安全风险管理不仅是成本中心，而是企业在AI浪潮中构建品牌声誉并赢得市场信任的价值引擎。 硬·AI 作者 | 硬 AI 编辑 | 硬 AI 将安全合规从被动的 "约束条件"转变为主动的"战略优势"，是AI企业在技术创新趋于同质化后的关键胜负 手。 这是安永大中华区网络安全与隐私保护咨询服务主管合伙人高轶峰，在今年世界人工智能大会（ WAIC） 期间向我们提出的核心论断。 他认为，安全已不再是单纯的运营成本，而是直接决定企业信任与市场估值的核心资产。 以下为本次对话的重点梳理： AI风险 早已 " 在身边 " 。 近期知名开源大模型工具 Ollama被曝出默认开放且无鉴权的端口漏洞，表明AI 风险已从实验室走向实际场景。此外，因算法黑箱与模型幻觉导致的风险隐蔽性强、责任归属难度高，企 业必须建立适应新特性的AI安全防护体系。 "以隐私换便利"不可取。 在 AI背景下，"以隐私换便利"这种观念带来的风险是不可逆的。AI能够通过碎片 化数据精准重建个人画像，推断用户尚未意识到的敏感信息，可能导致歧视性定价、精准诈骗等安全风 险。这类风险一旦爆发，其危害远超普通的信息泄露事件。 AI风险是个"新物种"， 传统方法难以应 ...

编辑 | 硬 AI 爆火！一家成立仅一年的AI建站工具Lovable正以前所未有的速度重塑网站开发市场。 8月2日，据追风交易台消息，巴克莱在最新研报中称，AI建站工具Lovable在8个月内达到1亿美元年度经 常性收入(ARR)，超越了Cursor等知名AI工具的增长速度，并在18亿美元估值下完成2亿美元A轮融资。 该公司联合创始人Anton Osika今年7月初在社交平台透露，仅6月份就有250万个网站在其平台上创建，7 月下旬用户数量达到230万。分析称， 这一增长轨迹远超同类型公司，标志着AI建站工具开始对传统网站 建设市场构成实质性威胁 。 巴克莱分析师认为， Lovable等新兴AI建站工具的快速崛起，正对Wix、GoDaddy等传统网站建设平台 形成冲击 。尽管传统厂商也在加速整合AI功能，但这种技术变革可能重新定义整个行业格局。 01 该公司联合创始人Anton Osika今年7月初在社交平台透露，仅6月份就有250万个网站在其平台上创建，7月下旬用户数 量达到230万。巴克莱称，Lovable等新兴AI建站工具的快速崛起，正对Wix、GoDaddy等传统网站建设平台形成冲击。 硬·AI 作者 ...

硬·AI 作者 | 龙 玥 编辑 | 硬 AI 当全世界都在为ChatGPT的横空出世而狂欢时，你可能不知道，这只是OpenAI一次"无心插柳"的惊喜。科 技媒体Techcrunch一篇最新的深度文章揭示了， OpenAI从数学竞赛走向"通用AI智能体"（AI Agents） 的宏大愿景 。这背后，是一个长达数年的深思熟虑的布局，以及其对AI"推理"能力的终极探索。 01 意外的起点：数学 很多人以为OpenAI的成功故事是从ChatGPT开始的，但真正的颠覆性力量，却源于一个看似与大众应用 相去较远的地方——数学。 2022年，当研究员亨特·莱特曼（Hunter Lightman）加入OpenAI时，他的同事们正在为ChatGPT的发布 而忙碌。这款产品后来火遍全球，成为现象级的消费应用。但与此同时，莱特曼却在一个不起眼的团 队"MathGen"里，默默地教AI模型如何解答高中数学竞赛题。 让OpenAI名声大噪的ChatGPT，可能只是一次"美丽的意外"。在其内部，一个始于数学、代号"草莓"的宏大计划，已悄 然掀起一场"推理"革命。其终极目标是创造出能自主处理复杂任务的通用AI智能体。"最终，你只需告诉计 ...

关税刺激的消费主要集中在iPhone和Mac两个品类上，在美国市场尤为明显；目前在"更加个性化的Siri开发"方面取得了 良好进展，将于明年发布这些功能；资本支出显著增长主要由AI相关投资推动，未来资本支出会增加，但"不会呈指数级 增长"。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 苹果本季交出了亮眼的成绩单，营收碾压预期，同比增近10%至940.4亿美元，增速创下三年半来最高； 助力产品iPhone的收入录得两位数劲增；毛利率回落至46.5%仍位于指引区间高端，本季指引 46%-47%。 在晚些时候的财报电话会上，苹果CEO库克详细阐述了苹果本季度的业绩表现，并强调AI是"我们这个时 代最深刻的技术之一"，将继续在该领域"大幅增加投资"。 在谈到AI竞赛中的资本支出这一热门话题时，苹果首席财务官Kevan Parekh 表示， 资本支出显著增长主 要由AI相关投资推动， 公司采用混合策略，既投资第一方数据中心，也利用第三方基础设施；投资者应该 预期资本支出会增加， 但"不会呈指数级增长"。 对于市场十分关注的Siri更新路线图，库克对此回应称， 在"更加个性化的Siri开发"方面取得了良好进 展，并表 ...

