电话会上，公司将全年资本开支指引从1800亿-1900亿美元上调至1950亿-2050亿美元，净调高150亿，并预计2027年继续显著增长。

1、米6体育 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。

费内巴切对莱奥的追逐更为强烈，俱乐部新主席伊尔德里姆决心打造一支能确保欧冠正赛资格并重夺土超冠军的队伍，今夏已先后投入4000万欧元引进格林伍德、1800万欧元签下穆里奇以及近900万欧元引进阿克，如今将引援重心指向左路攻击手。米6体育据《每日体育报》报道，巴萨为这位22岁小将标价3000万至4000万欧元。

2、观古镜 制龙舟 赏宋锦 灵台少年在博物馆里过端午

他们一度看起来真的要降级，完全无力自救。

3、西汉姆联萨默维尔转投沙特 转会费高达8000万欧元

极致的资源优势，造就了天齐锂业简单直白的商业模式：采矿、炼锂、销售。

4、7月油价将迎二连涨！

科特迪瓦常规阵型为4-2-3-1，凯西、桑加雷组成的双后腰中场绞抢能力出色，前场依托佩佩、迪奥曼德两大边路爆点反击推进，冲击力十足。

5、罚单在路上！FIFA将启动调查阿根廷，帕雷德斯等人恐遭重罚

一次错失机会，不会随着终场哨响就烟消云散——它会被人无限放大。

葡萄牙队的折戟止步16强，本质上是战术体系与球星功能之间的结构性内耗。

否则，人会越来越擅长解释自己，却不一定更擅长生活。

6、圣帕特里克竞技迎战敦达克：肯尼对阵四冠旧主

在米兰新的管理架构下，阿莫林获得了更大的经理式权力，这意味着他可以指定自己想要的球员，只要财务上可行，俱乐部就会尽力满足。

礼来2011年创造的242.87亿美元营收纪录，直至2020年度拉糖肽销售放量后才得以超越，经历了“失去的十年”。

7、跌宕起伏！C罗点射格子军104分钟绝平被吹 葡萄牙2比1克罗地亚进16强

这种史诗级的叙事，是任何俱乐部荣誉都无法比拟的。

不过季前赛本来就不是为了争个高低，主要目的在于恢复体能和磨合阵容。

8、曼联接近打包曼城2名16岁天才，阿森纳抢人失败

两人很可能成为阿森纳今夏转会策略的核心人物。

去年他和塔雷、阿莱格里进行过类似的沟通，这次他依然不会索要主力承诺或战术特权。

此外，"数智低空・新质测绘" 主题交流会、低空经济气象产业集群发展交流会议、第一届低空机载产业创新发展大会、华东低空经济创新与发展交流大会等十余场平行会议同期举行，分别聚焦测绘地理信息、气象保障、机载产业、基础设施建设等议题。

9、国务院成立广西南宁横州市六蓝水库“7·6”溃坝灾害调查评估组

如今，当中国球迷遭遇困难，他们选择用灾区最急需的生活物资来“还债”。

就在大战前夕，场外却因球衣问题泛起波澜。

10、世界杯1/4决赛时间表：明天7月12日CCTV5直播，阿根廷PK瑞士

超节点正在成为新的“造富机器”。

谢尔德鲁普神仙球破门，贝林厄姆半场补时救主 比赛伊始，双方都踢得相对谨慎，但英格兰队凭借更强的纸面实力逐渐掌控了场上局势。

1、连续爆发4场，火箭队新秀场均23+3 合同仅1年保障 3大优势稳进轮换

荷兰队方面，阿森纳后卫廷贝尔因腹股沟伤势正式退出世界杯，后防轮换深度受到影响；哈维·西蒙斯因伤缺阵，边路突破能力有所下降；主力门将维尔布鲁根因伤缺席合练，首发位置存在变数。

2、北京大学最新发文！

但西甲冠军最终决定不激活合同中2600万英镑的买断条款，球员只能返回曼联。

3、欧协联资格赛前瞻：塔林春神主场迎战威尔士冠军新圣徒

在竞技体育的残酷世界里，人们或许已经习惯了用冠军、进球和胜负来衡量一支球队的价值。自掏1.7万美元创业，狂热队后卫霍尔的美容品牌入选丝芙兰加速器一线的机器人公司，感觉自己就是四面环伺，普通的机器人公司的抢人大战，同样激烈。

4、条约联迎战阿斯隆镇：4分之差卡位，季后赛希望命悬一线

这意味着，卖出了更多的车，但每辆车赚的钱更少了。

5、阿根廷球迷请愿重赛世界杯决赛，超6.7万人签名，但规则明确：请愿无效

每次上场，不管是首发还是替补，我都尽力做到最好，帮助球队。

6、宕昌：粽叶飘香迎端午 银龄逐梦绽芳华

首尔、伦敦、曼谷、上海，都有了Hirono小野的独立品牌门店，涵盖服饰包帽等品类。

在那里，他带来了现代化的足球风格，帮助球队时隔6年再度拿到欧冠资格，场均积分达到1.86分，狼堡队史仅次于马加特。

他们是不同的球员，来自不同时代的球队，背负着不同的故事。

7、约书亚赛前放狠话：乌西克团队让我“展现伟大”，复出战想提前下班

用户在平台上看到一个模型，不必自己建模，也不必反复调参，可以直接把任务发送到设备。

从近期状态来看，两队都保持着出色的竞技水准。

8、35岁格列兹曼：曾是马竞队史射手王，如今在奥兰多开启新生涯

如果这笔转会谈不拢，他宁可把合同坐穿，明年夏天自由身走人。

断球后利用达瓦萨里和布赖坎的速度打身后反击，定位球和远射是主要的得分手段。

高昂的成本迫使低端机型退出市场，预计2026年全球智能手机出货量将同比下滑13.9%，降至10.8亿部，创下2013年以来的历史新低。

勒沃库森已于今年3月激活回购条款，合约签至2030年。