作者 | 郭炜 白鲸开源 CEO，Apache 基金会成员 从技术架构的角度看，我认为这一次的 AI 浪潮将深刻影响整个软件生态。DSS 系统的设计是以 人作为最终消费者的决策支持逻辑为中心，然而，随着 Agentic AI 时代来临，最终的"消费者"更 可能是 Agent，对数据仓库和复杂 ETL 链路将被重新设计，甚至消失。传统数据仓库偏重结构与 查询模式，会被 Agentic Data Stack 架构强调语义与响应模式取代。本文作者的原标题为《 传统 数据仓库正在被 Agentic AI 吞噬？Agentic Data Stack 初探》。 引言：Snowflake 换 CEO 背后的信号 2024 年春天，云数据仓库的明星公司 Snowflake 宣布换帅，前 Google 广告业务负责人 Sridhar Ramaswamy 接替了曾带领 Snowflake 实现 600 亿美元估值的传奇 CEO Frank Slootman 。 如果你只是把这当成一次高管轮换，理解就不够透彻，因为这背后真正的隐喻是， 数据仓库世界 的范式，正在悄然巨变 。 "技术的演进，从来不是线性推进，而是技术的跃迁，从 OL ...

Core Insights - The article discusses various significant events and trends in the tech and automotive industries, highlighting employee sentiments, company strategies, and market movements. Group 1: Employee Sentiments and Company Dynamics - Yuan An, a long-time Alibaba employee, expressed nostalgia and concerns about the company's changes in a farewell letter, indicating a shift in internal culture and external perception [2] - Nezha Auto's CEO faced employee protests over unpaid salaries, leading to internal turmoil and a shift to remote work for employees [3][4] Group 2: Corporate Strategies and Developments - Google initiated a voluntary departure program for employees in its search department, indicating potential restructuring amidst ongoing operational changes [5] - Alibaba's leadership acknowledged a crisis spurred by competition from DeepSeek, prompting a commitment to accelerate AI development [6][7] - Baidu announced a significant expansion of its AI talent recruitment program, increasing positions by over 60% to enhance its capabilities in various tech fields [8][9] Group 3: Market Movements and IPOs - Cloud Wisdom, a company focused on AI, has successfully passed the Hong Kong Stock Exchange hearing, positioning itself as a potential leader in the AGI sector [10] - Meta's acquisition of a stake in Scale AI has led Google to reconsider its partnership with the company, highlighting competitive tensions in the AI data services market [11][12] Group 4: Technological Innovations and Product Launches - OpenAI launched its latest model, o3-pro, which aims to improve response quality and processing time for complex queries [21] - Baidu introduced a B2B industry AI solution capable of generating high-quality videos in just 10 seconds, showcasing advancements in AI-driven content creation [23]

采访嘉宾｜尹辰轩，北银金科高级算法专家 编辑｜罗燕珊 大模型时代，金融行业依然站在技术革新的前沿。而在智能投顾这一高度合规、专业性极强的场 景中，大模型的落地不仅是技术挑战，更是业务安全的严峻考验。面对挑战，北银金科采用了"大 小模型协同"的架构思路，尝试在性能、准确性与合规之间找到更优平衡。 "大模型投顾落地的最大技术挑战，在于如何在高合规门槛的业务中避免幻觉和误答。" 北银金科 高级算法专家尹辰轩 表示 ， 金融业务不像通用问答那样容错率高，一旦输出带有承诺收益或判 断错误的内容，不仅影响用户决策，更可能带来法律风险。 在这种背景下，大小模型协同成为一条更为稳妥的路径。一方面，它限制了大模型的职责范围， 主要负责任务扩写与流程编排，核心内容交由小模型完成；另一方面，也提升了整体的性价比 ——在更低算力消耗下，实现更稳定、深入的回答效果。 展望未来，尹辰轩认为，AI 应用架构会逐渐趋于"语言理解 + 工具调用"的组合形态，大小模型协 同也只是更大趋势的一部分。 关于"大小模型协同"的相关思路及其在金融领域的应用情况，尹辰轩近日在接受 InfoQ 采访时做 了简要阐述。更多实践细节他将在 6 月 27～28 ...

