Cloudflare与京东云宣布将扩大合作，加速全球开发者的人工智能推理部署与扩展。 Cloudflare与京东云宣布将扩大合作，加速全球开发者的人工智能推理部署与扩展。 (本文来自第一财经) (本文来自第一财经) ...

近日，京东集团在北京总部园区成功举办"TGT 燃力之旅"技术开放日活动。活动聚焦人工智能等前沿 技术趋势与产业融合，通过高管对话、技术圆桌、业务参访等环节，为已通过及有意加入京东的优秀技 术人才提供了与技术负责人面对面交流的平台，全面展现了京东的技术战略、产业实践与人才理念。 京东集团SEC副主席、京东集团CEO许冉出席活动并致辞。她表示："人才大于一切，一切成就源于团 队，企业管理的首要之善在于培养人。京东致力于打造一片肥沃的技术土壤，期待青年技术人才在这里 将前沿技术转化为产业价值，同时充分激发大家的好奇心与创造力，携手共创未来。" 在于对复杂零售、物流、健康等全链路场景的深刻理解。曹鹏表示："京东愿意以集团巨大的投入，作 为天才们最坚实的后盾，提供顶级资源与自由的空间，让大家心无旁骛地将才华投入到改变世界的征程 中。" 京东集团高级副总裁、京东集团探索研究院副院长何晓冬博士则分享了研究院在前沿方向的演进与布 局。"探院已从早期的前沿技术探索，发展为如今肩负'前瞻研究'与'关键技术攻坚'双重使命的机构。我 们始终将创新作为研究院的核心基因，致力于做能穿越技术周期的研究。" 京东集团高级副总裁、京东集团产品 ...

Core Insights - The article emphasizes the successful path taken by JD Cloud in the context of domestic chip and software development, highlighting the shift from policy-driven to market-driven approaches by 2025 [1][14] - JD Cloud's methodology of "gradual true replacement" is gaining traction as a practical model for domestic innovation, focusing on real business scenarios to validate technology [4][6] Group 1: Domestic Chip and Software Development - By 2025, domestic chips are expected to account for 40% of the market, with a notable increase in the performance of domestic software stocks [1] - The AI industry in China is transitioning from "usable" to "usable and effective," with AI workloads projected to dominate cloud computing by 2029 [1][10] Group 2: Challenges in Domesticization - The main challenges in domesticization are categorized into three areas: usability, controllability, and trustworthiness [2][3] - Usability issues arise from the need for stability in high-demand environments, particularly with the coexistence of X86 and ARM architectures [2] - Controllability concerns involve hidden costs related to software restructuring and personnel training, which can delay domesticization efforts [3] - Trustworthiness is critical, as businesses cannot afford the risks associated with complete system overhauls [3] Group 3: JD Cloud's Approach - JD Cloud's strategy includes multi-chip management to ensure system availability despite individual chip failures [5] - The gradual replacement strategy allows for controlled risk and cost management by starting with small-scale pilot projects [5] - JD Cloud leverages real business scenarios to refine its hardware and software solutions, ensuring continuous upgrades [5][9] Group 4: Technological Advancements - JD Cloud's JoyScale AI computing platform integrates various domestic chips, providing efficient computing solutions validated through extensive real-world testing [12] - The JoyBuilder model development platform enhances training and inference speeds while significantly reducing application costs [13][14] - Data security is prioritized through the use of national encryption standards and secure sandbox technologies, ensuring compliance and safety [14] Group 5: Market Perception and Future Outlook - The market's perception of domesticization is shifting from mere availability to the effectiveness and value of solutions [14] - By 2025, the focus will transition from policy-driven initiatives to commercially viable solutions that withstand extreme testing scenarios [14] - Companies like JD Cloud, which continuously enhance their capabilities, are expected to thrive in the competitive landscape of digital sovereignty [14]

