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谷歌、Anthropic双重围剿下的OpenAI,正面临「生死抉择」
3 6 Ke· 2026-01-25 23:40
进入到 2026 年,OpenAI 在关注消费级产品(如 ChatGPT、社交应用)之外,开始将一部分重心转向企业级市场。 上周五,我们报道了 OpenAI 正在考虑转变商业模式,不满足于只收软件使用费,还想在客户发财时抽成。详细内容请参考《OpenAI:以后大家用 AI 赚 的钱,我可能要抽成》 今日,据外媒 The Information 最新报道,OpenAI 传递出了清晰的战略转型信号,表明其正全方位发力企业端业务,力求为商业客户提供深度支持。 事情是怎样的呢?我们接着往下看。 OpenAI 战略重心转移,进一步押注企业市场 过去的 2025 年,OpenAI 最引人注目的动作大多集中在消费级产品上,包括 GPT‑5 系列模型、Sora 2、ChatGPT Atlas 浏览器等。今年晚些时候,OpenAI 预计还将发布一款由前苹果设计总监 Jony Ive 参与设计的 AI 硬件设备,据悉可能是可穿戴设备。 不过就在上周,OpenAI CEO 奥特曼在旧金山召集了一场由迪士尼 CEO 鲍勃・艾格及其他企业高管参与的聚会,传达出了进一步服务企业用户的意向。 据一位知情人士透露,奥特曼告诉与会者,Open ...
10个省级专业应用场景,嘉兴独占两席!
Xin Lang Cai Jing· 2026-01-25 23:27
读友:期待看到更多"嘉兴智造"的文化成果! 读友:两大AI+文化场景入选,科技赋能文化创新。 回顾:1月20日,浙江省首批十个"人工智能+文化"应用场景公布,嘉兴两个项目入选,分别是腾远嘉音 (嘉兴)科技有限公司的腾讯音乐启明星AI赋能全民音乐创作与文化表达场景、嘉兴硅基智能有限公 司的AIGC短剧全自动内容生产创新应用。 亮点:两大入选场景各有特色,技术赋能成效显著。腾讯音乐推出的QQ音乐·启明星AI作歌,实现"一 句话/图片生成歌曲"及对话式优化,大幅降低创作门槛;硅基智能打造的AIGC短剧全自动内容生产创 新应用则聚焦短剧行业智能化升级,构建全流程自动化生产体系,精准破解行业痛点。 (来源:嘉兴日报) 转自:嘉兴日报 ...
长沙科技型中小企业首次突破万家,新质生产力多赛道开花
Chang Sha Wan Bao· 2026-01-25 23:13
长沙晚报全媒体记者 徐运源 通讯员 冯建刚 聂庆 厚植沃土,"创新种子"拔节生长 长沙科技型中小企业首次突破万家,新质生产力多赛道开花 先进制造领域,硬核突破不断涌现。在湖南艾科威半导体装备有限公司车间,技术人员正在调试 VCSEL立式氧化炉。该设备不仅填补国内高端氧化设备空白,更在低温控温精度与均匀性上实现"国际 领先"。这家看中良好营商环境与完善产业链,选择落户望城经开区的企业,研发的技术产品已服务300 余家行业领军企业。 5分钟完成中医"望闻问切"的机器人,24小时守护校园安全的"千里眼",打破国外垄断的半导体设 备……这些在不同赛道涌现的科技成果,如同一块块拼图,构筑起一座创新之城的生动画卷。 来自市科技局的数据显示:2025年,长沙科技型中小企业数首次破万,已有1.2万余家。这一亮眼的数 字背后,技术合同成交额同步突破1500亿元,彰显了长沙的创新效能正加速释放。 连日来,记者采访发现,这些企业遍布在长沙市17条重点产业链,既有本土培育的创新力量,也有从外 地招引的优质企业,更有从高校走出的创业新锐。它们共同构成了长沙建设全球研发中心城市的底座, 书写着科技创新和产业创新深度融合的实践故事,为星城 ...
