火山引擎

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这次,张一鸣为何亲自站台?
虎嗅APP· 2025-10-10 13:43
以下文章来源于黄青春频道 ,作者黄青春Youth 黄青春频道 . 看清流量迁徙的切面 出品|虎嗅黄青春频道 作者|商业消费主笔 黄青春 题图|现场拍摄 前有马云,后有张一鸣——今年以来,两人在国内低调现身,都成了掀翻舆论场的话题。 昨天(10 月 9 日),张一鸣低调现身上海,出席上海徐汇知春创新中心开业活动;今天,这一消息便在各大社 交平台不胫而走。 外界之所以如此关注张一鸣的动态,无外乎两点:一是,自从张一鸣 base 新加坡办公后,便鲜少站在聚光灯 下,更从未公开在国内露过面,为何会如此重视此次活动?二是,作为字节跳动创始人,张一鸣的最新动态是 否意味着字节跳动将有新的业务规划与战略布局? 虎嗅通过与知情人士沟通,并结合上海徐汇知春创新中心的成立初衷、张一鸣及俞勇教授发言、中心未来使命 展开分析,逐渐明晰了上述两个问题的答案。 张一鸣为何亲自站台? 要解答 "张一鸣为何亲自站台",需先理清知春创新中心的由来。 据虎嗅了解,上海徐汇知春创新中心成立于 2025 年 4 月,两位发起人分别是上海交通大学 ACM 班创始人俞 勇教授,以及张一鸣。 张一鸣与俞勇教授的渊源,可追溯至 9 年前——2016 年,今 ...
庆祝「AI云第一」,字节阿里分蛋糕
3 6 Ke· 2025-10-09 10:48
Core Viewpoint - The competition in the "AI cloud market" between Alibaba and ByteDance is intensifying, with both companies claiming leadership in various metrics, leading to a complex landscape of market share claims and statistics [1][4][20]. Group 1: Market Share Claims - ByteDance's Volcano Engine claims a 46.4% market share in China's public cloud model market, emphasizing its dominance without using extreme terms like "first" [1]. - Different companies, including Alibaba, ByteDance, and Baidu, all assert they are "number one" in the AI cloud market, but their claims are based on different metrics and definitions [4][20]. - The statistics used by Volcano Engine focus on the Model as a Service (MaaS) segment, which may not encompass all cloud service usage, leading to questions about the comprehensiveness of their claims [3][7]. Group 2: Revenue and Service Models - Alibaba Cloud's definition of AI cloud includes a full-stack service model, covering Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and MaaS, leading to a total revenue figure that positions it as a leader in the AI cloud market [11][21]. - Baidu's claims of being the "first" in AI public cloud services include a broader range of revenue sources, including customized industry services [9][21]. - The overall market for MaaS is still relatively small compared to traditional cloud computing, with Alibaba Cloud's revenue exceeding 800 billion yuan in 2024, highlighting the disparity in scale [17][18]. Group 3: Competitive Strategies - The competition is shifting from price wars to a focus on service depth and model efficiency, as companies realize that simply lowering prices is not a sustainable strategy [23]. - Smaller AI model companies are finding it increasingly important to differentiate themselves, as they lack the resources to adopt a full-stack approach like larger competitors [24]. - The market is evolving towards valuing self-developed models and their performance, with a report indicating that Alibaba's self-developed model holds a significant market share in terms of daily token usage [22].
5年7次被传上市!估值750亿美金的字节跳动,为何不去IPO?
