算力封锁

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OpenAI玩锁单,奥特曼也玩双十一
3 6 Ke· 2025-10-10 03:16
十一加班,OpenAI是真的没闲着,创始人山姆·奥特曼甚至环游了宇宙, 出现在各种匪夷所思的场景中。 OpenAI 发布了的sora2视频生成模型,这款首次支持与画面匹配的AI音频生成模型的首个"受害者"就是奥特曼本人,他被网友放到了各种魔幻场景中,做 了数不清的迷惑行为。 赛博飞升,恐怖如斯。 图像由 Sora2 生成 而现实世界,奥特曼和他的 OpenAI 也没闲着。短短的半个月时间,与数个AI 产业链企业达成合作,还顺手给 OpenAI 定了波价——5000 亿美元,史上最 强独角兽。 积极的资本运筹,或许有两个合理的解释:要么 AI 要进入下一个快速爆发期,需要未雨绸缪地布局天量算力;要么 OpenAI 迎来了前所未有的焦虑。 一场全世界范围内的算力封锁 就在这两个月,OpenAI 疯狂布局,让多家公司股价飞涨。具体而言,这些协议包括与芯片巨头英伟达(Nvidia)高达5000亿美元、与AMD高达3000亿美 元、与云服务商甲骨文(Oracle)3000亿美元的合作,此外还有与数据中心集团。 CoreWeave超过220亿美元的交易,旨在为OpenAI在未来十年内提供超过20吉瓦(GW)的计算能力—— ...
世界人工智能大会闭幕,法媒:大会体现中国AI领域雄心
Huan Qiu Shi Bao· 2025-07-28 22:47
Core Insights - The "2025 World Artificial Intelligence Conference" showcased China's ambition in the AI sector, with over 800 companies participating and more than 3,000 cutting-edge exhibits [1][2] - The conference announced procurement demands for 300 projects, with an expected total procurement value of approximately 16.2 billion yuan [1] - China is advocating for the establishment of a global organization to coordinate AI safety, contrasting with the less enthusiastic response from the U.S. [1] Group 1: AI Development Trends - Major internet companies, including JD.com and Alibaba, launched new large model products during the conference, indicating a shift from incremental innovation to exponential leaps in AI technology [2] - JD.com upgraded its large model brand to JoyAI, claiming its 750 billion parameter model is now among the world's top tier [2] - Alibaba introduced three new large models that are said to rival leading closed-source models like Claude4 and GPT4.1 [2] Group 2: Open Source vs. Closed Source - Chinese AI companies are adopting an open-source strategy, which may disrupt the market despite U.S. companies' technological lead [3] - The Kimi K2 model from the startup "Moonlight" has gained significant attention, demonstrating that innovation can thrive even under constraints like limited access to advanced GPUs [4][5] - The rapid development cycle of Chinese AI models is shortening, allowing for quicker commercialization and adaptation to market needs [5] Group 3: Market Engagement and User Demographics - The interest in AI technology among young people is growing, with platforms like Bilibili reporting over 140 million monthly users engaging with AI-related content [6] - The demographic of AI content viewers on Bilibili is predominantly young, educated individuals from first and second-tier cities [6] - The enthusiasm for AI applications suggests that if monetization is achieved, China could position itself as a global leader in the AI sector [6]