Core Viewpoint - The article argues that true Artificial General Intelligence (AGI) requires a physical understanding of the world, as many problems cannot be reduced to symbolic operations [2][4][21]. Group 1: Limitations of Current AI Models - Current large language models (LLMs) may give the illusion of understanding the world, but they primarily learn heuristic collections for predicting tokens rather than developing a genuine world model [4][5][7]. - The understanding of LLMs is superficial, leading to misconceptions about their intelligence levels, as they do not engage in physical simulations when processing language [8][12][20]. Group 2: The Need for Embodied Cognition - The pursuit of AGI should prioritize embodied intelligence and interaction with the environment rather than merely combining multiple modalities into a patchwork solution [1][15][23]. - A unified approach to processing different modalities, inspired by human cognition, is essential for developing AGI that can generalize across various tasks [19][23]. Group 3: Critique of Multimodal Approaches - Current multimodal models often artificially sever the connections between modalities, complicating the integration of concepts and hindering the development of a coherent understanding [17][18]. - The reliance on large-scale models to stitch together narrow-domain capabilities is unlikely to yield a fully cognitive AGI, as it does not address the fundamental nature of intelligence [21][22]. Group 4: Future Directions for AGI Development - The article suggests that future AGI development should focus on interactive and embodied processes, leveraging insights from human cognition and classical disciplines [23][24]. - The challenge lies in identifying the necessary functions for AGI and arranging them into a coherent whole, which is more of a conceptual issue than a mathematical one [23].

大模型能跑起来、跑得好，背后有哪些看不见的工程细节？三位分别来自华为、蚂蚁集团与 SGLang 开源项目的 AI Infra 从业者 将分享他们的观察与体验。扫码预约直播，不见不散！ 直播介绍 直播时间 Infra 工程师日常遇到的真实需求与故障类型 训练 / 推理流程中最常出错的环节有哪些 开源 Infra 项目的推进难点：技术之外还要兼顾什么 国产卡适配训练 / 推理过程中的实际体验与挑战 如何看直播？ 扫描下图海报 【二维码】 ，或戳直播预约按钮，预约 AI 前线视频号直播。 如何向讲师提问？ 看不见的底座：大模型 Infra 工程师的实战日常 直播嘉宾 主持人 ：ZOMI 酱 华为 / 昇腾技术专家 嘉宾 ： 直播亮点 马介悦 蚂蚁集团 / 高级专家 尹良升 SGLang 核心开发者 6 月 16 日 20:00～21:30 直播主题 文末留言写下问题，讲师会在直播中为你解答。 ...

Core Viewpoint - Anthropic's Claude Code is a powerful coding assistant that excels in handling large codebases, but its high cost is a significant barrier to widespread adoption [1][2][3]. Pricing and User Experience - Claude Code's pricing can easily exceed $50 to $200 per month for regular developers, making it less accessible for casual users [1][9][10]. - Users have noted that while Claude Code is more capable than other tools like Cursor, its cost is a deterrent for many [1][2]. - The user experience is described as somewhat cumbersome, lacking multi-modal support, but it significantly outperforms other tools in terms of capability [2][3]. Development Philosophy and Future Vision - Anthropic aims to transform developers from mere code writers to decision-makers regarding code correctness, indicating a shift in the role of developers [4][9]. - The development of Claude Code was influenced by the diverse technology stacks used by engineers, leading to a terminal-based solution that integrates seamlessly into existing workflows [5][6]. Community Feedback and Adoption - The initial community feedback for Claude Code has been overwhelmingly positive, with rapid adoption among internal users at Anthropic [7][8]. - The tool was initially kept internal due to its effectiveness but was later released to the public, confirming its value in enhancing productivity [7][8]. Technical Integration and Functionality - Claude Code operates directly in the terminal, allowing for a flexible and efficient coding experience without the need for new tools or platforms [5][6]. - It can handle various tasks, from simple bug fixes to complex coding challenges, and is designed to work with multiple coding environments [11][19]. Evolution of Programming Paradigms - The introduction of Claude Code represents a significant evolution in programming, moving from manual coding to a more collaborative approach with AI [12][18]. - Developers are encouraged to adapt to this new paradigm where they coordinate AI agents to assist in coding tasks, shifting their focus from writing code to reviewing and managing AI-generated code [18][19]. Future Directions - Anthropic is exploring ways to enhance Claude Code's integration with various tools and platforms, aiming for a more seamless user experience [27][28]. - The company is also considering enabling Claude Code to handle smaller tasks through chat interfaces, further expanding its usability [27][28].