Sou Hu Cai Jing· 2025-09-29 22:32
Core Viewpoint - The repeated rumors of ByteDance's IPO reflect a pattern of market manipulation, where speculative trading is driven by unverified information, leading to volatility in related stocks [1][2][7]. Group 1: IPO Rumors and Market Reactions - ByteDance has faced continuous IPO rumors since 2018, each time causing significant stock price fluctuations in "Byte concept stocks" [1][2]. - Historical instances show that rumors have led to average stock price increases of over 5% and trading volume spikes of 40% in related sectors [2][3]. - The pattern of these rumors typically involves exclusive media reports followed by stock price surges, concluding with official denials [2][3]. Group 2: Investor Behavior and Market Dynamics - Despite knowing the rumors may be false, some investors engage in speculative trading, driven by the fear of missing out on potential gains [3][4]. - The scarcity of Chinese companies listed in the U.S. has heightened demand for new listings in Hong Kong, making ByteDance's potential IPO highly anticipated [3][4]. - The substantial valuation of ByteDance, estimated at $800 billion, could significantly impact the Hong Kong tech sector if it goes public [3][4]. Group 3: ByteDance's Financial Position - ByteDance's revenue for 2023 has surpassed $110 billion, indicating strong financial health and cash flow, reducing the urgency for an IPO [6][7]. - The founder, Zhang Yiming, prefers to develop the company at his own pace rather than being influenced by market pressures [6][7]. Group 4: Market Manipulation and Speculation - The persistence of IPO rumors may be orchestrated by investors already positioned in "Byte concept stocks," who benefit from the resulting price increases [7][8]. - The market operates on a "news-driven" basis, where even false information can lead to real financial outcomes if enough investors believe in the narrative [7][8]. Group 5: Investor Caution and Rationality - Investors are advised to critically assess the reliability of sources, the necessity of an IPO, and the actual value of the stocks they are considering [9][10]. - Maintaining a rational approach and avoiding emotional trading is crucial in a market filled with speculation and uncertainty [10][11].
“大就是好”,但技术男阿里云并不执著“上头条”
Guan Cha Zhe Wang· 2025-09-29 09:46
Core Viewpoint - Alibaba's CEO, Wu Yongming, delivered a notable presentation at the Yunqi Conference, which led to a significant 9.16% increase in Alibaba's stock price, indicating strong investor sentiment despite a generally cautious market environment [1][3]. Group 1: Company Developments - Wu Yongming highlighted that large models will dominate software as the next-generation operating system, and Alibaba Cloud plans to invest further in AI infrastructure beyond its existing 380 billion yuan commitment over three years [3]. - Alibaba Cloud's Qwen3-Max model has achieved significant advancements, including an increase in pre-training data from 18 terabytes to 36 terabytes, and a focus on scaling laws to enhance model performance [6][10]. - The company has positioned itself as a leader in the AI cloud market, with a reported 35.8% market share, significantly ahead of competitors [16][22]. Group 2: Competitive Landscape - The competition in the AI cloud sector is intensifying, particularly with ByteDance's Volcano Engine, which has captured a 49.2% market share in model-as-a-service (MaaS) [16][18]. - Despite the competitive pressure, Alibaba Cloud has maintained a strong position, with over 53% of Fortune 500 companies using its services for generative AI [16][22]. - The market dynamics are shifting, with a trend towards self-deployment of models on Alibaba Cloud rather than relying solely on API calls, which may not be fully reflected in market share statistics [16][22]. Group 3: Technological Innovations - Alibaba Cloud has made significant strides in AI infrastructure, including the development of a new AI chip that approaches NVIDIA's capabilities and a high-performance network architecture that supports large-scale GPU interconnectivity [25][27]. - The company is focusing on a comprehensive stack for AI infrastructure, which positions it well in the context of increasing domestic demand for AI capabilities [27]. - Innovations in model architecture, such as the introduction of the Qwen3-Next model with a sparse MoE architecture, demonstrate Alibaba's commitment to advancing AI technology [6][10].
