国家发改委在沪发布，国内重点行业人工智能渗透率强势突破80%。以AI手机、AI电脑为代表的智能终端爆发式增长，继去年出货量突破亿台后，预计今年销量将首次超越传统非AI产品，产业生态蓬勃发展。
Counterpoint报告指出，AI芯片短缺将导致智能手机平均售价在2026年上涨6.9%，远超此前预测的3.6%。同时，未来一年智能手机销量预计下降2.1%。由于英伟达等公司加速建设AI数据中心，用于手机的DRAM供应受限，进一步推高手机成本。
菜鸟与蜜雪集团合作开发智能供应链系统，通过AI预测销量并自动补货，推动供应链向智能化转型。该系统将服务于蜜雪冰城等品牌在全球的5.3万家门店。
京东零售技术团队宣布成功推出首个自研的十亿级销量预测时序大模型——TimeHF。该模型基于人类反馈的强化学习技术（RLHF），首次将其应用于销量预测领域，预测准确度大幅提升10%以上，显著降低了需求端预测的不确定性。这一成果不仅在京东内部的2万种商品自动化补货场景中取得了卓越表现
Anthropic
$105
Input tokens/M
$525
Output tokens/M
200
Context Length
Alibaba
$2
-
256
Google
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