机器之心报道 机器之心编辑部 反击从这里开始？ 最近 Meta 挖 AI 人才成了科技圈最大的瓜。有人找到了山姆・奥特曼，问他有关扎克伯格和 Meta 挖人的看 法。奥特曼说：还行吧。 实际上表面的尴尬之下，激烈的斗争早已开始。 本周二《连线》杂志获悉，OpenAI 从竞争对手公司挖来了 四位 备受瞩目的工程师加入其扩展团队，其中 包括特斯拉前软件工程副总裁 David Lau。 这一消息来自 OpenAI 联合创始人 Greg Brockman 本周二在内部 Slack 上的通知，他也是扩展团队的负责 人。 加入 OpenAI 的还包括： xAI 和 X 公司的前基础设施工程负责人 Uday Ruddarraju； xAI 的基础设施工程师 Mike Dalton Meta 的 AI 研究员 Angela Fan。 Dalton 和 Ruddarraju 此前还在 Robinhood 共事过。在 xAI 期间，Ruddarraju 和 Dalton 曾共同参与构建 Colossus —— 一台由超过 20 万块 GPU 组成的大型超级计算机。 OpenAI 发言人 Hannah Wong 表示：「我们非常高 ...

以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 本文来自微信公众号： 镜相工作室 ，作者：彭杰克，编辑：卢枕，原文标题：《OpenAI的"独立战 争"》，头图来自：视觉中国（2023年，阿尔特曼和纳德拉共同在OpenAI首次开发大会上） 过去大半年，全球AI圈最受关注的事莫过于OpenAI和微软之间的谈判。这对结盟六年、涉及上百亿 美元投资的合作伙伴，在核心利益冲突到来时，也面临分道扬镳的境地。 谈判始于去年秋季，在今年夏季逐渐变得焦灼。为解锁新一轮融资直至IPO，今年5月初，OpenAI宣 布将非营利组织控制下的营利性公司，重组为一家特拉华州的公益公司 （Public Benefit Corporation，以下简称为PBC） 。新的PBC仍然由非营利性组织控制，但取消了原来遵循的利润上 限结构，开始转向每位投资者有权持股的正常资本结构。 但这样巨大的转变需要获得OpenAI最大外部股东微软的同意——2019年至今，微软已经为OpenAI花 了超130亿美元，作为交易，微软有权在2030年之前使用OpenAI的技术成果并获取20%的收入分 成，以及最高为第一轮投资额的100倍的 ...

Core Viewpoint - Chinese AI companies are challenging the dominance of American AI models globally, with increasing adoption of Chinese AI models like DeepSeek across various international sectors, despite U.S. restrictions [1][5]. Group 1: Market Dynamics - International users, including major banks like HSBC and Standard Chartered, are testing Chinese AI models, indicating a shift in preference from American products to Chinese alternatives [1]. - The download figures for OpenAI's ChatGPT stand at 910 million, while DeepSeek has reached 125 million, showcasing a significant gap but also a growing presence of Chinese models [2]. - Chinese AI models are closing the performance gap with American counterparts, with DeepSeek scoring 1,424, closely following Google's Gemini and OpenAI's ChatGPT [3]. Group 2: Strategic Approaches - Chinese AI companies are focusing on practical applications and open-source models, which have spurred global interest and usage, contrasting with the closed-source, high-cost models of American firms [4]. - The open-source strategy has led to significant adoption of Chinese models, with reports indicating that DeepSeek is chosen by one in five users on a global AI platform due to its cost-effectiveness [4]. Group 3: Geopolitical Implications - U.S. restrictions on Chinese AI development have backfired, leading to losses for Western chip manufacturers and failing to halt the progress of Chinese AI [5]. - The increasing adoption of Chinese AI models globally poses a risk to the market share and revenue of American companies like Google and Meta [5]. - The divide between U.S. and Chinese AI systems may hinder global cooperation on AI safety, potentially weakening the ability to address future AI risks [6].

智通财经APP获悉，软银集团首席执行官孙正义周五宣布，希望这家日本科技投资集团在未来10年内成 为全球最大的"人工超级智能"平台提供商。 "我对OpenAI压下重注。"孙正义表示。 值得注意的是，软银曾持有英伟达(NVDA.US)约5%的股份，但在2019年悉数抛售——早于2022年底 ChatGPT引爆AI热潮的时间点。如今英伟达已垄断AI芯片市场，成为全球市值最高的企业之一。 孙正义此次掀起的投资狂潮，是在软银经历多年收缩战略后展开的。2022年起，软银通过愿景基金投资 的高增长科技初创企业市值暴跌，导致集团陷入低谷。直到2023年9月，软银通过英国芯片设计公司 Arm的上市筹集约50亿美元，才扭转财务困局。Arm股价的持续上涨不仅充实了软银的资产规模，也为 其通过举债开展新投资提供了支撑。 孙正义强调，软银始终坚持审慎投资原则。"无论市场起伏，我们都保有财务资源和用户基础，得以在 必要时承担风险。"今年6月初，软银刚通过出售T-Mobile(TMUS.US)部分股份筹集48亿美元资金。 "我们要成为人工超级智能时代的行业组织者。"孙正义在集团年度股东大会上对股东表示。他将这一目 标与微软(MSFT.US ...

软银CEO孙正义：我们希望在十年内成为全球第一的人工超级智能平台提供商。 ...

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].