Core Insights - China's open-source ecosystem has rapidly developed, with over 2.2 million active open-source developers in 2024, leading globally [1] - Open-source is driving technological breakthroughs and high-quality development, becoming a significant force in cultivating new productive forces [1] - Major cities like Beijing, Shanghai, Shenzhen, and Hangzhou are leading in active open-source projects and developer numbers, while other cities like Guangzhou and Chengdu are emerging as new forces [1] Group 1: Open-source Development - The open-source ecosystem in China is characterized by a stable top tier, an ascending mid-tier, and a catching-up lower tier, with a growing number of cities participating [1] - The open-source community is expanding from a few regions to more cities, enhancing resource flow and regional collaboration [1] Group 2: AI and Software Transformation - The rise of large models has sparked a new wave of AI innovation, significantly increasing enterprises' willingness to deploy these models [2] - The shift towards intelligent software development is being driven by the UBML community, focusing on semantic modeling and collaborative tools [2] Group 3: Economic Impact and Collaboration - Open-source technology is penetrating various industries, with over 100 organizations leading the trend and more than 150 application cases published across critical sectors [3] - Beijing's software industry generated 3.3 trillion yuan in revenue in 2024, accounting for a quarter of the national total, with plans to enhance open-source public services and talent cultivation [4] Group 4: Government Initiatives - The Ministry of Industry and Information Technology aims to accelerate open-source system construction and promote deep integration of government, industry, academia, and research [4] - There is a focus on quantifying the value of open-source products and fully releasing their commercial potential, particularly in foundational software and AI [4]

员提供情绪价值的 7条回复 场庆祝中国新年的盛会 25 大家谢谢 要知道CUDA不是 普通程序员能掌握的 具有大神才能理解CUDA 因为普通计算机编程是一步一步的 但CUDA不是按部就班 CUDA同时处理所有事情 剧情常对 即便如此我们在中国 仍有150万CUDA开发者 我为此感到非常自豪 我们共同为世界上最伟大的市场之 曾经有人问黄仁勋，"CUDA 是否会开源"时，黄仁勋的回应耐人寻味："CUDA 非常开放，但不会开 源。"这种"半开放"策略，本质是想既享受生态扩张的红利，又牢牢攥住核心技术的控制权。而恰恰在 这一关键节点，华为以破局者的姿态迈出了决定性一步——宣布 CANN 全面开源，将神经网络异构计 算架构的核心组件彻底开放给开发者。 如果问你英伟达凭什么稳坐 AI 算力王座？答案其实就藏在其 18 年磨一剑的 CUDA 生态里。这个 2007 年诞生的并行计算平台，用近二十年时间织就了一张覆盖 400 万开发者、4000 家企业的技术网络，成 为全球 AI 产业绕不开的"基础设施"。黄仁勋曾坦言："中国拥有最多的超 150 多万的 CUDA 开发者， 若他们集体转向其他平台，英伟达的优势将瞬间崩塌。" ...

Core Insights - Huawei has announced the open-sourcing of its CANN software toolkit for Ascend AI GPUs, emphasizing its AI strategy centered around computing power and monetization of Ascend hardware [3][6][11] - The CANN architecture, akin to NVIDIA's CUDA, provides a multi-layer programming interface to help users build AI applications specifically for Huawei's Ascend GPUs [4][6] Group 1: Huawei's CANN Open-Sourcing - The CANN toolkit has been upgraded to version 8.0, offering both a community version for early feature access and a commercial version tailored for enterprise users [6] - CANN now supports various deep learning frameworks, including PyTorch, MindSpore, TensorFlow, and others, enhancing its compatibility and usability for developers [9] - Huawei has initiated the "CANN Open Source Ecosystem Co-Building Initiative," indicating a strong commitment to developing an open ecosystem around Ascend technology [11] Group 2: Competitive Landscape - A new startup, Oxmiq Labs, founded by a legendary GPU architect, aims to create a software ecosystem similar to CUDA, focusing on GPU hardware and software IP [12][14] - Oxmiq's software stack includes OXCapsule for workload management and OXPython, which allows CUDA-based applications to run on non-NVIDIA hardware without modification [21][23] - The competitive environment is intensifying, with multiple players challenging NVIDIA's dominance in the GPU market, ultimately benefiting developers through increased options and innovation [7][23]

