INFINITIX Inc.

06/08/2026

Token economics, inference latency, data sovereignty — these aren't ops concerns anymore. They decide whether an AI product ships at all.

Fragmented compute and stitched-together toolchains lock in your ceiling.

AI-Stack brings heterogeneous compute orchestration, advanced security, seamless integration with popular open-source models and sovereign AI deployment into one system — so you actually own your AI stack.

Infrastructure decisions decide how far you can go next.

03/08/2026

INFINITIX was honored to be invited to the "Growth Plus! Innovation Enterprise Matchmaking Event", jointly hosted by the Taipei Exchange (TPEx) and KPMG Taiwan, to deliver a Pitch Demo.

We were proud to showcase our innovations in AI infrastructure and GPU resource management to venture capital firms and representatives from public companies.

Our sincere thanks to TPEx and KPMG for the invitation, and to all the startups, investors, and industry partners for the valuable conversations and exchanges.

31/07/2026

【TGIF! Let's talk about AI】

🚀 2.8 兆參數、896 個專家、30 分鐘登頂 Hugging Face——上週末，月之暗面把 Kimi K3 全部開源了，連底層訓練基礎設施都一起放了出來。這不是一般的模型發布，這是一場「全棧開源」的技術宣言。

🔥 關鍵數字：
• 全球參數最大的開源模型：2.8T 參數（104B 活躍）
• Artificial Analysis 智能指數全球第 3（57 分），僅次於 Claude Fable 5 和 GPT-5.6 Sol
• Arena Frontend Code Arena 全球第 1，中國大模型首次登頂
• 輸出 $15/百萬 Token——比美國便宜一半以上，但比中國同行貴好幾倍
• 公司 ARR 三個月從 $100M 衝到 $300M，IPO 估值上看 $500 億
• Elon Musk 公開說「Impressive」，Hugging Face CEO 說這是史上最快增長

小編覺得最猛的不是模型參數，而是那三項同步開源的 Infra 技術（MoonEP、FlashKDA、AgentEnv）。這等於在說：「不只給你魚，還給你釣竿跟漁船。」這是生態系統級別的競爭打法 🎣

👉 完整分析在 ai-stack.ai： https://ai-stack.ai/zh-hant/kimi-k3-moonshot-ai-open-source/

開源模型的智能已經追到離閉源只差 2 分了。你覺得一年內，開源會全面超越閉源嗎？還是說前沿永遠會有一層「付費牆」？👇

🚀 2.8 trillion parameters. 896 experts. #1 on the coding leaderboard. And now, fully open-source. Moonshot AI didn't just release a model last weekend — they released the entire stack: weights, training infrastructure, and agent sandbox. This is a statement.

🔥 Key Numbers:
• World's largest open-source model: 2.8T params, 104B active
• Artificial Analysis Intelligence Index: #3 globally (score 57), behind only Claude Fable 5 and GPT-5.6 Sol
• Arena Frontend Code Arena: #1 — first Chinese model ever to claim the top spot
• $15/M output tokens — half the cost of GPT-5.6 Sol, one-third of Claude Fable 5
• ARR tripled from $100M to $300M in three months. IPO valuation target: $50B
• Elon Musk: "Impressive." Hugging Face CEO: fastest growth in platform history.

The most underappreciated part isn't the model — it's the three infrastructure projects (MoonEP, FlashKDA, AgentEnv) they open-sourced alongside it. This isn't giving away fish. It's giving away fishing rods, boats, and the factory that builds them. Ecosystem-level strategy.

Open-source intelligence is now 2 points away from the proprietary frontier. Does the paid wall hold, or are we watching it crumble in real time?

月之暗面正式開源Kimi K3——全球參數最大的開源模型（2.8兆參數），在Artificial Analysis智能指數排名全球第三、Arena Frontend Code Arena登頂第一。本文從技術架構、基準性能、Infra開源、商業戰略到地緣政治影響，完整解讀這場中國A...