“未来影像——AI电影国际峰会”在韩举办
Zhong Guo Xin Wen Wang· 2025-09-24 04:03
与会者认为,AI正在以前所未有的速度和广度渗透电影工业,带来一场堪比工业革命的深刻变革,但 电影创作的核心本质,依然无法被取代。 金泰勇评价,不同于以往电影中重点使用AI进行科幻部分的表现,几部入选短片使用AI完成了有感染 力的故事演绎,拓宽了技术的应用范围。李少伟分享说:"工具在变,但我们讲述故事、讲述我们自己 故事的渴望,是永恒的。"他认为,AI技术不是来取代电影人的,而是提供给电影人更多的创作自由。 李银河认为,技术的进步打开了新的表达空间,AI不只是工具,更是创意伙伴,帮助创作者在艺术与 情感表达上走得更远。 火山方舟模型策略产品高级总监向凯接受记者采访时表示,"目前AI在影视里的应用虽然还比较初期, 但是几乎是覆盖了电影制作的全部工作流。从最开始的剧本创作到角色素材的生成,再到环境素材的生 成,再到某一个分镜的生成,甚至是整个电影的创作。AI开拓了创作者们的自由度,帮其提升效率。" "如果用一个词来形容AI生成影视作品目前所处的阶段,就是'奇点'",参加峰会的博纳影业集团影视制 作副总经理曲吉小江告诉记者,"AI技术逐步成熟,整个业界从初期的怀疑排斥到现在慢慢的接受、尊 重并使用,AI生成影视可以说 ...
AI时代电影行业的变与不变
Xin Hua Wang· 2025-09-23 20:35
Core Insights - The AI film international summit held during the 30th Busan International Film Festival sparked discussions on the profound impact of AI on the film industry, likening it to an industrial revolution, while many filmmakers believe the core essence of film creation remains irreplaceable [1][2][3] Group 1: AI Integration in Film Industry - AI is penetrating the film industry at an unprecedented speed and breadth, leading to significant changes in film production processes [1] - The "InnoAsia" unit launched at the Busan International Film Festival's official industry trading platform aims to explore how AI can reshape film expression [1] - AI technologies are being integrated throughout the entire filmmaking process, enhancing creators' freedom and efficiency [2] Group 2: Perspectives on AI's Role - Industry professionals acknowledge that while AI can save budgets and reduce production time, it cannot replace the unique qualities of human actors [3] - AI is viewed as a powerful tool that can enhance creativity, but it is not expected to fully replace traditional filmmaking methods [3] - The emergence of AI in filmmaking is seen as a dual-track approach, where traditional and AI-driven methods coexist [3]
记者手记|AI时代电影行业的变与不变
Xin Hua She· 2025-09-23 14:03
Core Insights - The "Future Image" AI Film International Summit held during the 30th Busan International Film Festival sparked discussions on the profound impact of AI on the film industry, likening it to an industrial revolution, while many filmmakers assert that the core essence of film creation cannot be replaced by AI [1][2] Industry Trends - The Busan International Film Festival's official industry trading platform, "Asian Contents & Film Market," introduced a new unit called InnoAsia to explore how AI and other cutting-edge technologies are reshaping film expression [1] - AI technology is penetrating the film industry in a "full-chain" manner, covering nearly all aspects of film production, enhancing creators' freedom and efficiency [2][3] Technological Advancements - The "Future Image Plan" showcased award-winning short films created using generative AI platforms, highlighting the capabilities of ByteDance's Seedance video generation model, which allows creators to overcome technical barriers and achieve "creativity as output" [1] - AI is seen as a transformative tool that can make previously uncontrollable elements like characters, styling, and lighting "precise and controllable," aligning with industrial standards [2] Perspectives on AI in Film - While AI is recognized for its potential to save budgets and shorten production times, there is a consensus that it cannot replace the unique qualities of human actors, such as their "breath" and the life experiences they convey [3] - Filmmakers envision a dual-track approach in future projects, combining traditional filmmaking methods with AI to explore previously unimaginable narratives [3]
即梦AI、火山引擎亮相釜山电影节 5支AI短片引热议
Nan Fang Du Shi Bao· 2025-09-23 11:28
Core Insights - The "Future Image" AI Film International Summit at the 30th Busan International Film Festival highlighted the impact of AI technology on the film industry, featuring discussions among global filmmakers and industry experts [1][2][4] Group 1: AI in Film Creation - The summit showcased five AI short films created by global creators using AI tools, emphasizing the creative potential of AI in storytelling [1][2] - Notable films included "Little Monster," which explores childhood fantasies and urban loneliness, and "Beopche," which visually narrates mysterious dream stories [2] - Industry leaders, including director Kim Tae-yong, noted that AI is expanding the scope of storytelling rather than replacing filmmakers, while sociologist Li Yinhe highlighted AI as a creative partner [2][4] Group 2: Industry Applications and Innovations - Bona Film Group announced the establishment of an AIGC production center and collaboration with Douyin and Jiemeng AI to produce an AI sci-fi short series, with plans for an AI-native animated film [4][6] - Volcano Engine's Seedance and Seedream models were highlighted for their capabilities in AI-generated visual storytelling, supporting high-quality image creation and narrative design [6] - Jiemeng AI introduced its upcoming digital human feature, which allows for the creation of animated characters that can speak and perform based on user inputs, enhancing the creative process for filmmakers [6]
