魔搭社区

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云栖大会今开幕 生态链上市公司抢滩布局
Shang Hai Zheng Quan Bao· 2025-09-23 18:05
Group 1: Event Overview - The 2025 Yunqi Conference will be held from September 24 to 26, focusing on AI software products and hardware infrastructure, with highlights including new models and Agent applications [2][3] - Alibaba Cloud will showcase capabilities such as large-scale clusters, distributed training, and inference acceleration, along with a high-density AI server supporting 144 computing nodes [2][3] Group 2: Software Developments - Several companies in the Alibaba Cloud ecosystem are actively developing intelligent agent solutions across various sectors, including finance, government, and healthcare [3] - New Zhiyuan Software has launched applications in finance, enterprise services, and automotive sectors, focusing on marketing, product verification, and legal assistance [4][5] - Zhongke Software is advancing AI applications in insurance, government, and healthcare, including intelligent marketing platforms and AI-assisted legal tools [5] Group 3: Hardware Developments - Alibaba Group's capital expenditure on AI and cloud infrastructure reached 38.6 billion yuan in Q1 2026, a 220% year-on-year increase, indicating significant investment in AI capabilities [6] - Chip manufacturers like Chipone are collaborating with RISC-V leaders, with over 10 RISC-V chip designs adopted by major suppliers [6][7] - Data center companies are expanding their infrastructure, with Data Port establishing 35 data centers across key regions, aligning with national data center planning [7]
阿里云何时能到万亿估值?
雷峰网· 2025-08-22 07:20
Core Viewpoint - Alibaba Cloud's valuation has undergone a significant reversal, driven by market dynamics and organizational adjustments rather than premeditated strategies [1][2]. Group 1: Valuation Changes - Alibaba's stock price has rebounded significantly, rising from 76 HKD to a peak of 143.5 HKD in early 2023, reflecting a shift in market perception towards its valuation [2]. - Historically, the market largely ignored Alibaba Cloud's value, focusing instead on its e-commerce business. However, from the second half of 2023, a re-evaluation of Alibaba Cloud's worth began, with projections suggesting revenues could reach 200-240 billion CNY by 2027-2028 [2][4]. - Current estimates place Alibaba Cloud's valuation at 4-5 times its revenue, a notable increase from 2.8-3 times in 2023 [3]. Group 2: Historical Context and Challenges - For a long time, Alibaba Cloud faced valuation challenges, which were exacerbated by a slowdown in revenue growth, dropping from over 50% to single digits in 2022-2023 [5][6]. - The domestic cloud market's profitability issues stem from a reliance on customized projects rather than standardized services, leading to lower margins compared to international counterparts like AWS and Azure [6][8]. - In 2023, Alibaba Cloud initiated a "public cloud first" strategy, restructuring its organization to prioritize public cloud services, which has begun to yield positive results in profitability [10][11]. Group 3: AI's Impact on Valuation - The emergence of AI has been pivotal in driving a complete re-evaluation of Alibaba Cloud, as it has generated substantial new demand for GPU computing resources [12][14]. - AI-related business has seen triple-digit growth for seven consecutive quarters, contributing to a significant increase in revenue growth rates [14][20]. - Alibaba Cloud's strategy to leverage AI is expected to evolve its business model towards a more platform-oriented approach, similar to AWS and Azure, enhancing its market valuation [20][21]. Group 4: International Expansion - Alibaba Cloud is intensifying its international expansion efforts, aiming to regain momentum in overseas markets within 1-2 years [28][29]. - The current global climate, including the encouragement of Chinese companies to expand abroad, presents a favorable environment for Alibaba Cloud's growth [33]. - Competitive dynamics in the cloud market, particularly among foreign cloud providers facing internal challenges, provide Alibaba Cloud with opportunities to capture market share [34][36]. Group 5: Market Perception and Future Outlook - The market is beginning to recognize Alibaba Cloud as a comprehensive cloud platform capable of delivering AI services and building an application ecosystem, shifting its valuation logic from hardware to services [43]. - With the combination of revenue growth and valuation enhancement, the potential for Alibaba Cloud to achieve a trillion CNY market capitalization is becoming increasingly plausible [43].
