过去几周，硅谷上演了一场堪称"AI 军备竞赛版谍战片"的抢人大战。 其中主角，一边是如日中天、掌握着 ChatGPT 的 OpenAI，另一边是疯狂挖角、想要"造出下一代 AGI"的 Meta：前者"被 Meta 偷家"后紧急宣布全员休假一周，后者则豪掷上亿美元组建新实验室，一口 气从各大头部 AI 公司挖走了 11 位顶尖研究者。 本周，OpenAI 休假结束，其"被动防守"的局势似乎也在悄然逆转：据外媒《WIRED》报道，OpenAI 正在发起反击，已从 Tesla、xAI 和 Meta 挖来四位顶级工程师，加入其关键的 Scaling（扩展）团队。 「挖角」逆转：OpenAI 重金网罗四大高手 根据《WIRED》报道，以及 OpenAI 联合创始人 Greg Brockman 本周二在内部 Slack 频道发出的通告， 最新加入 OpenAI Scaling 团队的四位关键成员包括： 其中最引人注目的，当属 Uday Ruddarraju 和 Mike Dalton。他们二人在 xAI 期间曾主导开发了 Colossus ——一套由 20 万张 GPU 构成的超级计算平台，堪称全球最强 AI 基建之一。 ...

Group 1 - The core viewpoint emphasizes the acceleration of the embodied intelligence industry in Henan Province, focusing on innovation, research, and application in key sectors such as education, healthcare, and agriculture [1] - The meeting highlighted the need for a complete industrial chain layout and increased financial policy support to create a favorable industrial ecosystem [1] - The "Artificial Intelligence +" initiative aims to develop demonstration application scenarios to achieve a comprehensive leap in the embodied intelligence industry [1] Group 2 - CITIC Securities predicts that 2025 will mark the year of mass production for embodied intelligent robots, indicating a significant integration of AI with the physical world [2] - The report notes a competitive landscape with global governments, tech giants, and research institutions focusing on the embodied intelligence sector, showcasing a diverse industrial ecosystem [2] - Chinese companies are well-positioned across various segments of the industry chain, contributing to cost reduction in global robot hardware and demonstrating a comparative advantage [2] Group 3 - Guotai Junan Securities points out that China's large unified market provides multiple advantages for the development of artificial intelligence [3] - The emergence of various AI application products reflects the transition from "Made in China" to "Intelligent Manufacturing in China," showcasing innovation and quality [3] - The report emphasizes the importance of safety and reliability as foundational standards for the long-term development of the AI industry, with expectations for improved regulatory frameworks [3]

Core Viewpoint - Huawei and UBTECH Technology have signed a comprehensive cooperation agreement to innovate in the fields of embodied intelligence and humanoid robots, focusing on product technology development, application scenarios, and industrial systems [1][2]. Group 1: Cooperation Agreement - The partnership aims to leverage Huawei's technological capabilities, including Ascend, Kunpeng, Huawei Cloud, and large models, alongside UBTECH's full-stack humanoid robot technology to enhance efficiency and implementation in industrial and household scenarios [1]. - Huawei will support UBTECH in building an embodied intelligence innovation center and develop a "humanoid robot + smart factory" joint demonstration plan [1]. Group 2: Market Developments - UBTECH has signed a procurement contract for large-scale biped humanoid robots, marking the first global small-batch humanoid robot procurement contract, which will be used in automotive manufacturing and commercial reception [2]. - The implementation of this contract signifies a solid step towards the commercialization of embodied intelligent robots in industrial manufacturing scenarios [2]. Group 3: Industry Insights - According to CITIC Securities, 2025 is expected to be the year of mass production for embodied intelligent robots, indicating a deep integration of AI and robotics, which will drive a new industrial revolution [4]. - The development of embodied intelligent robots is seen as a core driver for global manufacturing upgrades and social governance changes, with Huawei positioned as a leading technology company to enhance product technology and market channels for these robots [4].

