Workflow
AI原生时代
icon
Search documents
2025华为开发者大赛·少年开发者人工智能赛道:以AI原生之力,点亮未来创造之光
Sou Hu Cai Jing· 2025-12-29 10:11
12月27日-28日,"成就AI原生时代先锋开发者"2025华为开发者大赛暨开发者年度会议在上海华为练秋 湖研发中心正式举办。会上,备受瞩目的第五届长三角青少年人工智能奥林匹克挑战赛暨2025华为开发 者大赛・少年开发者人工智能大赛"先锋少年开发者"奖项正式颁发,彰显了青少年在AI时代的创新活 力。 华为云杯"少年开发者"人工智能大赛是一项专注于培养青少年创新实践能力与开发者精神的赛事活动。 赛事立足上海,辐射长三角,并逐步面向全国乃至全球开展,已成为激发青少年科技兴趣、培育未来创 新人才的重要平台。本届大赛由上海市教育委员会、上海创智学院、上海科技馆指导,华为云计算技术 有限公司、上海市科技艺术教育中心主办,在延续往届宗旨的基础上,进一步聚焦少年开发者核心素养 的培养。大赛围绕人工智能赋能"数据世界"的主题展开,在技术创新、赛制升级、资源整合与社会价值 等多个维度持续创新,不断强化其在青少年AI教育领域的引领作用。 AI原生时代启幕,开发者角色迎来全新定义 人工智能技术飞速发展,AI原生时代正加速到来。在这一浪潮中,开发者的角色已从传统编码者转向 与AI协同创新的"协作者"与"管理者"。少年开发者作为未来的 ...
“公开一切,为失败买单”!陈天桥打造AI原生公司Tanka
Core Viewpoint - Chen Tianqiao, founder of Shanda Group and Tianqiao Brain Science Research Institute, aims to validate his concept of the AI Native era through a deep log series documenting the core processes of his AI Native company, Tanka [1] Group 1: AI Native Company Tanka - Tanka is designed to be a communication platform that integrates AI long-term memory capabilities, utilizing self-developed MemGraph technology to remember and learn from past conversations, providing real-time situational insights and proactive follow-up features [1] - Chen Tianqiao emphasizes the importance of transparency by committing to publicly share the underlying logic, operational blueprint, and critical debates that determine the project's success or failure [2] Group 2: Human and AI Relationship - Chen argues that the essence of AI is computation, while the essence of humanity is game theory, stating that AI operates as a worker with fixed costs, whereas humans are stakeholders who reap the residual value [2] - He posits that human choice and responsibility are the last defenses against AI, suggesting that only when humans bear the cost does it create "credit" that AI cannot replicate [3] Group 3: The Rise of Super Individuals - The concept of "super individuals" is introduced, where Chen clarifies that being a "jack of all trades" is unrealistic for carbon-based life forms, even for someone like Elon Musk, who aggregates the best external minds to serve him [3] - Chen defines super individuals as those who make ambitious choices and bear the costs of failure, highlighting the leverage between human responsibility and AI execution [3] Group 4: Minimum Viable Responsibility Framework - Chen proposes a three-tiered path to establish "minimum viable responsibility": 1. The first level involves creating a "human-AI firewall," where humans act as gatekeepers, verifying AI outputs with their signatures, representing their credit [4] 2. The second level focuses on probability prediction, where humans, after serving as gatekeepers, also act as forecasters, attaching their confidence levels to AI-generated proposals [4] 3. The third level encourages embracing chaos, where humans seek to address gaps in data and tackle complex human interactions that AI struggles with [4] - Chen asserts that organizations will evolve into "responsibility containers," existing as legal and capital entities to bear the physical costs and infinite responsibilities that individuals cannot shoulder alone [4]
黄仁勋称CPU将死,英伟达想靠GPU制霸,科技巨头们不答应
3 6 Ke· 2025-12-09 07:53
Core Insights - The U.S. government has allowed NVIDIA to sell its H200 AI chips to "approved customers" in China and other regions, with a condition of a 25% revenue share to the U.S. government [1] - Jensen Huang, NVIDIA's CEO, expressed uncertainty about the future necessity of CPUs in an AI-driven era, suggesting that GPUs may eventually replace CPUs [1] - NVIDIA's revenue from data center GPUs is projected to surge from $15 billion in 2023 to $115.2 billion in the fiscal year 2025 [1] Industry Trends - The GPU market is experiencing a surge in interest, highlighted by the significant stock price increase of Chinese GPU company Moore Threads on its debut [3] - The demand for GPUs is rising due to the explosion of large model training, but the complete replacement of CPUs by GPUs is debated [4][6] - CPUs remain essential for complex task management, while GPUs excel in parallel computing tasks [4][6] Competitive Landscape - Major tech companies are accelerating the deployment of new GPU clusters, with Alibaba Cloud and Baidu developing their own chips to enhance AI capabilities [7][9] - Amazon and Google are also investing in self-developed chips to reduce dependency on NVIDIA, focusing on efficiency and cost control [9][10] - The shift towards GPU dominance in cloud computing is evident, but companies are also developing their own solutions to avoid being solely reliant on NVIDIA [9][10] Future Directions - The transition of AI tasks from cloud to local devices is reshaping the computing architecture, with GPUs becoming increasingly important in smartphones and PCs [10][11] - The rise of AI PCs emphasizes the importance of GPU performance over traditional CPU metrics [11] - The automotive industry is also leveraging GPUs for real-time data processing in autonomous driving applications [11] Ecosystem Development - CPU manufacturers like Intel and AMD are not retreating; they are adapting by enhancing their AI processing capabilities and developing competitive ecosystems [14][15] - NVIDIA's strength lies in its established ecosystem, particularly with CUDA, which poses challenges for competitors [15] - The competition in the computing sector is shifting towards who can build a comprehensive AI ecosystem, with companies like Huawei making significant strides [15][16]
中兴通讯的逆袭!
