机器之心编辑部 不久之前，OpenAI 著名研究者、清华校友、著名博客《AI 下半场》的作者姚顺雨加入腾讯的消息传得沸沸扬扬，点燃了 AI 社区。（参见： 姚顺雨离职 OpenAI，「亿元入职腾讯」传闻引爆 AI 圈，鹅厂辟谣了 ） 今日，靴子落地。 刚刚，机器之心获悉，腾讯升级大模型研发架构，新成立 AI Infra 部、AI Data 部、数据计算平台部，全面强化其大模型的研发体系与核心能力。 一直未正式露面的姚顺雨（Vinces Yao）出任 「CEO / 总裁办公室」首席 AI 科学家 ，向腾讯总裁刘炽平汇报；同时兼任 AI Infra 部、大语言模型部负责人，向技 术工程事业群总裁卢山汇报。 王迪继续担任大语言模型部副总经理，向姚顺雨汇报。刘煜宏担任 AI Data 部负责人、陈鹏担任数据计算平台部负责人，均向公司副总裁蒋杰汇报。 姚顺雨是人工智能领域，特别是「智能体（Agent）」方向备受瞩目的青年研究者。 在加入 OpenAI 之前，他就已经在语言智能体领域做出了一系列开创性的工作： 此外，他还参与构建了著名软件工程基准 SWE-Bench 和模拟电子商务网站环境 WebShop，推动了 AI ...

编辑部 发自 凹非寺 量子位 | 公众号 QbitAI 岗位职责： AI产业方向 ：关注基建层创新，包含芯片、AI Infra、云计算； AI财经方向 ：关注AI领域创投和财报，跟踪产业链资本动向； AI产品方向 ：关注AI在应用和硬件终端方向的进展。 AI热潮还在汹涌，但如果你还不知道如何参与……那为什么不来 量子位 呢？ 我们是一家以 追踪AI新进展 为核心的内容平台，经过8年积累，目前拥有顶流影响力，广泛且备受认可的产业资源，以及时代风口的最佳观 测和学习生态位。 目前，我们有 三大方向 岗位招聘，希望你是 （或者能成为） 这三个方向的内容专家： 岗位均为全职，工作地点：北京中关村。 岗位面向： 加入我们，你可以获得： 以下是岗位详情： 所有岗位不同能力层级职位均在开放，欢迎结合个人履历和经验申请。 AI产业方向 社招：覆盖编辑、主笔、主编各个层级，按能力匹配岗位； 校招：应届毕业生，接受实习且可转正。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内 ...

编辑部 发自 凹非寺 量子位 | 公众号 QbitAI AI热潮还在汹涌，但如果你还不知道如何参与……那为什么不来 量子位 呢？ 我们是一家以 追踪AI新进展 为核心的内容平台，经过8年积累，目前拥有顶流影响力，广泛且备受认可的产业资源，以及时代风口的最佳观 测和学习生态位。 目前，我们有 三大方向 岗位招聘，希望你是 （或者能成为） 这三个方向的内容专家： 岗位均为全职，工作地点：北京中关村。 岗位面向： 加入我们，你可以获得： 任职要求： 以下是岗位详情： 所有岗位不同能力层级职位均在开放，欢迎结合个人履历和经验申请。 AI产业方向 岗位职责： AI产业方向 ：关注基建层创新，包含芯片、AI Infra、云计算； AI财经方向 ：关注AI领域创投和财报，跟踪产业链资本动向； AI产品方向 ：关注AI在应用和硬件终端方向的进展。 社招：覆盖编辑、主笔、主编各个层级，按能力匹配岗位； 校招：应届毕业生，接受实习且可转正。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰 ...

Core Viewpoint - The article emphasizes the ongoing AI boom and invites individuals to join the company "Quantum Bit," which focuses on tracking AI advancements and has established itself as a leading content platform in the industry [1]. Recruitment Opportunities - The company is hiring for three main directions: AI Industry, AI Finance, and AI Product, with positions available for both experienced professionals and fresh graduates [2][4]. - All positions are full-time and based in Beijing, Zhongguancun [2]. Job Responsibilities - **AI Industry Direction**: Focuses on innovations in infrastructure, including chips, AI infrastructure, and cloud computing [5]. - **AI Finance Direction**: Involves tracking venture capital and financial reports in the AI sector, monitoring capital movements within the industry [6]. - **AI Product Direction**: Concentrates on the application and hardware advancements of AI [6]. Benefits and Growth Opportunities - Employees will have the chance to engage with the latest AI technologies and tools, enhancing their work efficiency and creativity [6]. - The company offers a vibrant team environment, competitive salaries, and comprehensive benefits, including social insurance, meal allowances, and performance bonuses [6][12]. - New hires will receive mentorship from senior editors to accelerate their professional growth [6]. Company Impact and Reach - By 2025, Quantum Bit aims to have over 2.4 million subscribers on WeChat and more than 7 million users across all platforms, with a daily reading volume exceeding 2 million [12]. - The company is recognized as the top new media outlet in the AI and frontier technology sector according to third-party data platforms [12].

