正值大模型从"算力堆叠"走向"推理优先"的关键节点，清华大学智能产业研究院（AIR）创始院长、中国工程院外籍院士张亚勤提出： 新一轮人工智能，是信息智能、物理智能和生物智能的融合，本质上也是原子、分子和比特的融合。 也就是说，在规模定律持续发挥作用的前提下，当参数规模、数据体量与算力资源跨过某个阈值，智能就不再只停留在模式识别，而是开始"涌现"—— 先是从鉴别式 AI 走向生成式 AI，再从生成式 AI 走向以智能体为代表的新范式。 在本次量子位 MEET2026 智能未来大会上，他也将 ChatGPT 和 DeepSeek，视作这一轮演进中的两个重要里程碑： 从 ChatGPT 到 DeepSeek，AI 正沿着"智能 +"的路径进入新一轮浪潮。 至于未来 5~10 年的主战场，在他看来，将走向"智能体互联网"时代 —— 基础大模型像操作系统一样在全球范围内收敛到不超过 10 个；而智能体会取代 今天的大部分 SaaS 和 App，成为企业和个人与世界交互的默认形态，同时这也是通往 AGI 的必经之路。 为了完整体现张亚勤的思考，在不改变原意的基础上，量子位对演讲内容进行了编辑整理，希望能给你带来更多启发。 ...

从ChatGPT到DeepSeek，AI正沿着"智能+"的路径进入新一轮浪潮。 正值大模型从"算力堆叠"走向"推理优先"的关键节点，清华大学智能产业研究院（AIR）创始院长、中国工程院外籍院士张亚勤提出： 新一轮人工智能，是信息智能、物理智能和生物智能的融合，本质上也是原子、分子和比特的融合。 也就是说，在规模定律持续发挥作用的前提下，当参数规模、数据体量与算力资源跨过某个阈值，智能就不再只停留在模式识别，而是开始"涌现"—— 先是从鉴别式AI走向生成式AI，再从生成式AI走向以智能体为代表的新范式。 在本次量子位MEET2026智能未来大会上，他也将ChatGPT和DeepSeek，视作这一轮演进中的两个重要里程碑： 前者通过统一表征与token化，把文本、语音、图像乃至蛋白质、点云等数据纳入同一空间； 后者则以高效率、高性能、低价格和开源路径，把大模型从"预训练时代"推向以推理为核心的"DeepSeek时刻"。 基础大模型像操作系统一样在全球范围内收敛到不超过10个；而智能体会取代今天的大部分SaaS和App，成为企业和个人与世界交互的默认形态，同时这 也是通往AGI的必经之路。 为了完整体现张亚勤的思考 ...

正值大模型从"算力堆叠"走向"推理优先"的关键节点， 清华大学智能产业研究院（AIR）创始院长、中国工程院外籍院士张亚勤 提出： 编辑部 整理自 MEET2026 量子位 | 公众号 QbitAI 从ChatGPT到DeepSeek，AI正沿着 "智能+" 的路径进入新一轮浪潮。 新一轮人工智能，是信息智能、物理智能和生物智能的融合，本质上也是原子、分子和比特的融合。 也就是说，在规模定律持续发挥作用的前提下，当参数规模、数据体量与算力资源跨过某个阈值，智能就不再只停留在模式识别，而是开 始"涌现"—— 先是从鉴别式AI走向生成式AI，再从生成式AI走向以 智能体 为代表的新范式。 在本次 量子位MEET2026智能未来大会 上，他也将ChatGPT和DeepSeek，视作这一轮演进中的两个重要里程碑： 前者通过统一表征与token化，把文本、语音、图像乃至蛋白质、点云等数据纳入同一空间； 后者则以高效率、高性能、低价格和开源路径，把大模型从"预训练时代"推向以推理为核心的"DeepSeek时刻"。 至于未来5~10年的主战场，在他看来，将走向 "智能体互联网"时代 —— 基础大模型像操作系统一样在全球范围内 ...

Core Insights - OpenAI's annual developer conference, DevDay 2025, showcased impressive metrics, including 800 million weekly active users for ChatGPT, over 4 million developers on the platform, and API traffic reaching 60 billion tokens per minute [1] - The conference triggered significant stock price increases for several companies associated with OpenAI, highlighting the company's influence on the market [2][3] Company Performance - AMD's stock surged over 30% on October 6, 2025, reaching a peak of $215 per share, closing up 23.71% [2] - Figma, mentioned in connection with ChatGPT, saw its stock rise by over 16% during the day, ultimately closing up 7.4% [2] - Other companies like Coursera, HubSpot, Salesforce, Expedia, and TripAdvisor also experienced notable stock increases, reflecting the positive market sentiment surrounding OpenAI [2][3] OpenAI's Ecosystem - OpenAI has established an "Open Chain," similar to Apple's supply chain, where companies directly or indirectly associated with OpenAI benefit from its growth [3][4] - Key partners in the "Open Chain" include AMD and Oracle, while application layer companies like Figma, HubSpot, and Salesforce are also part of this ecosystem [3][4] Investment and Financials - NVIDIA announced a substantial investment of up to $100 billion in OpenAI, with the first $10 billion to be deployed after finalizing agreements [4][10] - OpenAI has raised over $50 billion through bank loans and venture capital, with a recent valuation reaching $500 billion [10][11] Future Prospects - OpenAI's strategic vision includes developing AGI (Artificial General Intelligence) and providing personal AI subscription services, which could reshape the industry [11][14] - The launch of Sora 2, a new AI video application, indicates OpenAI's commitment to expanding its offerings, although the energy demands for such applications are significant [13][14] Market Dynamics - OpenAI's model emphasizes controlling the supply chain through substantial demand for computational resources, which could reshape the power dynamics in the industry [14][15] - The interconnectedness of investments and partnerships creates a closed-loop system, raising concerns about potential market bubbles if AI demand wanes [17][20]

Group 1 - The establishment of the Chongqing office of the Southwest Laboratory of the National Key Joint Laboratory for Data Information Security was successfully held in the Liangjiang New Area of Chongqing on August 26 [1] - Director Lai Yiyang emphasized the strategic significance, mission, and future development direction of the Chongqing office, highlighting the laboratory's achievements in AGI general artificial intelligence and active nano-copper-based new materials [3] - The Chongqing office will undertake regional responsibilities for the national cybersecurity strategy, aligning with the political direction of Xi Jinping's thoughts on socialism with Chinese characteristics for a new era [3] Group 2 - Director Li Rui stressed the importance of team building and the laboratory's national layout, ensuring the technology's autonomy and absolute security as part of the national cybersecurity strategy [3] - The inauguration ceremony was attended by various leaders and guests from different sectors, indicating broad support and collaboration for the laboratory's initiatives [5]