当大模型推理从“以算力为中心”走向“以效能为核心”，数据和存储才是下一阶段AI基础设施的核心命题。

1、博亚平台 葡萄牙和克罗地亚在历史上共交手10次，葡萄牙取得了7胜2平1负的战绩，打进19球仅失8球，占据绝对优势。

他们的下一个对手英格兰，同样经历了一场恶战。博亚平台特斯拉方面还专门强调，首批机器人进入内部「Optimus Academy」执行任务、收集数据，没有对外销售日期。

2、曾是3500台量产街机之一，这台NASCAR弹球机被“魔改”成《塔拉迪加之夜》主题，现无底价开拍

The crowded, snake-like queue at WAIC led to a single attraction: an AI guitar capable of "improvisational jamming." During the 2026 World Artificial Intelligence Conference (WAIC), the annual updated edition of the Tianpule AI Guitar made its public debut. Over the same period, Quwan Technology, the parent company behind the instrument, released the Tianpule Large Model V4.7, pushing music-focused foundation models toward a new frontier where they can "understand revision feedback." It was unmistakable to anyone on the floor that this year’s WAIC generated unprecedented buzz. Yet the AI industry itself, having weathered countless hype cycles and technical trends, is bidding farewell to the hollow "compute arms race." The commercial value of large models is finally being realized within vertical, domain-specific scenarios. Industry observers are increasingly turning their focus toward a path distinct from general-purpose large language models: vertical integration. Compared with tech giants basking in haloed reputations and star AI startups boasting eye-watering valuations, vertical AI developers have quietly stepped into the center stage of the AI era. Grounded in user scenarios and equipped with self-sustaining revenue capabilities, they have emerged as pragmatic, viable models for the industry. By anchoring its strategy strictly on AI music and AI voice, and extending those capabilities into AI hardware, Quwan Technology offers a compelling case study of this trajectory. Bidding Farewell to the Compute Arms Race: A New Narrative in Vertical AI Commercialization The standard competitive posture in the large-model arena has long been a classic arms race: parameter count, context window length, and multimodal capabilities served as explicit metrics of a company’s worth. By this year, however, this model of horizontal expansion has hit diminishing marginal returns. On one hand, general-purpose models suffer from worsening homogeneity, and products that rely solely on model API outputs struggle to build user stickiness. On the other hand, as AI penetrates deep into everyday life rather than acting merely as a productivity tool, technology must be embedded into concrete scenarios to solve real pain points. Quwan Technology abandoned the illusion of building a jack-of-all-trades general platform, choosing instead to double down on two vertical domains characterized by high emotional value and dense interaction: AI music and AI voice. Though operating in different tracks, their underlying logic is remarkably similar: humanity’s most natural, non-textual modes of expression have long been constrained by professional barriers, and both possess an inherent capacity to stretch from digital content into physical hardware. The foundation of Quwan’s AI music ecosystem is the proprietary Tianpule Large Model. Steering clear of open-source fine-tuning, Quwan built the model from scratch to optimize for real-time interaction, laying the groundwork for a conversational creative experience powered by AI agents. During WAIC 2026, Quwan rolled out Tianpule Large Model V4.7, making AI-generated music far easier to control and iterate upon. Across two evaluation frameworks, Meta Audiobox Aesthetics and SongEval, V4.7 earned high marks in metrics such as content enjoyment, memorability, and vocal clarity, while ranking in the top tier for musicality, coherence, and naturalness. V4.7 powers Tunee, Quwan’s conversational music creation agent. This "conversation as creation" interaction model represents a true breakthrough in its capacity for proactive co-creation. Moving beyond passive "one-click generation" tools, Tunee acts more like a patient, music-savvy collaborator. Since its official launch last September, Tunee’s official website has maintained over a million monthly visits, making it one of the fastest-growing breakout products in China’s AI agent space. What has truly commanded the industry's attention, however, is the Tianpule AI Guitar. As a pioneer in the global generative AI guitar category, it was the first to embed an AI music foundation model into a physical guitar, enabling people without musical training or theory knowledge