28/07/2026

Token economics, inference latency, data sovereignty — these aren't ops concerns anymore. They decide whether an AI product ships at all.

Fragmented compute and stitched-together toolchains lock in your ceiling.

➡️ AI-Stack brings heterogeneous compute orchestration, advanced security, seamless integration with popular open-source models and sovereign AI deployment into one system — so you actually own your AI stack.

Infrastructure decisions decide how far you can go next.

24/07/2026

【TGIF! Let's talk about AI】

🚀 300+ 款全球首發、200+ 台機器人滿場跑、AMD 同一天向 NVIDIA 宣戰——上週的上海 WAIC 2026，不是一場普通的大會，而是 AI 產業「成年禮」。

🔥 關鍵數字：
• 1,100+ 家展商、10 萬平方公尺，規模史上最大
• 63.8% 大模型廠商自稱「AI Agent 公司」，不再比參數
• 智元機器人半年出貨 15,000 台，年底上看 5 萬台
• AMD Helios 單機架 2.9 Exaflops，微軟已下單
• 29 國簽署 WAICO，全球 AI 治理終於有組織了

小編最震撼的不是那些數字，而是機器人展區的變化——去年還在倒水跳舞，今年已經在產線上 24 小時搬貨了。這不是漸進式改良，是跨越式質變 🤖

👉 完整分析在 ai-stack.ai： https://ai-stack.ai/zh-hant/waic-2026-ai-agents-robots-chips/

你覺得 AI Agent 和機器人，哪一個會先徹底改變你的工作方式？還是你覺得兩個都不會？👇

🚀 300+ world premieres. 200+ robots actually working — not dancing. And AMD dropping a direct NVIDIA challenge on the same day. WAIC 2026 wasn't just another tech conference. It was AI's "we're not just talking anymore" moment.

🔥 Key Numbers:
• 1,100+ exhibitors, 100K sqm — largest WAIC ever
• 63.8% of LLM companies now call themselves "AI Agent companies"
• AgiBot shipped 15,000 robots in 6 months — targeting 50K by year-end
• AMD Helios: 72 GPUs, 31 TB HBM4, 2.9 Exaflops — in one rack
• 29 countries signed WAICO — global AI governance finally has an institution

Here's what most people missed: the real story isn't the scale. It's the shift. Last year's robots danced. This year's ran 24/7 on factory floors. That's not an upgrade. That's a phase change 🤖

What hits your industry first — an AI Agent that runs your workflows, or a robot that works your production line? 👇

2026世界人工智能大會（WAIC 2026）以10萬平方公尺、1,100家展商、300+首發產品的規模創下紀錄。本文從AI Agent產品化、具身智能量產、晶片軍備競賽到全球治理制度化，完整解析AI產業從「模型競賽」轉向「場景落地」的歷史性轉.....

23/07/2026

From "GPU Rental" to "Agent Governance." 🤖
INFINITIX ixCSP is redefining the AI economy with Token-based services and precision Agent management. Don’t just own the compute—own the workflow.
🚀 Big news: Our first Coding-focused Agent solution is coming soon!

Secure your lead in the AI Agent era:

隨著企業加速推動生成式AI應用，AI模型訓練、推論與AI Agent等工作負載快速增加，帶動全球GPU算力需求持續攀升，也推升AI算力中心建設規模快速擴大，從過去單一機房逐步走向GW級超大型AI運算基地。由於企業自行建置AI算力中....

22/07/2026

【 GenAI 技術論壇會後觀測分享】
AI Agent 的出現，改變了企業對 AI 的期待。

從技術驗證到跨部門協作，從單點應用到規模化部署，
GenAI 的下一步是如何將 AI 無縫融入既有流程，讓不同的 AI 工作負載與企業系統協同運作，創造可營運的商業價值。
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Post-Event Insights | GenAI Technology Forum

AI agents are reshaping enterprise expectations for AI.