Xin Lang Cai Jing· 2025-12-03 13:21
5G通信 数十万5G与信息领域关注者的头部科技媒体 字节跳动豆包手机助手技术预览版发布,搭载在中兴努比亚M153工程样机上,定价3499元。消息一 出,中兴通讯A股直接涨停,成交额超过131亿元,H股同步上涨超10%。 中兴通讯选择与字节合作做AI手机,是否能逆袭? 文 赵哲超/5G通信 这件事的背后,藏着一场关于AI时代系统级入口控制权的暗战,远比表面看起来的"字节与中兴合作"要 复杂得多。 中兴的"无奈"选择:从边缘突围 先说中兴为什么愿意把系统底层权限交出去。很多人可能不了解,中兴通讯始终排名第二,低于第一名 华为,这个"千年老二"的帽子戴了很多年。在手机业务上,中兴的处境更加尴尬。 从数据看,中兴通讯消费者业务2024年实现营收324.1亿元,同比增长16.1%,其中手机产品营收同比增 长超40%。这个增长看起来不错,但你要知道,这是在一个极小的基数上实现的增长。在华为、荣耀、 小米、OPPO、vivo的挤压下,努比亚和红魔这些品牌的声量确实有限。 对中兴来说,头部手机厂商都在自研大模型,更愿意通过自研掌握技术主动权。与其继续在传统手机赛 道上苦苦挣扎,不如通过深度合作的方式,借助字节跳动的AI能力实 ...
C++之父亲临北京,AI 原生时代最值得参加的系统软件技术大会日程发布
Tai Mei Ti A P P· 2025-11-27 08:42
秉承"全球专家、卓越智慧"的理念,由 CSDN 与奇点智能研究院举办的「2025 全球 C++ 及系统软件技 术大会」将于12 月 12-13 日在北京金隅喜来登大酒店正式举办。 2025 全球 C++ 及系统软件技术大会 届时,C++ 之父、美国国家工程院院士、ACM Fellow、IEEE Fellow Bjarne Stroustrup 将亲临现场,与 全球顶尖的系统软件专家、高性能计算领军人物、AI 基础设施架构师及开源社区核心贡献者齐聚一 堂,共同探讨 AI 原生时代下的 C++ 与系统软件的演进路径、工程实践与未来范式。 本次大会共设立现代 C++ 最佳实践、架构与设计演化、大模型驱动的软件开发、AI 算力与优化、异构 计算、高性能与低时延、并发与并行、系统级软件、软件质量建设、安全与可靠、研发效能、嵌入式系 统十二大主题,全面覆盖从语言标准到工程落地、从算法优化到系统创新的全链路议题。超过 40 位来 自百度、阿里、腾讯、智元、快手、小米、京东等企业技术专家及高校科研工作者带来深度分享。 目前大会报名正式进入倒计时,请大家登录官网立即报名(https://cpp-summit.org/),以免错 ...
C++ 之父亲临现场,2025 全球 C++ 及系统软件技术大会日程抢先看!