Core Viewpoint - Amazon's Q2 earnings report reveals mixed results, with AWS growth slowing and profitability declining, raising concerns about its market leadership in the cloud services sector [3][4][5] Financial Performance - Amazon's total revenue for Q2 reached $167.7 billion, a 12% year-over-year increase excluding foreign exchange impacts [30] - AWS revenue grew by 17.5% year-over-year, totaling $30.9 billion, but this growth is seen as insufficient compared to competitors [5][24] - AWS operating margin dropped sharply from 39.5% in Q1 to 32.9% in Q2, primarily due to increased capital expenditures for AI support [3][33] AI Supply Constraints - CEO Andy Jassy acknowledged a supply constraint in AI computing power, stating that demand currently exceeds supply capabilities, with electricity being the primary limiting factor [4][6][39] - The company is investing heavily in AI infrastructure, including the development of its proprietary AI chip, Trainium2, which is claimed to be 30% to 40% more cost-effective than competitors' GPUs [2][9][25] Competitive Positioning - Jassy emphasized AWS's competitive advantages in security and operational performance, attempting to counter concerns about falling behind competitors in the AI race [4][9] - Despite AWS's challenges, Amazon's retail and advertising segments showed resilience, with advertising revenue increasing by 22% year-over-year [8][23] Future Outlook - The company is optimistic about the long-term potential of AWS and its AI capabilities, with a focus on expanding its service offerings and improving operational efficiency [28][39] - Amazon's Project Kuiper aims to bridge the digital divide by providing broadband connectivity to underserved areas, indicating a strategic move into satellite internet services [51]

Core Viewpoint - Meta is actively pursuing partnerships and acquisitions in the emerging AI video generation sector to enhance its content ecosystem and support its vision of "personal superintelligence" [1][2][3]. Group 1: Potential Collaborations and Acquisitions - Meta is in discussions with AI video startup Pika for potential collaboration, including direct acquisition or licensing of technology [1]. - The company has also explored acquisition possibilities with Higgsfield, a video generation application focused on creators, although those talks have ceased [1]. - Pika, founded in 2023 by two Stanford dropouts, has raised approximately $135 million from investors, while Higgsfield completed a $8 million seed round last year [1]. Group 2: Strategic Importance of AI Video Technology - The acquisition of AI video companies is crucial for Meta's social applications, smart glasses, and VR business, aligning with Zuckerberg's vision of "personal superintelligence" [2][3]. - AI technology capable of generating and understanding video can significantly enrich Meta's content offerings and provide essential support for its virtual reality initiatives [2]. Group 3: Competitive Landscape and Internal Developments - Meta has introduced AI video editing features in its AI assistant, with early progress noted by Zuckerberg, who emphasized the potential for content improvement [4]. - The company is not starting from scratch in video generation, as its editing capabilities build on previous research, including the Movie Gen model showcased last October [4]. - Meta feels competitive pressure from OpenAI's Sora and Google's Veo, which have demonstrated impressive quality and realism in video generation [4]. Group 4: Broader AI Strategic Restructuring - The acquisition intentions are part of a broader AI strategic restructuring at Meta, which recently appointed Alexandr Wang, CEO of Scale AI, as its Chief AI Officer and invested $14.3 billion in the data labeling company [6]. - Meta has also recruited several researchers from competitors like OpenAI, Anthropic, and Google to bolster its new AI team, the Meta Superintelligence Lab [6]. - The company has acquired voice AI startup PlayAI to enhance its talent pool [6].

用「单入口、全智能、可并行、能干预、长记忆」，重塑AI人机共创范式。 硬·AI 作者 | Kozmon 编辑 | 硬 AI 过去，我们把 AI 当工具；未来，我们将与 AI 共事。 这是我在上海 WAIC 的百度 文库 闭门 邀 测会上，体验 GenFlow 2.0 一下午后最真实、最直接的感受。 一上手，我就给他来了个硬核挑战 —— 一个 让我头疼到晚上需要 通宵 加班 的紧急任务 ： "帮我写一份关于中国新能源汽车市场的竞争分析报告，聚焦蔚来、理想和小米的最新财报、市场策略和智驾技术对比，生成一份给客户的汇报PPT初稿 。 " GenFlow 2.0 内测版开始界面 回车键按下。 屏幕上出现的，不是熟悉的 A I 一步步串行思考。取而代之的，是任务面板仿佛 "细胞分裂"般，拉起 的 三条并行任务流：一条高速检索并解析 三家公司的财报与研报；另一条同步分析它们的技术与市场策略；第三条，已经开始搭建演示文稿的基础框架。 并行流程：大纲、内容、 PPT 同步生成 在这里，我还发现了 GenFlow 2.0 的独特之处 ——它对于参考资料的抓取十分"考究"。以GPT、Gemini代表的各类AI工具的Deep Re ...

