---
title: "Weekly AI Worldview | Pika $80M; Aramco’s Prosperity7 ~$400M into Zhipu; NVIDIA Q1 $26B"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-06-11T16:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20240611a05rya00"
source: "https://ffcap.cn/en/research/20240611a05rya00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240611A05RYA00"
---

# Weekly AI Worldview | Pika $80M; Aramco’s Prosperity7 ~$400M into Zhipu; NVIDIA Q1 $26B

_Unique Research · Weekly AI Worldview · June 11, 2024_

One week of global AI funding, events, and people. CN boards — attach on ingest (23 images).

## Funding

-   **Pika** — **$80M** round; co-founders Demi Guo & Chenlin Meng (ex-Stanford AI Lab PhDs) pushing AI video vs OpenAI/Google. Q1 2024 AI/ML VC cited at $25.9B. (Pika)
-   **Shengshu Tech (生数科技)** — hundreds of millions RMB Pre-A; Beijing AI Industry Fund + Baidu lead; U-ViT / UniDiffuser; Tsinghua-collab video model **Vidu**. (Shengshu)
-   **Thoughtly** — $3M seed (Afore, Greycroft, Expansion); GenAI voice agents for contact centers / CCaaS. CEO Torrey on high churn & inefficiency of legacy CCaaS. (Thoughtly)
-   **Praktika** — **$35.5M** Series A, Blossom Capital lead; AI virtual language tutors; >1.2M MAU / ~100 countries; ARR approaching $20M; R&D in Eastern Europe & UAE; angel Patrick Evra. (Praktika)
-   **Lightwheel (光轮智能)** — tens of millions RMB Pre-A, Matrix Partners China lead; GGV Star / Chentao follow; GenAI + simulation synthetic data for AV long-tail; open LightwheelOcc at CVPR; CEO Dr. Xie Chen. (Lightwheel)
-   **Tektonic AI** — $10M seed, Point72 Ventures + Madrona lead; GenAI + symbolic automation for quotes/renewals etc.; co-founder Nic Surpatanu (ex-Tanium/UiPath/Microsoft); aims SaaS in 3–5 years. (Tektonic)

## Events

-   **Saudi Aramco / Prosperity7 → Zhipu AI** — ~**$400M**; Zhipu valuation cited ~$3B; FT report; first major international check into China GenAI at this scale (unofficial at time of writing). GLM family. (Financial Times)
-   **NVIDIA FY2025 Q1** — revenue **$26B**; top two customers >24% of revenue; China ~$2.491B. UBS: Microsoft likely largest customer, ~$11.5B run-rate. H100 + Blackwell demand. (NVIDIA)
-   **NVIDIA × Hon Hai** — Kaohsiung software park compute center targeting 2026; GB200 servers — 64 racks / 4,608 CPUs; smart manufacturing, EV, smart city; Omniverse digital twins. (Lianhe Zaobao)
-   **Stanford Llama3-V plagiarism row** — accused of copying Tsinghua / ModelBest MiniCPM-Llama3-V 2.5; authors Siddharth Sharma & Aksh Garg apologized Jun 4 and pulled the model; ModelBest CEO Li Dahai & co-founder Liu Zhiyuan responded. (The Paper)
-   **NVIDIA Taiwan** — new R&D center in 5 years, >1,000 engineers (Taipei/Tainan/Kaohsiung); second AI supercomputer center like Taipei-1. (COMPUTEX 2024)
-   **Kunlun Skywork-MoE** open-sourced Jun 3 — 200B-class sparse MoE with full MoE Upcycling; runnable on 8× RTX 4090; Skywork-MoE-Medium 146B total params ≈70B dense quality at ~1/3 infer cost; commercial use allowed. (Kunlun)
-   **Musk GPU reallocation** — ~12,000 H100s reportedly shifted from Tesla to X Corp / xAI; stock reaction; Musk cited no place to install at Tesla yet. (Wall Street Insight)
-   **Microsoft Aurora** — AI weather model; ~5,000× faster extreme-weather prediction; atmospheric chemistry/pollution. (Microsoft)
-   **ChatGPT ~8-hour global outage** — site/app/desktop; API/platform claimed unaffected; Claude / Gemini / Perplexity spiked (Gemini search ~+60%). (Cailian)
-   **KT × Microsoft** — Korea AI/cloud strategic partnership; multi-year billions investment; GenAI for finance ops; KT Lumada path toward $18.9B 2024 revenue goal. (Yonhap)
-   **Kuaishou Kling (可灵)** — text-to-video; 1080p / up to 2 min / 30fps / multi aspect; Sora-like stack + own tech; invite via Kuaishadow AI; joins Kuaiyi LLM & Ketu image. (Kuaishou)
-   **Meta NLLB-200** — 200-language translation with low-resource focus; +44% avg quality vs prior; LASER3; sparse MoE gating; FLORES-200 (90% pass per language). (Meta)

## People

-   **Jensen Huang** at NTU — Blackwell Ultra AI chip targeted 2025; next platform “Rubin”; Earth-2 & Isaac; COMPUTEX supply-chain dinners. (COMPUTEX 2024)
-   **Xianyuan Tech (衔远)** — Tsinghua-line LLM startup leadership churn after founder Zhou Bowen stepped back from day-to-day; partners/sales/solutions exits; commercialization lag cited. (Sina Tech)
-   **TSMC** — Mark Liu retires; C.C. Wei becomes chairman; market cap cited ~$803.6B under Wei’s presidency (~2×); AZ still largest overseas bet; no near-term buyback/spin. (Huanqiu)

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240611a05rya00
On-site reading page: https://ffcap.cn/en/research/20240611a05rya00