IT之家 12 月 27 日消息，今年以来，全球最富有的 1% 人群迎来了前所未有的财富增长。AI 带动的资本市场繁荣在 2025 年为美国科技巨头新增了超过 5000 亿美元（IT之家注：现汇率约合 3.51 万亿元人民币）财富，并在全球范围内造就了50 多位新的亿万富翁。 在这一轮 AI 浪潮中，马斯克、拉里・佩奇、杰夫・贝索斯和黄仁勋成为最显著的受益者。2025 年，马斯克的个人财富几乎增长 50%，达到 6450 亿美元 （现汇率约合 4.53 万亿元人民币），首次将个人净资产推至 5000 亿美元以上。 当地时间 12 月 25 日，《福布斯》指出，新晋 AI 亿万富翁大多集中在三个领域：软件即服务企业、基础模型公司、通过 AI 软件取代人工岗位的服务业和 制造业企业，核心人物多为创始人或高层管理者。 今年加入亿万富翁行列的代表人物包括前 Facebook 高管 Bret Taylor 与前谷歌高管 Clay Bavor。两人创立的 AI 公司 Sierra 在年内完成 3.5 亿美元融资，并计 划在 CES 2026 展会上展示对话式 AI 智能体，用于替代企业人工客服。 榜单中最年轻的三位亿万富 ...

科技领域的繁荣也让其他多位企业家实现财富飞跃。谷歌创始人拉里·佩奇与谢尔盖·布林因人工智能技 术进展显著受益。近期推出的Gemini 3模型引发市场广泛关注，带动母公司股价走高，进一步扩大了二 人的资产规模。 在全球财富顶端，富豪们的资产规模持续扩张。截至目前，身家突破千亿美元大关的富豪已达19人，而 六年前仅有一位达到这一水平。全球排名前十的富豪在2025年财富合计增长超过7000亿美元，其中位居 榜首的马斯克个人财富增长达3309亿美元，增幅不仅远超他人，更超过排名第二的拉里·佩奇的总财富 700多亿美元，意味着马斯克单年积累的财富已超过世界上多数人终其一生所能达到的财富总量。 马斯克的财富跃升主要得益于其控股企业特斯拉以及私营公司SpaceX的价值大幅上涨。其中，SpaceX 估值在2025年实现翻倍以上增长，达到8000亿美元，成为推动其财富飙升的关键因素。 然而，年度单日财富增幅最高的纪录并非由马斯克创造。9月10日，甲骨文联合创始人兼董事长拉里·埃 里森因公司股价单日飙升36%，财富一日内增加近1000亿美元，创下全球之最。尽管此后甲骨文因业绩 未达预期导致股价回落约40%，但埃里森全年财富仍净增 ...

开放权重指AI模型的参数权重可被公开下载、使用与修改，开发者能在官方应用或接口之外独立运行 并调整模型，以适应自身需求。美国OpenAI公司的ChatGPT、谷歌公司的"双子座"（Gemini）等闭源模 型的内部机制受到严密保护，相比之下，阿里巴巴、DeepSeek等公司提供的开源模型，则允许开发者 按需定制软件内容。 斯坦福报告重点分析了4个具有代表性的中国大语言模型系列：阿里巴巴的通义千问、DeepSeek-R1、 月之暗面的Kimi K2，以及智谱AI（现已更名为Z.ai）的GLM-4.5。 报告显示，在涵盖通用推理、代码生成与工具使用等多项基准测试中，这些中国AI模型已接近全球顶 尖水平。所有进入前22名的中国开放权重模型，均超越了OpenAI的开源模型GPT-oss。 多项数据指向同一结论：在开源大模型领域，中国已从追赶者转变为领跑者。例如，通义千问的能力可 媲美Anthropic的Claude，并接近OpenAI与谷歌公司的最佳模型，同时还具备显著的成本优势。 中国AI模型获海外青睐 美国斯坦福大学日前发布研究报告指出，在能力与采用率方面，中国的人工智能（AI）模型——尤其 是开放权重的大语言模型 ...

2025年，AI领域的发展令人目不暇接，一系列新概念不断涌现并重塑着行业格局。《麻省理工科技评 论》评出十大年度AI热词。 读懂这些词，或许也就读懂了2025 年我们如何被AI改变。 1. 氛围编程 三十年前，苹果联合创始人 史蒂夫·乔布斯 提出：每个人都应该学习编程。而今天，编程正在被重新定 义。OpenAI联合创始人安德烈·卡帕西所提出的"氛围编程（Vibe Coding）"，它不是一种新语言，而是 一种新方式：人只需用自然语言表达目标和逻辑，具体代码由AI自动完成。 在氛围编程中，开发者只需要告诉AI：想做一个什么样的应用、需要哪些功能、整体的体验应该是什 么感觉；AI则负责生成代码、调整细节，并在反复对话中不断迭代。 2. 推理模型 2025年，"推理"被反复提及，逐渐成为AI讨论中的核心词汇。这一热度背后，对应的是推理模型的崛 起：这类大语言模型通过多步拆解与连续推演，开始处理更复杂的问题。 自OpenAI发布o1和o3系列推理模型后，DeepSeek迅速跟进。如今，主流聊天机器人均已引入推理技 术，在数学和编程竞赛中达到了顶尖人类专家水平。但关于AI是否真正具备"推理"能力，也再度引发了 人们对智 ...

