IT之家援引博文介绍，这些高级工程师包括特斯拉软件工程副总裁 David Lau、X 和 xAI 基础设施工程负责人 Uday Ruddarraju、xAI 基础设施工程师 Mike Dalton以及来自 Meta 公司的 AI 研究员 Angela Fan。 而 Ruddarraju 和 Dalton 是 xAI 开发 Colossus 超级计算机的关键人物，Ruddarraju 表示："基础设施是研究变为现实的地方，OpenAI 已经在这方面取得了成 功。" OpenAI 发言人 Hannah Wong 表示："我们很高兴欢迎这些新成员加入我们的扩展团队。我们的方法是继续建设和整合世界级的基础设施、研究和产品团 队。" 其中 Lau 自 2017 年以来，一直在特斯拉担任软件工程副总裁，之前曾在公司的固件、平台和系统集成部门工作。 IT之家 7 月 9 日消息，《连线》（Wired）昨日（7 月 8 日）发布博文，报道称科技巨头抢夺 AI 人才方面的竞争愈发激烈，OpenAI 已从特斯拉、xAI、X 等 公司挖走了至少 4 名高级工程师。 他在一份声明中表示："很明显，加速实现安全、良好对齐的人工通用智能 ...

Meta成功挖走OpenAI苏黎世办公室的三名核心创始研究员，此次挖角是扎克伯格"超级智能团队"组建计划的关键一步： 他不仅为顶尖人才开出超1亿美元薪酬包，还亲自通过WhatsApp联系目标研究员。有趣的是，OpenAI CEO奥特曼近日 刚刚公开嘲讽Meta的"撒钱"策略，宣称"我们最优秀的人才一个都没走"，并质疑Meta依赖金钱而非使命驱动的文化难以 吸引真正顶尖人才。 硬·AI 对于扎克伯格的魅力攻势，奥特曼在播客中表示："我真的很高兴，至少到目前为止，我们最优秀的人才都 没有决定接受他的那些提议。"他补充道，"我认为大量前期保证薪酬的策略，以及以此作为告诉某人加入的 理由，真正专注于此而不是工作和使命的程度，我不认为这会建立一个伟大的文化。" 不过，这一招聘策略产生了喜忧参半的结果。扎克伯格最近斥资140亿美元成功挖走了Scale AI的CEO Alexandr Wang，使这位28岁的年轻人成为科技行业历史上最昂贵的聘用之一。 然而，更大的目标仍然未能得手。包括OpenAI联合创始人Ilya Sutskever和John Schulman在内的重量级人 物都未被成功挖走，两人都继续联合创立了新的初创 ...

Core Viewpoint - The relationship between OpenAI and Microsoft is deteriorating over the definition of Artificial General Intelligence (AGI) and related contract terms, leading to significant disputes that could impact OpenAI's upcoming IPO [1][4]. Group 1: Contract Disputes - OpenAI and Microsoft signed a $10 billion cooperation agreement in 2023, which has triggered major disagreements over the AGI clause [1]. - Microsoft is demanding the removal of a key clause that allows OpenAI to terminate technology access upon achieving AGI, but negotiations remain stalled as of May 2025 [1][2]. - The original 2019 agreement allows OpenAI to cut off Microsoft's access to technology if AGI is reached, a concept that some Microsoft executives view as unrealistic [1][2]. Group 2: AGI Development and Perspectives - OpenAI's CEO Altman claims that AGI is "within reach" and has defined it as a system capable of solving complex human-level problems across multiple domains [2]. - In contrast, Microsoft CEO Nadella argues that a 10% annual growth in the global economy is a more realistic benchmark, suggesting that AGI will not be achieved before the contract expires in 2030 [2]. Group 3: Financial Implications and Negotiation Dynamics - OpenAI is projected to burn through $46 billion in R&D over the next four years, making IPO financing a critical necessity [4]. - If the restructuring fails, the unique equity structure of OpenAI could jeopardize its IPO prospects [4]. - Microsoft has rejected several concessions from OpenAI, including giving up a 20% revenue share and allowing customers to access OpenAI models through competing cloud providers [3]. Group 4: Alliance Fractures - The partnership has seen a shift in power dynamics since the unexpected success of ChatGPT in late 2022, leading to visible fractures in their collaboration [7]. - OpenAI has turned to Google Cloud for computing resources due to insufficient support from Microsoft and has also partnered with Oracle [7]. - Microsoft is accelerating the development of its own AI models and recruiting teams to create alternative solutions [7].