As enterprises move from proof of concept to cross-functional collaboration and large-scale deployment, the key step for GenAI is seamlessly integrating AI into existing workflows, enabling AI workloads and internal systems to work together and deliver sustainable business value.

21/07/2026

Building a state-of-the-art AI data center costs US$37.2B. More than half of that investment goes to GPUs and AI servers.

But hardware alone doesn't maximize ROI. AI infrastructure software accounts for less than 5% of the investment, yet unlocks the full value of GPU resources through orchestration, scheduling, and optimization.

20/07/2026

【Let's talk about AI】

這禮拜最重磅的 AI 新聞，不是新品發表、不是 IPO——而是一場閉門路演。

黃仁勳親赴 Morgan Stanley，跟華爾街投資人開了一場「閉門會」。本來以為只是例行公事，結果他一口氣粉碎了三個市場最怕的鬼故事 👇

🚀 鬼故事一號：Rubin Ultra 跳票到 2028？ 「明年如期出貨。」——一句話終結了讓 NVIDIA 股價震盪兩週的傳聞。Kyber 機櫃在改，但晶片時間表不變。

🔥 鬼故事二號：ASIC 要吃掉 GPU 了？ 黃仁勳丟出一個驚人數字：某家「幾乎不用 NVIDIA」的 AI 實驗室（市場猜是 Anthropic），如今 NVIDIA GPU 佔比已飆到 ~50%。ASIC 陣營的旗艦客戶，正在回頭買 GPU。

💸 鬼故事三號：NVIDIA 增長到頂了？ 季度營收逼近 $1,000 億美元。注意，不是年度，是季度。而且黃仁勳說：「增長還在加速。」

Morgan Stanley 會後維持增持，目標價 $288（+42%）。分析師說這個目標價不需要估值擴張，純靠盈利增長就能達成。

👉 完整分析： https://ai-stack.ai/zh-hant/jensen-huang-nvidia-morgan-stanley-roadshow-2026

你覺得 NVIDIA 最大的風險是什麼？ASIC 競爭、地緣政治、還是單純的估值？👇

🚀 The biggest AI story this week wasn't a product launch. It was a closed-door meeting.

Jensen Huang walked into a Morgan Stanley investor roadshow and didn't just talk earnings — he systematically dismantled the three narratives that have been haunting NVIDIA's stock:

🔥 "Rubin Ultra is delayed to 2028." "Shipping next year, on schedule." One sentence. Rumors over.

💀 "ASICs are eating NVIDIA's lunch." Huang dropped a bombshell: a major AI lab that used to run almost exclusively on custom ASICs (likely Anthropic) has shifted ~50% of its compute back to NVIDIA GPUs. When your best ASIC case study starts buying GPUs again, the narrative needs updating.

📈 "Growth is peaking." NVIDIA is approaching $100 billion. Per quarter. And Huang says growth is still accelerating. Morgan Stanley's $288 price target implies 42% upside — driven purely by earnings, not multiple expansion.

The real story: NVIDIA isn't a chip company anymore. It's building an integrated computing platform — GPU, CPU, DPU, networking — that's becoming harder to unbundle with every product cycle.

What's the bigger risk for NVIDIA — ASIC competition, geopolitics, or just the math of sustaining 75% margins at $400B+ revenue? 👇

2026 年 7 月，NVIDIA 執行長黃仁勳親赴 Morgan Stanley 閉門路演，揭露季度營收逼近千億美元、Rubin Ultra 如期出貨、ASIC 客戶回流 GPU 等關鍵訊息。本文從數字解讀、技術路線、競爭格局到市場風險，完整解析這場路演釋出的五大訊號....

15/07/2026

INFINITIX 登上 2026 AI TAIWAN 創新解方，展現智慧算力管理如何協助企業提升 GPU 資源效益，加速 AI 導入。

閱讀報導👇

《未來商務展》精選解方，數位無限 打造 AI 雲端經濟新模式，讓 GPU從成本中心變成獲利引擎