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百度沈抖:AI云基础设施正在从成本中心,转向新型利润中心
Sou Hu Cai Jing· 2025-08-28 05:40
封面新闻记者 雷强 面对AI云基础设施的投入,从成本中心转化为新型利润中心的行业新趋势,今年云智大会上,百度智能云全新升级了百舸AI计算平台5.0和千帆企业级AI 开发平台4.0,让企业能够以更低成本、更高效率部署和开发AI产品。 同时,百度智能云还对外发布了基于慧播星数字人能力和技术打造的数字员工新成员——"吴彦祖数字英语教练",以及一见视觉大模型平台的工序合规分 析新能力。 日前,我国发布了首部"人工智能+"行动政策《国务院关于深入实施"人工智能+"行动的意见》(以下简称《意见》)。《意见》中提到,到2027年,新一 代智能终端、智能体等应用普及率超70%,智能经济核心产业规模快速增长;到2030年,新一代智能终端、智能体等应用普及率超90%,智能经济成为我 国经济发展的重要增长极。到2035年,我国全面步入智能经济和智能社会发展新阶段。 "智能经济时代,一定要有新的基础设施来支撑,这就是智能优先的AI云。" 8月28日的2025百度云智大会上,百度集团执行副总裁、百度智能云事业群总裁沈抖给出了云厂商在AI原生时代的新定位。 沈抖表示,从个人调用AI聊天、独立开发者使用AI打造"一人公司",到企业借力AI ...
36氪出海·关注|头部上市公司,交出了怎样的中期海外成绩单?
3 6 Ke· 2025-08-28 05:19
Core Insights - Recent financial reports from various companies indicate that overseas business has become a key driver of growth across multiple industries, with many firms experiencing significant revenue increases from international operations [2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20]. Group 1: Company Performance - Pop Mart reported its best-ever performance with revenue expected to exceed 30 billion RMB for the year, driven by a 204.4% increase in H1 revenue to 13.8763 billion RMB [2][13]. - Tencent's Q2 revenue grew by 15% to 184.5 billion RMB, with international game revenue increasing by 35% [3]. - JD's Q2 net revenue reached 356.7 billion RMB, a 22.4% year-on-year increase, although net profit decreased to 6.2 billion RMB [4]. - Kuaishou's Q2 revenue grew by 13.1% to 35 billion RMB, with overseas revenue increasing by 20.5% [9]. - Baidu's total revenue for Q2 was 32.7 billion RMB, with core revenue of 26.3 billion RMB, marking a 35% increase [10]. Group 2: International Expansion - JD Logistics expanded its overseas warehouse network, operating over 130 warehouses across 23 countries, enhancing its global supply chain capabilities [5]. - Luckin Coffee opened 2 new stores in New York as part of its international strategy, with total revenue for Q2 reaching 12.359 billion RMB, a 47.1% increase [11]. - Xiaomi's revenue for Q2 was 116 billion RMB, with 31.6% coming from international markets, primarily Europe and India [12]. - Miniso's overseas revenue grew by 29.4% to 3.534 billion RMB, with a total of 3,307 stores globally [14][15]. - Mx Ice City has established over 53,000 stores globally, with 4,733 located overseas, achieving a 39.3% revenue growth [16]. Group 3: Industry Trends - The trend of companies diversifying their revenue streams through international markets is evident, with many firms reporting double-digit growth in overseas sales [2][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20]. - The solar energy sector, despite facing challenges, has seen some leaders like CATL report a 34.22% increase in overseas revenue [17]. - The automotive industry, represented by Geely, reported a 27% increase in total revenue, with a focus on expanding its global market presence [19][20].
DeepSeek丢出王炸,又杀疯了!
猿大侠· 2025-08-28 04:09
DeepSeek 问世以来, 生成式AI和大模型技术爆发式增长, 让 算法工程师 重新成了炙手可热 的岗位,岗位薪资远超很多 前后端岗位 ,在程序员中稳居前列。 AI的快速发展也给很多程序员带来 更多的机会 , 很多公司都 投入了巨量资源, 把 人工智能 作 为下一阶段的主要发展方向, 字节,腾讯,京东等大厂增加了很多 AI部门 ,扩招大量的 大模型 和算法人才 。 在 大模型、生成式AI 这些领域,各家公司都给足了诚意,像 DeepSeek最近热招的 大模型全栈 工程师 等 AI核心岗位 更是开出 了 11W*14薪 的天价薪资 , 年薪高达 154万 , 还有很多岗位 薪资甚至比往年 提高 40% , 给广大程序员带来更高的 年龄容忍度 。 而对于正在求职,转型的各位同学来说,现在也是 最适合 拿下AI算法岗的红利期 。而关键在于 如何拿到这样的高薪, 或者是需要具备什么样的技术、能力才能拿到高薪呢? 为了解决以上问题,我们打造了一个 《AI算法工程师培养计划》 ,它是 由国内一线大厂在职的 算法leader亲自主讲 ,不仅 广度 上满足大厂的应聘要求, 深度 上也是符合大厂的用人需求,学 完之后和算法岗 ...
