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云天励飞董事长陈宁:AI推理时代已至 推理芯片崛起将是中国科技复兴巨大机遇
Mei Ri Jing Ji Xin Wen· 2025-12-29 12:33
Core Insights - The global AI training competition, ignited by ChatGPT, is leading to a significant industrial transformation, with 2025 anticipated as the year of explosive AI application growth. The demand for reasoning computing power is surging, creating a sharp contradiction with high costs [1] - The CEO of CloudWalk Technology, Chen Ning, emphasizes that AI is a key driver of technological breakthroughs in the next five years, with China narrowing the gap in algorithms and having advantages in application, data, energy, and system integration [3] - The reasoning chip sector is seen as crucial for China to "overtake" in the AI landscape, marking a fundamental shift from training to reasoning in computing paradigms [4][5] Industry Phases - The development of the AI industry can be divided into three phases: 1. The "Intelligent Perception" era (2012-2020), characterized by fragmented solutions driven by small models 2. The AIGC (AI Generated Content) era (2020-2025), where large models demonstrate impressive content generation capabilities 3. The upcoming "Agentic AI" era (starting in 2025), where intelligent agents will integrate large models, operating systems, and hardware to perform complex tasks independently [4] Reasoning Chip Potential - Chen Ning highlights that the transition to reasoning requires a focus on market economics and high cost-performance ratios, contrasting with the training phase's emphasis on performance and iteration speed [5] - The emergence of independent reasoning chips is breaking Nvidia's monopoly established during the training era, as companies like Google and Broadcom are investing in specialized reasoning chips [6] New Chip Architecture - CloudWalk Technology proposes a new chip architecture called GPNPU, which aims to integrate three core capabilities: compatibility with CUDA ecosystems, optimization of matrix calculations, and advanced packaging technologies to reduce costs and memory bottlenecks [7] - The GPNPU aims to achieve a better balance between computing power, storage bandwidth, and capacity, addressing the diverse needs of future reasoning chip applications [7] Future Demand Scenarios - Chen Ning predicts explosive demand for reasoning capabilities, citing the example of the Doubao model, which processes 50 trillion tokens daily, with potential growth to 100 trillion tokens by mid-next year [8] - To support the industrialization of AI, there is a need to reduce the comprehensive cost of reasoning to a "penny" level per million tokens, achievable through architectural and technological innovations [8]
豆包,正在成为「新字节」
Tai Mei Ti A P P· 2025-12-29 12:33
Core Insights - ByteDance's Doubao APP has achieved over 100 million daily active users (DAU) within two and a half years, marking it as the largest AIGC application in China [1][2] - Doubao's user acquisition cost is reportedly the lowest among ByteDance's products with over 100 million DAU, indicating a shift towards organic user growth [2] - Doubao will be featured as a partner in the 2026 Spring Festival Gala, a significant strategic move for ByteDance [2] Investment and Resource Allocation - ByteDance has heavily invested resources, including computing power, funding, and talent, into Doubao, indicating a strategic pivot towards AI [4] - The company plans to purchase servers worth $8 billion in 2024, leading the domestic market in this area [5] - Doubao's growth is not solely reliant on paid user acquisition, as it has shown a unique growth curve compared to other AIGC products [6] Product Development and Features - Doubao has rapidly evolved from basic text and image generation capabilities to a multi-modal AI assistant, enhancing its functionalities significantly since its launch [9][11] - The app has undergone over 20 version iterations, maintaining a monthly update schedule to improve user experience [11] - Doubao's AI capabilities are being integrated into other ByteDance products, enhancing their functionalities and driving user growth [12][22] Strategic Positioning - Doubao represents ByteDance's ambitions in both consumer (B2C) and business (B2B) markets, positioning itself as a key player in the AI cloud services sector [17][22] - The app serves as a benchmark for ByteDance's cloud services, similar to how WeChat and Alipay functioned for Tencent and Alibaba, respectively [17] - Doubao is becoming a central traffic hub for ByteDance's ecosystem, potentially transforming into the company's largest traffic source [22]
动海报|光影回溯2025年国内十大新闻
Xin Hua She· 2025-12-29 10:48
设计:曾子瑄 技术:庞子乐 制作:宗世杰、邓寒思、沈梦溪 动海报经AIGC加工处理 12月29日,新华社评出2025年国内十大新闻,让我们通过动态海报,一起回顾2025年的 国内大事。 策划:石锋 统筹:陈知春、于卫亚 ...