AICon 2025 深圳回顾:AI Agent 爆火全场,管理与推理优化成新焦点
AI前线· 2025-09-06 05:33
Core Insights - The AICon 2025 highlighted the deep integration of AI into core business practices and personal work methods, showcasing its transformative impact on various industries [2][30]. Group 1: Event Overview - The conference took place on August 22-23, 2025, at the Shenzhen Bay Renaissance Hotel, featuring over 70 speakers and attracting more than 800 developers and corporate representatives [2][3]. - The most discussed topic was AI Agent applications and ecosystems, with an average attendance of over 200 participants per session, making it the focal point of the event [3][7]. - An unexpected highlight was the session on enterprise management and personal efficiency, which drew a record attendance of 236 participants [3][14]. Group 2: Keynote Highlights - The opening keynote attracted over 800 attendees, marking the highest attendance of the event, with notable speakers discussing the significance of AI in business [4]. - Key insights included the importance of delivering business results over merely building platforms, as emphasized by Alibaba Cloud's Jiang Linquan [4]. - Other notable presentations included Kuaishou's introduction of a generative recommendation system that significantly reduced inference costs and HSBC's exploration of intelligent upgrades in banking through code quality analysis [4]. Group 3: AI Agent Focus - The "Agent Application New Paradigm and MCP Ecosystem Practice" session was highly popular, with Amazon Web Services' presentation attracting 291 attendees, the highest for that day [7]. - Subsequent sessions on "Agent + Data Implementation Exploration" continued the trend, with significant attendance figures, indicating a strong interest in AI Agent technologies [9][11]. Group 4: Technical Foundations - The focus on inference optimization and computing resource scheduling remained a priority, with sessions on high-efficiency inference technologies drawing considerable interest from developers [12]. - Presentations on distributed inference optimization and long-context inference solutions were well-attended, reflecting the industry's need for performance enhancement under limited computing resources [12]. Group 5: Industry Applications - AI's penetration into sectors such as finance, manufacturing, and gaming was evident, with discussions on the application of intelligent agents in risk control and product innovation in finance [16][17]. - The manufacturing sector showcased the potential of large models, while gaming applications highlighted AI's role in game development [17]. Group 6: Developer Engagement - The developer exhibition featured cutting-edge technologies, attracting significant interaction and engagement from attendees, showcasing the innovative spirit of the AI community [19]. - Participants had the opportunity to experience various AI hardware innovations, enhancing the overall technological atmosphere of the event [19]. Group 7: Recognition and Future Outlook - The event recognized outstanding contributors with awards for "Outstanding Producers" and "Star Lecturers," emphasizing the importance of quality content and engagement in the AI community [24]. - The conference concluded with a vision for the future, highlighting AI's evolving role as a collaborator rather than just a tool, and the anticipation for further integration of AI into business and personal practices [30].
AI进化速递丨济南市大数据局与华为签署人工智能合作协议
Di Yi Cai Jing· 2025-09-03 12:42
Group 1 - Jinan Big Data Bureau signed an AI cooperation agreement with Huawei [1] - Jimeng AI launched on Volcano Engine, providing API services for enterprises [1] - OpenAI acquired Statsig for $1.1 billion [1] Group 2 - IDC reported a 33% year-on-year increase in global smart home cleaning robot shipments in the first half of the year [1]