美光與Anthropic達成戰略合作，將圍繞AI內存架構設計、技術研發與供應鏈保障展開協同，重點突破高帶寬存儲器、DRAM及固態硬盤在AI訓練和推理中的應用，標誌着算力競爭從模型延展至底層硬件。
郝建鄴認爲，AI若不能從“存儲”跨越到“記憶”，就無法成爲真正的智能夥伴。其創立的憶紀元科技（MemoraX AI）成立僅一個月，便完成千萬美元種子輪融資，由L2F光源創業者基金、鐘鼎資本聯合領投。資金將主要用於Agentic RL（智能體強化學習）技術的研發，旨在突破大模型僅作爲“高效搜索引擎”的侷限。
Meta計劃在2030年前向康寧支付60億美元，採購高性能光纖電纜，以支持其AI數據中心建設。康寧正擴大產能，打造全球最大光纖工廠，以滿足Meta及英偉達、谷歌等科技巨頭日益增長的需求。
美團聯合創始人王慧文卸任光年之外科技公司法定代表人、執行董事及總經理職務，監事劉敏娟同時退出。劉亞平接任法定代表人、董事和總經理，全面執掌這家2018年成立、註冊資本100萬元的美團全資子公司。
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