生态之争
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2025 AI芯片激战:巨头竞逐,重划产业版图
Sou Hu Cai Jing· 2026-01-03 12:13
图片来源:unsplash 在硅基文明的编年史中,2025年,AI芯片不再是孤立的硅片,而是一个主权与霸权的,生产永不停歇的货币替代品。 前不久,《时代》杂志年度人物出炉,授予了"人工智能设计师"(the architects of AI)群体。 封面上,英伟达CEO黄仁勋、AMD CEO苏姿丰、OpenAI CEO萨姆·奥尔特曼(Sam Altman)、诺奖得主同时也是谷歌DeepMind公司CEO的德米斯·哈萨比斯 (Demis Hassabis)、有"AI教母"之称、同时也是World Labs创始人的李飞飞,挤坐在一条空中横梁上,COS着1932年的著名照片《摩天大楼顶上的午餐》。 图片来自《时代》杂志官网 这张照片引发了巨大争议。不少观点认为,媒介视角已经从赞美普通劳动者到追捧亿万富翁,无异于在通胀高企,失业率攀升的当下,给大众补了几刀。 但也有人觉得,科技发展一向是精英引领,作为一份商业期刊,评选这些人成为年度人物是应有之义。 而更为促狭的解读是,这张封面,正是当前AI产业的现状——悬空而置、挤作一团。 这就像是一种隐喻,也像是对"AI泡沫论"的一种回响。但,投融资、产业的狂热,竞争的白热化,确是 ...
场景创新破解金融痛点,上海、北京跻身“全球顶尖金融科技中心”
Huan Qiu Wang· 2025-12-02 01:51
Group 1 - The People's Bank of China and the Ministry of Science and Technology held a meeting to promote a coordinated mechanism for technology finance, emphasizing the importance of technology innovation and the construction of a high-quality bond market "technology board" [1] - The meeting aims to enhance private equity and venture capital cycles, strengthen the development of technology insurance, and improve mechanisms for financing, information sharing, and intellectual property conversion [1] - The Global Fintech Center Development Index (2025) ranks New York, Shanghai, Beijing, and San Francisco as the top four global fintech centers, with Shanghai leading in areas such as AI wealth management and digital credit for small businesses [1] Group 2 - Financial technology is now considered a "basic infrastructure" within the mainstream financial system, shifting the competition from product-based to ecosystem-based [2] - The relationship among banks, tech companies, startups, and regulatory bodies is becoming more complex, with a focus on balancing security and innovation [2] - The Shanghai Fintech Industry Alliance projects the financial technology industry in Shanghai to reach approximately 440.5 billion yuan by 2024, driven by advancements in digital currency and AI applications [5]