人工智能加速重塑职业图景
Xin Lang Cai Jing· 2026-01-25 22:25
"我们既是医学经验的传承者,也是技术应用的推动者。"胡萍萍说。 (来源:天津日报) 转自:天津日报 从AI训练师、AI产品经理、AI伦理审核员等新职业涌现,到"一人公司"等创业新范式兴起,人工智能 正在加速重塑职业图景,也对劳动者的从业素质提出了新要求。 AI赋能下,技术范式的变革将创造哪些新就业新机遇?什么样的人才能够更好适应AI时代? 讯飞医疗科技股份有限公司内,AI医学研究员胡萍萍正在评估医疗大模型在复杂病例诊治中的表现, 尝试发现模型在回应患者时缺乏"同理心"的细微问题。她和团队的目标,是让AI不仅"懂治病",更 要"懂人"。 胡萍萍曾是一名消化内科医生。5年前,她转型成为AI训练师,用医学专业知识参与训练医疗大模型, 使其更好服务基层医生和居民健康管理。 与此同时,AI也降低了创业门槛。"一人公司(OPC)"逐渐兴起——一个人借助AI工具即可完成内容生 产、产品运营和服务交付。 从苏州提出打造OPC创业首选城市,到多地推出相关社区和支持政策,"单人+AI"的创业模式正加速走 向主流。 "OPC正从个体创作转向具备规模化能力的'超级个体'。"清华大学新闻学院、人工智能学院双聘教授沈 阳认为,未来五年, ...
从技术狂欢到价值兑现,AI大模型下半场怎么打?
Ge Long Hui· 2026-01-25 21:07
Core Insights - The AI large model sector is expected to undergo deeper integration and innovation in the coming year, transitioning from a phase of "technical frenzy" to "value realization" [1][24]. Group 1: Market Dynamics and Competition - Alibaba's AI model, Qianwen, has integrated with various platforms like Taobao and Alipay, creating a closed-loop consumer ecosystem [2]. - The competitive landscape has shifted from nearly 300 companies to a concentrated market dominated by major players like ByteDance, Alibaba, and Baidu, driven by resource and capital advantages [4][10]. - ByteDance's strategy of "stronger models + lower prices + easier implementation" has allowed it to rapidly capture market share, with its Doubao model achieving over 150 million monthly active users [5]. - Tencent's Yuanbao has heavily invested in advertising, with expenditures reaching 1 billion yuan in June and July 2025, indicating significant efforts to promote AI products [6]. - Baidu and Alibaba are enhancing their core competencies through technological iterations and open-source strategies, with Baidu's Wenxin model outperforming competitors in multi-modal capabilities [7][8]. Group 2: Industry Trends and Challenges - The large model market in China is projected to grow significantly, with a market size of 294.26 billion yuan in 2024 and expected to exceed 700 billion yuan by 2026, reflecting a shift towards commercialized applications [13]. - B-end applications face challenges in reliability and standardization, while C-end applications are diversifying, with major companies integrating AI into various daily life scenarios [14][15]. - The competition in the C-end market is intensifying, requiring companies to invest in continuous iteration and resource allocation to meet diverse user needs [19][23]. - The rise of AI agents is transforming large models from mere conversational tools to actionable partners, with a focus on creating measurable commercial value in vertical industries [21][22]. Group 3: Future Outlook - The AI large model sector is anticipated to see further integration and innovation, with a focus on the collaboration between general and specialized models, enhancing commercialization efficiency [24]. - The next phase for companies in the large model space will be a sustained battle for technological depth and the realization of commercial value [25].
