大厂纷纷入局抢夺Agent话语权 智能体应用加速渗透 值得注意一点，大会强调聚集人工智能将从生成式大模型向AI Agent(人工智能体)和Agentic AI(代理式人工智能) 发展，互联网将进入智能体时代。 对此，与会专家提出，AI智能体是由"大模型+记忆系统+工具调用+规划能力"形成的一个闭环，不仅仅能执行任 务，还可以通过反馈，反思执行结果。 近日，2025(第二十四届)中国互联网大会在北京开幕。本届大会主题是"数驱新质.智创未来"，聚焦人工智能 (AI)、5G-A/6G、低空经济等前沿技术，汇聚全球政产学研力量，共同探讨AI驱动下的产业升级路径与数字生态 重构。 实际上，Agent作为大模型之后的第二波确定性浪潮，市面上已经开启了加速争夺，目前，硅谷大厂也开启了第 一波加速。如微软(MSFT.US)CEO纳德拉宣布："我们已经进入了AI Agent时代，正在见证AI系统如何以全新方 式帮助解决问题。 微美全息推进多模态模型前沿应用 据了解，微美全息(WIMI.US)作为AI视觉领域的创新企业，正通过多模态大模型技术重构内容生产与行业服务模 式，其应用场景已覆盖内容创作、商业服务及产业生态建设等核心领域 ...

Group 1 - OpenAI's founder Sam Altman announced the upcoming release of an open-source model, which is expected to exceed industry expectations and significantly enhance the accessibility and innovation of AI technology [1][2] - The new model will support multi-modal inputs, including voice, images, code, and video, with GPT-5 anticipated to launch in the summer of this year [2] - The cost of using AI models, such as GPT-3, has decreased significantly in a short period, and this trend is expected to continue, making AI more affordable [2] Group 2 - The large model sector is rapidly evolving, empowering various industries and enabling more efficient and intelligent services and decision-making processes [3] - Companies are increasingly focusing on training or building tailored models for specific applications rather than relying solely on general-purpose models, highlighting the importance of precision [3] - CICC suggests that as AI penetrates various sectors, the trend will shift towards multi-Agent construction and customized Agents, emphasizing the significance of high-quality scenario data [3] Group 3 - WIMI (微美全息) is actively advancing the application of AI models across the industry, focusing on a comprehensive layout across foundational, technical, and application layers [4] - WIMI has developed the "Holographic Cloud" platform, which opens model codes, computing interfaces, and toolchains, enhancing interaction efficiency and accuracy [4] - The company aims to deepen multi-modal large models and expand the boundaries of innovation in AI and industry integration [4] Group 4 - The year 2025 is projected to be a pivotal year for the large-scale implementation of AI applications, showcasing remarkable growth potential in the market [5] - The development of large models is evolving rapidly, raising concerns about balancing their advancement with safety considerations, which will attract widespread attention from various sectors [5]

Group 1 - Nvidia has surpassed Microsoft to become the world's most valuable publicly traded company, with a market capitalization of $3.46 trillion [1] - The optimistic sales forecast for the Blackwell series AI chips alleviated investor concerns about Nvidia's declining market share in China, predicting record sales for the Blackwell series [1][3] - The Blackwell series AI chips, including the advanced Blackwell Ultra architecture, have become the primary driver of Nvidia's growth in the first half of the year [3] Group 2 - Nvidia is increasing the production of its next-generation AI chips, aiming for rapid expansion of the Blackwell Ultra architecture's capacity in the second quarter [3] - The company is providing its AI chip products as part of a complete AI computing system, which is deemed necessary for accelerating the deployment of more complex and powerful AI technologies [5] - Nvidia's dominance in the AI computing infrastructure sector is supported by its extensive range of hardware and software products, allowing for larger-scale sales to customers [6] Group 3 - The AI boom is benefiting more technology companies, with private equity firms expressing interest in the AI computing sector, anticipating significant breakthroughs in the industry [6] - The demand for inference computing is rising as the cost of using AI large models continues to decrease, leading to an explosion in AI applications [8] - The emergence of a new paradigm for low-cost AI training and inference is expected to drive the adoption of generative AI applications across various industries [10][11]

Core Insights - Nvidia reported record revenue of 441 billion yuan for Q1 of fiscal year 2026, exceeding expectations in a competitive global AI landscape [1] Financial Performance - Data center revenue reached 39.1 billion USD in Q1, marking a 10% increase from the previous quarter [2] - Nearly 70% of data center revenue was contributed by the new Blackwell architecture GPUs, as the transition from Hopper to Blackwell nears completion [2] Market Trends - AI is becoming a new global infrastructure, with a focus on sovereign AI and enterprise-level AI agents [2] - The reshaping of the global landscape is driving countries to relocate manufacturing, creating massive data and computational needs [2] Technological Developments - The integration of computing power networks is expected to foster innovative applications in various sectors, including smart mining and smart cities [3] - The demand for computing power is critical for the implementation of AI across industries, with a focus on ease of use, flexibility, and scalability [3] Company Initiatives - WIMI is advancing its AI computing strategy by building a high-end computing base and collaborating with industry partners to enhance factory efficiency [4] - WIMI's holographic cloud platform supports large model training and inference, aiming to reduce latency and improve energy efficiency [4] Industry Outlook - Nvidia is positioned as the largest chip company globally by revenue and market capitalization, leading the AI computing infrastructure sector [5] - The diverse range of hardware and software products from Nvidia is enabling larger-scale sales to customers, indicating a significant shift in the global tech landscape [5]