Market Overview - On May 7, 2025, the AI and robotics sector experienced a pullback, with the Huaxia AI ETF (589010) declining by 0.38%, led by stocks such as Zhongxin Yuan and Haitan Ruisheng [1] - The Robotics ETF (562500) fell by 0.11%, with ST Xinyuan, Xiasha Precision, and Yijiahe being the biggest losers [1] - The trading volume for the day was 1.214 billion yuan, making it the most active ETF in its category [1] Key News - A spokesperson from the U.S. Department of Commerce announced that President Trump plans to lift the restrictions on advanced AI chip exports established during the Biden administration, citing the complexity and bureaucratic nature of the existing rules as hindrances to innovation [1] - French AI startup Mistral AI launched a new model, Mistral Medium3, which reportedly performs at or above 90% of the Claude Sonnet3.7 benchmarks while being significantly cheaper, costing $0.4 per million tokens for input and $2 for output [1] Institutional Insights - Citic Securities predicts that 2025 will mark the year of mass production for embodied intelligent robots, emphasizing the significant integration of AI with the physical world, which is expected to drive a new wave of industrial revolution [2] - The report highlights that global governments, tech manufacturing giants, industry chain enterprises, research institutions, and capital are increasingly focused on and engaged in this sector, indicating a competitive landscape [2] Popular ETFs - The Robotics ETF (562500) is noted as the largest robotics-themed ETF in the market, providing investors with a straightforward way to invest in China's robotics industry [2] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, offering a 20% price fluctuation range and capturing the "singularity moment" in the AI industry [2]

以围棋为例，最初计算机能力只能前推五步、十步，只在很小范围内产生影响，但随着计算能力的指数提升以及算法的改进，一旦前推能力超过顶级高手 的计算步数，人类就再也不是电脑的对手了，以至于防电子作弊成为围棋比赛的首要要求。在AI各类应用中也是如此，一旦突破行业性门槛，就会以极 快的速度颠覆行业模式，比如图像识别车牌准确度达到一定程度后，短短数年间全国停车场取消了入场收费员，全由摄像头取代。现在大模型、通用人工 智能AGI、机器人、无人机的迅猛发展，让很多行业中AI突破大规模实用化的门槛越来越近。 数字链主的竞争必然是全球性的。当前智能化进程不断突破行业门槛，正在对传统链主发动毁灭性的竞争。 当今时代，任何一个企业，无论规模多大，都不具备完全独立的生存与发展能力，均只是遍及全球的复杂生产网络中的一个节点。其中的佼佼者，能够运 用一手市场、一手技术，调动生产网络中其他节点组建强有力的供应链，提供具有强大市场竞争力的产品或服务，占据某大类市场或细分市场的头部位 置，这就是所谓的链主企业。 AI时代的到来，让数字化、智能化成为全球生产网络发展的新趋势。马克思曾说过，全球分工体系的发展会让"一切国家的生产和消费都是世界性的" ...

以下文章来源于极客公园 ，作者芯芯 DeepMind认为这个时间线可能非常短，发布报告的目的是说清一个问题：如果AI有问题，最坏的情况会是什么？我们现在能如何准备？ 一、DeepMind的AI安全保险 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号： 极客公园 （ID：geekpark） ，作者：芯芯，编辑：靖宇，题图来自：AI生成 对于所谓的通用人工智能AGI，人们通常抱着"怕它不来，又怕它乱来"的矛盾心理。而这个困惑，对于正在AI军备竞赛中的硅谷巨头来说，就不仅仅 是一个"梗"能概括的了。 4月初，谷歌DeepMind发布了一份长达145页的报告文件，系统阐述了其对AGI安全的态度，DeepMind联合创始人Shane Legg的署名也在其中。 文件中最醒目的预测，是AGI的可能出现时间： 2030年 。 当然，Google也补充说，这具有不确定性。他们定义的AGI是"卓越级AGI （Exceptional AGI） "—— 即系统在非物理任务上达到或超越99%人类成年 人的能力，包括学习新技能等元认知任务 。 这份报告中反复出现的一个词是"严重伤害 （ ...

作者 | 昆仑万维创始人周亚辉 写作是我的爱好，给我带来很好的情绪价值，为了创业交付，歇笔了7年。最近在朋友圈偶尔写点随笔，获得了一些重量级人物主动跑 过来好评，让我又升起了写作的欲望。我7年前写的周亚辉投资笔记即使今天回头看，也是相当不错的，没有华丽的词藻，主打就是一 个真实，Be Re a l。从今天开始，我准备写2025系列。 第一篇先讲讲机器人时代的社会结构，再预测下十年后中国首富人选。 大家会说既然叫投资笔记，怎么不写投资的故事呢？大家不用担心，20 17年到2024年，我还是经历了很多精彩刺激的投资故事，这些 我都会在未来空闲时刻一一写出来，包括最精彩的当属我怎么神秘地领投了Mu si c l y最后一轮，然后一个认知浅薄少赚了1 0亿美金，也 包括最近刚上市的中国RoboTa xi一哥Pon y. a i的投资故事，还有马上要上市的一亩田的后续故事。7年前我是以失败的角度写一亩田的 故事，但当时我就预言，邓锦宏身上有一股坚韧的狠劲，他最终还是能把公司带上市，终于第8年个年头了，一亩田也要上市了。 PART.01 昆仑万维的使命是在20 30年开始实现通用人工智能，让每个人更好地塑造和表达自我。这 ...