转自：贵州日报 本报讯 1月6日，省委常委、市委书记胡忠雄在深圳与华为技术有限公司常务董事、华为云董事长张平 安举行座谈，就深化战略合作进行交流。 座谈中，双方分别介绍合作事宜推进情况，充分交换意见，并达成系列共识。双方认为，近年来，贵阳 贵安与华为技术有限公司有力有序有效推进各领域务实合作，取得的成效值得肯定，双方合作的前景十 分广阔。 华为高级副总裁杨瑞凯、华为云计算公司副总裁吕阳明、华为技术有限公司贵州业务总经理李文亮，贵 阳贵安领导刘本立、王嶒参加。 华为技术有限公司有关负责人，贵州电子科技职业学院、贵阳贵安有关部门负责人参加。 （贵阳日报融媒体记者 代晓龙） （《胡忠雄在深圳与华为技术有限公司常务董事、 华为云董事长张平安举行座谈》由贵阳日报为您提 供，转载请注明来源，未经书面授权许可，不得转载或镜像。） 双方强调，"十五五"时期，将深入学习贯彻党的二十届四中全会精神和习近平总书记关于发展数字经济 的重要论述，紧扣贵州省与华为技术有限公司签订的战略合作协议，聚焦地方所需、企业所能，进一步 完善沟通交流、工作推进机制，积极推动更多新项目、好项目在贵阳贵安布局，持续巩固好、拓展 好"一朵云、两个基地、三 ...

来源：环球网 【环球网科技综合报道】在近期召开的2025华为开发者大赛暨开发者年度会议上，华为高级副总裁、华 为云CEO周跃峰与超百位开发者进行了面对面交流。这位新任掌舵人首次剧透了华为云的新蓝图：面向 智能时代，华为云的核心定位是"以肥沃黑土地，赋能行业AI"，华为云要联合开发者，在"黑土地"上共 同打造行业AI的"梦工厂"，构建医疗、具身智能、自动驾驶等垂直领域开发社区，开放华为长期积累的 技术能力与行业实践经验，赋能千行万业打开AI大门。 同时，周跃峰明确提出了AI发展的核心导向："不能让今天的AI仅仅用于满足人的情绪价值，必须要提 升我们的生产力"。他强调，AI发展应摒弃表面数据竞赛，聚焦实际价值创造，让每一个Token都承载社 会价值与劳动价值。 华为高级副总裁、华为云CEO周跃峰 "华为云今天所专注的还是面向各个行业，或者简单来说中国千行万业能够怎么样提升他们的生产力。" 周跃峰强调。 在瑞金医院，华为RuiPath瑞智病理大模型的应用成效显著：单切片诊断时间从"40分钟"缩短至"秒级"， 并已覆盖中国90%高发癌种，涵盖上百类辅助诊断任务。系统还会将医生确认后的高价值病理数据纳 入"数据飞轮"， ...

"不能让今天的AI仅仅用于满足人的情绪价值，必须要提升我们的生产力。" 在近期召开的2025华为开发者大赛暨开发者年度会议上，华为高级副总裁、华为云CEO周跃峰面对数百名开发者，直指当前人工智能热潮中 的"泡沫"隐忧。这位新任华为云掌舵人，首次系统阐释了华为云在AI时代的新蓝图——联合开发者，在华为云"黑土地"上，共同打造行业AI 的"梦工厂"。 华为高级副总裁、华为云CEO周跃峰 行业AI"梦工厂"计划 首次剧透的"行业AI梦工厂"计划，勾勒出华为云的AI宏图。 "华为云应该成为行业AI的'梦工厂'。"周跃峰解释说，"这个梦工厂里会有各种'作坊'，每个作坊专注一个垂直领域。" 这些"作坊"实际指的是一个个面向垂直领域的社区。华为云将开放华为在医疗、自动驾驶、具身智能等领域长期积累的技术能力、工具链与行 业实践经验，为开发者提供坚实而丰沃的创新土壤。首批透露的"作坊"包括： • 具身智能开发者社区：开放具身智能相关的工具链、软件和仿真环境 与一些云厂商侧重算力租赁的模式不同，华为云走的是一条更重、更难的路径。周跃峰坦言，华为云每年在基础设施上有着巨大投入，需要大 量自研，成本很高。 • "魔擎"医疗社区：基于 ...

