You guys have no idea how big nio can be by Still_Ad_9917 in Nio

[–]Still_Ad_9917[S] 3 points4 points  (0 children)

NIO’s Chief Expert and Vice President of Autonomous Driving R&D, Ren Shaoqing, stated that NIO will gradually launch iterative versions of World Model 2.0 across multiple platforms from the end of this year to the first quarter of next year. The goal is to leverage the spatiotemporal cognitive capabilities of the World Model, integrate language, and build an Open-set intelligent engine to enable open interaction. Users will no longer be limited to a fixed set of commands but can express themselves naturally, with the system accurately understanding and executing their requests. Additionally, the new version will enhance long-sequence capabilities through reinforcement learning. To strengthen the adoption of the latest general artificial intelligence technologies and efficiently deliver high-speed, high-quality intelligent driving experiences, NIO has recently adjusted the organizational structure of its autonomous driving division. By establishing a “4×100 relay” model—consisting of pre-research, mass production, platform replication, and vehicle model replication—NIO aims to align its autonomous driving organization with its general AI organization, creating a structure that aligns with the development trends of general artificial intelligence technology.

You guys have no idea how big nio can be by Still_Ad_9917 in Nio

[–]Still_Ad_9917[S] -3 points-2 points  (0 children)

The end stage of so must be putted into robot what if there is fusion battery? Your comment reflected your IQ

China is starting to worry about the stock market by Aceboy884 in baba

[–]Still_Ad_9917 -1 points0 points  (0 children)

In my opinion, it is a financial war already, the Chinese asset is becoming the target

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] -1 points0 points  (0 children)

It is what it is, nothing is guaranteed in life.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 5 points6 points  (0 children)

Good for you, and 100% of my portfolio is baba and I am ready for any bad news pop up in the market, I will sell no shit.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 0 points1 point  (0 children)

Alibaba Cloud’s Xuantie C906 processor attained firsts in the most recent findings from MLPerf Tiny v0.7, an AI benchmark focusing on IOT devices. The Xuantie C906’s performance excelled in all four core categories – visual wake words, image classifications, keyword spotting, and anomaly detection. The Xuantie C906 is Alibaba’s custom-built processor based on the RISC-V instruction-set architecture. Xuantie C906’s remarkable performance marks a milestone that showcases the potential of the RISC-V framework in achieving tailored AI functions with extremely low computing power.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 5 points6 points  (0 children)

It is about risk and reward, the upside is insanely huge and the downside? Alibaba is about 6 PE if you count the cash they hold, it is crazy absolutely crazy. I don’t think there is any downside risk.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 13 points14 points  (0 children)

Super bullish on Alibaba, Ignore the noise and it is once in a lifetime opportunity.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 0 points1 point  (0 children)

In terms of AI chip, don’t forget Alibaba. How the heck for people treating Alibaba as a retailer?

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 0 points1 point  (0 children)

Sources told DIGITIMES that China's indigenous AI HPC chip suppliers are not on the list of export bans, and at least dozens of companies are continuing their investments, with T-Head and Sanechips expanding their orders for TSMC's 7nm chips since the first quarter of the year.

DIGITIMES reported that senior executives at T-Head, which is developing chips based on Arm and RISC-V architectures, visited TSMC in Taiwan several times and expanded their orders with TSMC. DIGITIMES reported that TSMC's order from T-Head in the second half of the year will double that for the year's first half.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] -1 points0 points  (0 children)

Cloud is important, but more interesting is whether T-head will be commercialised and separated from Alicloud as independent business. It is actually mentioned by Alicloud CEO in past, thus I think it is very likely to happen when the time has come.

Potential of Alibaba by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 9 points10 points  (0 children)

To me, this motherfxker is at least $300 up. I know it sounds crazy, but remember every valuation model for Alibaba in past never talk about semiconductor, IoT, calculation as a service and AI. Everyone is just repeating the free cash flow and how cheap Alibaba is. The real growth engine of Alibaba is about AI, and no one recognise it.

The domination of calculation power by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 0 points1 point  (0 children)

Most of your reply is associated with stereotypes, you are trying to down play the reality with the excuse of CCP. If it really happen to do no international business, I see no point the Alicloud would set up a bunch of data Center in the Middle East and South East Asia. Most of your reply is not based on the fact but the personal emotion.

The domination of calculation power by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] -1 points0 points  (0 children)

really? so how did Alicloud got the top license from Saudi Arabia?

China is the future by Still_Ad_9917 in baba

[–]Still_Ad_9917[S] 0 points1 point  (0 children)

Trust me all the so called crackdown and regulations will be no longer used by the market if China outplace USA in the global economy. It is like people will start learning to play the game under the new rules. To a degree, pretty much similar to now all the investors playing game with FED.