Core Viewpoint - The article emphasizes that JD Cloud is successfully navigating the path of domestic innovation and transformation, focusing on practical applications and real business scenarios to drive its technological advancements [1][3]. Group 1: Domestic Innovation and Market Trends - By 2025, domestic chips are expected to account for 40% of the market, with a shift from policy-driven to market-driven dynamics in the domestic software sector [2]. - The AI industry in China is transitioning from "usable" to "usable and effective," with AI workloads projected to dominate cloud computing by 2029 [2]. - The increasing demand for digital infrastructure is pushing for advancements in computing power and system reliability [2]. Group 2: Challenges in Domesticization - The main bottlenecks in domesticization are not technological gaps but rather ecosystem fragmentation and high migration costs [5]. - The three core challenges identified are: 1. "Usability" issues, where existing domestic solutions need to prove stability under high-demand scenarios [5]. 2. "Controllability" concerns, as full replacement involves significant hidden costs related to software restructuring and training [6]. 3. "Trustworthiness" gaps, where businesses fear the risks associated with overhauling existing systems [7]. Group 3: JD Cloud's Approach - JD Cloud adopts a "gradual true replacement" strategy, which is gaining traction as a practical model for domesticization [10][11]. - The approach includes: 1. Multi-chip management to ensure system resilience against single architecture failures [12]. 2. Gradual replacement through pilot projects to manage risks and costs effectively [12]. 3. Continuous iteration of self-developed hardware and software based on real business scenarios [12]. Group 4: Infrastructure and AI Development - JD Cloud is transitioning to a GPU-centric mixed computing architecture, termed AI Infra 1.0, to support the deep application of large models [16]. - The JoyScale AI computing platform integrates heterogeneous computing resources, ensuring efficient scheduling and stability during peak demand [17]. - The JoyBuilder model development platform enhances training and inference speeds while ensuring data security through comprehensive encryption methods [19]. Group 5: Market Perception and Future Outlook - The market's perception of domesticization is shifting from mere availability to evaluating usability and value [19]. - By 2025, the focus will shift from policy-driven initiatives to commercially viable solutions that have been tested in extreme scenarios [19]. - The ultimate goal of domesticization is to empower Chinese enterprises with genuine choices in the global technology landscape, balancing performance and security [20].

Core Insights - JD Cloud has launched a new development paradigm called "Agent + Coding," which aims to simplify AI application development and promote automation in coding processes [1] - The upgraded JoyAgent 3.0 features breakthrough cross-platform and multi-agent collaboration capabilities, enhancing the efficiency of AI applications [1] Group 1: New Development Paradigm - The "Agent + Coding" paradigm is becoming mainstream in AI application development, facilitating a closed-loop system where agents simplify code and code enhances agent functionality [1] - This shift is expected to lead to a significant reduction in the amount of code developers need to write, moving towards a future where less coding is required [1] Group 2: JoyAgent and JoyCode Integration - JD Cloud has tightly integrated the JoyAgent intelligent agent platform with the JoyCode intelligent coding platform to support deep application development [1] - JoyAgent provides atomic capabilities such as intelligent agents and AI algorithm libraries, which can be directly called and integrated by JoyCode [1] - Applications generated by JoyCode can feedback into JoyAgent to optimize agent behavior and knowledge models, creating a seamless collaboration through the AI Store [1] Group 3: Embodied Intelligence Solutions - JD Cloud has officially launched embodied intelligence industry solutions, offering a comprehensive platform that supports enterprises in model training and embodied agent development [2] - The solutions leverage JD's proprietary JoyInside technology to equip agents with core capabilities such as environmental perception, voice interaction, and action planning [2]

