滁州市委书记吴劲，市委常委、副市长陈新志，中新苏滁高新区管委会主任郭永付等政府代表，与百度 副总裁石清华，百度智能云中国区副总经理王晓靓等企业高管共同出席并见证签约。此次合作标志着百 度智能云在长三角布局的首个大模型数据标注基地落地滁州，是百度智能云深化区域协同、助力地方人 工智能产业发展的重要举措。 8月28日，在"2025百度云智大会"期间，安徽省滁州市与百度智能云正式签署战略合作协议。双方将围 绕人工智能数据标注基地、智算和人工智能场景创新、人工智能科技体验中心建设等方向开展深度合 作，助力滁州培育人工智能产业高质量发展，打造长三角AI数据要素枢纽。 根据协议，双方将以中新苏滁高新技术产业开发区为核心载体，共建"百度智能云人工智能数据标注基 地"。依托百度领先的大模型数据标注平台和实训系统，支持文本、图像、语音、视频等多模态数据处 理，满足工业质检、医学影像分析、3D点云标注等高精度需求。基地将联合滁州学院、安徽科技学院 等本地高校，构建"标注+实训+就业"一体化人才培养体系，预计年培养复合型AI人才超1000人，本地 就业占比达95%以上。 此次合作精准对接长三角一体化战略。滁州地处南京、合肥两大都市 ...

Core Viewpoint - The 2025 Baidu Cloud Intelligence Conference showcased advancements in AI infrastructure, particularly the upgraded Baidu Baicheng AI Computing Platform 5.0 and Qianfan Enterprise AI Development Platform 4.0, aimed at enabling businesses to deploy and develop AI products more efficiently and cost-effectively [1][3]. Group 1: AI Infrastructure and Development - Baidu Baicheng AI Computing Platform supports the iteration of embodied intelligence "brains," enhancing the training speed of visual language models by over 100% and reducing single iteration time by over 50% [3][6]. - The platform has been adopted by over 20 key enterprises across various innovation centers, accelerating the application of technological achievements [3][12]. - Baidu Smart Cloud emphasizes "technology empowerment" and "scene linking" as core strategies to assist embodied enterprises in overcoming technical and commercialization challenges [7][12]. Group 2: Industry Collaboration and Application - The "AI + Robotics" forum attracted significant online viewership, featuring discussions on key topics such as embodied models, data, human-machine interaction, and product applications [5][6]. - Baidu Smart Cloud aims to create scalable value scenarios by leveraging its AI implementation experience across various industries, facilitating collaboration between enterprises and scene providers [8][12]. - The focus on embodied intelligence is seen as a critical window for development, with ongoing challenges in technology research and application [6][12]. Group 3: Technical Innovations and Models - The evolution of multi-modal large models in embodied intelligence is highlighted, with a focus on creating a layered fast-slow system for task execution [9][11]. - Baidu Smart Cloud is investing in key areas such as embodied brain and data systems to accelerate technological breakthroughs and product upgrades [14][15]. - The development of a universal embodied intelligence platform by the Beijing Humanoid Robot Innovation Center showcases advancements in task understanding and execution capabilities [20][21]. Group 4: Market Potential and Challenges - The current landscape of embodied intelligence is characterized by high interest but remains in its early stages, with significant room for growth compared to large model companies [30][34]. - The industry faces challenges related to data collection and model application, necessitating collaborative efforts to overcome issues such as high costs and data silos [22][26]. - The potential for commercialization in various sectors, including logistics and service industries, is recognized, with a long-term vision of integrating robots into everyday life [32][34].