Core Viewpoint - Silicon Flow has successfully completed a multi-hundred million RMB Series A financing round, led by Alibaba Cloud, with significant participation from existing investors such as Innovation Works, and Huaxing Capital serving as the exclusive financial advisor [1] Group 1: Financing and Growth - The founder of Silicon Flow, Yuan Jinhui, emphasized the company's commitment to AI infrastructure, highlighting explosive business growth driven by the rise of open-source large models like Alibaba's Tongyi Qwen and DeepSeek, alongside a surge in AI inference computing demand [1] - The financing will be utilized to increase R&D investment and expand both domestic and international markets, aiming to become the preferred generative AI development platform for developers [1] Group 2: Technological Innovations - Silicon Flow has introduced a series of industry-leading technologies and products to address the high costs of AI computing power, including a high-performance inference engine that significantly enhances chip computing efficiency, marking a milestone in adapting domestic chips [2] - The company launched the DeepSeek-R1 & V3 services based on domestic computing power in February 2025, achieving user experience and cost-effectiveness comparable to international mainstream GPUs, validating the commercial viability of deploying large models on domestic computing power [2] Group 3: Product Development and Ecosystem - Silicon Flow has lowered the barriers for developers to use advanced AI models through product innovations, enhancing the efficiency of AI application development and fostering a thriving AI application ecosystem [4] - The SiliconCloud platform has rapidly become the fastest-growing third-party large model cloud service platform in China, surpassing 6 million total users and thousands of enterprise clients, generating over 100 billion tokens daily [4] Group 4: Workflow Solutions - The BizyAir platform, based on SiliconCloud, effectively addresses local computing bottlenecks by seamlessly integrating cloud GPU resources with local ComfyUI, receiving positive feedback from AI designers [6] - Silicon Flow has introduced various solutions, including API services, dedicated instances, software subscriptions, and integrated large model machines, successfully serving leading clients across multiple industries such as internet, finance, manufacturing, and entertainment [6] Group 5: Future Directions - The company plans to continue focusing on technological innovation in AI infrastructure, aiming to reduce the development and deployment barriers for developers and enterprises in AI applications [6] - Silicon Flow intends to collaborate with upstream and downstream partners to promote the deep application of AI technology, accelerating the intelligent upgrade across various industries [6]

