Agent是AI应用领域最热的细分方向之一，未来它则有可能在多个领域取代ChatBot成为主流应用形式。因为与ChatBot相比，它能够更好地提高生产力。 ChatBot可以帮助人们完成工作流程中的某些环节，而Agent则可以在接受指令后，完成整个工作流程，并直接交付结果。进一步，Agent可以并行工作， 一个经验丰富专业人士，可以同时与数十个Agent异步协作，大幅提高工作效率。 但是，因为Agent作为一种应用形式还非常新，专门为它构建的基础设施非常少。当下主流的云架构是为交付软件而构建的：无状态服务、不可变部署。 这种模式非常适合处理生产级代码的"外部循环"，却并不符合Agent实际的工作状态。 与人类一样，Agent需要不断迭代。它们需要安装依赖项、写入文件、运行测试并进行调试；它们同样会犯错、建立分支、修复错误并反复试错。只不过 它们是以机器的速度在海量并行线程中完成这一切。 Agent需要的基础设施要有新的技术范式：即时、有状态且阅后即焚的临时算力。这种计算资源不能只是一个用完即弃的沙盒，还应具有一台真正意义上 的可编程计算机的质感。 一家叫Daytona的创业公司为Agent打造了一种新型的"可 ...

Core Insights - The Eclipse Foundation has launched the Agent Definition Language (ADL) within its open-source platform Eclipse LMOS, enabling users to define AI behaviors without coding [1] - ADL is positioned as a core component of the LMOS platform, which aims to reconstruct the development and operational chain of enterprise-level AI agents in a unified and open manner, challenging proprietary platforms and Python-centric enterprise AI tech stacks [1][2] - The LMOS project follows a "land first, open source later" approach, initially developed from Deutsche Telekom's production-level practices in traditional cloud-native architecture [1][4] Technical Convergence - The LMOS project aims to leverage existing skills in the JVM ecosystem, allowing enterprises to integrate AI capabilities without discarding their current technology stack [2][4] - The platform is built on Kubernetes and Istio, deploying agents as microservices and enhancing them to first-class citizens through custom resources [5][6] - Eclipse LMOS provides a streamlined development workflow, allowing developers to deploy agent images quickly and enabling operational teams to monitor and release updates using familiar tools [6] Business Outcomes - The platform has supported multiple AI applications at Deutsche Telekom, including the award-winning customer service bot Frag Magenta, which processes approximately 4.5 million conversations monthly and has reduced human handovers by 38% [7][8] - The initial deployment of the first agent in late 2023 has expanded from 3-4 countries to 10 across Europe, showcasing the scalability of the system [7][8] Dual Strategy - Eclipse has adopted a dual strategy for pushing AI agents into production, with one line focusing on the LMOS platform and the other on ADL, which simplifies the process of writing agents [10][13] - ADL allows business and engineering teams to collaboratively define agent behaviors, enabling rapid testing and iteration without waiting for engineering work orders [13] Integration and Control - The LMOS platform consists of three independent yet collaborative modules: ADL, the ARC Agent Framework, and the LMOS platform layer, facilitating agent lifecycle management and observability [13][14] - The LMOS protocol is designed to enable agents to discover and negotiate communication protocols, inspired by established standards and decentralized technologies [16] Conclusion - Eclipse LMOS aims to bridge the gap between agile, open-source AI development and the robust, controlled environments of JVM-based enterprise systems, allowing organizations to build scalable and transparent agent systems without overhauling their existing infrastructure [18]

智通财经APP获悉，摩根士丹利发表研报，将软件巨头微软(MSFT.US)列为其软件领域首选股，将该股 目标价从582美元上调至625美元，并维持"增持"评级。 Weiss总结道："总而言之，我们理解市场存在的担忧，但我们认为，现有数据与调研结果均支持微软增 长具备持续性这一观点。两位数的增长速度、运营成本管控能力、股票回购计划，再加上股息收益，共 同构成了微软较高双位数的可持续总回报率水平，而当前股价尚未充分反映这一价值。" 此外，有观点担忧，随着OpenAI转向其他合作伙伴，Azure的增长可能会放缓，但Weiss表示事实并非 如此——因为Azure的业务范畴远不止生成式人工智能。 他补充道："我们通过资本支出推算出的Azure AI业务收入，显示出当前Azure业绩存在显著超出我们预 期的空间。在我们的资本支出模型中，Azure AI业务的隐含贡献规模，是基于专门投入人工智能相关项 目的资本支出额度来测算的。" 最后，近期调研数据显示，微软办公生产力应用在用户心智与市场份额上均具备"持续性"优势，且其持 续优化产品的能力已多次得到验证。 摩根士丹利分析师Keith Weiss在报告中指出："围绕微软与Op ...