Core Insights - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing, showcasing JD Group's innovations across various sectors including retail, technology, logistics, health, and industry, under the theme "Digital-Real Synergy, Smart Global Sharing" [1] - JD Group's "Seven Fresh Kitchen" and AI Interview Agent were recognized as exemplary service cases at the fair, highlighting their innovative supply chain and recruitment efficiency improvements [1][4] - JD Group aims to leverage its digital capabilities to optimize supply chains, reduce costs across industries, and enhance collaboration with over 100 state-owned enterprises [1] JD Group's Local Business Initiatives - JD's local services, including JD Takeout, Seven Fresh Kitchen, and JD Home Services, made their debut at the fair, focusing on addressing traditional industry pain points and enhancing home service market capabilities [2] - The "100 Billion Thousand Products New Growth Plan" by JD Global Purchase aims to introduce 1,000 new overseas brands and achieve 10 billion yuan in sales growth over three years [2] Technological Innovations - JD Cloud served as the official technology service provider for the fair, showcasing the "JD Office" smart government collaboration platform, which supports over 500,000 personnel in efficient cross-departmental collaboration [3] - The JoyAI model was highlighted with applications such as AI Interview Agent, which has improved recruitment efficiency by 70% and served over 100,000 job seekers [4] Supply Chain and Logistics Developments - JD's industrial solutions focus on creating a digital supply chain to enhance resilience and reduce costs by trillions, showcasing their integrated supply chain logistics system with over 30 new overseas warehouses [5][6] - JD's international supply chain capabilities were presented, emphasizing their infrastructure in over 50 locations across nine countries, aiming to become a preferred brand for Chinese enterprises going global [6] Health Services Innovations - JD Health demonstrated a closed-loop service model integrating medical consultations, testing, diagnosis, and medication delivery, enhancing online and offline healthcare service collaboration [5] - The introduction of AI medical products like "AI Jingyi" and "Kangkang" aims to provide comprehensive health management solutions across various scenarios [6] Vision and Future Goals - JD Group aspires to be the "most trusted global enterprise," leveraging its supply chain advantages to create value for global customers and partners, while promoting Chinese business civilization [6]

Group 1: Event Overview - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing on September 10, showcasing JD Group's innovations across various sectors including retail, logistics, technology, industry, and health under the theme "Digital and Real Economy Together, Smartly Enjoying the Globe" [1] - JD Technology presented numerous new products and applications at the fair, emphasizing its role in supporting the growth of the real economy and enhancing consumer confidence through technological innovation and high-quality services [1] Group 2: JD Technology Innovations - The "Jingban" smart government collaboration platform, supported by JD Technology, made its debut at the fair, demonstrating its capabilities in unifying management for various grassroots support points during major events [2][4] - The platform has integrated AI and large model technologies to enhance government operations, providing features such as real-time information push, intelligent writing assistance, and efficient meeting summaries, significantly improving office efficiency [5] Group 3: AI Applications - JD showcased multiple applications based on the JoyAI large model, including a digital guide that enhances visitor engagement at the fair and has been utilized in over 20,000 brands [8] - The AI interview agent developed by JD has improved recruitment efficiency by 70%, serving over 100,000 job seekers and recognized as a service demonstration case at the fair [8] Group 4: Financial Services - JD Finance created an immersive digital financial experience at the fair, presenting a range of services including consumer finance, payment solutions, personal finance, and consumer rights protection [12] - The JD White Bar service, launched in 2014, has served over 300 million users and over 2 million merchants, now offering interest subsidies on purchases marked with "national interest subsidy" to stimulate consumer spending [13]

Group 1 - The 2025 China International Service Trade Fair (CIFT) has expanded its partnerships, attracting 14 companies from various sectors including finance, insurance, information technology, and aviation to provide diverse services for the event [1] - Notable partners include Bank of China, Wuliangye, Pacific Insurance, JD Group, Beijing Bank, and Industrial and Commercial Bank of China, which signed cooperation agreements to support the fair [1] - Bank of China will assist in domestic and international promotion, while JD Cloud will provide digital technology support and operational services for the event [1] Group 2 - New partners such as Industrial and Commercial Bank of China and Beijing Beibingyang will showcase their contributions, with the former presenting financial service cases across nine service trade sectors and the latter highlighting achievements in green development [1] - Additional suppliers like China Foreign Transport, China Unicom, and Gongmei Group will offer transportation, technical, human resources, photography, aviation services, and material support for the fair [2] - A highlight of this year's fair is the development of cultural and creative products, with ten licensed manufacturers creating over 50 new items inspired by the fair's mascot, integrating traditional Chinese culture and local elements [2]