西湖区联手阿里打造全球AI开源新高地
Hang Zhou Ri Bao· 2025-08-01 02:26
"新"火燎原 政企联手,共建国际开源生态 AI海报:"魔搭社区"(杭州)开发者中心。 人工智能浪潮下,西湖区乘势而上——7月31日,西湖区与阿里巴巴集团正式签署战略合作协议, 双方将深度共建人工智能开源社区,将"魔搭社区"打造成为国际一流的开源开放模型生态,并同步建 设"魔搭社区"(杭州)开发者中心,打造成为中国AI开发者创新创业的首选平台。 西湖区作为杭州市人工智能产业发展的核心承载区,在大模型开发训练及推广应用等方面在全省具 有领先优势,构建起繁荣多元的人工智能产业生态。目前,该区已有7个大模型通过中央网信办备案, 在"AI+制造""AI+医疗""AI+航天"等领域多点开花。 31日召开的西湖区委十届八次全体(扩大)会议也特别提到,紫金港科技城要以人工智能开源生态 为底座,依托云谷中心等重点园区,加快落地"魔搭社区"(杭州)开发者中心。 作为国家级AI开源社区,"魔搭社区"创新提出"AI模型即服务"理念,目前已汇聚全球超过1600万开 发者、托管开源模型超7万个,构建了国内最大、全球第二的AI开源生态。 此次重磅合作,不仅是西湖区抢占人工智能发展制高点的突破性举措,更成为紫金港科技城打 造"中国云谷"的关 ...
西湖区把科技创新摆上“C”位
Mei Ri Shang Bao· 2025-07-31 22:18
Group 1 - The core viewpoint emphasizes that technological innovation is essential for high-quality development, with a focus on the integration of technology and industry [1] - The West Lake District aims to position artificial intelligence (AI) prominently in its development strategy, leveraging its advantages in large models, robotics, and cloud computing [1][2] - The district plans to enhance its AI innovation capabilities, aiming to create a high ground for talent cultivation, open-source model ecosystems, and innovative application scenarios [1] Group 2 - A significant collaboration with Changguang Satellite Technology Co., Ltd. was announced, involving a total investment of approximately 50 billion yuan, with the first phase set at 5.6 billion yuan for building a satellite super factory and a data center [2] - The new headquarters will focus on the research and production of next-generation optical remote sensing satellites and will support the construction and operation of a giant satellite constellation [2] - The West Lake District is set to attract upstream and downstream enterprises in satellite manufacturing, data processing, application development, and terminal manufacturing to promote innovation and industrial development in satellite remote sensing technology [2] Group 3 - The district plans to implement the "Sunshine and Rain" initiative to improve the environment for AI development, aiming to attract 20 top global AI talents and launch over 100 high-potential AI projects annually [3]
阿里魔搭:7万模型汇聚1600万开发者,共筑中国AI开源新生态
Sou Hu Cai Jing· 2025-07-02 03:42
Core Insights - The Alibaba Modao community has been recognized as China's largest AI open-source community, achieving significant growth in model availability and user engagement [1][3][4] Group 1: Community Growth and Achievements - The Modao community has surpassed 70,000 open-source models, marking a 200-fold increase since its inception [1] - User base has expanded to 16 million, representing a nearly 16-fold growth compared to April 2023 [1] - Over 500 institutions have contributed to the community's development [1] Group 2: Platform Capabilities and Offerings - Modao community serves as a comprehensive AI platform, supporting developers in model experience, download, tuning, training, inference, and deployment across various fields [3] - The community provides over 4,000 types of MCP services and debugging tools, enhancing developer support [1][4] - Free computing power is offered to developers to facilitate model usage [3][4] Group 3: Open Source and Collaboration - The community emphasizes an open, neutral, and non-profit organizational structure, promoting inclusive AI technology [4] - The introduction of the MCP Square provides thousands of MCP services and hosting options, with open interfaces for third-party integration [4] - A developer badge incentive program has been launched to reward outstanding contributions, offering free GPU computing power and other benefits [4] Group 4: Future Directions and Innovations - The launch of models like DeepSeek and Qwen highlights the growing importance of open-source in AI innovation [3] - The CTO of Alibaba Cloud emphasized the significance of "cloud collaboration" and the need for further research on integrating edge models with cloud capabilities [3]
坚持定位非盈利机构,魔搭社区发起人周靖人:开源开放是创新的核心力量
Cai Jing Wang· 2025-07-02 03:21
