Sou Hu Cai Jing·2025-08-03 00:04Application Trends - General-purpose Agent products are deeply integrating tool usage, focusing on completing diverse deep research tasks, with richer content delivery becoming a highlight in the first half of 2025 [1][7] - Computer Use Agent (CUA), centered on visual operations, is being pushed to market and is merging with text-based deep research Agents [1][16] - Vertical application scenarios are beginning to adopt Agent capabilities, with natural language control becoming part of specialized workflows [1][16] - AI programming is currently the core vertical application area, with leading programming applications experiencing record revenue growth [1][19] Model Trends - Model reasoning capabilities are continuously improving through the accumulation of more computing power, particularly in mathematical and coding problems [2][22] - Large models are transitioning to Agentic capabilities, integrating end-to-end training for tool usage, enabling them to complete more complex tasks [2][23] - Large models are beginning to fuse visual and textual inputs, moving towards multimodal reasoning [2][26] - The image generation capabilities of large models have been significantly enhanced, with upgrades in language understanding and aesthetic improvements being the main highlights [2][28] Technical Trends - Resource investment during the training phase is shifting towards post-training and reinforcement learning, with pre-training still having ample optimization space [2][7] - The importance of reinforcement learning continues to rise, with future computing power consumption expected to exceed that of pre-training [2][7] - Multi-Agent systems may become the next frontier paradigm, with learning from interactive experiences expected to be the next generation of model learning methods [2][7] Industry Trends - xAI's Grok 4 has entered the top tier of global large models, demonstrating that large models lack a competitive moat [2][7] - Computing power is a key factor in the AI competition, with leading players operating computing clusters of tens of thousands of cores [2][7] - The competitive gap in general-purpose large model technology between China and the US is narrowing, with Chinese models performing well in multimodal areas [2][7] - AI programming has become a battleground, with leading players both domestically and internationally intensively laying out their strategies [2][7]