作者 | Benjamin 译者 | 王强 策划 | 褚杏娟 "将语言投射回思想模型时，我们忽视了支撑我们智能的不言而喻的具身认知。" 首先，虽然奥赛罗的移动可被证明用于推断奥赛罗棋盘的完整状态， 但我们没有理由相信有办法通 过语言描述推断出物理世界的完整画面 。将奥赛罗游戏与物理世界的许多任务区分开来的是， 奥赛 罗本质上位于符号领域，只是使用物理标记来实现，以便于人类玩耍 。一个完整的奥赛罗游戏可以 用纸和笔进行，但人们不能用纸和笔扫地、洗碗或开车。要解决这些任务，你需要超越人类用语言描 述的物理世界概念。这种描述世界的概念是否编码进了正式的世界模型中，或者例如编码进了一个价 值函数，还有待讨论， 但很明显，物理世界中有许多问题不能完全由符号系统表示并用纯粹的符号 操作解决 。 最近生成式人工智能模型的成功让一些人相信人工通用智能（AGI）即将到来。虽然这些模型似乎捕 捉到了人类智能的本质，但它们甚至违背了我们对智能最基本的直觉。它们之所以出现，并非因为它 们是解决智能问题的深思熟虑的解决方案，而是因为它们在我们已有的硬件上有效地扩展了规模。一 些人沉浸在规模扩展的成果中，开始相信这提供了通往 AGI 的 ...

20:30 美国5月PPI数据/美国至6月7日当周初请失业金人数 1. 美国三大股指期货齐跌，纳指期货跌0.51%，标普500指数期货跌0.49%，道指期货跌0.62%。 2. 欧股主要指数涨跌不一，德国DAX指数跌1.02%，英国富时100指数涨0.17%，法国CAC指数跌 0.48%，欧洲斯托克50指数跌0.77%。 3. 商务部：中美双方就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达成原 则一致，就解决双方彼此经贸关切取得新进展。 4. 美国总统特朗普：将在未来一到两周内致函贸易伙伴，设定单边关税税率。 5. 美媒：中美达成初步协议，中国对稀土出口许可设6个月期限。 6. 欧洲央行发布《欧元的国际地位》报告：黄金超越欧元成为全球第二大储备资产。 7. 著名对冲基金经理Paul Tudor Jones：随着短期利率大幅下降，美元未来1年或跌10%。 8. 富国银行：关税压力导致美股今年破顶无望，看好大中型股。 9. 惠誉将今年全球油气行业前景下调至"恶化"，因石油需求增长低于预期及供应上升。 10. Meta从多间科技公司挖角顶尖工程师，正积极打造人工通用智能(AGI)团队。 11 ...

当Llama 4的"平庸"刺痛硅谷巨头神经，Meta掌门人马克·扎克伯格坐不住了。他正化身顶级猎头，亲自 组建AI"复仇者联盟"，剑指谷歌、OpenAI的王座。 据彭博社最新报道，Meta首席执行官扎克伯格正亲自组建一支名为"超级智能"（Superintelligence）的秘 密AI团队，目标是实现人工通用智能（AGI）。这一举措源于他对Meta在AI领域表现的深度不满，特别 是Llama 4模型的令人失望表现。 扎克伯格已进入所谓的"创始人模式"，亲自负责招募约50名AI专家。知情人士透露，他甚至重新安排了 门洛帕克总部的办公桌布局，确保新团队成员坐在他附近。 与组建新团队同时，Meta计划对数据服务商Scale AI进行多达数十亿美元的投资，预计将成为Meta史上 最大规模外部投资。协议达成后，Scale AI创始人Alexandr Wang有望加入"超级智能"团队。Meta发言人 拒绝对此置评。 扎克伯格正与OpenAI、谷歌展开AI领导权争夺战，而人工智能已经成为Meta广告业务的重要组成部 分。Meta已在人工智能领域大力投资，今年已为相关项目预留了数百亿美元的资本支出——扎克伯格 承诺，未来几年 ...

Group 1 - The National Development and Reform Commission and the National Bureau of Statistics have issued the "2025 Digital Economy Development Work Points," focusing on high-quality development of the digital economy, which is expected to boost capital expenditure related to computing power [1] - Companies are accelerating the procurement of high-performance computing servers, with a notable shortage in supply, as seen in the case of Xiechuang Data, which plans to invest up to 3 billion yuan in high-performance computing servers this year [1] - Xiechuang Data's major shareholder has announced a loan of up to 1.5 billion yuan to support the company's investment in computing power, indicating strong financial backing for its operations [1] Group 2 - The domestic AI boom, driven by DeepSeek, has led major companies to increase capital expenditure in the AI sector, significantly boosting order volumes for upstream enterprises [2] - Xiechuang Data has established a comprehensive intelligent computing power ecosystem and has built a solid technical foundation for computing power services across multiple cities [2] - The company has made significant progress in the computing power service sector, securing various orders from leading firms such as Tencent and China Unicom, highlighting its strong capabilities in this area [2] Group 3 - Xiechuang Data is focused on the transition from AI to AGI (Artificial General Intelligence) and anticipates the need for larger computing power clusters in the future [3] - The company aims to become a global leader in comprehensive cloud services while also expanding into the service robot sector, including advanced manufacturing capabilities [3] - Xiechuang Data has completed its annual equity distribution for 2024, increasing its total share capital to 343,357,204 shares [3]