to experience the joy of playing and composing music. At WAIC 2026, the new Tianpule AI Guitar placed heavy emphasis on its core feature introduced this year: "AI Improvisation." Users can generate personalized music directly on the instrument and jam along, drastically simplifying the complex journey from composition to performance. Coupled with features like AI score transcription and hum-to-song conversion, complete beginners can quickly begin playing and writing music. The industrial significance of the Tianpule AI Guitar extends far beyond consumer electronics. It frees generative AI from behind the glass screen, turning it into a physical object that can be touched, plucked, and felt through resonance. For professional musicians, it serves as a catalyst for inspiration; for novices, it is the first key to unlocking the world of music. As Jasper Jia, Vice President of Quwan Technology, put it: only when ordinary people can use music to express emotions and document their lives as naturally as taking a photo or shooting a video will music truly become an inclusive medium for creation. The physical medium of the guitar allows AI music to step outside smartphones and laptops, truly weaving itself into everyday life. Quwan Technology’s vertical integration has constructed more than just a tech flywheel—where the model grants intelligence to the application, and the application breathes fresh experiences into the hardware. Simultaneously, the hardware feeds real-world user interaction data back into the model, establishing a system-level moat. In truth, AI has already made creation ubiquitous. But how to make good content visible, scalable, and profitable has become the stark reality facing the second half of the AIGC race. Quwan Technology’s answer to that reality is AI voice. In recent years, the overseas expansion of Chinese film and television productions has accelerated rapidly. Dubbing and localization, however, have remained a persistent industry pain point. High quality, high efficiency, and low cost form a classic impossible trinity. Against this backdrop, Quwan Technology collaborated with The Chinese University of Hong Kong, Shenzhen, to develop the MaskGCT voice foundation model. On October 24, 2024, MaskGCT was officially open-sourced to the world via the Amphion framework. Across multiple text-to-speech (TTS) benchmark datasets, MaskGCT achieved state-of-the-art (SOTA) performance, even outperforming human baselines on select metrics. All Voice Lab (Quwan Qianyin) represents the commercial application built atop the MaskGCT model. As a one-stop video translation and AI dubbing platform, All Voice Lab slashes AI translation and dubbing costs by 90% compared with traditional human labor while boosting speed more than 50-fold, handling a monthly translation volume of up to 500,000 minutes (roughly 5,000 drama episodes). Since its launch, All Voice Lab has assisted over 100 film, TV, and animation clients in solving localization hurdles. It processes nearly 10,000 short drama episodes per month across single languages for overseas markets, reaching over 30 countries and regions globally and helping clients boost monthly YouTube channel revenue by 10% to 30%. Driven twin-engine style by AI music and AI voice, Quwan Technology is transitioning into a "new infrastructure" provider for the entertainment industry. It proves that vertical AI companies do not need to serve everyone; by achieving excellence within targeted vertical domains, they can unearth vast commercial value. From Mobile Voice to AI Creation: Quwan’s 12-Year Evolution of "Interest" The first half of Quwan Technology's journey followed a textbook mobile internet success story. Its flagship product, TT Voice, evolved from a simple voice tool designed to help gamers find teammates into an interest-based social platform boasting over 200 million registered users. When the AI wave swept the globe, the company pivoted proactively, laying early groundwork in AI as far back as 2021 to secure its current position as a leader in AI entertainment. The essence of the company’s 12-year evolution represents a strategic leap from "connecting interests" to "creating interests." Yet the underlying logic running through it all has always been a focus on "interest" and a "human-centric" philosophy. For instance, TT Voice’s early positioning was remarkably simple—a "gaming walkie-talkie." But what fundamentally