 2%. Amazon, Google, Apple, and Tesla declined slightly. Affected by the rumors of splitting, Intel rose more than 16%, and has accumulated a rise of more than 40% since February, reaching a new high since August last year. Microsoft and NVIDIA rose slightly. Popular Chinese concept stocks had mixed performances. WeRide rose more than 28%, XPeng Motors rose more than 4%, Pinduoduo rose more than 3%, Alibaba and NetEase rose more than 1%; iQIYI fell more than 9%, Baidu fell more than 7%, JD.com and Bilibili fell more than 5%, NIO fell more than 1%, and Li Auto fell nearly 1%.

Wang Xingxing: Humanoid Robots Will Reach a "New Level" in 2025

After the private enterprise symposium ended, Wang Xingxing, the person in charge of the robot research and development enterprise, was interviewed. Wang Xingxing said that before the end of this year, the entire AI humanoid robot will reach a new level. If things go smoothly, by next year or the year after, some basic ones, such as in the service industry or some industries, can basically be promoted. However, for household use, it may be a bit slower because household use may have higher requirements for safety, and it still requires the technology to be relatively more mature. (CCTV News)

Hong Kong Raises Minimum Wage Standard, Expected to Be Implemented on May 1

On February 18, the Chief Executive in Council of the Hong Kong Special Administrative Region has accepted the recommendations of the Minimum Wage Commission to increase the Hong Kong's statutory minimum wage rate from the current HK$40 per hour to HK$42.1 per hour, an increase of HK$2.1 or 5.25%. The SAR government will publish the "Minimum Wage Ordinance 2025 (Amendment of Schedule 3) Notice" in the Gazette on February 21 and submit it to the Legislative Council on February 26. If approved by the Legislative Council, the revised minimum wage level will be implemented on May 1, 2025. (Voice of the Greater Bay Area)

Tesla's refreshed Model Y officially starts mass production at the Shanghai Gigafactory

36Kr learned that Tesla announced that the refreshed Model Y has officially started mass production at the Shanghai Gigafactory. Earlier, the delivery time of the refreshed Model Y was updated, and the vehicle will begin to be delivered in late February. It is understood that the first edition of the model will be sold for a limited time until February 28. The rear-wheel drive version is priced at 263,500 yuan, and the long-range all-wheel drive version is priced at 303,500 yuan.

Iflytek Sets Up a New Retail Company in Hangzhou

36Kr learned that the Tianyancha App shows that recently, Hangzhou Iflytek New Retail Co., Ltd. was established. The legal representative is Xu Rongsheng, with a registered capital of 100,000 Chinese yuan. The business scope includes the sales of electronic products, office equipment, office equipment consumables, artificial intelligence hardware, information system integration services, and intelligent robot sales, etc. The equity panoramic penetration map shows that the company is wholly owned by Anhui Iflytek New Retail Co., Ltd., a subsidiary of Iflytek.

"Ne Zha 2" to be Released in Hong Kong and Macao from the 22nd

Under the guidance of the National Film Administration, with the vigorous coordination of the Liaison Office of the Central People's Government in the Hong Kong Special Administrative Region and the relevant departments of the Hong Kong Special Administrative Region Government, "Ne Zha: Birth of the Demon Child 2" will hold its premiere in Hong Kong on February 18. With the vigorous coordination of the Liaison Office of the Central People's Government in the Macao Special Administrative Region and the relevant departments of the Macao Special Administrative Region Government, "Ne Zha: Birth of the Demon Child 2" will hold its premiere in Macao on February 19. From February 22, the film will be fully released in Hong Kong and Macao. (CCTV News)

Robin Li: Baidu's RoboRun will seek partners

The founder of Baidu, Robin Li, stated at the earnings conference that 2025 is an important year for the expansion of RoboRun. We will seek cooperation, including with mobile service operators, taxi companies, and third-party fleet operators, etc. (Sci-tech Innovation Board Daily)

Li Auto's Strategic Shift at the Beginning of the Year: President Ma Donghui Promoted to the "Top Position" in Intelligent Vehicle Strategy, Li Xiang Shifts Focus to AI

It is learned from multiple sources that the Strategic Committee, the top decision-making body of Li Auto, has approved the "Intelligent Vehicle Strategy Closed-loop Management Plan". The evaluation result is that President Ma Donghui will be the person in charge of the intelligent vehicle strategy, responsible for the strategic goal planning and implementation related to the intelligent vehicle business. Organizationally, to support Ma Donghui in carrying out related businesses, the Strategic Committee has decided to appoint Ma Donghui as the director of the "Production, Supply and Marketing Liaison Meeting". The original director of the Production, Supply and Marketing Liaison Meeting is Li Auto's Chairman and CEO Li Xiang. (21st Century Business Herald)

Samsung will repurchase a total of 3 trillion won worth of stocks

A regulatory filing submitted by Samsung on February 18 shows that Samsung Electronics will repurchase 48.1 million common shares worth 2.7 trillion won and 6.6 million preferred shares worth 304 billion won. This repurchase is part of the 10 trillion won repurchase plan announced by Samsung last year. (Jiemian News)