以下文章来源于超越 J Curve ，作者宋梓翔 超越 J Curve . 用数据延伸你的阅读 将投中网设为"星标⭐"，第一时间收获最新推送 互联网巨头们正在回归。 作者丨 宋梓翔 编辑丨 杨博宇 来源丨 超越 J Curve 最近，互联网巨头们的动作频频，引起市场广泛关注。先是京东接连出手，投资 了 6 家 具身智能 公司。随后阿里巴巴出资了无限基金 SEE Fund 。最近腾讯联手京东、 PAG等设立了规模高达220 多亿的合伙企业，剑指万达。 这些现象似乎显示着，一级市场中，互联网巨头们正在回归。 投中嘉川 CVSource的数据显示，在少数股权投资上，相比于2024年的数据，互联网巨头们的投资 有所回升，不少企业的出手次数超越了去年同期。但从整体数量和增长幅度看，要说"回归"，恐怕 还为时尚早。 先来看少数股权投资的数据。 我们对百度、腾讯、阿里巴巴、蚂蚁集团、京东、美团、字节跳动 7家互联网公司进行了统计。截止 7月30日，7家互联网头部企业今年少数股权投资出手共58次，较24年同期的49起上涨18.4%。总 的来看，相比去年似乎更有起色。 如果具体到各家公司， 百度 （包括百度风投、百度（中国）、 ...

市场分析人士指出，百度在AI云基础设施方面的持续创新，以及与多家企业建立的深度合作关系，都反映出公 司在快速增长的AI市场中的强劲发展势头。 新京报贝壳财经讯 8月29日，百度（BIDU）美股上涨超5%，表现显著优于大盘。 百度最新财报数据显示，2025年第二季度，受AI驱动，涵盖智能云在内的AI新业务收入增长强劲，首次超过100 亿元，同比增长34%。IDC数据显示，百度智能云已连续六年位居中国AI公有云市场第一，这也增强了投资者的 信心。 在近日举办的2025云智大会上，百度智能云作为全球AI云首倡者，对其"云智一体"战略下的核心产品进行了重磅 迭代，推出旨在帮助企业更低成本、更高效率开发AI应用的百舸AI计算平台5.0和千帆企业级AI开发平台4.0。会 上，百度智能云还公布了最新AI落地进展，65%+央企，95%+主流车企以及80%+具身智能企业落地大模型选择 百度智能云。 编辑 徐倩 校对 赵琳 ...

在智能经济浪潮的推动下，云市场的竞争格局正经历深刻变革。传统上依赖资源和规模竞争的模式，正逐步被全栈技术能力、生态开放度及行业渗透深度 所取代，成为云厂商新的核心竞争力。 近年来，生成式AI的兴起无疑为云市场带来了前所未有的变革。百度集团执行副总裁、百度智能云事业群总裁沈抖在2025百度云智大会上强调："智能经 济时代，需要新的基础设施来支撑，这就是智能优先的AI云。"这一观点深刻揭示了云市场未来的发展方向。 百度智能云不仅在底层技术上取得了突破，还在应用场景上展现了强大的实力。在北京人形机器人创新中心的日常研发过程中，百度智能云依托其高效的 算力调度和模型训推加速技术，提供了高性能、稳定可靠的AI基础设施，大幅提升了具身模型的开发效率。百度智能云的千帆平台也升级到了4.0版本， 为开发者提供了打造AI Agent所需的企业级模型、编排和数据能力。 在AI Agent时代，生成式AI正逐步从"降本工具"转变为"增收引擎"。百度智能云通过其全栈技术和行业深度，为企业提供了从模型端到产品端的全方位支 持。以中国钢研为例，他们与百度智能云合作，构建了覆盖材料研发与制造全流程的AI大模型平台，实现了该领域人工智能应用 ...