Core Viewpoint - Huawei has announced the open-source release of its CANN software toolkit for Ascend AI GPUs, aiming to enhance its competitiveness against NVIDIA's CUDA ecosystem [1][3][7]. Group 1: Huawei's AI Strategy - Huawei's rotating chairman Xu Zhijun emphasized that the core of Huawei's AI strategy is computing power, with a commitment to monetizing Ascend hardware [3]. - The open-source CANN architecture and Mind series application enablement toolkit will allow developers to explore the potential of Ascend GPUs independently [7][12]. Group 2: CANN Software Toolkit - CANN, a neural network computing architecture, provides multiple programming interfaces to help users build AI applications for Huawei's Ascend [4]. - The CANN toolkit is likened to a Huawei version of CUDA, offering similar interfaces for GPU support [5]. - CANN has been upgraded to version 8.0, with both community and commercial versions available, supporting 12 operating systems [7]. Group 3: Competitive Landscape - On the same day, a new startup led by legendary GPU architect Raja Koduri emerged, focusing on developing a software ecosystem similar to CUDA, but not targeting consumer-grade GPUs [6][13]. - Oxmiq Labs, founded by Koduri, aims to provide a vertically integrated platform combining GPU hardware IP with a comprehensive software stack for AI and graphics workloads [20][22]. Group 4: Oxmiq's Software Strategy - Oxmiq's software stack includes OXCapsule, a unified runtime for workload management, and OXPython, which allows CUDA-based applications to run on non-NVIDIA hardware without modification [29][31]. - The software is designed to be independent of Oxmiq's hardware, which is a core part of its strategy [31]. Group 5: Industry Implications - The competition against NVIDIA's CUDA ecosystem is intensifying, with multiple players entering the field, ultimately benefiting developers [32].

Core Viewpoint - The third Hangzhou Industrial Investment and Financing Ecological Conference was successfully held, focusing on building an open and win-win open-source ecosystem in the context of technological innovation and industrial integration [1][3][7]. Group 1: Conference Overview - The conference was organized by Hangzhou Jin Investment, Hangzhou Capital, and Hangzhou Bank, with support from various municipal departments, gathering over 300 representatives from digital enterprises, investment institutions, and industrial parks [3][4]. - The theme of the conference was "Thickening the Open Source Ecology, Together Embarking on a New Journey of Digital Intelligence," highlighting the launch of the "Hangzhou Innovation E-Station," a comprehensive service platform for technology innovation enterprises [3][4]. Group 2: Key Initiatives and Platforms - The "Hangzhou Innovation E-Station" was officially launched, providing a full lifecycle and comprehensive service system for technology innovation enterprises, integrating five major funding elements: investment, loans, subsidies, guarantees, and insurance [4]. - The establishment of the Hangzhou Market Scene Innovation Center aims to facilitate the application of new technologies and products, promoting the integration of technological and industrial innovation [4]. Group 3: Financial Ecosystem Development - Hangzhou is striving to become a globally influential financial city, accelerating the construction of the Qiantang River Financial Port and actively engaging in national AI strategic layouts [5]. - Hangzhou Jin Investment, Hangzhou Capital, and Hangzhou Bank are collaborating to build an AI open-source industrial investment ecosystem, emphasizing shared benefits and mutual success [5]. Group 4: Insights on Open Source Ecology - Industry leaders discussed the trends and opportunities in technology, industry, and investment within the open-source ecosystem, emphasizing the importance of open-source in the development of the digital economy [6]. - The conference highlighted that small investments in AI could lead to significant returns, with the potential for super winners emerging from these investments [6]. Group 5: Future Directions - The conference established a green channel for deep communication in industrial investment and financing, aiming to continuously gather patient capital and stimulate innovation [7].

Core Viewpoint - The discussions at the Hangzhou Investment and Financing Ecological Conference highlighted the significant breakthroughs in China's open-source field, particularly in AI large models and RISC-V chips, indicating a globalization trend for Chinese technology [2][4]. Group 1: AI and Open Source Development - The emergence of nine out of the top ten open-source models globally from Chinese companies signifies China's leading position in both AI and open-source dimensions [4]. - Open-source is becoming the infrastructure for digital economic development, reshaping production relationships and the competitive landscape in technology innovation [4][6]. - Chinese entrepreneurs are transitioning from being "users" of technology to "contributors" and "leaders," with RISC-V chip shipments expected to exceed 50% of the global market share by 2024 [5]. Group 2: Investment Opportunities and Market Revaluation - The current phase of asset revaluation in China is highlighted, with significant growth in companies related to AI, such as the rapid increase in valuation for companies like Cambricon [8]. - The A-share market has shown positive performance, and the revaluation of Chinese assets is expected to continue over the next two to three years, driven by industry upgrades [8]. - Private equity firms are encouraged to adopt a diversified investment strategy, accepting some failures while actively seeking out potential "super winners" in the AI sector [9].