Saudi Sovereign Fund PIF Indirectly Acquires Partial Equity of British Sports Streaming Giant and Establishes a Middle East Joint Venture Subsidiary

The sports investment company SURJ Sports Investment, under the Saudi sovereign wealth fund - Public Investment Fund (PIF), recently announced that it has completed the acquisition of a minority stake in the globally renowned sports streaming platform DAZN in the UK, opening a new channel for Saudi Arabia to access high-quality sports content and facilitating the further development of the Saudi sports industry. According to the official statement released on February 17, the two sides will establish a joint venture company, DAZN MENA, focusing on the Middle East and North Africa markets. (Caixin)

Tesla Posts Job Ads in India

Tesla is recruiting employees in India. More and more signs indicate that after the US meeting between CEO Elon Musk and Indian Prime Minister Narendra Modi, Tesla plans to enter the Indian market soon. According to the ads on the LinkedIn page on February 17, the electric vehicle manufacturer is looking for candidates for 13 positions, including customer-facing positions and back-end positions. (Sina Finance)

The Delivery of the New Version of "Air Force One" in the US is Delayed Again

On February 17 local time, a senior US government official said that Boeing's "Air Force One" project might be postponed until 2029 or several years later due to supply chain issues and changing requirements. The official stated that Boeing has encountered problems in obtaining parts as some manufacturers have gone bankrupt. Trump officially assumed the office of President of the United States on January 20, 2025, beginning his second presidential term, and is expected to step down on January 20, 2029. After the extension of the delivery of the upgraded version of Boeing's "Air Force One", Trump may not be able to wait for the delivery until the end of his current presidential term. (CCTV News)

The AI startup founded by the OpenAI co-founder is raising funds with a valuation of over 30 billion US dollars

It is reported that informed sources have disclosed that Ilya Sutskever, the co-founder of OpenAI, is raising more than 1 billion US dollars for his AI startup, Safe Superintelligence, making its valuation exceed 30 billion US dollars, thus leaping into the ranks of the world's most valuable private technology companies. According to informed sources, the San Francisco-based venture capital firm Greenoaks Capital Partners is leading this round of financing with a planned investment of 500 million US dollars. Greenoaks has previously also invested in AI enterprises ScaleAI and Databricks. (Jiemian News)

The Forefront of AI

Baidu Search Fully Launches DeepSeek Full-Blooded Version

36Kr has learned that currently, Baidu Search has fully launched the DeepSeek Full-Blooded Version. Users can enter any search term in the Baidu App. After completing a round of search, click "AI+" on the search results page to enter the AI search, and then click "Try Now" below the "Full-Blooded Version" to have a conversation with DeepSeek. It is understood that Baidu Search and the Wenxin Intelligent Entity Platform announced on February 16 that they will fully integrate the latest deep search functions of DeepSeek and the Wenxin Large Model.

DeepSeek Drives Up Consultation Volume for Computing Power Equipment, Expected to Gradually Increase Utilization Rate of Intelligent Computing Centers

It is learned from several industry insiders that the rapid and widespread deployment and application of DeepSeek in the industry has boosted the AI computing power market to become booming again in the two weeks after the start of the year. Currently, the consultation volume for leasing and purchasing computing power equipment has increased significantly, and the demand is still concentrated on NVIDIA products, especially the H series computing cards. Although several respondents said that the demand has not yet affected the supply, the price of computing cards has already risen. Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that in the future, with the rise and application scenario expansion of domestic technologies such as DeepSeek, the utilization rate of intelligent computing centers is expected to gradually increase. (Cailian Press)

The Dark Side of the Moon Announces the Launch of a New Model Kimi Latest

On February 18, The Dark Side of the Moon announced the launch of a new model, Kimi Latest. It will be benchmarked against the model currently used by the Kimi Intelligent Assistant and will be upgraded simultaneously with the update of the intelligent assistant product (the model name remains unchanged). Users can now experience it on the Kimi Open Platform. According to the introduction, Kimi Latest always uses the latest Kimi large model for the Kimi Intelligent Assistant product, which may contain unstable features; the context length is 128k, and the 8k/32k/128k model will be automatically selected as the billing model according to the context length; it supports automatic context caching. Currently, Kimi Latest only supports calling the Kimi regular version model, and the Kimi k1.5 long-thinking model does not currently support API calls. (Jiemian News)

DeepSeek Launches NSA for Ultra-Fast Long Context Training and Inference

36Kr has learned that DeepSeek has launched NSA. DeepSeek claims that NSA is a hardware-aligned and natively trainable sparse attention mechanism for ultra-fast long context training and inference. Through an optimized design for modern hardware, NSA speeds up the inference speed while reducing the pre-training cost without affecting performance. On general benchmark tests, long context tasks, and instruction-based inference, its performance is comparable to or even better than that of the full attention model.