Core Viewpoint - A significant outage occurred across major cloud services including Google Cloud, AWS, Azure, and Cloudflare, impacting numerous applications and services globally, with Google Cloud experiencing the most severe disruptions lasting nearly three hours [1][8][15]. Summary by Sections Outage Reports - Google Cloud reported over 13,000 incidents around 11:30 AM PDT, with the number of reports decreasing significantly by the afternoon [2][8]. - Microsoft Azure recorded approximately 1,000 outage reports at 11:49 AM PDT, which dropped to 251 by 12:49 PM [3]. - AWS had around 5,000 outage reports during the same timeframe [4]. Impact on Services - Google Cloud's outage affected multiple products including Gmail, Google Calendar, and Google Drive, starting at 10:51 AM PDT [10]. - Spotify and Cloudflare were notably impacted, with Spotify experiencing a decline in access and Cloudflare reporting issues with its Workers KV service due to dependencies on Google Cloud [19][21]. Recovery Efforts - Google Cloud's engineering team identified the root cause and implemented mitigation measures by 12:41 PM PDT, with most services reportedly restored by 3:16 PM PDT [12][13]. - Cloudflare confirmed that all services were restored by 1:57 PM PDT, although some residual impacts remained [23][22]. Causes and Speculations - Speculations arose regarding a service named Chemist within Google that may have caused the widespread outages, affecting visibility checks and leading to failures across multiple services [30][31]. - The interdependence of cloud service providers was highlighted, raising concerns about the potential for cascading failures in the future [37][38]. Broader Implications - The incident raised questions about the reliability of cloud infrastructure, especially as Google Cloud competes with larger providers like AWS and Azure [38]. - The outage's impact extended to various companies, including Shopify and GitHub, indicating a domino effect triggered by the initial Google Cloud failure [38].

Core Insights - SGLang has gained significant traction in the open-source community, achieving nearly 15K stars on GitHub and over 100,000 monthly downloads by June 2025, indicating its popularity and performance [1] - Major industry players such as xAI, Microsoft Azure, NVIDIA, and AMD have adopted SGLang for their production environments, showcasing its reliability and effectiveness [1] - The introduction of a fully open-source large-scale expert parallel deployment solution by SGLang in May 2025 is noted as the only one capable of replicating the performance and cost outlined in the official blog [1] Technical Advantages - The core advantages of SGLang include high-performance implementation and easily modifiable code, which differentiates it from other open-source solutions [3] - Key technologies such as PD separation, speculative decoding, and KV cache offloading have been developed to enhance performance and resource utilization while reducing costs [4][6] Community and Development - The SGLang community plays a crucial role in driving technological evolution and application deployment, with over 100,000 GPU-scale industrial deployment experiences guiding technical advancements [5] - The open-source nature of SGLang encourages widespread participation and contribution, fostering a sense of community and accelerating application implementation [5] Performance Optimization Techniques - PD separation addresses latency fluctuations caused by prefill interruptions during decoding, leading to more stable and uniform decoding delays [6] - Speculative decoding aims to reduce decoding latency by predicting multiple tokens at once, significantly enhancing decoding speed [6] - KV cache offloading allows for the storage of previously computed KV caches in larger storage devices, reducing computation time and response delays in multi-turn dialogues [6] Deployment Challenges - Developers often overlook the importance of tuning numerous configuration parameters, which can significantly impact deployment efficiency despite having substantial computational resources [7] - The complexity of parallel deployment technologies presents compatibility challenges, requiring careful management of resources and load balancing [4][7] Future Directions - The increasing scale of models necessitates the use of more GPUs and efficient parallel strategies for high-performance, low-cost deployments [7] - The upcoming AICon event in Beijing will focus on AI technology advancements and industry applications, providing a platform for further exploration of these topics [8]

Github 链接：https://github.com/openbmb/minicpm Huggingface 链接：https://huggingface.co/collections/openbmb/minicpm-4- 6841ab29d180257e940baa9b 整理 | 华卫 近日，新一代"面壁小钢炮" MiniCPM4.0 端侧模型发布，拥有 8B 、0.5B 两种参数规模 。 一款 8B 稀疏闪电版，带来端侧性能大跃升；一款 0.5B "以小博大"，适配广泛终端场景。 模型相关链接 Model Scope 链接：https://www.modelscope.cn/collections/MiniCPM-4-ec015560e8c84d 截至目前，面壁小钢炮 MiniCPM 系列全平台下载量累计破 1000 万。 据介绍，MiniCPM4.0 -8B 是首个原生稀疏模型，5% 的极高稀疏度加持系统级创新技术的大爆发， 让长文本、深思考在端侧真正跑起来。在 MMLU、CEval、MATH500、HumanEval 等基准测试中， MiniCPM4.0 -8B 以仅 22% 的训练开销，性能比肩 ...