漫剧到底是不是真市场
创业邦· 2025-12-29 10:11
以下文章来源于新声Pro ,作者新声Pro 新声Pro . 内容的趣味,实践,趋势和精神 来源丨新声Pro( xinsheng-pro ) 作者丨冯勇 图源丨Midjourney 讨论25年的内容行业,漫剧必然是最新最热的年度关键词之一。 从年初测试在C端跑通受行业关注,到12月抖音、快手、B站、爱奇艺、腾讯、七猫、百度等十余家 平台纷纷重金加注;目前「红果免费漫剧」APP也已在安卓端上线。 巨量引擎数据显示,4至7月,漫剧供给量以83%月度复合增长率高速增长;近半年累计上线作品达 3000部,环比增长高达603%,25年市场规模有望突破200亿元。 近期爆款剧中,灵矩动漫作品《收徒万倍返还》累计播放量破亿,持续带动大盘热度。漫谭动漫作品 《我在末世当老板,员工全是S级变异体》单剧分账200万+,公司总分账500万+。 成本降低、周期压缩、平台加码;AI技术的迅速发展,让漫剧用一年时间走完了真人短剧两三年的历 程。 但在《新声Pro》的观察里, 「快」未必全然是件好事儿,我们对漫剧的底层商业逻辑仍存有质疑 ——作为内容的初步视觉化,偏过渡形态,最终可能会被AI动画所取代;行业一年的高举高打后,目 前也未给出一 ...
数字IP爆发 传媒科技与动漫游戏走向双向赋能
Zheng Quan Ri Bao Wang· 2025-12-29 07:27
Group 1 - The second Media Technology Animation Game Expo and Digital Content Industry Summit opened in Chengdu, focusing on the development direction and future path of the digital content industry under the themes of AIGC and globalization [1] - The president of the China News Culture Promotion Association emphasized the deep integration and mutual empowerment between media technology and animation games, which broadens their development boundaries and strengthens the narrative of Chinese stories [1] - The deputy dean of Chengdu University’s Film and Animation College highlighted that the southwest region, with its rich cultural resources and strong industrial vitality, has become a significant growth area for the digital content industry [1] Group 2 - The CEO of Beijing Manyou Valley Information Technology Co., Ltd. discussed that game exports have become a premium path for cultural exports, and IP is emerging as a new productive force, emphasizing the importance of emotional value in IP for user engagement [2] - The "Smart Media Newborn" digital content innovation ecosystem partner plan was officially launched, along with the 2025 annual digital content innovation case collection and global investment promotion for the second Media Technology Animation Game Expo [2] - The next Media Technology Animation Game Expo is scheduled for May 2026 in Chengdu, aiming to create an integrated event for exhibitions, forums, project matchmaking, and interactive experiences to promote deep integration and cooperation in technology, content, investment, and talent [2]
武侯区文化产业国际合作生态对接会在京举办
Xin Lang Cai Jing· 2025-12-29 04:49
中国经济网北京12月29日讯 12月25日,"创意武侯·链接全球——武侯区文化产业国际合作生态对接会"在中拉文化交流中心成功举办。 成都武侯文化创意产业投资有限公司项目总经理褚娟娟就音乐文创总部基地等六大核心载体,以及玉林路民谣音乐季、国际乒联世界杯等四大成熟文化IP进 行推介。 作为科幻产业的典型代表,成都八光分文化传播有限公司总经理杨枫介绍了公司深耕行业十年来,业务涵盖多元科幻产品及版权授权、项目孵化等文化服 务,目前已将版权输出至全球10个国家,代理作家与作品上千部。 成都汇聚点动漫设计有限公司总经理马铭鸿展示了公司在原创动漫与AIGC融合领域的创新成果。公司原创漫画《最强玩家》已收获超4亿浏览量,并成功发 行至日本及东南亚,正筹备推出多语种版本。 来自京津地区的多家机构分享了在文化出海领域的专业能力与合作愿景,为武侯区文化产业全球化提供了多维资源支撑与多场景合作可能。 中国国际贸易学会金旭会长以文明对话视角,指出武侯三国文化与拉美古文明存在深刻共鸣,是文化IP、音乐、体育等领域合作的天然基石,寄语武侯深挖 资源,推动中拉文明双向赋能,助力人类命运共同体建设。中拉文化交流中心王立朝主任从平台服务出发,阐 ...
CIFS 2026第八届中国金融数智峰会重磅启航,开始报名!