Core Viewpoint - The Mota community emphasizes its commitment to being a non-profit organization focused on promoting an open-source ecosystem in China, aiming to make AI technology more accessible and beneficial for developers and enterprises [1][2]. Group 1: Community and Events - The first Mota Developer Conference was held in Beijing, attracting over 200 AI experts and thousands of developers from leading companies and research institutions [1]. - Mota community founder Zhou Jingren highlighted the community's goal of advancing AI technology and its applications, asserting that the current pace of AI development is accelerating [1][2]. Group 2: Technological Innovations - Mota community has actively released various models and services over the past two years, including the concept of "Model as a Service" (MaaS) before the public release of ChatGPT [2]. - In 2023, Mota community launched the first open-source model for text-to-video generation and introduced several leading models from other organizations [2][3]. Group 3: Industry Trends - The trend of companies moving towards open-source models is growing, with notable companies like Baidu and Huawei releasing their models to the open-source community [3][4]. - Zhou Jingren expressed satisfaction with the increasing participation of domestic companies in the open-source movement, indicating a significant shift in understanding and engagement with open-source principles [3][4]. Group 4: Developer Engagement and Incentives - Mota community has gathered over 500 contributing organizations and more than 70,000 models, serving over 16 million developers across 36 countries [4]. - The community announced a developer badge incentive program to reward contributors, offering benefits such as free GPU computing power and training vouchers [4][5].
周源:AI改变世界,人与人连接永远重要
Zhong Guo Qing Nian Bao· 2025-07-01 11:53
Core Insights - The first Magic Developer Conference was held in Beijing, highlighting the emergence of a golden era for developers amidst the AI wave [1][2] - The founder and CEO of Zhihu, Zhou Yuan, emphasized the significant role of developers in driving technological innovation in China [2] Group 1: Developer Community - Zhihu has a vibrant developer community that has been active for 15 years, with early users including notable figures like Li Kaifu and Ma Huateng [2] - Currently, there are over 50 million active users on Zhihu who engage with technology, internet, and AI-related content each month [2] - Among the active developers, over 56% hold master's or doctoral degrees, and nearly 40% are aged between 18 and 24 [2] Group 2: Open Source and Innovation - Zhou Yuan stated that developers are the "re-writers" of the world, with open source being a crucial method for them to effect change [2] - The Magic community has become the largest AI open-source community in China, with leading industry models being open-sourced there first [2] - Zhihu is collaborating with Magic to prepare a "Developer White Paper" to document the developer community and its technological contributions [2]
魔搭社区2周年:7万模型、1600万开发者如何成为创新中心
Huan Qiu Wang· 2025-07-01 05:50
Core Insights - The Mota community has rapidly grown to host over 70,000 open-source models, serving 16 million developers globally within just two and a half years since its inception [1][2][5] - Mota emphasizes its open, neutral, and non-profit nature, which is seen as crucial for fostering comprehensive development in AI technology during this transformative period [3][5] - The community has established a "Model as a Service" (MaaS) model, providing a full-service chain for developers, including model experience, download, tuning, training, inference, and deployment across various AI fields [6][9] Growth and Development - The number of models on the Mota platform has surged from over 100 to more than 70,000, with contributions from over 500 organizations, including major tech giants [5][6] - User growth has been significant, expanding from 1 million in April 2023 to 16 million, marking a 16-fold increase and reaching users in 36 countries [5][6] - Mota's platform has become a launchpad for significant AI models, with notable releases in the first half of 2025 [5][7] Community and Innovation - Mota's community-driven approach allows model creators to upload their models without interference, fostering a collaborative environment similar to international open-source communities [5][7] - Approximately 70% of innovative applications on Mota