2025上半年AI核心成果及趋势报告-量子位智库

Application Trends - General-purpose Agent products are deeply integrating tool usage, capable of automating tasks that would take hours for humans, delivering richer content [1][13] - Computer Use Agents (CUA) are being pushed to market, focusing on visual operations and merging with text-based deep research Agents [1][14] - Vertical scenarios are accelerating Agentization, with natural language control becoming part of workflows, and AI programming gaining market validation with rapid revenue growth [1][15][17] Model Trends - Reasoning capabilities are continuously improving, with significant advancements in mathematical and coding problems, and some models performing excellently in international competitions [1][20] - Large model tools are enhancing their capabilities, integrating visual and text modalities, and improving multi-modal reasoning abilities [1][22] - Small models are accelerating in popularity, lowering deployment barriers, and model evaluation is evolving towards dynamic and practical task-oriented assessments [1][30] Technical Trends - Resource investment is shifting towards post-training and reinforcement learning, with the importance of reinforcement learning increasing, and future computing power consumption potentially exceeding pre-training [1][33] - Multi-agent systems are becoming a frontier paradigm, with online learning expected to be the next generation of learning methods, and rapid iteration and optimization of Transformer and hybrid architectures [1][33] - Code verification is emerging as a frontier for enhancing AI programming automation, with system prompts significantly impacting user experience [1][33] Industry Trends - xAI's Grok 4 has entered the global top tier, demonstrating that large models lack a competitive moat [2] - Computing power is becoming a key competitive factor, with leading players expanding their computing clusters to hundreds of thousands of cores [2] - OpenAI's leading advantage is diminishing as Google and xAI catch up, with the gap between Chinese and American general-purpose large models narrowing, and China showing strong performance in multi-modal fields [2]