蚂蚁集团CTO何征宇: 大模型幻觉的源头是缺乏数据 《科创板日报》17日讯，在今日举行的OceanBase开发者大会上，蚂蚁集团CTO何征宇表示，没有数据 就没有AI的发展，数据的边界决定了大模型的能力上限，所有的数据公司都将成为AI公司。目前大模 型幻觉的源头是缺乏数据，廉价的互联网数据即将用尽，导致数据的获取成本增加。此外还存在严谨的 行业数据稀缺且流动困难，多模态数据处理难、数据的质量评估难等挑战。未来企业成功与否，将主要 取决于如何产生数据、应用数据。何征宇称，蚂蚁集团将支持OceanBase在金融、医疗、生活等蚂蚁AI 的核心场景的突破，同时继续支持OceanBase开源开放，推进AGI梦想的实现。（记者 黄心怡） ...

Group 1 - The article discusses the emergence of a soft robot developed by a team from the Netherlands Institute for Atomic and Molecular Physics, which operates solely on air and physical principles without AI or electronic components [1] - Shanghai Zhiyuan Robotics has upgraded its Lingxi X2 robot, which now features enhanced interactive capabilities and can engage in conversations, showcasing its ability to perform tasks like breaking wooden boards [2] - GlobalWafers has officially launched its wafer factory in Texas, USA, and plans to increase its investment from an initial $3.5 billion to $4 billion, with plans to hire up to 650 professionals by the end of 2028 [3] Group 2 - China Telecom has signed a cooperation agreement with ETL to implement its Tiantong satellite service in Laos, aiming to enhance emergency communication capabilities in remote villages through the "Tiantong Satellite Hundred Villages Connectivity" initiative [4]

Core Insights - The article discusses the transformative impact of AI technologies on industries and society, highlighting the emergence of AI Agent products and their integration into business operations [1] - It emphasizes the importance of foundational technology advancements, such as the launch of the DeepSeek R1 model, which has significantly enhanced the capabilities of AI models in China [1] - The article introduces a survey initiated by Founder Park to identify key players that are innovating at the intersection of technology, business, and application [2] Group 1: AI Innovations - AI Agent products are creating new human-computer interaction experiences, functioning as "digital employees" within enterprises [1] - AI Coding products are evolving towards full automation, shifting developers' focus from specific code lines to expected outcomes [1] - The release of AlphaFold3 has sparked a commercialization wave in the fields of protein prediction, drug discovery, and bio-AI models [1] Group 2: Evaluation Criteria - The evaluation focuses on companies that demonstrate innovation in business value creation, including new operational processes and value distribution methods [4] - Companies are assessed on their ability to enhance user interaction experiences through intelligent design and improved workflows [4] - The criteria also include breakthroughs in AI algorithms, models, and data processing capabilities that can influence industry ecosystems [4] Group 3: Target Companies - The survey targets both startups and publicly listed companies primarily in the AI sector, focusing on infrastructure, model, and application layers [5] - The infrastructure layer includes companies providing data, computing power, and platforms essential for AI development [5] - The model layer focuses on general large models and deep learning frameworks, while the application layer encompasses a wide range of AI applications, including image, text, and code generation [5]

Core Insights - The article highlights Alibaba's recovery and strategic shift towards AI, indicating a positive turnaround after a challenging period [2][7][9] - Alibaba's Q4 FY2025 financial results show a revenue of 2364.54 billion yuan, a 7% year-on-year growth, with adjusted EBITA increasing by 36% to 326.16 billion yuan, surpassing market expectations [2][4][5] - The company is focusing on regaining its entrepreneurial spirit and adapting to the AI-driven market landscape, emphasizing collaboration across its various business units [3][16][18] Financial Performance - Alibaba's revenue for Q4 FY2025 reached 2364.54 billion yuan, with a year-on-year growth of 7%, maintaining the same growth rate as the previous year [2][4] - Adjusted EBITA for the quarter was 326.16 billion yuan, reflecting a 36% increase, indicating improved operational efficiency [2][4] - Customer Management Revenue (CMR) for Taobao and Tmall was 710.77 billion yuan, a 12% year-on-year increase, marking the highest growth rate in the past four quarters [4] AI Strategy and Developments - Alibaba's cloud revenue reached 301.27 billion yuan, growing 18% year-on-year, driven by increased adoption of AI-related products [5][9] - The company aims to invest over 380 billion yuan in AI and cloud infrastructure over the next three years, indicating a strong commitment to becoming a leader in AI technology [6][14] - Alibaba's AI products have seen triple-digit year-on-year growth for seven consecutive quarters, although the overall growth rate fell short of market expectations [5][9] Market Position and Competitive Landscape - Alibaba is attempting to regain market share in the e-commerce sector, which has seen a decline in its market share from 66% in 2019 to approximately 44% in 2022 [7][8] - The company is exploring new growth avenues, including partnerships with Tencent and collaborations with platforms like Xiaohongshu to enhance user engagement [10][11] - Alibaba's entry into the instant retail market through "Taobao Flash Purchase" aims to compete with rivals like JD.com and Meituan, reflecting a strategic shift to adapt to changing consumer behaviors [11][12] Organizational Culture and Leadership - The revival of the "Lakeside Cottage" symbolizes Alibaba's return to its entrepreneurial roots, with leadership emphasizing the importance of innovation and collaboration [3][16][17] - CEO Wu Yongming has established a dual focus on "user-first" and "AI-driven" strategies, aiming to integrate AI across all business operations [14][18] - The company is fostering a culture of cross-departmental collaboration to enhance its competitive edge in the AI landscape [18]