AI科技大本营· 2025-11-24 10:47
Core Insights - The "2025 Global C++ and System Software Technology Summit" will be held on December 12-13, 2025, in Beijing, featuring prominent figures in the field, including Bjarne Stroustrup, the father of C++ [1][5][30] - The summit aims to explore the evolution of C++ and system software in the AI-native era, focusing on engineering practices and future paradigms [1][5] Event Overview - The summit will cover twelve major themes, including modern C++ best practices, software development driven by large models, AI computing and optimization, heterogeneous computing, high performance and low latency, and software quality construction [4][17] - Over 40 technical experts from leading companies such as Baidu, Alibaba, Tencent, and Xiaomi will share insights and experiences [4] Agenda Highlights - The first day will feature keynotes from Bjarne Stroustrup and other industry leaders discussing language design philosophy and AI-native infrastructure evolution [5][6] - A high-end roundtable discussion titled "System Software in the AI Native Era" will be held, featuring dialogues among top technical experts [8] Technical Sessions - The afternoon sessions will include topics such as "Modern C++ Best Practices," "AI Computing and Optimization," and "Concurrency and Parallelism," with contributions from industry leaders and academic researchers [10][17] - The second day will focus on challenges and practices in software engineering in the AI-native era, with sessions on large model-driven software development and system-level software [17][19] Registration and Participation - Registration for the summit is currently open, with incentives for early registrants, including a chance to receive a commemorative edition of the "AI Native Software Development Maturity Model" white paper [30][32]
IDC前瞻2026中国智能终端市场:联想等AI终端企业将迎来爆发
Zhi Tong Cai Jing· 2025-11-12 11:45
Core Insights - The article emphasizes that the Chinese smart terminal market is entering an AI-native era, where AI will reshape core values and interaction methods of terminals, driving deep innovation in ecosystems, scenarios, and categories, thus becoming a core engine for economic transformation and industrial upgrading [1] Industry Overview - IDC predicts that by 2026, the shipment volume of smart terminals in China will exceed 900 million units, with traditional AI terminal penetration rate expected to surpass 93% by 2027, reflecting a 4% year-on-year growth [2][3] - The transition from demographic dividends to "AI dividends" positions smart terminals as crucial carriers of new productive forces, supported by policies enhancing AI, computing power, and data element layouts [2] Company Positioning - Lenovo has established a strong competitive barrier in the AI terminal sector, leading the global PC market with a shipment of 19.4 million units and a market share of 25.5% in Q3 2025 [3] - Lenovo's AI PC business continues to lead globally, supported by its unique AI-native technology system and strong competitiveness in both consumer and commercial sectors [3] Product Innovations - Lenovo's enterprise-level super intelligent agent, launched in May 2025, has generated revenue of 1.89 billion yuan, supporting over 1 million interactions daily and significantly improving user engagement and order conversion rates [4] - The Tianxi personal super intelligent agent enhances user experience by providing proactive services and seamless collaboration across multiple devices, aligning with the trend of emotional support in human-computer interaction [5] Market Trends - The demand for AI terminals is expected to drive significant growth in the Chinese smart service robot market, projected to grow at a rate of 54% by 2026 [6] - Lenovo's global and localized production strategies are effectively addressing market demands, with significant revenue growth in the Asia-Pacific and Europe-Middle East-Africa regions [6] Future Outlook - IDC highlights that the core competitiveness of AI-native terminals will be defined by natural interaction, diverse forms, and scenario-based solutions, which Lenovo is well-positioned to leverage through its hybrid AI strategy [9] - As the AI-native era accelerates, Lenovo's AI terminal business is expected to continue leading the market, serving as a benchmark for Chinese smart terminal companies expanding globally [9]
IDC前瞻2026中国智能终端市场:联想(00992)等AI终端企业将迎来爆发
智通财经网· 2025-11-12 11:13
Core Insights - The article emphasizes that the Chinese smart terminal market is entering an AI-native era, where AI will reshape core values and interaction methods, driving deep innovation across ecosystems, scenarios, and categories, becoming a core engine for economic transformation and industrial upgrading [1][2] Industry Overview - IDC predicts that by 2026, the shipment volume of smart terminals in China will exceed 900 million units, with traditional AI terminal penetration expected to surpass 93% by 2027, reflecting a 4% year-on-year growth [2][3] - The transition from demographic dividends to "AI dividends" positions smart terminals as crucial carriers of new productive forces [2] - The integration of AI, computing power, and data elements, supported by policy, will drive new economic models and innovations, making AI a key tool for enterprises to enhance productivity [2][3] Company Positioning - Lenovo has established a strong competitive barrier in the smart terminal sector, leading the global PC market with a shipment of 19.4 million units and a market share of 25.5% in Q3 2025 [3] - Lenovo's AI PC business continues to lead globally, supported by its unique AI-native technology system and strong competitiveness in both consumer