transformed founder Song Ke's understanding of the product’s value was the spontaneous behavior of its users. He noticed that many users did not leave the voice rooms after finishing their games; instead, they stayed to sing, chat, and share their lives. He realized then that while the platform ostensibly solved an efficiency problem ("how to play games better"), it was actually fulfilling an emotional need ("how to connect better with people"). Grounded in this insight, TT Voice quickly evolved from a tool into a community. Beyond gaming matchmaking rooms, it rolled out diverse interest spaces including singing rooms, chat rooms, and audio-visual rooms. In cultivating the social space, Quwan Technology identified an emerging industry trend: the new generation of users was no longer satisfied with merely consuming content; they craved autonomous creation and self-expression. This was no mere hypothesis. On the TT Voice platform, users were already looking beyond finding gaming buddies—they were singing in voice rooms, sharing life moments in chat rooms, and expressing themselves in communities. As AI technology matured, these deeper desires could finally become reality. In the past, completing a song—from lyrics and composition to arrangement, mixing, and recording—demanded specialized skills at every step. Many possessed creative sparks or deep emotions but struggled to translate the melodies in their heads into finished works. In 2024, the team set out from scratch to build "Tianpule," a multimodal music generation model, choosing a self-developed path distinct from open-source fine-tuning. In the AI voice domain, Quwan partnered with CUHK-Shenzhen to open-source the MaskGCT voice model. Quwan develops both AI music and AI voice; it launches AI hardware while maintaining an interest-based social platform with over 200 million registered users. While its business scope appears broad, it is built upon a single, continuously expanding set of core AI interaction capabilities. Across its distinct business lines, Quwan serves diverse sectors—music creation, content globalization, public services, and social networking. From an architectural standpoint, however, they all draw from the same underlying AI interaction capability. Looking back at Quwan Technology's 12-year trajectory, a clear thread emerges: the first half was about "connecting interests"—using interest communities to bring together young people seeking belonging; the second half is about "creating interests"—using AI to lower creative barriers so anyone can convert ideas into digital assets and passion into sustainable expression. Sustaining this arc is not the pursuit of tech trends, but an unwavering understanding of "interest" and "people." Whether with TT Voice or AI music, Quwan’s ethos places user insight ahead of technical R&D. This product philosophy—starting with the human element and designing backward from the ultimate user goal—ensures that technical iterations always revolve around real-world scenarios rather than descending into pure technical rivalry. Moving from "connecting interests" to "creating interests" is not only Quwan Technology’s internal evolution, but also an answer to how technology can truly serve human beings. No matter how technology changes, the essence of business remains constant: to understand people, serve people, and empower people. Conclusion Twelve years ago, Quwan Technology answered one question: How do you help people who love playing games find one another? Twelve years later, it is answering another: How can every ordinary person be given the chance to create their own work and express their unique passions? While the industry remains locked in fierce rivalry over conventional paths—whether single-point tools or general-purpose platforms—Quwan Technology has used vertical integration as an anchor to build a closed-loop "Model-Application-Hardware" ecosystem across AI music and AI voice. This is a direct response to the true nature of AI commercialization: technology can only weave itself into the fabric of everyday life and form a sustainable business model when it penetrates all the way through foundational algorithms, intermediary interactions, and physical hardware devices. (This article was first published on the TMTPost App; author | Li Chengcheng)消费动态 耐克将终止滔搏、宝胜国际在中国内地的线上授权 7月22日，Nike在中国的两家主力经销商：滔搏、宝胜国际发布公告确认，2027年1月1日起，将全面终止 NIKE产品在中国内地线上平台的销售。