OpenAI Considers Establishing Special Voting Rights to Resist Hostile Takeovers

It is reported that informed sources have revealed that OpenAI is considering strengthening its governance structure by granting its non-profit board special voting rights to fend off a $97.4 billion cash hostile takeover initiated by Musk. OpenAI CEO Sam Altman and other board members plan to introduce a new governance mechanism, including excessive voting rights for the non-profit board, after the company transforms into a traditional for-profit enterprise. This move will ensure that the non-profit entity retains control in the restructured company and can override the decisions of existing investors such as Microsoft and SoftBank. Although not yet finalized, the special voting rights design can not only prevent external takeovers but also is expected to respond to Musk's doubts that "OpenAI has deviated from its original intention of developing AI for the benefit of humanity." (Jiemian News)

OpenAI Might Release GPT-4.5 to Counter Elon Musk's Grok3

At 1 a.m. on February 18, Sam Altman, the CEO and co-founder of OpenAI, stated that for demanding testers, the experience of feeling AGI brought by trying GPT-4.5 is much deeper than he expected. This indicates that GPT-4.5 has entered the testing stage and is very close to its official release. Meanwhile, Elon Musk announced on February 16 that he will livestream the release of "the smartest AI on Earth" - Grok3 at 8 p.m. Pacific Time on February 17 in the US. (Sina Finance)

Big Company Financial Reports

Baidu: Total revenue in 2024 is 133.1 billion yuan, and net profit increased by 21% year-on-year

36Kr learned that Baidu released its fourth quarter and full-year financial report for 2024. The financial report shows that Baidu's total revenue in 2024 reached 133.1 billion yuan; the net profit attributable to Baidu Core reached 23.4 billion yuan, an increase of 21% year-on-year. In the fourth quarter, the revenue of Intelligent Cloud increased by 26% year-on-year. As of January 2025, Baidu's autonomous driving mobility service has provided more than 9 million rides nationwide; in the fourth quarter, the number of rides provided reached 1.1 million, an increase of 36% year-on-year. In December 2024, the monthly active users of Baidu App reached 679 million, and the online marketing revenue of Baidu Core in the quarter was 17.9 billion yuan.

iQIYI: Annual Revenue of 29.23 Billion Yuan, Continuously Operating Profitably for Three Years

36Kr learned that iQIYI released its financial report for the fourth quarter of 2024 and the full year. The total revenue in the fourth quarter was 6.61 billion yuan, and the Non-GAAP operating profit was 410 million yuan, with a Non-GAAP operating profit margin of 6%. The annual revenue was 29.23 billion yuan, and the Non-GAAP (Non-Generally Accepted Accounting Principles in the United States) operating profit was 2.36 billion yuan, achieving continuous operating profitability for three years. Gong Yu, the founder and CEO of iQIYI, said: "iQIYI has continued its encouraging growth momentum at the beginning of the year, and the number of subscription members has increased significantly since the end of 2024. The micro-drama business has achieved a phased breakthrough. It has completed product transformation and user experience optimization, expanded the content scale to over 10,000 titles, and optimized the advertising placement system, possessing the core competitiveness for the next stage of development."

Sohu's revenue in 2024 was 598 million US dollars, and the total revenue in Q4 was 135 million US dollars

On February 18, Sohu released its financial report for the fourth quarter of 2024 and the full year of 2024. The financial report shows that in the fourth quarter of 2024, Sohu's total revenue was 135 million US dollars. Among them, the brand advertising revenue was 19 million US dollars, and the online game revenue was 110 million US dollars. In the whole year of 2024, Sohu's total revenue was 598 million US dollars, the same as in 2023. Among them, the brand advertising revenue was 73 million US dollars, and the online game revenue was 502 million US dollars. Zhang Chaoyang, the founder, chairman of the board and CEO of Sohu, pointed out that in the fourth quarter of 2024, the company's brand advertising revenue reached the high end of the previous expectations, and the online game revenue and the group's net loss were both significantly better than expected. The online game business also performed well.

Investment and Financing

"Haina AI" Secures Another 50 Million Financing, Led by DT Capital

36Kr has learned that recently, "Haina AI" announced that it has secured another 50 million yuan in financing. This round of financing is led by DT Capital, with Qiushi Capital participating. The financing funds will be used for AI technology research and development, market expansion, ecological construction, and other aspects. It is reported that Haina AI has currently interviewed over 12 million people for nearly 100 Fortune 500 groups. The annual interview volume of Haina AI interviewers in 2024 reached more than 8 million person-times, which is more than three times higher than the previous year.

Cool Products

Insider: The first model of Huawei and GAC's GH project is planned to be listed in 2026

It is learned from relevant sources of GAC Group that the first model of the new brand of the GH project cooperated by Huawei and GAC is planned to be listed in 2026. This project has nothing to do with the newly released "Trumpchi Yearning" M8 Qiankun series. On February 17, GAC Trumpchi officially announced that the M8 Qiankun series, the world's first model of the GAC Trumpchi x Huawei Joint Innovation Program, is about to debut. (Cailian Press)

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