Core Insights - The AI landscape in 2025 is characterized by intense competition and significant advertising presence, particularly in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, where cloud service providers dominate advertising spaces [1][2] - The focus has shifted from merely showcasing AI capabilities to demonstrating practical applications that solve real business problems, indicating a transition from a storytelling phase to a results-driven phase [3][4] Group 1: Market Dynamics - Baidu Intelligent Cloud has secured 95 bidding projects with a revenue of 710 million yuan, significantly outperforming competitors like Volcano Engine and Huawei Cloud, which earned 475 million yuan and 446 million yuan respectively [2][3] - The disparity in revenue highlights Baidu's strategic focus on practical applications of AI rather than just theoretical models, positioning it as a leader in the market [3][4] Group 2: Business Transformation - Companies are misinterpreting AI transformation as merely implementing chatbots, while true transformation requires integrating AI into core business processes to enhance productivity [7][8] - Successful examples include China Railway and Taikang Insurance, where AI has drastically reduced operational time and improved training efficiency, showcasing the tangible benefits of AI integration [10][13] Group 3: Infrastructure and Cost Efficiency - Baidu's AI infrastructure is designed to optimize performance and reduce costs, with a focus on minimizing data transmission losses and maximizing training efficiency [16][18] - The dual-layer infrastructure, comprising AI Infra and Agent Infra, allows for seamless integration and deployment of AI solutions, making it easier for businesses to adopt and benefit from AI technologies [19][22] Group 4: Industry Adoption - A significant portion of China's central enterprises and major banks are utilizing Baidu Intelligent Cloud, indicating a strong trust in its capabilities to handle critical operations [24][25] - The emphasis on reliability and stability in AI applications is crucial for industries such as finance and energy, where operational continuity is paramount [25][26] Group 5: Long-term Vision - Baidu's strategic investments in AI infrastructure since 2011 reflect a long-term vision that prioritizes foundational capabilities over short-term gains, positioning it well for future challenges [30][31] - The focus on building a robust AI ecosystem that integrates deeply with industrial applications is seen as essential for sustainable growth and competitiveness in the evolving AI landscape [31][32]

Core Insights - The Chinese cloud computing industry is undergoing a significant transformation, with AI IaaS market expected to grow by 122.4% year-on-year by mid-2025, indicating a shift towards computing power as a critical resource [2] - Traditional public cloud IaaS growth has stagnated, with a historic decline of 14.1% in non-AI business, highlighting the shift from resource-based services to intelligence-driven solutions [3] Group 1: Market Dynamics - The competitive landscape has shifted dramatically, with a new focus on who will dominate as the "operating system" of the AI era, featuring key players like Baidu, Alibaba, and ByteDance [5] - ByteDance's Volcano Engine has rapidly gained market share, reaching 49.2% in the large model public cloud calling market by mid-2025, disrupting traditional cloud business models [8] - Baidu's strategy focuses on self-developed Kunlun chips to create a differentiated advantage, allowing it to maintain a strong position in the market despite price competition [13][16] Group 2: Technological Evolution - The evolution of cloud computing has transitioned from server leasing in the PC internet era to a digital foundation in the mobile internet era, and now to an intelligent engine in the AI era, emphasizing the integration of computing power, models, data, and industry knowledge [6] - The emergence of AI has necessitated a shift from resource leasing to providing comprehensive capabilities, with cloud vendors needing to transform from "selling resources" to "selling capabilities" to remain competitive [6] Group 3: Strategic Approaches - Alibaba's strategy involves offering free models while charging for cloud services, aiming to create an ecosystem that binds developers to its cloud infrastructure [20][21] - Baidu's focus on enterprise clients and its self-developed technology allows it to avoid the pitfalls of price wars, instead leveraging its technological capabilities to secure a strong market position [16][22] - Tencent is integrating AI capabilities into its existing ecosystem, enhancing monetization efficiency across its platforms [22] Group 4: Future Outlook - The term "cloud computing" is becoming less prominent as the focus shifts to the output of intelligence and the integration of AI into everyday applications [23][24] - The consensus among Chinese cloud vendors is that the ultimate goal is not just data storage but the output of intelligence, marking the beginning of a new era in cloud computing [26]

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 ...

周末华为云 确定不再扩张，降低一等定位。准备用市场换芯片出货。这么大的变革，今天市场 好像也不怎么热烈。 950还有那么大出货。它支持FP4,FP 8,完全符合现在大模型推理方向，降本降本降本！这么大的边际变化！市场居然这鬼样子 xx卫星真的要一个字1000亿。 ai已死，有事烧纸！ 数据来源：华为白皮书 950机架出货，把电链接密度翻了一倍多，市场也反应不行。 ...