编辑部 发自 凹非寺 量子位 | 公众号 QbitAI AI产业方向 岗位职责： AI产业方向 ：关注基建层创新，包含芯片、AI Infra、云计算； AI财经方向 ：关注AI领域创投和财报，跟踪产业链资本动向； AI产品方向 ：关注AI在应用和硬件终端方向的进展。 AI热潮还在汹涌，但如果你还不知道如何参与……那为什么不来 量子位 呢？ 我们是一家以 追踪AI新进展 为核心的内容平台，经过8年积累，目前拥有顶流影响力，广泛且备受认可的产业资源，以及时代风口的最佳观 测和学习生态位。 目前，我们有 三大方向 岗位招聘，希望你是 （或者能成为） 这三个方向的内容专家： 岗位均为全职，工作地点：北京中关村。 岗位面向： 加入我们，你可以获得： 以下是岗位详情： 所有岗位不同能力层级职位均在开放，欢迎结合个人履历和经验申请。 社招：覆盖编辑、主笔、主编各个层级，按能力匹配岗位； 校招：应届毕业生，接受实习且可转正。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内 ...

AI热潮还在汹涌，但如果你还不知道如何参与……那为什么不来 量子位 呢？ 我们是一家以 追踪AI新进展 为核心的内容平台，经过8年积累，目前拥有顶流影响力，广泛且备受认可的产业资源，以及时代风口的最佳观 测和学习生态位。 编辑部 发自 凹非寺 量子位 | 公众号 QbitAI 目前，我们有 三大方向 岗位招聘，希望你是 （或者能成为） 这三个方向的内容专家： 岗位均为全职，工作地点：北京中关村。 岗位面向： 加入我们，你可以获得： 以下是岗位详情： 所有岗位不同能力层级职位均在开放，欢迎结合个人履历和经验申请。 AI产业方向 岗位职责： AI产业方向 ：关注基建层创新，包含芯片、AI Infra、云计算； AI财经方向 ：关注AI领域创投和财报，跟踪产业链资本动向； AI产品方向 ：关注AI在应用和硬件终端方向的进展。 社招：覆盖编辑、主笔、主编各个层级，按能力匹配岗位； 校招：应届毕业生，接受实习且可转正。 站在AI浪潮之巅 ：第一时间接触和了解AI领域最新技术和产品，构建完整的AI认知体系。 玩转AI新工具 ：将各种AI新技术、新工具应用于工作，提升工作效率和创造力。 打造个人影响力 ：通过撰写独家原创内 ...

Investment Rating - The report rates the industry as "Overweight," indicating a positive outlook for the sector's performance compared to the overall market [61]. Core Insights - The report emphasizes the importance of AI Infrastructure (AI Infra) as a foundational system for AI workloads, which includes computing power, storage, and networking [5][11]. - The AI Infra market in China is projected to grow significantly, reaching CNY 3.45 billion in 2024 and CNY 6.73 billion in 2025, representing a year-on-year growth of 95.1% [7][10]. - Key players in the AI Infra space include both domestic and international companies, with a focus on data layer software and models [4][36]. Summary by Sections AI Infra Overview - AI Infra is defined as the hardware and software systems designed to support AI workloads, aiming for efficient and large-scale AI model training and inference [5][11]. - The infrastructure consists of several layers, including computing, storage, and networking, with a focus on optimizing AI model performance [8][11]. Market Growth and Trends - The AI Infra market is expected to see rapid growth, with a significant increase in the number of AI applications anticipated in 2024 [29][32]. - The demand for private deployment and data integration solutions is rising, particularly in sectors with stringent data security requirements [29][36]. Key Players and Technologies - Major players in the AI Infra market include Alibaba Cloud, Huawei Cloud, and various startups focusing on Machine as a Service (MaaS) [12][13]. - Technologies such as virtualization and containerization are central to the computing management layer, enhancing resource utilization and efficiency [12][22]. Investment Opportunities - The report identifies several investment targets across different categories, including AIGC applications, digital economy leaders, and data infrastructure [52][53]. - Companies like Snowflake and MongoDB are highlighted as international benchmarks for data layer software, with strong revenue growth trends [36][38]. Future Outlook - AI infrastructure providers are expected to maintain high growth potential due to their critical role in supporting AI applications and the increasing integration of AI into traditional industries [51].