每一拍考验的不仅是选手的技术细节，更在极致地考验着耐性、韧性和全面性，以及背后长期的战略定 力。 " 大模型来临后的云计算下半场格局，其实就正如竞技体育中的多 拍相持，看似混乱、动荡，实则考证选手的方方面面。 " 作者丨周蕾 编辑丨包永刚 在网球或羽毛球等持拍运动中，有一种至关重要的战局，称为 " 多拍相持 " 。 双方选手在场上来回拉锯，场面看似波澜不惊，实则暗流涌动。选手们通过持续的对抗来试探与调整，捕 捉对手的弱点，同时耐心等待最适合发力一击的时机。待时机成熟，他们便会立刻挥拍杀向对方漏洞，由 守转攻占据主动，赢下这一分。 这正是百度智能云过去十年的真实写照。 在中国云计算这片高手云集的赛场上，当早期玩家凭借规模与资源加速奔跑时，百度智能云选择了另一条 路：以 AI 云为锚点，耐心蛰伏、长期布局，将核心力量投向全栈产品技术的构建 —— 从昆仑芯片夯实算 力底座，到百舸计算平台打破 AI 计算效率瓶颈，再到千帆 AI 平台全面支持 Agent 落地。 十年间，云计算市场从 " 资源驱动 " 迈向 " 智能驱动 " ，技术窗口终于开启。大模型的浪潮席卷而来， 成为那个打破均势的关键变量。而百度智能云，也等来 ...

百度 （BIDU.US; 9888.HK）上周三宣布，截至八月其萝卜快跑（Apollo Go）无人驾驶出租车服务累计已完成1,400万单。这巩固了 其行业领导地位，未来基金（Future Fund LLC）董事总经理Gary Black近期亦称该公司为"全球无人驾驶出租车领导者"。 百度联合创始人兼CEO李彦宏在上周财报电话会议中表示："我们在那里（香港）的经验为进军其他右舵车市场提供了宝贵的行业 洞察，增强了我们在全球扩展萝卜快跑业务的信心。" 七月，百度与Uber达成多年期合作，计划在亚洲和中东等多个市场部署数千辆无人驾驶车辆。八月又宣布与Lyft在欧洲达成合作， 首站覆盖德、英两国，加快推进无人驾驶出行服务的全球布局。 财报显示，仅第二季度萝卜快跑完全无人驾驶订单超220万单，同比增长148%。百度表示，其车队迄今累计实现超2亿公里无人驾驶 里程，且保持优异的安全记录。与此同时，谷歌Waymo截至今年五月累计付费订单量达1,000万单，并宣布其无人驾驶里程达1亿英 里（约1.6亿公里）。 Bamboo Works is a premium business content provider with a ...

Core Viewpoint - The article discusses the recent downturn in the U.S. stock market, particularly focusing on technology stocks and their performance amid inflation concerns and economic data releases [3][6]. Market Overview - On Friday, U.S. stocks fell across the board, with notable declines in tech stocks such as Dell and Nvidia, as the market digested the latest inflation data [3]. - The Dow Jones Industrial Average decreased by 0.20% to 45,544.88 points, the Nasdaq Composite fell by 1.15% to 21,455.55 points, and the S&P 500 dropped by 0.64% to 6,460.26 points [3]. - Major tech stocks showed weak performance, with Nvidia down 3.3%, Apple down 0.2%, Microsoft down 0.6%, Amazon down 1.1%, and Tesla down 3.5%. In contrast, Google saw a slight increase of 0.6% [3]. Economic Data - The Personal Consumption Expenditures (PCE) price index, a key inflation indicator for the Federal Reserve, rose by 2.6% year-on-year in July, with the core PCE increasing to 2.9% [6]. - The Michigan Consumer Sentiment Index for August was revised down to 58.2 from an initial 58.6, indicating a decline in consumer confidence [6]. - One-year inflation expectations rose to 4.8%, and five-year expectations increased to 3.5%, both higher than July's figures [6]. Sector Performance - The Philadelphia Semiconductor Index experienced a significant drop of 3.2%, marking its largest decline since April [7]. - Nvidia's stock fell 3.3% after its latest earnings report failed to meet high investor expectations, although spending related to AI infrastructure remains strong [7]. - Dell's stock plummeted nearly 9% after the company forecasted lower-than-expected profits for the upcoming quarter [8]. - Caterpillar, a major player in the construction machinery sector, saw its shares decline by 3.6% due to predictions of increased tariff-related expenses by 2025 [9]. Commodity Market - International oil prices weakened, with WTI crude oil near-month contracts falling by 0.91% to $64.01 per barrel, and Brent crude down by 0.73% to $68.12 per barrel [9]. - Gold prices rose due to increased risk aversion, with COMEX gold futures for November delivery up by 1.17% to $3,512.40 per ounce [10].

