点击 上方 硬AI 关注我们 OpenAI周三发布新款AI模型o3和o4-mini，模仿人类的推理过程，解决复杂编程和视觉任务的推理。这是该公司首次推 出能够独立使用全部ChatGPT工具的推理模型——包括网页浏览、Python编程、图像理解和图像生成能力。同时，该公 司也发布开源AI agent CodeX CLI，用于帮助用户执行编程任务，从而改善市场竞争能力。 硬·AI 作者 | 赵雨荷 编辑 | 硬 AI OpenAI周三发布新款AI模型o3和o4-mini，模仿人类的推理过程，解决复杂编程和视觉任务的推理。同 时，该公司也发布开源AI agent CodeX CLI，用于帮助用户执行编程任务，从而改善市场竞争能力。 OpenAI此次推出的主要新型推理模型名为o3，同时还发布了一款更小型的模型，命名为o4-mini。这一发 布延续了去年9月OpenAI首个推理模型o1的问世，当时o1主要专注于解决复杂问题，并通过多步骤的方式 进行思考和作答。 该公司表示，新发布的o3模型在响应用户提示之前会花费更多时间进行计算，目标是解决与科学、数学和 编程相关的更复杂的多步骤问题。借助o3，用户可以上传白板笔记、草 ...

Core Insights - OpenAI has launched two new reasoning models, o3 and o4-mini, which are capable of image-based reasoning, marking a significant advancement in the o series [1][6] Group 1: Model Performance - The o3 model is described as the most powerful reasoning flagship model, excelling in programming, mathematics, science, and visual perception benchmarks [1][8] - The o4-mini model is optimized for cost-effective reasoning, providing a balance between performance and affordability [1][8] - In external evaluations, o3 made 20% fewer significant errors in challenging real-world tasks compared to its predecessor, particularly in programming and creative tasks [8] Group 2: Image Reasoning Capabilities - Both models can integrate images into reasoning processes, allowing for "thinking with images" [10] - Users can upload various types of images, and the models can interpret them even if they are of low quality [10] - For example, o3 can analyze a photo of a notebook and deduce the written content through reasoning [10] Group 3: Task Execution and Tool Utilization - o3 and o4-mini can autonomously execute tasks by accessing tools within ChatGPT and utilizing custom user tools via API [13] - The models can perform complex tasks such as searching for data, generating code, and creating visual representations based on user queries [13] Group 4: Future Developments - OpenAI's CEO, Sam Altman, indicated that o3 will soon be upgraded to a professional version, o3-pro [4] - The company has been releasing models at a rapid pace, including the recent launch of the GPT-4.1 series, which aims to attract users with cost-effective options [15] - There is ongoing anticipation for the release of GPT-5, which has faced delays due to integration challenges [16]

【文/观察者网 王一】自今年年初DeepSeek惊艳亮相、震撼世界以来，美国就一直在想方设法打压 DeepSeek，以遏制中国在人工智能技术上的发展。 据美国《纽约时报》4月16日报道，美国政府打算"多管齐下"，禁止DeepSeek购买美国技术、禁止美国 人使用其技术，同时切断美国芯片制造商英伟达对这家公司的芯片供应。 商超微半导体公司（AMD）也表示，他们的销售额将损失数十亿美元。荷兰半导体设备制造商阿斯麦 公司16日也承认，其设备订单未达预期。 16日，三家公司股价跌幅均超过5%。 当天，美国国会众议院"中国问题特别委员会"发布了一份充满陈词滥调的污蔑报告，声称DeepSeek"审 查和操纵信息""向中国泄露数据""给用户带来安全漏洞"，对美国安全构成"深刻威胁"。 这份自今年2月开始撰写的报告毫无逻辑地宣称，DeepSeek这一威胁美国安全的模型是通过窃取美国技 术产生的，使用了被禁止出口到中国的美国芯片。 在这一套神逻辑下，"中国问题特别委员会"当天对英伟达在亚洲的芯片销售展开了调查，试图评估英伟 达是否违反了美国规定，故意向DeepSeek提供开发人工智能的关键技术。一位不愿透露姓名的委员会 官员告 ...