微软过去12个月新增超过2吉瓦数据中心容量，在全球70个地区运营超过400个数据中心，规模超过任何其他云服务提供 商。公司AI功能月活跃用户已超过8亿，客户采用Copilot的速度超过微软365套件中任何其他新产品，本季度实现了自推 出以来最大的席位增长。Azure云服务的高速增长很大程度上得益于企业迁移活动的持续活跃，新的AI工作流程和云原生 应用的持续扩展也推动了Azure增长。 硬·AI 作者 | 董 静 编辑 | 硬 AI 微软2025财年收官之际展现出强劲增长势头，AI与云业务持续激增，Azure云服务营收同比增长39%。AI 基础设施扩张加速，数据中心建设领跑竞争对手，Copilot产品线用户数突破1亿，云迁移业务成增长引 擎。 7月30日，微软公布2025财年四季度财报显示，营收达764亿美元，同比增长17%，Azure云服务营收同比 增长39%，全年营收首次突破750亿美元大关。微软云业务收入首次突破1680亿美元，同比增长23%。 据 见闻此前文章 ，微软2025财年四季度242亿美元的总资本支出创单季最高纪录，较前一季度增长28亿 美元、增幅接近13.1%，而且相比分析师预期的支出231. ...

Core Viewpoint - Meta's AI technology has significantly enhanced advertising economic benefits and improved user engagement and content quality, becoming a major growth engine for the overall business. Zuckerberg stated that Meta is now equipped to achieve "super intelligence," with substantial capital expenditure growth expected in 2026 [1][2][3]. Financial Performance - In Q2, Meta reported revenue of $47.52 billion, exceeding analyst expectations of $44.83 billion, with advertising revenue of $46.5 billion also surpassing forecasts. The Reality Labs division incurred a loss of $4.5 billion, which was better than market expectations. The company raised its 2025 capital expenditure lower limit from $64 billion to $66 billion, leading to a 10% increase in stock price post-announcement [2][3][4]. - The operating profit margin for the quarter was 43%, with a net income of $18.3 billion, translating to earnings per share of $7.14. Total expenses for the quarter were $27.1 billion, a 12% year-over-year increase [24][25]. AI Monetization and User Engagement - AI has become the core driver of Meta's current business growth, with a significant efficiency boost in the advertising system. The new AI-driven advertising recommendation model improved ad conversion rates by approximately 5% on Instagram and 3% on Facebook. The use of generative AI creative tools has also expanded, particularly among small advertisers with limited budgets [3][4][21]. - User engagement metrics improved, with Facebook's user time increasing by 5% and Instagram's by 6%. Video engagement saw a year-over-year increase of over 20% [4][28]. Investment in AI and Infrastructure - Meta plans to continue investing heavily in computing power and talent resources, establishing the "Meta Super Intelligence Lab" to develop next-generation models. The company is building multiple gigawatt-level computing clusters to provide "personal super intelligence" for billions of users [3][6][12]. - Capital expenditures for 2025 are projected to be between $66 billion and $72 billion, with expectations for significant growth in 2026 as well. The CFO emphasized that infrastructure costs will be the primary driver of expense growth in 2026, including depreciation and operational costs [5][6][38]. Talent Acquisition and Team Structure - The company is focusing on building a "small but elite" team of top talent in AI, with a particular emphasis on recruiting industry-leading experts. The structure of the team is designed to facilitate cutting-edge research in super intelligence [9][10][11]. - Employee compensation is expected to be the second-largest driver of expense growth in 2026, primarily due to investments in technical talent [11][36]. Future Outlook and Strategic Focus - Meta's future strategy includes enhancing the freshness of original content and improving the recommendation system to better match user interests. The company aims to leverage AI advancements to further improve user engagement and monetization efficiency [4][28][49]. - The company is optimistic about the long-term potential of AI technologies and their ability to reshape its systems and operations, with a focus on self-improvement capabilities in AI [42][48].

OpenAI今年前七个月实现收入翻番，年化收入达到120亿美元，相比2024年约40亿美元的收入水平实现大幅增长，有望 超越其2025年127亿美元的收入预期。ChatGPT周活跃用户从3月的5亿增加到7亿，快速增长的同时，OpenAI的现金消 耗也在加速，将2025年现金消耗预期上调至约80亿美元，较此前预期增加10亿美元。 硬·AI 编辑 | 硬 AI OpenAI收入增长超预期，用户规模持续扩张。 7月31日，据The Information报道，OpenAI年化收入已翻倍至120亿美元，同时其旗舰产品ChatGPT的 周活跃用户数突破7亿。 快速增长的同时，OpenAI的现金消耗也在加速。 该公司已将2025年现金消耗预期上调至约80亿美元，较 此前预期增加10亿美元。 其在服务器租赁方面的支出可能超过此前预计的140亿美元。 在融资方面，OpenAI正接近完成第二轮融资其中75亿美元融投资的承诺 ，红杉资本和Tiger Global Management等现有股东将各自投入数亿美元，其他参与方包括Dragoneer和Founders Fund等知名投资 机构。 01 前七个月实现收入翻番 周月活用户 ...