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黄仁勋“带货”Rubin,A股谁有望受益?
天天基金网· 2026-01-06 05:18
上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 当地时间1月5日,英伟达创始人兼CEO黄仁勋在拉斯维加斯CES 2026展会现场发表主题演讲,分 享了下一代加速计算与人工智能将如何变革每一个行业,并介绍了英伟达在芯片、人工智能模型、 开源开放等领域的最新进展。 "基于AI训练和推理的计算需求正在激增。"黄仁勋表示,Rubin已进入全面量产阶段,预计将在 2026年下半年上市,相比上一代的Blackwell,Rubin可以将Token成本降低至多10倍。 此外,黄仁勋还称:"物理AI迎来ChatGPT时刻。"相比以往,今年的英伟达更注重解决"AI如何走 进物理世界"的问题,在自动驾驶、机器人等领域,推出了一系列开源模型。 Rubin架构已进入全面量产阶段 演讲现场,英伟达完整披露了下一代计算架构——NVIDIA Rubin平台的技术细节。 "Rubin的到来恰逢其时,因为训练和推理的AI计算需求正在激增。"黄仁勋表示,英伟达以每年一 代AI超级计算机的节奏持续前进,而Rubin通过六款全新芯片的极致协同设计,向AI的下一个前沿 迈出了关键一步。 这六款芯片包括:NVI ...
朱啸虎看好中国的开源AI生态
Xin Lang Cai Jing· 2025-12-11 03:26
专题:未竟之约:张小珺访谈录 【朱啸虎看好中国的开源AI生态】在《未竟之约》栏目中,谈及中美AI差距,朱啸虎称:我觉得还是 有点差距,但差不多,还是稳定在三到六个月左右的时间,至少不再扩大,我觉得未来几年是有机会能 够缩小的,只要差距在缩小,中国的开源生态肯定会领先的,所以我特别看好三到五年以后中国的开源 AI生态。 责任编辑:李思阳 专题:未竟之约:张小珺访谈录 【朱啸虎看好中国的开源AI生态】在《未竟之约》栏目中,谈及中美AI差距,朱啸虎称:我觉得还是 有点差距,但差不多,还是稳定在三到六个月左右的时间,至少不再扩大,我觉得未来几年是有机会能 够缩小的,只要差距在缩小,中国的开源生态肯定会领先的,所以我特别看好三到五年以后中国的开源 AI生态。 责任编辑:李思阳 ...
Kimi超过DeepSeek的新模型被指“套壳”Qwen?到底怎么回事儿
Hu Xiu· 2025-06-17 12:15
Core Viewpoint - The release of the open-source model Kimi-Dev-72B by Moonlight Dark Side has set a new record in software engineering task benchmarks, achieving a score of 60.4% on SWE-bench Verified, surpassing several competitors including DeepSeek [1][3]. Model Development - Kimi-Dev-72B is based on the Qwen/Qwen2.5-72B model, indicating it is not a completely original model but rather a fine-tuned version utilizing a large dataset of GitHub issues and PR submissions for training [2][3]. - The innovative aspect of Kimi-Dev lies in its training methodology, which employs large-scale reinforcement learning to autonomously fix real code repository issues within a Docker environment [3]. Licensing and Compliance - Kimi-Dev-72B is released under the MIT license, but it must comply with the original licensing restrictions of Qwen-2.5-72B, which is governed by the Qwen LICENSE AGREEMENT [4][5]. - The licensing controversy stems from questions about whether Moonlight Dark Side obtained special permission to use Qwen-2.5-72B, as the licensing agreement stipulates commercial licensing requirements when monthly active users exceed 100 million [6][7]. Community Response - The Qwen team clarified that they did not grant permission for the use of Qwen-2.5-72B, but later described the issue as a "legacy problem" related to their evolving licensing strategy [8][10]. - The Qwen team has transitioned to a more open licensing model with the upcoming Qwen3 series, adopting the Apache 2.0 protocol for all models, which aims to foster a more open and active AI ecosystem [12][13]. Industry Implications - The case illustrates a shift in the AI industry towards open-source collaboration, moving from restrictive licensing to more open models to encourage developer engagement and innovation [16][18]. - The rising trend of "second innovation" based on strong foundational models highlights the importance of differentiation in value creation within the open-source ecosystem [16].