ChatGPT Ad Model's Potential to Shatter META & GOOGL Duopoly
Youtube· 2026-01-25 21:00
Core Insights - The emergence of AI chatbots like ChatGPT is expected to significantly impact the advertising industry, potentially changing the dynamics of how consumers interact with brands and advertisements [1][2]. Advertising Model Changes - The advertising landscape is shifting from a Meta and Alphabet duopoly to a more diversified model influenced by AI chatbots, which can guide consumers through the entire purchasing funnel [2][3]. - AI chatbots may adopt a programmatic advertising model, allowing brands to bid for ad placements based on impressions, rather than relying on traditional ad sales methods [6]. Consumer Engagement Strategies - Brands are advised to implement Answer Engine Optimization (AEO), which focuses on creating content that aligns with AI chatbot recommendations, rather than traditional paid advertising [8]. - The transition from interruptive advertising to a more assistive model is emphasized, where effective ads feel like recommendations rather than promotions [9]. Consumer Expectations - Consumers are likely to appreciate a personalized experience from AI chatbots, as long as advertising does not detract from the utility of the service [11]. - The current user base of paid subscribers for AI chatbots may mitigate the risk of prioritizing advertising revenue over user experience [12].
“AI+”遇上“本土化”,产业因地“智”宜正当时
Xin Hua Ri Bao· 2026-01-25 19:09
Group 1 - The AI investment sector is experiencing significant growth, with 2,081 financing events and a total disclosed financing amount of approximately 4,759 billion yuan in 2025 [1] - The AI+ robotics, sensors, and aerospace applications have attracted the highest financing amount of 282 billion yuan, with AI+ intelligent robotics being the hottest sector, raising 117 billion yuan, nearly doubling from 2024 [1] Group 2 - Nanjing's Patience Capital has supported GPU-focused startup Muxi Integrated Circuit (Nanjing) Co., Ltd., which successfully went public on the STAR Market, becoming the second domestic GPU company listed in A-shares [2] - In 2025, nearly ten companies in the GPU sector have raised over 30 billion yuan, with Muxi receiving approximately 800 million yuan in funding from local government funds [2] Group 3 - Changzhou has established a 5 billion yuan AI special fund focusing on smart manufacturing and smart transportation, providing financial support to top talent and startups [3] - Suzhou is planning to gather over 50 billion yuan in AI funds by the end of 2026, focusing on AI+ manufacturing and supporting the establishment of over 3,000 AI companies [3] Group 4 - The "investment and loan combination" mechanism in Nantong has provided 30 million yuan in R&D funding to Yuan Shi Intelligent, which has seen over 50% annual revenue growth [4] - Yangzhou has introduced a "tolerance list" for technology innovation, allowing for responsibility exemption in case of unmet investment expectations, encouraging high-risk AI projects [4][5] Group 5 - Local industry characteristics and precise support are crucial for AI projects to take root, as highlighted by the need for stable power supply and cost reduction measures in Wuxi [6][7] - Wuxi has implemented a "computing power coupon" policy to lower costs for local enterprises, establishing a robust infrastructure for AI model deployment [7] Group 6 - Changzhou has set up a synthetic biology industry fund of over 2 billion yuan to support seed and early-stage companies in the biomedicine sector [8] - The application of AI in biomanufacturing has been recognized by the Ministry of Industry and Information Technology, with a project from Chuangjian Medical being one of the few selected cases in Jiangsu Province [8]
全球媒体聚焦 | 英媒:中国开源AI模型正受到美国企业青睐
Sou Hu Cai Jing· 2026-01-25 16:39
英国《金融时报》报道截图 当地时间1月24日,英国《金融时报》发表题为《中国是否正在悄然赢得人工智能竞赛?》的文章,举例 说明中国的开源人工智能模型为何正受到诸多美国企业的青睐。 英国《金融时报》报道标题 文章表示,每个月,都会有数以亿计的用户涌入美国图片社交平台拼趣(Pinterest)。在一个名为"最天马 行空的东西"的页面里,充满了大量稀奇古怪的想法,激发着创意人士的灵感。而支撑这一切的技术未必 是美国制造的,拼趣正在尝试使用中国的人工智能模型,来优化其推荐引擎。自2025年1月深度求索 (DeepSeek)R-1模型发布以来,中国的人工智能技术在拼趣中的应用日益增多。文章援引拼趣首席执行 官比尔·雷迪的话称,"深度求索选择开源模式,引发了开源人工智能模型的浪潮。" 文章称,除了深度求索外,中国的开源模型还包括阿里巴巴旗下的千问(Qwen)和月之暗面 (Moonshot)公司旗下的Kimi,字节跳动公司也在研发类似技术。文章援引拼趣首席技术官马特·马德里加 尔的话表示,这些模型的优势在于,像拼趣这样的公司可以免费下载和定制这些模型,而美国的OpenAI等 企业提供的绝大多数人工智能模型并非如此。马德里加 ...
