2025年快翻篇了。如果非要用一个画面来总结这一年的AI江湖，我会选：机场。 01 谈原生，咱得讲道理。说实话，想透过机场广告牌看清「标准」，挺难的。 因为2025年的AI圈，实在太吵了，像极了一个巨大的「秀场」。今天这家开发布会，喊出模型跑分全 球第一；明天那家发战报，说日均调用量破亿；就连价格战，都打得比双十一还凶。 云厂商们都开始学着网红的口吻，比谁的吉祥物更萌，比谁更会「整活」。 热闹吗？真热闹。 焦虑吗？真焦虑；但如果我们关掉滤镜，去看看「真金白银」的流向，会发现另一 个截然不同的世界。 没有聚光灯、更残酷的「招投标战场」，我特意用Agent跑了下数据；结果怎么样？差距比我想象的还 要大。 2025年1月到11月，百度智能云直接拿下了95个中标项目，入账7.1亿元。这是什么概念？「项目数」和 「金额」的双料第一。 现在的北上广深，机场简直成了「AI云的展览馆」； 从首都机场T3，到上海虹桥的出发层，阿里云、 百度智能云、华为云……几家大厂几乎包揽了所有核心广告位。 To B的仗，已经从云端打到了线下。说实话，这广告费是真贵，一年怎么也得砸进去几个「小目标」。 看着这些热闹的灯箱，我反倒有个疑问： 这 ...

Core Insights - The healthy AI industry structure should resemble an "inverted pyramid," where models generate ten times the value of chips, and AI applications create one hundred times the value of models [1][5]. Group 1: AI Evolution and Internalization - Baidu's "伐谋" is the world's first commercially viable self-evolving super-intelligent system, reshaping industry logic by internalizing AI capabilities within enterprises [2][3]. - The traditional reliance on top algorithm experts has created a bottleneck in AI application, necessitating a shift from manually optimized models to self-evolving AI systems [3][4]. - The internalization of AI capabilities allows enterprises to activate dormant data energy, transitioning from superficial solutions to fundamental improvements [4][10]. Group 2: Industry Applications and Impact - In the energy sector, Baidu's "伐谋" optimizes cable layout in complex environments, significantly reducing project delivery time and costs [1][4]. - In finance, the collaboration between Citic Baixin Bank and Baidu has led to a dynamic risk model that enhances credit decision-making accuracy, improving feature extraction efficiency by 100% and risk differentiation by 2.41% [4]. - The application of "伐谋" extends to traffic control, where it has optimized traffic light timing across 4,942 intersections, alleviating congestion during peak hours [4]. Group 3: Comprehensive AI Infrastructure - Baidu's full-stack AI layout includes self-developed Kunlun AI chips, robust cloud infrastructure, and advanced deep learning frameworks, addressing core concerns of enterprises regarding computational efficiency and data security [6][8]. - The recent launch of the next-generation Kunlun chip and super node products enhances Baidu's AI capabilities, solidifying its position as a leader in AI transformation [6][8]. Group 4: Diverse AI Solutions - Baidu offers a comprehensive toolbox for enterprises, including "慧播星" for e-commerce, "萝卜快跑" for autonomous driving, and various AI development tools that lower application development barriers [8][9]. - The integration of AI into Baidu's search business has transformed 70% of search results into AI-generated outputs, enhancing user experience and engagement [9][10]. Group 5: Competitive Landscape - The AI industry is likened to a bustling marketplace, where efficiency and scale are the new competitive advantages, and early adopters are likely to establish significant barriers to entry [10].

Core Insights - OpenAI is transitioning from a leading AI research company to a core infrastructure and service platform for the AI era, marking a significant shift in its strategy [1][2] - The collaboration with major companies like Nvidia, AMD, Samsung, SK Hynix, and Oracle is seen as a "full-stack gamble" to accelerate the AI ecosystem [1][2] - CEO Sam Altman's vision is to create a ubiquitous general artificial intelligence (AGI) that integrates infrastructure, products, and research through substantial investments [1][2][3] Group 1: OpenAI's Unified Vision - OpenAI aims to build powerful AI and AGI that benefits humanity, requiring unprecedented investment in infrastructure, products, and research [3][4] - The company positions itself as the "Windows of AI," providing both user interfaces and core infrastructure for AI services [2][3] - Altman emphasizes the importance of a strategic capital allocation approach influenced by his venture capital background [2][10] Group 2: Infrastructure Deals - OpenAI's recent infrastructure deals are valued at over $1 trillion, significantly impacting partner companies' market valuations [6][10] - Altman acknowledges the unusual nature of these market impacts, reflecting the rapid evolution of OpenAI from a research lab to a market influencer [6][10] - The company is focused on building sufficient infrastructure to meet current demands, which presents both challenges and opportunities [4][6] Group 3: Investor Mindset - Altman believes that his experience as a venture capitalist is crucial for OpenAI's operations, particularly in strategic resource allocation [10][14] - The company is committed to making substantial investments in infrastructure, viewing it as a necessary gamble at this stage [7][10] - OpenAI's approach involves supporting partners financially to ensure they can deliver products before generating revenue [10][14] Group 4: Platform Strategy - OpenAI is adopting a platform strategy that prioritizes empowering partners rather than controlling user interfaces, fostering long-term trust [2][3] - Altman envisions a future where AI services blend consumer and enterprise needs, establishing a relationship between users and a central "AI assistant" [2][3] - The company aims to create a seamless experience across various devices and applications, ensuring that AI tools are widely accessible [4][15] Group 5: Future of AI and Copyright - OpenAI is actively engaging with copyright holders to navigate the complexities of AI-generated content and its implications [48][50] - Altman notes that the emotional impact of video content differs from static images, influencing how copyright owners perceive AI's role [48][50] - The company is focused on establishing rules that benefit both creators and users, recognizing the evolving landscape of AI-generated content [50][51]