九年前，AlphaGo在围棋盘上战胜李世石的一役，犹如一颗石子投入平静的湖面，激起了人工智能浪潮的汹涌澎湃。彼时，人们或许未曾料到，这一场胜 利会成为AI强势进军日常生活的序曲。 起初，AI以一种亲和的姿态融入大众生活，它化身为随时待命的聊天机器人，或是只需一句话便能生成图像与视频的神奇工具，让人不禁感叹，原来高 科技也可以如此接地气。 然而，AI的触角很快便伸展至更广阔的领域。新品发布会上，手机、电脑若不以AI为卖点，似乎便少了份竞争力；医院里，诊断报告或许已先由AI初步 完成；各类App中的AI功能更是琳琅满目，令人目不暇接。 尤其是具身智能的发展，仿佛科幻电影中的场景正以一种奇异的方式变为现实。机器人不仅在春晚舞台上扭起了秧歌，更在街头巷尾招揽生意，成为各种 营销活动的常客。 机器人的技能也日益丰富，从最初的步履蹒跚到如今能跑能跳，甚至还能完成后空翻、打拳击等高难度动作，人形机器人运动会的举办更是将这一趋势推 向高潮。 AI行业的迅猛发展，让人不禁感叹时代变迁之迅速。如果说"互联网+"还是当下的热门话题，那么"人工智能+"时代的大门已悄然开启。 各行各业都在积极探索AI的应用，试图重构或颠覆传统模式，以 ...

Core Viewpoint - The article emphasizes the transition of cloud computing from cost reduction and efficiency enhancement to directly creating value through AI integration, highlighting the importance of AI capabilities in driving business growth and innovation [3][5][10]. Group 1: AI Integration and Business Impact - A report from MIT indicates that 95% of companies attempting to use AI have not seen commercial returns, but the remaining 5% have generated significant value, with some startups achieving revenues of $20 million within a year by focusing on specific business pain points [3]. - Baidu's intelligent cloud has supported 65% of central enterprises and 80% of systemically important banks, showcasing its extensive reach and impact in various industries [5]. - Baidu's AI capabilities are being transformed into revenue-generating tools for enterprises, with AI new business revenue expected to exceed 10 billion yuan by Q2 2025 [14]. Group 2: Cloud Computing Evolution - The cloud computing landscape is shifting from resource leasing to supporting AI capabilities for training, deployment, and invocation, marking a new phase in cloud competition [17]. - Baidu's cloud strategy has evolved from "cloud intelligence integration" to "intelligent priority," focusing on redefining how enterprises utilize cloud services starting from AI [7][10]. - The competition among cloud providers is now centered on engineering capabilities, scene adaptation, and system integration rather than just model capabilities [8]. Group 3: Technological Advancements and Offerings - Baidu has upgraded its AI computing platform to version 5.0 and its Qianfan platform to version 4.0, enhancing multi-model high-concurrency scheduling and integrating various capabilities for enterprise services [10]. - The company has developed a digital employee and compliance analysis tools, aiming to standardize AI applications across industries [10]. - Baidu's self-developed Kunlun AI chips and training platforms provide a competitive edge in terms of cost efficiency and scheduling capabilities [8][9]. Group 4: Market Position and Future Outlook - Baidu holds a leading position in China's AI public cloud service market with nearly 25% market share and 15% share in the large model platform market [14]. - The company aims to convert complex AI capabilities into practical business solutions, addressing the dual challenges of finding new growth curves and ensuring secure development space in a competitive global landscape [18][19]. - Baidu's strategy includes comprehensive self-research across infrastructure, model frameworks, and engineering platforms to reduce reliance on external ecosystems [19].