人潮涌动的展馆、遍地开花的应用、马力全开的算力，大模型行业水温变了。 刚刚过去的WAIC（世界人工智能大会），是近些年里最热闹的一届。开幕前几日全场门票就已售罄，在二手市场，WAIC三日通票被炒至2000多元一张， 单日票被炒至600元以上，是原价的四倍。展会期间，各大AI群里不断有人在求票。 为期四天的展会，35万人次线下涌入，展览面积首次突破7万平米，扩增了40%，800余家企业带来3000余项展品，是往年的一倍。提及大会的热闹，一位参 展商对第一财经表示，去年都是大模型厂商为主，主要展出各种模型、比拼技术参数，离普通人太远，但今年都是各种应用了，很多家长还带着小孩来学 习。 蜜度首席技术官刘益东观察到，开源生态正在带动整个AI生态的繁荣。现场很多厂商都是做Agent（智能体）和应用的，而这些反过来又带动了基础设施和 算力，算力厂商的展位更大了。 九章云极DataCanvas公司AI首席科学家缪旭感慨，" C端的人特别多，AI的渗透率越来越高，前几年很多人不懂，但现在每个人都能聊上几句。"去年他们担 心应用落地慢，现在反而担心算力供不应求。 应用向下"扎根" 有很多企业是第一次来WAIC参展，一个显著特征 ...

Core Insights - The 2025 Open Atom Open Source Ecology Conference recently opened in Beijing, highlighting the city's leadership in the open source ecosystem in China [1] - The Open Atom Open Source Foundation released the "China Open Source Development Deep Report (2024)", indicating a rapid release of domestic open source innovation potential [1] Open Source Ecosystem - Beijing has gathered over 3,400 open source contributors, leading the nation in both the number of active open source projects and the supply of open source talent [1] - Major cities such as Beijing and Shanghai have more than 500,000 active open source projects, while Shenzhen and Hangzhou each have over 200,000 [1] Project Sustainability - Notably, these core cities have maintained over 20% of their open source projects active for more than one year for three consecutive years, demonstrating project sustainability comparable to that of the United States and the European Union [1]

Group 1 - Chinese technology companies are increasingly engaging in open-source AI model initiatives, with Alibaba launching multiple models in a short period, including Qwen3-235B-A22B-Instruct-2507, Qwen3-Coder, and Qianwen3 reasoning model [1] - The Kimi K2 model from Moonlight Dark Side, featuring a MoE architecture with 1 trillion total parameters and 32 billion active parameters, was also released [1] - The upcoming Step3 model from Jieyue Star will be the first full-size, native multimodal reasoning model, set to be open-sourced on July 31 [1] Group 2 - The open-source strategy of Chinese tech firms signifies a distinct path in AI development, promoting global AI technology accessibility and fostering an inclusive industrial ecosystem [2] - The Qwen3-Coder model has garnered attention from global investors and tech experts, being compared favorably to the Claude4 model [2] - The mixed model of "open-source ecology + closed-core" proposed by China emphasizes the balance between technology sharing and commercial value [2] Group 3 - The open-source wave in China is positively impacting the real economy, with major companies like FAW Group, China Petroleum, and Ping An Group integrating AI programming models [3] - The derivative models of Tongyi Qianwen have surpassed 140,000, making it the largest open-source model family globally, exceeding Meta's Llama series [3] - The "ecological empowerment" effect of open-source technology is evident across various sectors, creating a virtuous cycle of technology open-sourcing, scenario iteration, ecosystem cultivation, and market validation [3]

Core Viewpoint - The Global Open Source Innovation Forum was held during the 2025 Global Digital Economy Conference, focusing on the development of an open-source ecosystem for artificial intelligence (AI) and promoting international collaboration in this field [1][3]. Group 1: Forum Initiatives - The forum resulted in the launch of the "Beijing Declaration on Open Source Innovation of AI," which includes six initiatives aimed at fostering a fair and inclusive AI open-source ecosystem globally [3]. - The initiatives emphasize open-source without borders, technological openness, ecosystem co-construction, open-source security, ethical considerations in open-source AI, and risk governance [3]. Group 2: Project Evaluation and Development - A "Quantitative Assessment and Intelligent Prediction System for Open Source Projects" was introduced to guide the healthy development of open-source projects, focusing on growth potential analysis and evaluation metrics [3]. - This system aims to identify and promote excellent open-source projects, thereby enhancing the overall open-source ecosystem [3]. Group 3: Discussions and Future Directions - Key discussions during the forum included AI-driven open-source ecosystem construction, global community culture, and the challenges faced in AI open-source development [4]. - The forum's success is expected to enhance global collaboration in the open-source ecosystem and strengthen China's integration into the global open-source landscape [4].