Sou Hu Wang· 2025-12-29 03:47
Group 1 - The CIFS 2026, the 8th China Financial Intelligence Summit, will be held on March 25, 2026, in Shanghai, focusing on the theme "Data-Driven New Finance, Intelligent New Ecosystem" [2][3] - The summit aims to explore new paths for financial digital transformation and build an open and collaborative industrial ecosystem, gathering over 220 leaders from domestic and international financial institutions [1][3] - Key topics include the impact of AIGC and large model technologies on financial product design, risk control logic, and customer service systems [1][3] Group 2 - The summit will feature authoritative insights on the "14th Five-Year Plan" for financial digitalization policies, sharing over 20 cutting-edge reports and innovative case studies [1] - A series of forums will address pain points and solutions in digital transformation across banking, securities, insurance, funds, and asset management sectors [1][5] - The event will facilitate effective collaboration between digital solution providers and financial institutions through closed-door discussions and technology exhibitions [1][5] Group 3 - The agenda includes discussions on the application of generative AI in fraud detection, personalized wealth management solutions, and the cloud-native transformation of core banking systems [5][6] - The summit will also explore the integration of green finance with digital technologies and the collaborative innovation models between technology companies and financial institutions [5][6] - The "Golden Intelligence Cup" awards will recognize exemplary enterprises, products, and individuals in the financial and digital sectors, providing a platform for showcasing best practices [6][8]
潮涌新视听,一体推进AIGC人才发展
3 6 Ke· 2025-12-29 02:44
Core Insights - The conference aimed to accelerate the cultivation of new productive forces in the audiovisual field, focusing on the integration of education and industry in the AIGC sector [1][6][37] Group 1: Conference Overview - The 2025 AIGC Audiovisual Industry Talent New Ecology Conference was successfully held in Beijing, co-hosted by various leading educational institutions and industry enterprises [1] - The theme of the conference was "Intelligent Visualization of Audiovisuals, Talent-Driven Waves," emphasizing the construction of an efficient and precise industry "scout" platform [5] Group 2: Talent Development Initiatives - The conference showcased the achievements of the past year in integrating education and industry, including new strategic cooperation agreements with several vocational and applied colleges [6] - A multi-level talent cultivation system was established, creating a stable talent supply structure through collaboration with top cultural and artistic institutions [6] Group 3: AI Super Creation Ecosystem - The "AI Super Creation Ecosystem Matrix" was officially launched, gathering numerous active creative teams and influential AIGC individuals to foster resource sharing and project co-creation [9] - This initiative aims to accelerate the growth and transformation of new quality creators in the industry [9] Group 4: Practical Support for Creators - A "Service Resource Package" was released, providing various support measures for AIGC creators, including training camps and project commissioning [15] - The conference also initiated the "2025-2026 AI Animation Short Film Competition," which allows participants to innovate using classic animation IPs [19] Group 5: Talent Matching and Evaluation - A roadshow segment featured over 39 works from students and creative teams, showcasing advancements in AI video and interactive applications [23][27] - A panel of industry experts provided evaluations based on multiple dimensions, facilitating immediate and precise matching of talent with industry needs [29][34]
中国研发人工智能地震实时监测系统,将助力全球地震监测;全球首个地膜大语言模型“瑞雪”在江苏省发布丨AIGC日报
创业邦· 2025-12-29 00:08
更多AIGC资讯…… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ,解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【中国有色金属行业AI大模型"坤安"2.0发布,推进建设百余个应用场景】中国有色金属行业首个 人工智能大模型"坤安"发布一年之际,其2.0人工智能大模型于12月26日在北京发布。发布方中铝集 团方面表示,"坤安"2.0不仅是1.0版本的迭代,更是认知的深化、能力的跃升和生态的拓展。据记者 了解,2025 年,中铝集团在矿山、冶炼、加工、工程、安全环保、材料研发、供应链、产业金融、 经营管理等领域中,推进建设百余个应用场景,此次从中筛选出52个场景正式发布,建成8个行业高 质量数据集。(澎湃新闻) 2.【中国研发人工智能地震实时监测系统,将助力全球地震监测】中国地震系统研发的新一代地震数 据实时智能处理平台——人工智能地震实时监测系统(AIRES),经过两年多的示范应用于近日通过专 家论证,专家组认为该系统性能指标优异,核心技术与综合性能达到国际先进水平,具备良好的业务 适用性与推广价值。研发团队介绍说,人工智能地震实时监测系统创新融合人工智能与地震学算法, 实现了从波形输入到 ...
网络文学名家安徽创研行活动在北京启幕
Xin Lang Cai Jing· 2025-12-28 14:17
12月28日,"穿越武王墩:从考古现场到文学现场——网络文学名家安徽创研行"活动在中国国家博物馆启幕。本次活动旨在推动考古成果向文学创作转化, 探索中华优秀传统文化在互联网时代的创新表达,为安徽加快建设文化强省、旅游强省注入新的文艺动能。 00:53 活动由中国作协网络文学中心、安徽省委宣传部、安徽省文旅厅、安徽省文联指导,安徽出版集团、安徽广电传媒产业集团、淮南市委宣传部、安徽省作协 联合主办,由时代出版传媒股份有限公司、安徽电影集团、安徽省学联、省网络作协、寿县县委宣传部共同承办。 启动仪式上,多项围绕"武王墩"IP的孵化与转化计划同步发布:安徽出版集团推出安徽网络文学"攀登计划";淮南市委宣传部发布支持网络文学IP转化的具 体扶持措施;安徽广电传媒产业集团发起"穿越武王墩:Z世代故事新编"大学生创意征集活动。现场,AIGC微短剧《归楚记》预告片及AI漫剧亦精彩亮相, 展现了科技赋能文化创作的新趋势。与会嘉宾还围绕武王墩题材进行了网络文学创作专题分享,并观摩了"遇见考烈王——安徽淮南武王墩一号墓考古成果 展",近距离感受安徽楚文化的璀璨光华。 记者:梅元龙 据悉,本次活动将持续至12月30日,后续还将开展 ...