Core Insights - JD.com is resuming acquisition talks for Germany's Ceconomy, valued at 18.5 billion yuan, which serves as a strategic move for its expansion into Europe [1][2] - Ceconomy, as Europe's largest consumer electronics retailer, provides JD.com with a physical presence and a customer base to enhance its European market strategy [1][2] Strategic Intent - The acquisition of Ceconomy is seen as a critical stepping stone for JD.com to penetrate the European market, compensating for its previous unsuccessful bid for UK's Currys [1][2] - Ceconomy boasts a high-value user pool of 40 million members, which aligns well with JD.com's domestic user demographics, offering a complementary consumer base [4] Data Asset Value - Ceconomy's accumulated consumer data presents three unique values: category advantage reflecting user habits, scenario value from mixed shopping behaviors, and regional insights into the middle-class demographic in Germany and surrounding countries [4] - This data will aid JD.com in making informed cross-border product selection decisions [4] Compliance Challenges - JD.com faces stringent GDPR regulations in the EU, necessitating a compliance strategy that balances data utilization with legal requirements [6] - The company may need to establish a local data processing center in Germany to meet data localization mandates [6] Technological Integration - JD.com plans to leverage technology to transform data value, including enhancing advertising precision through user profiling and adjusting inventory based on real-time sales data [6] - A potential collaboration with local cloud service providers may be pursued to ensure compliance with European data regulations [6] Market Strategy - In the short term, JD.com will integrate Ceconomy's offline channels with its cross-border supply chain, while mid-term plans include a joint membership system to drive traffic between online and offline platforms [7] - The long-term vision is to create a European version of the JD ecosystem, positioning itself as a competitor to Amazon [7] Global Ambitions - This acquisition is not merely about channel access but also about acquiring data assets to unlock the European market [7] - JD.com's recent international engagements signal a clear intent for global expansion, with Germany serving as a pivotal point for building a retail infrastructure across the EU [7]

Group 1 - The core observation of the article is the increasing competition among AI and cloud service providers for advertising space in major airports, indicating a significant investment trend in AI marketing strategies [1][3][6] - Alibaba Cloud has made a substantial advertising investment, reportedly exceeding 100 million yuan, marking one of the largest promotional efforts in the current AI model wave [1][3] - Baidu Cloud has also entered the advertising space aggressively, securing high-value locations in airports that were previously occupied by luxury brands, indicating a shift in advertising strategies towards AI [3][6] Group 2 - The AI advertising trend is not limited to a few companies; various players including telecom operators and new energy vehicle manufacturers are also pivoting towards AI, aiming to capture the attention of business travelers in airports [6][8] - In the past two years, IT and internet advertising, particularly related to AI and cloud computing, has accounted for 20% of advertising revenue at airports, second only to the food and beverage industry [8][11] - Major airports in China, such as Beijing Capital and Shanghai Pudong, handle 80% of the country's air passenger traffic, with a significant portion being business travelers who are key decision-makers for AI product purchases [11][13] Group 3 - The competition for prime advertising spots in airports is intense, with companies needing to commit to long-term contracts to secure these high-traffic locations [13][20] - Despite the buzz around AI advertising, many companies are reallocating existing budgets rather than increasing overall spending, indicating a cautious approach to marketing investments [20][21] - Smaller AI firms are beginning to explore offline advertising opportunities in other transportation hubs, as they seek to establish brand presence and attract talent [21][23] Group 4 - The article highlights a potential disconnect between the excitement surrounding AI and the actual financial commitment to advertising, with many companies still hesitant to invest heavily in airport advertising [20][21] - As AI applications expand globally, companies are recognizing the value of offline advertising in unfamiliar markets, where it can provide a more tangible brand presence [23][25] - The overall advertising landscape is shifting, with traditional advertisers reducing budgets, creating opportunities for AI companies to capture market share in the advertising space [23][25]