奥尔特曼还称，计划在未来 5 个月内将算力集群扩容一倍，因此这一情况有望改善。 1、首先确保当前付费版 ChatGPT 用户的总可用量比 GPT-5 推出前更多。 2、其次优先满足 API 需求，直至达到当前分配的产能和已对客户做出的承诺。 3、提升 ChatGPT 免费版的服务质量。 4、再优先满足新的 API 需求。 Here is now we are prioritizing compute over the next couple of monuns in light of the increased demand from GPT-5: 1. We will first make sure that current paying ChatGPT users get more total usage than they did before GPT-5. 2. We will then prioritize API demand up to the currently allocated capacity and commitments we've made to customers. (For a ...

Summary of Xiaomi AI Glasses Conference Call Industry Overview - The AI glasses industry is still in its early stages, with product forms limited by weight, primarily featuring voice interaction and camera visual models, lacking display functionality [1][3][4] - The market size for AI glasses is expected to reach a billion-level scale in the future, significantly higher than other wearable devices like smartwatches [4] Company Insights: Xiaomi AI Glasses - Xiaomi AI glasses are deeply integrated with Xiaomi's smart home ecosystem, allowing users to control smart devices and access platforms like Douyin and Kuaishou, enhancing user convenience [1][3] - The annual shipment volume of Xiaomi AI glasses is expected to reach one million units, which would exceed expectations, although explosive growth is not anticipated [1][4] - Xiaomi's glasses utilize a dual-chip architecture, improving standby time and comfort through features like electrochromic technology [3][4] - The glasses' battery life is optimized by increasing battery capacity, enhancing energy density, and using low-power chips for long-duration tasks [6] Competitive Landscape - Mobile manufacturers are expected to hold a significant market share in the AI glasses sector due to their hardware control capabilities, while AI companies excel in AI model integration and ecosystem development [2][7] - Existing AR glasses manufacturers have weaker barriers to entry as they transition towards AI, with long-term ecosystem development being crucial for user retention [2][7] Technical Aspects - The trend in computing power distribution for AI glasses is moving towards a combination of local and cloud computing, with local processing handling real-time tasks and privacy-related computations [5] - Xiaomi's AI glasses are designed to balance comfort and functionality, with considerations for structure and style impacting wearability [4][5] Photography and Optical Performance - The photography capabilities of AI glasses focus on life recording, with differences in pixel quality and stabilization being key factors [8] - Xiaomi's glasses feature a 13-megapixel camera, which performs well in clarity and stabilization [8] Cost and Pricing Strategy - The manufacturing cost of Xiaomi AI glasses is estimated to be around 1,200 RMB, with potential for optimization as production scales up [10] - Future cost reductions are anticipated due to chip iterations and sensor integration [10] Additional Insights - Other manufacturers like Rocket and Meizu are noted for their optical and display performance, particularly in viewing glasses [9]