{
 "generated": "2026-11-03",
 "node": {
  "id": "event:sig-0091",
  "type": "Event",
  "name": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡",
  "slug": "sig-0091",
  "kind": "signal",
  "kind_zh": "行业信号",
  "date": "2026-11-03",
  "summary": "11-02 发布，走访深圳、苏州、东莞多家检测公司和快递转运中心。顺丰第一个大规模用 AI 盯住转运中心全部生产环节，极兔跟进：一台装 8 张登临 KS38 的 AI 服务器盯一个中心近 1000 路视频、每秒刷新 8 次，包裹卡住 1 分钟内通知、10 分钟内解除，此前人工巡检平均 30 分钟才发现。暴力分拣识别用小模型先筛、再交大模型复核，准确率从七八成提到 90% 以上（这类罚款赔偿平均每单超 2 分钱，一家公司一年数亿元）。苹果两三年前起要求制造商全面改用 AI 光学检测设备；一些司法部门用楼内服务器上的 27B Qwen 整理历史档案。这些公司原来标配英伟达 RTX 3060/4070 游戏卡，这两年涨价缺货后换成登临 KS19，登临今年前 4 个月卖了 10000 多块，单卡几千到几万元。产业判断是：技术普及发生在它「不再性感」之后。",
  "url": "https://www.latepost.com/news/dj_detail?id=3784",
  "evidence": [
   {
    "kind": "own",
    "label": "本站页面",
    "url": "https://xiaopingfeng.com/graph/signals/#sig-0091",
    "text": "AI 行业信号流（独立研究机构）：晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡"
   },
   {
    "kind": "media",
    "url": "https://www.latepost.com/news/dj_detail?id=3784",
    "text": "信号的原文出处（晚点 LatePost）"
   }
  ],
  "entry": "derived",
  "category": "research",
  "category_zh": "独立研究机构",
  "source_name": "晚点 LatePost",
  "source_id": "org-latepost",
  "links": [
   {
    "label": "晚点 LatePost",
    "url": "https://www.latepost.com/news/dj_detail?id=3784"
   }
  ],
  "degree": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/event/sig-0091/",
 "out": [
  {
   "type": "placed_in",
   "sentence": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡出现在 Landscape 的「独立研究机构」",
   "direction": "out",
   "id": "layer:ai-industry-signals--5",
   "name": "独立研究机构",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0091",
     "text": "AI 行业信号流（独立研究机构）：晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡"
    }
   ]
  },
  {
   "type": "involves",
   "sentence": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡涉及晚点 LatePost",
   "direction": "out",
   "id": "org:latepost",
   "name": "晚点 LatePost",
   "role": "issuer",
   "note": "信源：晚点 LatePost",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0091",
     "text": "AI 行业信号流（独立研究机构）：晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡"
    }
   ]
  },
  {
   "type": "mentions",
   "sentence": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡提到NVIDIA",
   "direction": "out",
   "id": "org:nvidia",
   "name": "NVIDIA",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「英伟达」出现在信号的标题里",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0091"
    }
   ]
  },
  {
   "type": "mentions",
   "sentence": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡提到Qwen",
   "direction": "out",
   "id": "app:qwen",
   "name": "Qwen",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「Qwen」出现在信号的正文里",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0091"
    }
   ]
  },
  {
   "type": "mentions",
   "sentence": "晚点走访实业 AI：登临 GPU 今年前 4 个月卖出 1 万多块，CNN/YOLO 加小模型正在替掉英伟达推理卡提到Apple",
   "direction": "out",
   "id": "org:apple",
   "name": "Apple（苹果）",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「苹果」出现在信号的正文里",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0091"
    }
   ]
  }
 ],
 "in": []
}