stem from developers' secondary creations, indicating a vibrant ecosystem of creativity and collaboration [8] - The introduction of a developer badge incentive program aims to further stimulate innovation by providing contributors with resources like free GPU computing power [8] Strategic Positioning - Mota's unique model combines "toolchain + community + industry integration," which is seen as a key factor in the explosive growth of China's AI ecosystem [9] - The platform's mission is to democratize AI, enabling 16 million developers to access 70,000 models and 4,000 tools, shifting the innovation focus from large corporations to individual developers [9]
魔搭开始在AI应用中挑大梁
Hua Er Jie Jian Wen· 2025-07-01 04:25
Core Insights - Alibaba's open-source initiative, the Modao community, has rapidly developed into China's largest AI open-source community, with over 500 contributing organizations and more than 70,000 hosted models, reflecting a growth of over 200 times since its inception [2][3][4] - The user base has expanded from 1 million in April 2023 to 16 million, marking an approximate 16-fold increase [2][3] - The community aims to foster collaboration among AI developers and accelerate the development of AI technologies [3][4] Group 1 - The Modao community was established in November 2022, prior to the release of ChatGPT, with a mission to promote open, neutral, and non-profit AI technology [3][4] - The community has introduced various services, including an AIGC section for creators and designers, and has launched several models and services in 2024 and 2025 [5][6] - Over 4,000 MCP services have been published on the Modao platform, supporting over 100 million developer calls, which lowers the barrier for model usage and encourages innovation [6][7] Group 2 - The Modao community has implemented a developer badge incentive program to reward contributors, providing free GPU computing power and training vouchers [6][7] - The community is positioned as a key player in AI model innovation and deployment, contributing to the rapid growth of the AI industry [7][8] - The community has seen a significant increase in participation, growing from over 100 organizations to more than 2,000 [9][10] Group 3 - AI technology is evolving rapidly, with continuous updates and new applications emerging weekly, indicating a dynamic growth phase in the industry [9][10] - The community emphasizes the importance of both edge and cloud models, recognizing their complementary roles in AI development [11][12] - The focus is on practical applications of models, ensuring they address real-world problems and facilitate innovation [14][15] Group 4 - The rapid development of the Modao community is attributed to the dedication of numerous talented developers and the fast-paced evolution of AI technology [15][16] - The community does not have quantitative metrics for success, instead relying on developer engagement and feedback as indicators of its effectiveness [17]
中国最大AI开源社区用户破千万 公布开发者激励计划
Bei Jing Ri Bao Ke Hu Duan· 2025-06-30 14:20
Group 1 - The first Magic Developer Conference was held on June 30, showcasing the rapid growth of the Magic community, which expanded from 1 million users in April 2023 to 16 million, a growth of approximately 16 times [1] - The community has gathered over 500 contributing organizations and hosts more than 70,000 open-source models, making it the largest AI open-source community in China [1] - The platform facilitates a two-way connection between model contributors and users, enhancing the application potential of models and promoting innovation and exploration in model applications [1] Group 2 - The conference was guided by the National Information Center and hosted by the Magic community, featuring seven major forums and 65 themes, with participation from renowned AI open-source model teams and over 200 global AI experts [2] - An incentive program called the Magic Developer Medal was launched to reward contributors, offering free GPU computing power and high-level training vouchers for model generation and application development [2] - Future expansions of the incentive program will include contributions from various developer groups and will introduce rewards for community engagement [2]