OpenAI首席科学家雅库布・帕乔茨基于近日接受了《自然》杂志的专访。帕乔茨基在访谈中表示，目 前强化学习正在推动AI模型逼近"推理"边界，AGI正从理论走向现实，而开源与安全之间的张力是当前 AI发展的一大挑战。 雅库布・帕乔茨基：现在我们能与模型对话，但它仍然需要持续指导。我认为未来的重大变化之一，就 是这一点（指AI作为助手角色）将被根本性地改善。 我们已经看到类似OpenAI 的 "Deep Research"等 工具（可整合大量信息）在无人监督的情况下，能运行 10到20分钟并产出有价值的内容，而完成这些任务所需的计算资源其实很少。 帕乔茨基预计，未来AI将能够独立完成真正具有原创性的科学研究任务，推动软件工程、硬件设计等 多个学科的发展。 那么，如果我们面临开放性研究问题，花更多算力是值得的。 以下为访谈内容摘要： 我相信未来我们将拥有真正具备原创研究能力的AI。我们将在诸如自动软件工程、硬件组件自主设计 等领域取得巨大进展，并扩展到其他学科的类似应用中。 问：目前，科学家们越来越多地使用推理模型。你认为这些模型在五年后会扮演怎样的角色？ 问：在构建OpenAI的推理模型方面，强化学习发挥了多大作 ...

Core Viewpoint - The article emphasizes the significant increase in AI investments by major technology companies, highlighting that AI has transitioned from an experimental phase to a growth-driving operational lever, with companies like Amazon and Meta recognizing AI as a core strategic focus [2][5]. Group 1: AI Investment Trends - Major tech players are increasingly investing in AI, with Amazon's CEO stating that AI will be one of the company's largest business areas in the coming decades [2]. - Alibaba's recent financial report shows a 10% year-over-year revenue growth, with its cloud intelligence business growing by 18%, indicating a shift towards AI-driven growth [5]. - Alibaba plans to invest over 380 billion yuan in capital expenditures over the next three years for cloud computing and AI infrastructure, surpassing the total investment of the past decade [5][6]. Group 2: Technological Advancements - Alibaba's self-developed Qwen model series has gained global recognition, with the latest Qwen-3 model outperforming competitors while significantly reducing costs [9][10]. - The open-source strategy adopted by Alibaba is crucial for fostering innovation and collaboration in AI development, with over 100,000 derivative models created based on the Qwen model [10][11]. Group 3: AI Application Across Industries - The demand for cloud computing resources is surging as AI applications transition from model training to inference deployment, positioning Alibaba Cloud as a key player in this trend [13]. - AI applications are expanding beyond large enterprises to include small and medium-sized businesses, with industries such as traditional manufacturing and agriculture actively exploring AI solutions [13][15]. - Strategic partnerships with leading companies in various sectors, including automotive and telecommunications, demonstrate Alibaba's commitment to integrating AI into real-world applications [14][15].

Core Insights - The article discusses the transformative impact of AI technologies on various industries, highlighting the emergence of AI products that enhance human-computer interaction and automate processes [1] - It emphasizes the importance of foundational technologies in driving the commercialization of AI applications, particularly in the fields of drug discovery and biological AI models [1][4] - A survey initiated by Founder Park aims to identify key players that are innovating at the intersection of technology, business, and application [2][3] Group 1: AI Product Development - AI Agent products are being integrated into business operations, enhancing the role of digital employees [1] - AI coding products are evolving towards full automation, shifting developers' focus from specific code lines to expected outcomes [1] - The launch of the DeepSeek R1 model marks a significant advancement in China's AI capabilities, fostering a new wave of entrepreneurial innovation [1] Group 2: Evaluation Criteria for Candidates - Candidates are evaluated based on their ability to innovate in business value creation, including operational processes and value distribution [4] - Innovations in user interaction and experience are crucial, focusing on natural, fluid, and sustainable interactions that improve workflows [4] - Breakthroughs in AI algorithms, models, and data processing are essential for candidates, showcasing their potential to influence industry ecosystems [4] Group 3: Focus Areas for Evaluation - The evaluation will cover startups and public companies primarily in China, focusing on the infrastructure, model, and application layers of the AGI industry [5] - The infrastructure layer includes companies providing data, computing power, and platforms essential for AI development [5] - The application layer encompasses a wide range of sectors, including image, text, audio, video generation, and enterprise applications [5] Group 4: Application Process - The application period runs from now until May 31, with evaluations taking place from June 2 to June 21 [8] - The evaluation process includes initial screening, secondary screening, and final assessments to determine the most valuable players in the AI space [8]