3、美国国脚即将登陆英冠：米堡近200万签伯哈尔特，今夏世界杯主力中场_网易订阅

逻辑不难理解：大模型应用的变现路径尚不清晰，给AI"卖铲子"，看起来是更确定的生意。

4、“挨过打”的图赫尔，又忘了“足球是勇敢者的游戏”

随着世界模型逐渐成为机器人公司的标准配置，留给极佳视界的时间窗口并不会太长。

5、F1赞助总额预计突破30亿美元，lululemon推2026春季跑装备

而如今的法国三叉戟，则是德尚战术体系下的完美产物。

首轮面对沙特，球队全场控球占优、27次射门却只收获1球，阵地战效率低下的问题暴露无遗；次轮对阵佛得角，球队两度领先两度被扳平，两大主力伤缺导致后防稳定性下降，反击中连续被对手打穿。

数据孤岛，被算力叙事掩盖的真问题 钛媒体：今年WAIC，你看到了哪些洞察和趋势？ 俞康：整体来看，智能机器人方面，与去年相比变化不算特别大，很多展示仍然依靠遥控操作。

6、汽车城大洗牌

正如部分球迷尖锐指出的那样，“好汉不提当年勇”，更何况在2016年那场决赛中，C罗因伤早早被担架抬离，最终由替补球员完成绝杀。

后来万达宣布退出中国足坛，王健林对足球的执念从来没断过。

7、中国足协宣布聘任决定

”手里的“钱袋子”被封死，传统的杠杆招商模式彻底失灵。

这粒进球不仅让法国队稳操胜券，更让他的世界杯总进球数达到20球，距离梅西的历史纪录仅一步之遥，也以8球在本届射手榜上追平了梅西。

8、1968年雪佛兰科尔维特C3敞篷车现身交易平台：黑化L88风格，327ci V8改造

那天早上，周远在上班的地铁上刷到了这条新闻。

这种源源不断的人才输出，与主帅迭戈·西蒙尼打造的战术体系密不可分。

在社交网络上，“图赫尔真的是追着凯恩杀”成为了最热门的调侃与控诉。

9、外媒称中美外长刚在菲律宾举行完会谈，中方次日便在台湾海峡开展实弹演训，是否可以解读为中方意在向美方传递明确信号，中方回应_网易订阅

本届世界杯，这位皇马中场表现极为出色，打入6球，几乎是凭一己之力扛着三狮军团闯入半决赛。

国产 TPU 要进入市场，既要解决芯片本身的性能问题，也要回答开发者如何迁移、模型如何适配、客户如何调用的问题。

10、尤文外租球员报告：路易斯随维拉挺进欧联杯决赛，鲁加尼未来成疑

2026年以来，共有80家公司在A股上市，其中15家公司上市后累计涨幅超300%。

这场针对数字渠道的大刀阔斧改革，是耐克中国品牌修复价格体系、重塑本土消费体验、扭转连续多季度业绩承压困境的关键举措，更意味着运动服饰行业数十年来的多层分销模式，即将被改写。

1、河南5比1大胜海牛！上港不要的王牌爆发梅开二度，值得期待

其中，馥马尔香水出版社（Editions de Parfums Frédéric Malle）经典作品“肖像”入选“香水名人堂”；汤姆福特（TOM FORD）“绯境乌木”摘得 “年度顶奢香水奖”；祖·玛珑（Jo Malone London）“伊甸之果”荣获 “年度最具声望中性香水奖”。

2、恩佐决赛染红！一脚踢飞库巴西，16年第一人，名宿怒斥太愚蠢

目前他的合约是2027年6月30日到期，拿到欧冠入场券后新的截止日期将延长到2028年6月30日，同时，阿囧的薪资也将从每赛季500万欧元上涨至600万欧元。

3、800马力V10越野超跑重出江湖，不是兰博基尼，只造7台

核心看点二：最强之矛与最稳之盾的极致拉扯 这是一场实用主义与传控信仰的战术对决。瓦伦丁·法森迪尼加盟塔列雷斯，桑保利第四签” 值得一提的是，库巴西已超越姆巴佩，成为世界杯历史上出场时间最多的20岁以下球员。

4、两战狂砍53分22篮板，中国女篮的“姚明时代”来了，只可惜不是时候

马尔维纳斯群岛（英国称福克兰群岛）的主权归属问题，是英阿两国长达数十年的历史遗留问题，1982年的马岛战争更是两国之间难以抹平的历史创伤。

5、厄德高：“小队长”的梦想之旅

因此，在同一轮资本开支中，光模块厂商总是最早拿到订单、最早确认收入的那一个。

6、Here we back！罗马诺：埃德森转会曼联的交易告吹

一台设备从研发到进入产线，要晶圆厂配合验证、调试、迭代，周期长达四五年。

他们以完全自研的Fysics可微分物理仿真引擎为底座，把牛顿力学等第一性原理直接编码进模型，用确定性物理方程替代统计猜测，创新研发了全新一代物理世界模型Fysiverse，从源头解决物理幻觉。

国际足联不再按场次支付费用，改为从各队集训首日起至该国最后一场比赛次日止，按日发放津贴，2026年世界杯的每日补偿标准为4330欧元，显著低于卡塔尔世界杯时期的费率。

7、NBA消息人士：至少八九名球员在等詹姆斯做决定，库明加也在其中

射正率50.91%、射门转化率10.53%，不算出色，但也绝不算最差。

这正是算力服务和算力供应链之间的分水岭。

8、巴拉圭VS法国：巴拉圭难创造奇迹，法国有望晋级下一轮

有鉴于此，巴萨正试图把建队计划提前到现在完成，而不是拖到2027年。

一级市场融资跑了8年，机构退出的诉求已经浮出水面。

中昊芯英称，目前已经完成 Qwen、DeepSeek、GLM 等主流开源模型的基础适配，并能在新模型发布后较快跑通流程。

06 先决定最多愿意亏多少 周远接下来的难题，是账户应该怎样设计这些经常性的失败。