Core Insights - The 2025 Huawei Developer Conference focused on empowering developers in the AI-native era, promoting practical applications of cutting-edge technologies like cloud development tools, intelligent agents, and embodied intelligence [1][9] - Huawei Cloud aims to create a robust ecosystem by collaborating with developers to build industry-specific AI solutions, leveraging its accumulated technological capabilities and industry experience [1][9] Group 1: Strategic Directions - Huawei Cloud's ecosystem development focuses on three strategic directions: "Foundation," which emphasizes strengthening computing power through technologies like Kunpeng, Ascend, and Harmony; "Empowerment," which aims to enhance developer skills through comprehensive training programs; and "Co-creation," which seeks to build a sustainable ecosystem that supports small and medium enterprises [2][3] - The company has launched various initiatives, including a new Ascend cloud development environment and a dedicated AI classroom to better serve developers [3][9] Group 2: Developer Engagement - The Huawei Developer Competition featured two main tracks: "Application Innovation" and "Algorithm," receiving 1,398 submissions in the domestic application innovation track, with 36 teams advancing to the finals [3][4] - Awards were given to 86 outstanding developers across various categories, recognizing their contributions to AI application implementation and industry challenges [4] Group 3: Technological Innovations - Huawei Cloud introduced the CodeArts Doer, an AI coding assistant that enhances code generation accuracy and speeds up software development by over 40% [10] - The developer space integrates core technologies like Ascend, Harmony, and Kunpeng, providing a comprehensive service that has attracted 1.5 million users and empowered 500,000 developers [9][10] Group 4: Real-World Applications - Developers shared innovative practices based on Huawei technologies, such as a drone platform for urban governance that integrates AI algorithms and big data, significantly improving operational efficiency [8] - The conference highlighted successful case studies demonstrating the practical application of AI technologies across various sectors, including finance, transportation, and education [3][8]

周跃峰强调，华为云的核心定位是"以肥沃黑土地，赋能行业AI"。"云不仅是商业平台，更是开放繁荣的社区。" 他提出，华为云将构建多个垂直领域的 开发者 "作坊"（社区），如具身智能开发社区，开放工具、软件与仿真设施，降低机器人开发门槛；还将打造 "魔擎社区"，依托华为与瑞金医院的病理 AI合作经验，推动医疗AI走向临床落地，让更多医院和医生能开发专属医疗解决方案。此外，商专车自动驾驶、农业育种、科研等领域的社区也在规划 中。 为了实现行业AI"梦工厂"的目标，华为云将会把更多资源、人力都集中到AI赛道当中。例如，华为云将发挥华为在计算、网络等硬件方面的优势，搭建强 大的国产化基础设施，为开发者提供"算力黑土地"；此外，将在华为云上提供更加开放的ModelArts，支持各种各样的模型和第三方模型，也会推出更加 智能的CodeArts编程工具、以及智能体和平台等，为开发者提供坚实而丰沃的创新土壤。 同时，华为云也将以更加开放的心态，联合学校、个人、企业开发者共建生态。迄今为止，华为云开发者规模已超过1000万，伙伴数量超5万，并通过"沃 土云创"等激励措施以及CodeLabs、培训、大赛等多元方式，持续赋能开发者成 ...

为了实现行业AI"梦工厂"的目标，华为云将会把更多资源、人力都集中到AI赛道当中。例如，华为云将发挥华为在计算、网络等硬件方面的优势，搭建强大 的国产化基础设施，为开发者提供"算力黑土地"；此外，将在华为云上提供更加开放的ModelArts，支持各种各样的模型和第三方模型，也会推出更加智能 的CodeArts编程工具，以及智能体和平台等，为开发者提供坚实而丰沃的创新土壤。 同时，华为云也将以更加开放的心态，联合学校、个人、企业开发者共建生态。迄今为止，华为云开发者规模已超过1000万，伙伴数量超5万，并通过"沃土 云创"等激励措施以及CodeLabs、培训、大赛等多元方式，持续赋能开发者成长。 针对开发者关心的未来发展方向，周跃峰建议聚焦两大领域：一是利用 "模型+Agent" 复现人类经验知识；二是通过 AI 优化复杂决策体系，如供应链调度、 生产制造等场景。对于具身智能赛道的初创企业，华为云将开放算力、仿真工具与模型资源，帮助企业降低基础设施投入成本，集中精力突破算法进化与 "算法-身体" 融合的核心难题。 华为高级副总裁、华为云CEO周跃峰 周跃峰强调，华为云的核心定位是聚焦千行万业的实际需求。"云不仅 ...