Core Insights - The artificial intelligence sector generated significant wealth in 2025, creating over 50 new billionaires as investments surged into AI companies [1] Investment Trends - A record $202.3 billion was invested in AI startups, capturing 50% of all global funding, which is an increase of 16% from 2024 [2] - The rise in investment has led to historic valuations across various segments, including infrastructure, development tools, and data services [2] New Billionaires - Chinese AI startup DeepSeek's founder Liang Wenfeng became a billionaire with an estimated net worth of $11.5 billion [3] - Anthropic raised $16.5 billion in 2025, achieving a valuation of $183 billion, making all seven cofounders billionaires [3] - Edwin Chen, founder and CEO of Surge AI, holds a 75% stake worth approximately $18 billion based on $1.2 billion in revenue for 2024 [3] - Meta Platforms Inc. acquired 49% of Scale AI for over $14 billion, making cofounder Lucy Guo the youngest self-made female billionaire with a net worth of $1.4 billion [4] - The cofounders of Mercer became billionaires following a $10 billion valuation [4] - ElevenLabs' cofounders Mati Staniszewski and Piotr Dąbkowski also became billionaires at a valuation of $6.6 billion [5] Investor Focus - Investors are shifting their focus from AI infrastructure builders like Nvidia Corp. to companies leveraging AI for productivity gains, indicating a strategic shift in investment priorities [6] - Goldman Sachs noted that nearly 90% of AI spending through 2026 is expected to be funded by corporate cash rather than debt, highlighting the financial strength of the sector [6]

Core Insights - The AI industry is experiencing significant growth, but there is a stark income disparity, with Nvidia capturing nearly 90% of market profits, leading to concerns about the sustainability of the ecosystem [3][4] - The global AI application market is projected to see substantial increases in spending, with enterprise GenAI expenditures expected to rise from $11.5 billion in 2024 to $37 billion in 2025, marking a year-on-year growth of approximately 320% [3] - The commercialization of AI applications has formed a clear hierarchy, with general large models leading the first tier, while vertical applications are rapidly gaining traction in specific sectors [5][6] Group 1: Market Dynamics - The AI application market is not as dire as perceived, with significant growth in consumer spending on applications like ChatGPT, which is expected to reach $2.48 billion in 2025, up from $487 million in 2024, representing a 408% increase [4] - The first tier of commercial applications is dominated by general large models, with OpenAI leading at an annual recurring revenue (ARR) of $10 billion and a projected compound annual growth rate (CAGR) of 260% from 2023 to 2025 [5] - Chinese applications are currently positioned in the second tier, with ARR between 100 million and 1 billion yuan, focusing on vertical applications that demonstrate clear cost reduction benefits [5][8] Group 2: Application Development - Over 200 AI applications have been launched between July and November, with a significant focus on vertical applications that address specific user needs, such as AI image processing and efficiency tools [6] - In the global top 50 generative AI apps, 22 are developed by Chinese teams, indicating that Chinese applications are competitive, although there remains a significant income gap compared to the U.S. market [8] - The cost of producing AI dynamic animations has drastically decreased, with production costs now ranging from 50,000 to 100,000 yuan, only 10% to 30% of traditional methods [17] Group 3: Challenges and Opportunities - Quality remains a major bottleneck for AI applications, with 33% of respondents identifying it as the primary challenge, particularly in terms of accuracy and consistency of output [11][13] - The current landscape shows that AI applications are primarily limited to high-cost scenarios like programming and customer service, with significant cost-saving potential but insufficient revenue generation [14] - The AI industry is moving towards a phase where understanding AI's application in business is crucial, as evidenced by the rising interest in AI-driven content creation, particularly in the animation sector [16][19]

Core Viewpoint - The AI industry in China is rapidly catching up, but there remains a significant income gap compared to the US, primarily due to the profit distribution imbalance where Nvidia captures nearly 90% of the market profits, leaving downstream application developers struggling with high computing costs and low profitability [4][10]. Group 1: Market Dynamics - The AI application market is expected to see substantial growth, with enterprise GenAI spending projected to rise from $11.5 billion in 2024 to $37 billion in 2025, marking a year-on-year increase of approximately 320% and accounting for 6% of the global SaaS market [4]. - The global AI application commercialization has formed a clear hierarchy, with general large models leading the first tier, while vertical applications rapidly gain traction in AI programming, multi-modal, and AI search fields [6]. - OpenAI leads the first tier with an annual recurring revenue (ARR) of $10 billion and a projected compound annual growth rate (CAGR) of 260% from 2023 to 2025, driven primarily by its consumer product ChatGPT [6]. Group 2: Application Trends - Over 200 AI applications have emerged from July to November, with a significant focus on vertical applications that address specific user needs, such as AI image processing and AI professional consulting [7]. - Chinese applications are gaining traction globally, with ByteDance's Dola and DeepSeek ranking fourth and fifth in global monthly active users (MAU) [7][10]. - In the top 50 generative AI apps globally, 22 are developed by Chinese teams, although only three are primarily used in China, highlighting the disparity in revenue generation between Chinese and American AI applications [10]. Group 3: Challenges and Opportunities - The main challenge for AI applications is ensuring quality, with one-third of respondents identifying it as a primary bottleneck, particularly in terms of accuracy and consistency of output [16]. - The cost of generating AI dynamic animations has significantly decreased, with production costs dropping to 10-30% of traditional methods, indicating a potential for high ROI in the AI animation sector [22]. - The current AI applications are becoming more user-friendly, allowing individuals without technical backgrounds to engage with AI tools effectively, although understanding the business context remains crucial for success [21][25].