Core Insights - The article emphasizes the ongoing AI boom and invites individuals to participate through the platform "Quantum Bit," which focuses on tracking AI advancements [1] - The platform has accumulated significant influence over 8 years, recognized for its industry resources and learning ecosystem [1] Job Opportunities - The company is hiring for three main directions: AI Industry, AI Finance, and AI Product, with positions available for both experienced professionals and fresh graduates [2][4] - All positions are full-time and based in Beijing, Zhongguancun [2] AI Industry Direction - Responsibilities include monitoring innovations in infrastructure, such as chips, AI infrastructure, and cloud computing [5] - The role involves producing accessible interpretations of cutting-edge research papers and technical reports from major conferences [6][7] AI Finance Direction - Focuses on venture capital and financial reports within the AI sector, tracking capital movements in the industry [6] - Candidates should be data-sensitive and interested in financial statements and strategic planning [11] AI Product Direction - Responsibilities include evaluating AI applications and hardware, tracking new product releases across various platforms [10] - Candidates should have a strong understanding of the trends in smart hardware and AI products [11] Company Growth and Reach - By 2025, Quantum Bit aims to have over 2.4 million subscribers on WeChat and more than 7 million users across the internet, with a daily reading volume exceeding 2 million [12] - The platform is recognized as the top new media outlet in the AI and frontier technology sector according to third-party data platforms [12]

Core Viewpoint - The article emphasizes the ongoing AI boom and invites individuals to join the company "Quantum Bit," which focuses on tracking AI advancements and has established itself as a leading content platform in the industry [1]. Recruitment Opportunities - The company is hiring for three main directions: AI Industry, AI Finance, and AI Product, with positions available for both experienced professionals and fresh graduates [2][4]. - All positions are full-time and based in Beijing, Zhongguancun [2]. Job Responsibilities - **AI Industry Direction**: Focuses on innovations in infrastructure, including chips, AI infrastructure, and cloud computing [5]. - **AI Finance Direction**: Involves tracking venture capital and financial reports in the AI sector, monitoring capital movements within the industry [6]. - **AI Product Direction**: Concentrates on the application and hardware developments of AI [6]. Benefits and Growth Opportunities - Employees will have the chance to engage with the latest AI technologies and tools, enhancing their work efficiency and creativity [6]. - The company offers a vibrant team environment, competitive salaries, and comprehensive benefits, including social insurance, meal allowances, and performance bonuses [6][12]. - New hires will receive mentorship from senior editors to accelerate their professional growth [6]. Company Impact and Reach - By 2025, Quantum Bit aims to have over 2.4 million subscribers on WeChat and more than 7 million users across all platforms, with a daily reading volume exceeding 2 million [12]. - The company is recognized as the top new media outlet in the AI and frontier technology sector according to third-party data platforms [12].

Group 1 - The core viewpoint of the articles highlights the rapid growth of China's AI infrastructure service market, which reached 19.87 billion yuan in the first half of 2025, a year-on-year increase of 122.4%, with projections nearing 150 billion yuan by 2029 [2] - Despite 83% of enterprises prioritizing AI as a strategic focus, the actual success rate of implementation is only 29%, indicating significant challenges in AI project execution [3] - The systemic architectural imbalance, characterized by issues in computing power supply, data governance, system collaboration, and security compliance, is identified as a root cause of AI implementation failures [3] Group 2 - The CEO of Qingyun Technology outlines three phases of digital transformation since the emergence of ChatGPT, with the first phase focusing on the scarcity of computing power as a major obstacle for AI applications [4] - The second phase sees an increase in customer willingness to experiment with AI, but diverse industry needs remain inadequately addressed [4] - The third phase marks a shift in enterprises' attitudes towards serious consideration of AI integration, facing historical IT architecture issues that lead to fragmented computing resources [5] Group 3 - A significant 53% of enterprises adopt tightly coupled AI architectures, which bind model training and inference directly to business systems, leading to challenges during the iteration phase [6] - Enterprises face a triad of core challenges: maintaining legacy IT investments while embracing AI innovation, balancing diverse business demands with simplified IT architecture, and ensuring business stability during technological iterations [6] - AI Infra is proposed as a critical engine to resolve these implementation challenges, emphasizing the need for a bridge that connects historical IT assets with future requirements [7][8] Group 4 - AI Infra is defined as a platform that can achieve cost reduction, efficiency improvement, safety, and controllability through capabilities like computing power coordination, storage innovation, architecture integration, and ecological openness [9] - The deployment of AI Infra has shown to increase AI project success rates from 29% to 78%, with a 120% improvement in return on investment [11] - The global AI Infra market is projected to exceed $80 billion by 2025, with a compound annual growth rate of 58%, indicating intense competition among domestic and international players [12] Group 5 - Domestic players focus on local pain points, while international firms emphasize technological barriers, leading to a competitive landscape characterized by full-stack, vertical technology, and ecological integration players [12][13] - Companies like Qingyun Technology and Huawei are addressing historical compatibility issues and enhancing training efficiency through their AI Infra solutions [12] - The competition has evolved from product-based to a comprehensive contest involving technology, ecology, and application scenarios, with a need for domestic firms to overcome core technology bottlenecks [15]