数字员工“AI吴彦祖”和一见“AI老师傅”组团来袭
Qi Lu Wan Bao· 2025-08-28 03:07
Core Insights - Baidu Smart Cloud launched upgraded intelligent infrastructure at the 2025 Baidu Cloud Intelligence Conference, introducing ready-to-use Agents [1] - The "One Vision" compliance analysis capability allows users to upload standard operation videos to generate SOP detection tasks, addressing the shortage of experienced workers in industrial production lines [1] - Baidu Smart Cloud partnered with AI education-focused Yashi Education to develop the "Wu Yanzu Digital English Coach," utilizing Baidu's self-developed end-to-end voice and semantic models [1] Group 1 - Baidu Smart Cloud unveiled new intelligent infrastructure and Agents at the 2025 conference [1] - The "One Vision" platform enables quick generation of SOP tasks from operation videos, enhancing efficiency in industrial settings [1] - The collaboration with Yashi Education aims to enhance AI education through the "Wu Yanzu Digital English Coach" [1]
吴彦祖将担任百度智能云数字员工首批推荐官
Xin Lang Ke Ji· 2025-08-28 03:07
Group 1 - The core viewpoint of the article highlights the launch of Baidu's intelligent cloud platform, which introduces a visual model capable of generating SOP detection tasks from standard operation videos, addressing the shortage of experienced workers in industrial production lines [2] - Baidu's collaboration with Yashi Education to develop the "Wu Yanzu Digital English Coach" utilizes Baidu's self-developed end-to-end speech and semantic model, showcasing the integration of AI capabilities in education [2] - Wu Yanzu has been appointed as the first recommended officer for Baidu Intelligent Cloud's digital employees, indicating a strategic move to enhance the brand's presence in the AI education sector [2]
百舸AI计算平台升级至5.0版本,昆仑芯超节点正式启用
Bei Jing Shang Bao· 2025-08-28 02:55
北京商报讯(记者魏蔚)8月28日的2025百度云智大会上,百度智能云对AI计算基础设施进行了全面升 级,正式发布百舸AI计算平台5.0全新版本。网络上,5.0版本通信更快,延迟更低,提升模型训推效 率;算力上,昆仑芯超节点上线,超级算力正式可用;推理系统上,通过"解耦""自适应"和"智能调 度"三个核心策略,新版本提升吞吐,降低延迟;训推一体上,百度发布百舸强化学习框架。目前,升 级后的百舸AI计算平台5.0,已经正式上线百度智能云的公有云服务。 ...
独享百度AI搜索组件 千帆企业级AI开发平台升至4.0
Qi Lu Wan Bao· 2025-08-28 02:54
Core Insights - Baidu's Intelligent Cloud Qianfan platform has officially upgraded to version 4.0, focusing on an Agent-centric one-stop enterprise service platform for developers [1] Model Services - The model library now offers over 150 models, including the newly launched self-developed video generation model "Steam Engine" and specialized models for the financial industry and visual understanding [1] - A new model fine-tuning method called RFT (Reinforced Feedback Tuning) toolchain has been released [1] Agent Orchestration Framework - The Qianfan Agent service platform's RAG has been upgraded to a multimodal RAG [1] - The enterprise-level MCP service has expanded to include unique components such as Baidu's AI search MCP Server [1] - A multi-agent collaboration mode has been introduced [1] Data Management - The Qianfan data intelligence service platform has been fully upgraded to provide one-stop multimodal data management and processing capabilities, maximizing data value at the lowest cost [1] Enterprise Service Capabilities - Qianfan 4.0 can achieve full-link detection of key indicators, links, and logs [1]
千帆企业级AI开发平台升至4.0 打造以Agent为核心的一站式企业级服务平台
Zheng Quan Shi Bao Wang· 2025-08-28 02:45
人民财讯8月28日电,8月28日2025百度云智大会上,百度智能云千帆平台正式升级到4.0版本,打造以 Agent为核心的一站式企业级服务平台,为开发者提供Agent开发所需要的模型、Agent编排、数据和企 业级服务等能力。其中,模型服务上,模型库提供超过150个模型,包括近期上线的百度自研视频生成 模型蒸汽机;新增千帆慧金金融行业模型、千帆视觉理解模型等一批定制专精模型;发布模型精调新方 法RFT(强化反馈精调)工具链。 ...
百度智能云千帆4.0发布,RFT训练效率提升43%
Xin Lang Ke Ji· 2025-08-28 02:31
据沈抖介绍,百度最新发布的视频生成模型蒸汽机2.0,以及十余款垂直行业模型,均已集成到千帆大 模型上。此外,百度还发布了RFT工具链,通过提供奖励模型,可以让RFT训练效率提升43%。(文 猛) 责任编辑:李芊蔚 新浪科技讯 8月28日上午消息,今日举办的2025百度云智大会上,百度集团执行副总裁、百度智能云事 业群总裁沈抖宣布,百度智能云千帆4.0发布,精选150+模型服务,能够让用户第一时间用上SOTA模 型。 ...
百度百舸AI计算平台5.0升级发布,昆仑芯超节点启用
Xin Lang Ke Ji· 2025-08-28 02:19
Core Insights - Baidu has announced a comprehensive upgrade to its AI computing infrastructure at the 2025 Baidu Cloud Intelligence Conference, introducing the new version of the Baidu AI Computing Platform 5.0, which aims to break the efficiency bottleneck in AI computing [3] Group 1: Infrastructure Upgrades - The new platform has achieved significant enhancements in four key areas: network, computing power, inference systems, and integrated training and inference systems [3] - Network improvements include faster communication and lower latency, which enhance model training and inference efficiency [3] - The launch of the Kunlun chip super node marks the availability of super computing power, which is now integrated into the public cloud services of Baidu Intelligent Cloud [3] Group 2: Inference System Enhancements - The inference system has been upgraded through three core strategies: "decoupling," "adaptive," and "intelligent scheduling," which improve throughput and reduce latency [3] - The release of the Baidu AI Computing Platform 5.0 allows users to run the largest open-source model parameters, reaching up to 1 trillion, in just a few minutes using a single cloud instance [3] Group 3: Resource Optimization - The introduction of the Baidu Reinforcement Learning Framework aims to maximize computing resource utilization, thereby enhancing both training and inference efficiency [3]