Group 1: Business Performance and Financials - In Q1 2025, the company achieved revenue of 2,077.32 million yuan, a year-on-year increase of 18.11% [7] - The net profit attributable to shareholders in Q1 2025 was 169.21 million yuan, up 4.29% year-on-year [7] - Total assets as of March 31, 2025, reached 9,996.56 million yuan, reflecting a growth of 36.85% since the beginning of the year [7] Group 2: Strategic Initiatives and Market Position - The company plans to enhance its position in the AI and AGI sectors by increasing its investment in computing power services and cloud services [2] - The company has established a comprehensive platform for service robots, including advanced manufacturing capabilities such as robotic dogs and humanoid robots [2][4] - The company has obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing rental and cloud services [3] Group 3: Research and Development - R&D expenses have increased by 53.84%, with an expected revenue generation timeline of approximately 18 months from the start of investment [2] - The company is focusing on innovation and talent development, with increased investments in R&D and employee compensation [7] Group 4: Market Demand and Competition - The company is actively engaged in the computing power rental market, with a stable pricing strategy aimed at high-quality clients [8] - The expected return on investment for computing power rental services is reported to be between 28% and 35% [8] Group 5: Product Development and Future Outlook - The FCloud intelligent training platform was launched on January 24, 2025, and is expected to generate revenue in the future [9] - The company’s IoT smart terminal products achieved revenue of 2.259 billion yuan in 2024, marking a 60.82% year-on-year growth [9]

（图片来源：unsplash） 尽管OpenAI和微软关系不佳，但微软仍将再向OpenAI投资数十亿元寻求商业回报。 5月12日消息，钛媒体AGI获悉，据英国《金融时报》报道，OpenAI和微软正洽谈数十亿美元的全新融 资与合作，旨在让OpenAI能够在未来实现首次公开IPO上市，同时保护微软对前沿AI的访问权限，通过 放弃OpenAI新营利性业务中的部分股权，以换取2030年之后微软对OpenAI新技术访问权。 然而，OpenAI和微软之间的关系非常微妙，潜在矛盾日益加剧。有消息称，OpenAI计划大幅削减微软 的收入分成。根据现有协议，OpenAI同意2030年前与微软分享其1740亿美元的20%收入，然而最近几 周，OpenAI表示，到2030年，它将仅与微软等商业合作伙伴分享10%的收入。 随着OpenAI爆发举世瞩目的CEO奥尔特曼（Sam Altman）遭董事会罢免事件，微软对OpenAI的态度悄 然发生变化，不再依赖于OpenAI大模型技术，而是通过收购Inflection AI邀请"局外人"苏莱曼（Mustafa Suleyman）加入微软AI担任CEO，加速训练新模型对抗OpenAI。 奥尔 ...

Core Insights - OpenAI announced a $500 billion investment plan named "Stargate" to build data centers in the U.S. and globally, aiming to establish AI infrastructure [2] - The "OpenAI for Countries" initiative focuses on promoting "democratic AI" that safeguards democratic principles and ensures fair competition in the market [2][3] - OpenAI's strategy aligns with U.S. government efforts to maintain leadership in AI technology amid global competition, particularly with China [3][4] Group 1 - The "OpenAI for Countries" plan includes building data centers overseas, localizing ChatGPT for different cultures, enhancing AI system security, and establishing national startup funds with local investments [3] - Analysts highlight that the U.S. recognizes the importance of AI technology in determining global economic leadership, emphasizing the need to win the AI and quantum technology race [3][4] - OpenAI's global expansion is seen as a way to reinforce U.S. influence in digital technology and ensure that countries prioritize U.S. partnerships in digital cooperation [4][5] Group 2 - OpenAI plans to release an open-source AI model to compete with Chinese models like DeepSeek and Qwen, allowing global developers to access and modify the core algorithms [5][6] - The "Stargate" initiative aims to solidify OpenAI's technological authority on the international stage while addressing its own research gaps in foundational AI [7][8] - Participation in the "Stargate" program may require countries to align with U.S. policies, raising concerns about data sovereignty and technological independence [7][8]