2025年，AI领域的发展令人目不暇接，一系列新概念不断涌现并重塑着行业格局。《麻省理工科技评 论》评出十大年度AI热词。 读懂这些词，或许也就读懂了2025 年我们如何被AI改变。 1. 氛围编程 三十年前，苹果联合创始人 史蒂夫·乔布斯 提出：每个人都应该学习编程。而今天，编程正在被重新定 义。OpenAI联合创始人安德烈·卡帕西所提出的"氛围编程（Vibe Coding）"，它不是一种新语言，而是 一种新方式：人只需用自然语言表达目标和逻辑，具体代码由AI自动完成。 在氛围编程中，开发者只需要告诉AI：想做一个什么样的应用、需要哪些功能、整体的体验应该是什 么感觉；AI则负责生成代码、调整细节，并在反复对话中不断迭代。 2. 推理模型 2025年，"推理"被反复提及，逐渐成为AI讨论中的核心词汇。这一热度背后，对应的是推理模型的崛 起：这类大语言模型通过多步拆解与连续推演，开始处理更复杂的问题。 自OpenAI发布o1和o3系列推理模型后，DeepSeek迅速跟进。如今，主流聊天机器人均已引入推理技 术，在数学和编程竞赛中达到了顶尖人类专家水平。但关于AI是否真正具备"推理"能力，也再度引发了 人们对智 ...

2025年，得益于人工智能和科技行业的蓬勃发展，全球亿万富翁群体实现了创纪录的财富增长。 除了这两位因科技业投资而盆满钵满的富豪，谷歌的两名创始人拉里·佩奇和谢尔盖·布林也因人工智能而财富暴涨。谷歌近日发布了Gemini 3 模型，引发了市场了高度关注外，同样也帮助谷歌股价大幅上涨。 据《福布斯》统计，过去一年，全球新增了340多位亿万富翁，比过去五年平均水平增长了50%；亿万富翁总财富则达到18.7万亿美元，同比 增加了3.6万亿美元，较2020年则增加了10万亿美元。 与此同时，GPU制造商英伟达首席执行官黄仁勋受益于英伟达的优异表现而在财富榜单上蹿升。英伟达股价在本年稳步上涨，年内涨幅高达 30.37%，该公司也目前全球市值第一名的上市公司，规模达4.58万亿美元。 财富排行榜上最顶尖的群体也看到了身价的大幅增长。截至目前，千亿美元级别的富豪人数已经达到创纪录的19位，而六年前，达到这一水 平的只有亚马逊的贝索斯一人。 除了这些耳熟能详的富豪外，今年新增的亿万富翁之中也有很大部分来自于人工智能行业，且近三分之二的新贵是白手起家，比如中国 DeepSeek的创始人梁文锋，以及今年离开OpenAI的七名重要 ...

▲ 戳蓝 色字关注我们！ "人生如旷野，而非轨道。每个人都有自己的时区，不必追赶他人的脚步。"——木心 你怎么看"98年的 姚顺雨 担任腾讯首席AI科学家"这件事。 但促使我做这篇文章的原因，是我一个朋友给我发的一张聊天记录截图。截图里是一位家长看到姚顺雨的新闻后，给孩子发的一长段微信。那段 话我看了真的挺有感触的。 这位家长说："儿子，你好好看看这文章，妈妈看完一晚没睡。这个姚顺雨也是同一年的吧？人家在腾讯做首席科学家，带几千人开发AI，你在 干 嘛 ？ 你 要 是 有 姚 顺 雨 一 半 的 科 研 功 力 ， 妈 妈 这 辈 子 是 不 是 都 做 梦 笑 醒 ？ 你 现 在 这 年 纪 正 是 定 胜 负 的 时 候 ， 你 不 努 力 ， 到 时 候 连 去 Jane Street、Two Sigma或者Anthropic这些顶级公司的门都敲不开……" 看到这段话，我突然意识到， 95后离开校园以后，依然逃不掉父母的"鸡娃焦虑"？只不过以前比的是中考、高考，现在比的是职级、薪资、 title。 所以今天我不想聊腾讯的AI战略布局，也不想分析姚顺雨的简历有多牛——清华姚班、普林斯顿博士、OpenAI核 ...