Core Insights - US lawmakers are investigating how Nvidia chips were acquired by the Chinese AI company DeepSeek, which is accused of espionage and manipulating information for the Chinese Communist Party (CCP) [1][3] - The report claims DeepSeek used 60,000 Nvidia chips despite US sanctions, raising concerns about national security [1][3] Nvidia's Situation - Nvidia's stock fell nearly 7% following the announcement of new licensing requirements for shipping accelerated chips to China, with an expected $5.5 billion decrease in earnings due to tariffs [2] - Nvidia stated it adheres to US government directives regarding sales and claims its products are sold globally, including to subsidiaries of US companies [4] DeepSeek's Activities - DeepSeek is described as a tool for the CCP, allegedly designed to spy on Americans and undermine US laws [3] - The report indicates DeepSeek may have copied AI models from US companies, violating terms of service, and that it suppresses content related to democracy and human rights in 85% of its responses [5][6] Recommendations and Policy Implications - The report suggests enhancing US export control policies and restricting China's access to advanced AI technologies by expanding chip export controls [7] - It also recommends that chip companies track the end users of their products, not just the initial purchasers [7]

Core Viewpoint - The U.S. government is taking measures to restrict the operations of DeepSeek, a Chinese AI startup, and its collaboration with Nvidia, a leading American chip manufacturer [1][2]. Group 1: Government Actions - The Trump administration has initiated steps to limit Nvidia's sale of AI chips to China, considering penalties that would prevent DeepSeek from acquiring U.S. technology [2]. - There is a potential discussion about restricting American access to DeepSeek's services as part of the crackdown [2]. Group 2: Congressional Investigation - The House Select Committee on the Chinese Communist Party has launched an investigation into Nvidia's chip sales in Asia, focusing on whether Nvidia knowingly supplied DeepSeek with critical technology in violation of U.S. regulations [3][4]. - This marks the first Congressional investigation into Nvidia's business practices regarding its sales to China [4].

华为与上汽合作的 SAIC 尚界正式发布。 4 月 16 日，在鸿蒙智行新品发布会，问界 M8、问界新 M7 新配色、享界 S9 增程版上市。此外， 尊界 S800 还公布了内饰设计，而 SAIC 尚界品牌也首次官宣。 其中，问界 M8 提供五座与六座两种版本，每个版本分为三种配置，建议零售价为 35.98 万-44.98 万元。该车搭载华为途灵平台，标配双腔空气悬架。HUAWEI ADS 3.3 系统配备包含 1 个 192 线激 光雷达、1 个高精度固态激光雷达在内的 30 个高精度传感器。M8 Max+ 五座版的纯电续航 310km，综合续航 1526km。 在发布会上，华为与上汽集团合作的 SAIC 尚界正式发布。SAIC 尚界定位 "风格至尚、科技至尚、 信赖至尚、人人至尚"。华为常务董事、终端 BG 董事长余承东说："这一界，很时尚！" 上汽集团 总裁贾健旭说："我们掏出最好的资源躬身入局，首期投入 60 亿元，组建 5000+ 人的尚界专属团 队。" 美国消费者囤货，中国电商销售额和流量增长。 因为对关税早有预期，大量美国消费者在 3 月和 4 月囤积了各种家居用品和家用电器，带动跨境电 商 T ...

视频创作新巅峰！ 谷歌DeepMind推出Veo 2 在AI视频生成的战场上，谷歌终于亮出了底牌：4月16日，Veo 2正式登陆Gemini Advanced。 Veo 2生成：一只戴着超大眼镜的小老鼠在舒适的森林巢穴里，在蘑菇的灯光下看书的动画镜头。 Veo 2可以最高生成8秒720P电影级视频 （理论上可生成4K分辨率视频，但受限于当前工具链，实际输出暂为 720p，谷歌计划年内开放4K长视频生成） ，在运镜、文本语义还原、物理模拟、动作一致性等方面非常优 秀，同时支持图片转视频功能——这是谷歌迈向多模态生成系统的重要一步。 Veo 2生成：太平洋海岸线宁静的美丽景致。 作为谷歌DeepMind团队的最新力作，Veo 2在原有基础上实现了大升级： 首先是 电影级创作工具 ：Veo 2能 自动移除视频中的干扰元素 ，并利用Outpainting功能扩展画面，生成与 原视频无缝衔接的新片段。此外， 内置"无人机视角""延时摄影""镜头平移"等电影级拍摄参数 ，用户只需 输入文字描述，即可生成符合好莱坞叙事逻辑的分镜。再加上 静态图转视频 技术，这让AI视频创作更加便 捷。 其次是 多模态协同与数字水印保护 。 ...

Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips.In a filing Tuesday, Nvidia said it was informed by the U.S. government that it will need a license to export its H20 AI chips to China. This license will be required indefinitely, according to the filing — the U.S. government cited “risk that the [H20] may be used in […] a supercomputer in China.” Nvidia anticipates $5.5 billion in related charges in its Q1 2026 fiscal year, which ends April 27. The company’s stock w ...

Core Insights - Nvidia announced a quarterly charge of approximately $5.5 billion related to exporting H20 graphics processing units to China and other regions, resulting in a 4% decline in stock price during extended trading [1] - The U.S. government has mandated that Nvidia requires a license to export chips to China and several other countries, indicating potential growth constraints due to increasing export restrictions [2] Group 1: Financial Impact - The H20 chip, designed to comply with U.S. export restrictions, is projected to generate between $12 billion to $15 billion in revenue for 2024 [3] - Revenue from China has reportedly decreased to half of pre-export control levels, equating to approximately $17 billion [3] Group 2: Competitive Landscape - Competition in China is intensifying, with Huawei being listed as a competitor for the second consecutive year in Nvidia's 10K filing [4] - The H20 chip is comparable to Nvidia's H100 and H200 AI chips but has slower interconnection speeds [4] - DeepSeek, a Chinese company, has utilized H20 chips in its research to develop a competitive AI model that has disrupted markets [4] Group 3: Regulatory Environment - Nvidia is facing new export restrictions under "AI diffusion rules" set to take effect next month, which were initially proposed by the Biden administration [5]

Summary of Conference Call on LAMAS Model Company and Industry - The discussion revolves around the LAMAS model, a significant development in the artificial intelligence (AI) industry, particularly in the context of multi-modal capabilities and its implications for technology companies like Meta and others in the AI sector [1][20]. Core Points and Arguments 1. **Importance of LAMAS Model**: The LAMAS model is highlighted as a crucial development in the AI industry, particularly for its multi-modal capabilities, which integrate text, images, and videos during training [1][20]. 2. **Model Versions**: Three versions of the LAMAS model were introduced: - **Scout**: A smaller parameter model with 109 billion parameters, designed for low-cost inference, capable of running on a single H100 card [6][10]. - **Maverick**: A larger model with several hundred billion parameters, requiring a DGX server for operation [10]. - **Two Trillion Parameter Model**: A yet-to-be-released model that serves as the foundation for the other two versions [11][20]. 3. **Dynamic Routing Mechanism**: The model employs a dynamic routing mechanism that activates only a portion of its parameters during inference, significantly reducing operational costs [5][6]. 4. **Multi-modal Training**: LAMAS utilizes a novel "native multi-modal" training approach, allowing it to learn cross-modal associations effectively [14][20]. 5. **Limitations**: The model currently lacks deep reasoning capabilities and has relatively poor programming skills compared to competitors like OpenAI's models [12][21]. 6. **Market Response**: Following the release of LAMAS, several U.S. computing companies, including Microsoft, have announced support for its deployment [12][20]. 7. **Future Developments**: There is anticipation for the release of a deep reasoning model from Meta, which could enhance the capabilities of LAMAS significantly [16][21]. Other Important but Overlooked Content 1. **Impact of Trade Wars**: The discussion briefly touches on the implications of trade wars and tariffs on the technology sector, although this was not the main focus of the call [1]. 2. **AI Market Trends**: The call suggests that AI will be a driving force in the next wave of technological advancements, with various AI applications expected to emerge in the near future [19]. 3. **Chinese Tech Industry**: The ongoing geopolitical issues are seen as beneficial for the Chinese tech industry, potentially accelerating domestic advancements in high-tech products [19]. This summary encapsulates the key points discussed in the conference call regarding the LAMAS model and its implications for the AI industry, highlighting both its strengths and limitations.