为什么是这10个词，定义了2025年AI叙事

Core Insights - The article highlights the significant evolution of AI in 2025, transitioning from simple chat interfaces to advanced reasoning agents capable of complex tasks, marking a shift towards a competitive landscape focused on computational power and efficiency [2]. Group 1: AI Developments - AI has transformed into agents that drive embodied intelligence across various industries, showcasing enhanced multimodal capabilities and reasoning skills akin to human logic [2]. - The year 2025 saw the emergence of key AI terms that influenced decision-making, with a focus on the competitive landscape of AI infrastructure, particularly centered around GPUs [2]. Group 2: Key AI Terms - GPU: In 2025, GPUs became a critical indicator of technological prowess, with NVIDIA's Blackwell architecture GPUs dominating high-end shipments, accounting for over 80% of their output [2]. - Multimodal: The release of models like Sora 2.0 and Veo 3 marked the transition of multimodal AI from demo stages to practical applications, enabling high-quality video generation and real-time analysis through AI-integrated devices [4]. - ChatGPT: As a leading AI application, ChatGPT maintained its position with over 800 million weekly active users and 20 million paid users, evolving into a comprehensive interactive platform [5]. - NVIDIA: NVIDIA solidified its status as a cornerstone of the AI economy, achieving a market valuation exceeding $5 trillion, driven by the successful production of Blackwell architecture chips [6]. - Reasoning: The concept of reasoning evolved, with AI models demonstrating advanced capabilities in logical reasoning and self-correction, significantly impacting commercial viability [7]. - OpenAI: Despite market challenges, OpenAI continued to lead in technology, achieving a valuation of $500 billion following significant investments [8]. - DeepSeek: DeepSeek emerged as a major player, achieving competitive performance with a training cost under $300,000, recognized for its innovative architecture [9]. - Computational Power: Computational power became a strategic asset in the AI era, with NVIDIA and AMD enhancing their market positions, while domestic players began commercializing their capabilities [10]. - Robots: The rise of embodied intelligence positioned robots at the forefront, with advancements in humanoid robots and autonomous systems gaining public attention [11]. - Agents: 2025 was dubbed the "Year of the Agent," with AI systems centered around agents proving to unlock significant productivity potential, as evidenced by the success of startups like Manus [12].