Core Viewpoint - Fourth Paradigm is committed to empowering more industries with the "Agent + World Model" technology concept [5][6] Financial Performance - In Q1 of FY2025, Fourth Paradigm reported total revenue of 1.077 billion RMB, a year-on-year increase of 30.1% [2] - Gross profit for the same period was 444 million RMB, also reflecting a 30.1% year-on-year growth, with a gross margin of 41.2% [2] Customer and Revenue Insights - The number of benchmark customers reached 59, with an average revenue per benchmark customer of 11.67 million RMB, up 31.3% year-on-year [3] - The core business, the Prophet AI platform, generated revenue of 805 million RMB in Q1, marking a significant year-on-year growth of 60.5% [3] Product Development and Offerings - The Prophet AI platform underwent a major upgrade, introducing an AI Agent full-process development platform, allowing enterprise clients to integrate over 150 mainstream large models [3] - The platform includes a rich matrix of AI applications, covering various enterprise core scenarios such as AIGC, intelligent office, digital employees, and more [3] Industry Applications - Fourth Paradigm's enterprise-level Agents have been implemented across more than 14 industries, including finance, aviation, automotive, healthcare, energy, retail, and education [4] - The SHIFT intelligent solutions business generated 212 million RMB in revenue, accounting for 19.7% of total revenue, despite a year-on-year decline of 14.9% [4] Service Enhancements - The AIGS service business reported revenue of 60 million RMB, representing 5.6% of total revenue, with enhanced programming capabilities to improve enterprise R&D productivity [5] Strategic Developments - Fourth Paradigm has upgraded to Paradigm Group, maintaining its core enterprise services while establishing a new consumer electronics segment, Phancy, to provide AI Agent capabilities at the endpoint [6] - The group has launched several user-level Agent solutions, including smart meeting solutions and AI search tools, aimed at enhancing daily work efficiency for business personnel [6]

5月15日消息，近日Anthropic联合创始人杰克·克拉克（Jack Clark）做客乔治梅森大学经济学教授泰勒·考恩（Tyler Cowen）的播客，分享 了对AI未来的独到见解。他们探讨了AGI对经济的潜在影响、大模型竞争格局，以及监管和治理方面的挑战等问题。 克拉克认为，园艺、电工等高技能工艺领域的岗位将最晚被AGI取代，因为人们不仅为其技术买单，更为工匠的审美与声誉付费。 对于国家之间的AI竞争，克拉克认为多数国家最终会接纳强AI。虽然可能有少数国家拒绝大型AI系统，但在全球化趋势下，大多数国家 最终会融入这一体系，难以独立于AI技术发展之外。 不过，克拉克表示在全球范围内达成全面的AI治理协议"非常困难"，但中美之间可能会就某些危险技术形成有限的共识，类似"核不扩 散"协议。他不认为这会是"合作"，而更可能是出于共同防范风险的现实主义考量。 以下为克拉克专访精华内容： 01 手工业或创意性工作会被AGI最后取代 问：你觉得哪些工作会受到AGI的最后影响？ 克拉克：我认为，那些依赖手工技能、经验判断和个人风格的工作，可能是AGI最晚才会替代的。像电工、修水管的管道工，或者园丁 这样的技术工种，有很多 ...

Core Viewpoint - The company, Xiechuang Data, is actively expanding its capabilities in computing power and robotics, reporting significant revenue growth and strategic partnerships in these areas [1][2][3] Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 2.077 billion yuan, representing an 18.11% year-on-year increase [1] - The net profit attributable to shareholders for Q1 2025 was 169 million yuan, showing a 4.29% year-on-year growth [1] - Total assets increased by 36.85% compared to the beginning of the year [1] Group 2: Business Development - The company has signed contracts with multiple leading enterprises in its computing power business, focusing on high-end computing and cloud services [3] - The company is enhancing its cloud computing, smart store, e-commerce SaaS, and server remanufacturing investments, with significant revenue growth in intelligent computing and cloud services [3] - The company launched the FCloud intelligent training platform on January 24, 2025, aimed at various sectors including robotics, biopharmaceuticals, and finance [3] Group 3: Strategic Initiatives - The company is committed to building a comprehensive intelligent computing ecosystem and aims to become a global leader in cloud services [2] - The company’s subsidiary, Aojia Software, obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing leasing and cloud services [2] - The company is actively developing a full-stack embodied intelligent robot development platform, which has recently gone live [1][3]