and commercial sectors [3] Product Innovations - Lenovo's enterprise-level super intelligent agent, launched in May 2025, has generated revenue of 1.89 billion yuan, supporting over 1 million interactions daily and significantly improving user engagement and order conversion rates [4] - The Tianxi personal super intelligent agent enhances user experience by providing proactive services and seamless collaboration across multiple devices [5] Market Trends - The demand for AI terminals is expected to drive significant growth in the smart service robot market, with a projected growth rate of 54% by 2026 [6] - Lenovo's global operations leverage a distributed manufacturing network to enhance local delivery and efficiency, significantly reducing delivery times and increasing market competitiveness [6][7] Strategic Initiatives - Lenovo is exploring new terminal forms and vertical scenarios, including AI notebooks and personalized learning agents, to capture growth in the education sector [7] - The company is also enhancing its supply chain efficiency through AI-driven quality management and intelligent supply chain control, leading to a 45% improvement in initial failure rates over five years [8] Competitive Landscape - IDC highlights that the core competitiveness of AI-native terminals will be defined by natural interaction, diverse forms, and scenario-based solutions, which Lenovo is addressing through its hybrid AI strategy [9] - Lenovo's integration of technology innovation, product deployment, ecosystem collaboration, and global capabilities positions it as a benchmark for Chinese smart terminal companies aiming for global expansion [9]
【金蝶国际(0268.HK)】全面升级产品体系,重磅发布AI新品“小K”——创见者大会点评(付天姿/杨朋沛)
光大证券研究· 2025-11-06 23:03
Core Viewpoint - The article highlights the significant upgrade of Kingdee's cloud services to "Kingdee AI," marking the transition to an AI-native era in enterprise management, with the introduction of the new AI product "Xiao K" [4]. Product Updates - The product upgrade includes a comprehensive enhancement of the "platform + data cloud + AI-enhanced SaaS + AI native intelligent agents." "Xiao K" serves as a unified entry point for enterprise-level AI intelligent agents, integrating nearly 20 agents covering various fields such as supply chain, manufacturing, marketing, HR, finance, and ESG [5]. - The "Kingdee Cloud" has been fully upgraded to "Kingdee AI," with a product strategy shift towards the Kingdee AI product family, offering AI suites for enterprises of all sizes. The flagship version of Kingdee Cloud will be upgraded to Kingdee AI Star Suite on December 12, allowing customers to upgrade with one click [5]. - Kingdee emphasizes the importance of "Kingdee Data Cloud" as the data foundation for the AI era, providing a robust and reliable data infrastructure to support AI native intelligent agents and AI-enhanced SaaS [5]. 3Q25 Operating Data - In Q3 2025, Kingdee's subscription ARR grew approximately 18% year-on-year to 3.86 billion yuan, slightly below the 18.5% growth rate in H1 2025. The net new ARR added in Q3 was 130 million yuan, indicating stable overall growth but a slight slowdown compared to previous quarters [6]. - The renewal rates for various products are as follows: Cangqiong & Xinghan at 105%, Xingkong at 95%, Xingchen at 93%, and Jingdouyun at 88%. The NDR for Cangqiong & Xinghan has slightly declined, likely due to quarterly fluctuations [6]. Overseas Expansion Strategy - Kingdee plans to accelerate its overseas expansion in three phases: first, serving Chinese enterprises going abroad; second, actively developing local markets and connecting with local benchmark clients; and third, establishing local R&D and delivery centers based on regional business conditions [7]. - The company has signed a strategic cooperation agreement with Malaysia's revitalization group and is collaborating with local benchmark enterprises in Thailand, Singapore, and Indonesia. Management expects that overseas revenue could increase to 5%-10% of total revenue in the next 3-5 years [7].
光大证券:维持金蝶国际(00268)买入评级
Zhi Tong Cai Jing· 2025-11-06 05:00
Core Viewpoint - Kingdee International focuses on subscription-first and AI-first strategies, enhancing its product capabilities with AI support, and maintains revenue forecasts for 2025 at 6.9 billion, 7.7 billion, and 8.5 billion CNY, respectively, with a "Buy" rating maintained [1] Group 1: Product Updates - The recent product upgrade includes a comprehensive enhancement of "platform + data cloud + AI-enhanced SaaS + AI native intelligent agents" [2] - The new AI product "Xiao K" serves as a unified entry point for enterprise-level AI intelligent agents, integrating nearly 20 agents covering various fields such as supply chain, manufacturing, marketing, HR, finance, and ESG [1][2] - The AI suite will adopt a payment model based on organization size, usage, and prepayment [2] Group 2: Financial Performance - In Q3 2025, Kingdee's subscription ARR grew approximately 18% year-on-year to 3.86 billion CNY, with a net addition of 130 million CNY in ARR from the previous quarter [3] - The renewal rates for various products are reported as follows: Cang Qiong & Xing Han at 105%, Xing Kong at 95%, Xing Chen at 93%, and Jing Dou Yun at 88% [3] Group 3: International Expansion - Kingdee is accelerating its overseas expansion in three phases: first, serving Chinese enterprises going abroad; second, actively developing local markets and building benchmark cases; and third, establishing local R&D and delivery centers based on regional business conditions [4] - The management anticipates that overseas revenue will increase to 5%-10% of total revenue in the next 3-5 years [4]