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【产业互联网周报】美被曝偷装追踪器防止AI芯片转运到中国;DeepSeek-R2在8月内并无发布计划;英伟达和AMD与美政府达成特殊协议
Tai Mei Ti A P P·2025-08-18 08:26

Group 1 - The Chinese Ministry of Foreign Affairs opposes the politicization and weaponization of technology and trade issues, emphasizing that such actions disrupt global supply chains and do not benefit any party [2] - China is concerned that U.S. export controls on high-bandwidth memory chips may hinder the development of AI technologies by Chinese companies like Huawei, and this issue is being included in trade negotiations [2] Group 2 - Zhipu AI has launched the open-source visual reasoning model GLM-4.5V, which has 106 billion total parameters and 12 billion active parameters, achieving state-of-the-art performance in 41 public visual multimodal benchmarks [3] - JD Cloud's JoyScale AI computing platform has been upgraded to support over 10 domestic AI computing cards, making it the only platform that supports remote calls for both NVIDIA GPUs and Ascend NPUs [4] Group 3 - Youzan reported a revenue of approximately 710 million RMB for the first half of 2025, a year-on-year increase of about 4%, and achieved a net profit of approximately 73 million RMB, marking a return to profitability [6] - The GMV generated by merchants using Youzan's solutions reached approximately 49.8 billion RMB in the first half of 2025, with an average sales amount of about 930,000 RMB per merchant, reflecting an 11% year-on-year growth [6] Group 4 - Baichuan Intelligent has released the open-source medical enhancement model Baichuan-M2, which scored 60.1 on HealthBench, surpassing OpenAI's latest open-source model [8] - The Suzhou AI (Taihu) Computing Center has officially opened, with a total investment exceeding 2 billion RMB, providing 8000P computing power [11] Group 5 - Tencent's advertising revenue reached 35.8 billion RMB in Q2 2025, a year-on-year increase of 20%, driven by AI improvements in advertising platforms and enhanced demand from advertisers [19] - JD Group reported a net revenue of 356.66 billion RMB for Q2 2025, a year-on-year increase of 22.4%, with a net profit of 7.4 billion RMB [22] Group 6 - The Chinese government has reported that the total computing power in China ranks second globally, with significant advancements in digital infrastructure during the 14th Five-Year Plan period [27] - The number of AI companies in Abu Dhabi has increased by 61% over the past year, establishing the region as a rapidly growing AI hub in the Middle East and North Africa [41]