从模型到智能体:2026崇礼论坛共论AI进化新路径
Nan Fang Du Shi Bao· 2026-01-25 15:53
Core Insights - The 2026 Chongli Forum, held from January 23 to 25, focused on the theme "Standing Towards New" to discuss the new order in the intelligent era, featuring prominent figures from technology, industry, and capital sectors [1][3]. Group 1: Forum Highlights - The forum was guided by the Chongli District People's Government and co-hosted by various organizations, including Taiwu Ski Town and Zhi Chen Semiconductor [1]. - Keynote speakers included Yu Minhong, Zhou Hongyi, and Yang Guang, who shared insights on artificial intelligence (AI) development in their respective fields [3]. Group 2: Keynote Presentations - Yu Minhong emphasized the vast potential of AI in education, advocating for embracing change and addressing educational disparities, particularly in rural areas [3]. - Zhou Hongyi discussed the evolution of AI, predicting that by 2026, the scale of intelligent agents could reach hundreds of billions, highlighting the dual evolution of large models and intelligent agents [5]. - Yang Guang focused on the role of designers in the AI era, stressing the need for collaboration with AI and the opportunity for individuals to become boundary-breaking creators [7]. Group 3: Panel Discussions - A fireside chat featured discussions on the importance of balancing model capabilities with commercial applications, emphasizing long-term investment in foundational models [9]. - The summit dialogue explored the symbiotic relationship between humans and AI, with participants discussing the need for emotional engagement and maintaining human judgment in AI interactions [11]. Group 4: Forum Outcomes - The "Chongli Entrepreneurs Alliance" was officially launched during the forum, with representatives from various companies witnessing the establishment of this new collaborative entity [11].
2026年美中AI市场竞争
Sou Hu Cai Jing· 2026-01-25 15:12
Market Landscape - The global AI large model market is characterized by a clear "U.S. dominance and Chinese catch-up" pattern, with U.S. models accounting for 93% of global traffic as of August 2025. However, the launch of DeepSeek R1 in January 2025 led to a significant increase in Chinese model market share from 3% to 13%, with a 460% growth in traffic within two months [1][22]. U.S. Advantages - The U.S. maintains a strong competitive edge through a "technology-capital-ecosystem" triad. Companies like OpenAI and Google benefit from first-mover advantages, strong brand recognition, and user habits established since the generative AI revolution in late 2022. Despite projected losses of $50-80 billion for OpenAI in 2024, the venture capital ecosystem supports their growth strategies [2][22]. Chinese Strategy - China's competitive advantages lie in a "policy-cost-open-source" framework. Chinese model APIs are priced at 1/6 to 1/4 of their U.S. counterparts, with DeepSeek R1 costing $0.55 per million tokens compared to ChatGPT's $2. The Chinese government supports AI infrastructure as a public good, providing subsidies that enable companies to offer low-cost or free services [3][22]. Technological Race - Chinese models have made significant strides in multilingual support, with Qwen increasing from 26 to 119 languages. DeepSeek also supports 102 languages, effectively reducing the language barrier previously held by U.S. models. However, the U.S. still leads in foundational research and talent density, indicating that a qualitative leap from "catching up" to "surpassing" has not yet occurred [4][22]. Geopolitical Variables - Geopolitical factors are reshaping the AI market, with DeepSeek's growth showing a "South rising, North declining" trend. Market share increases of over 10% were noted in regions like the Middle East, Africa, and Latin America, where economic ties to China are strong. In contrast, U.S. allies showed less than 5% growth [5][22]. Future Variables - The future of the AI competition will hinge on three key variables: the ability to overcome performance bottlenecks, the sustainability of business models, and the construction of ecological lock-in effects. The current low switching costs present instability, and the ability to create real barriers through enterprise solutions will be crucial for maintaining market share [6][22].