【文/经济学人】 就在唐纳德·特朗普宣誓就任总统的那一天，一家名为深度求索（DeepSeek）的中国公司发布了一款世 界级的大语言模型（LLM）。特朗普后来形容，这对美国AI行业敲响了"警钟"。美国参议院情报委员 会副主席马克·华纳（Mark Warner）表示，美国情报界（由18个机构和组织组成）"被打了个措手不 及"。 2024年，拜登政府开始担心中国的情报部门和军方可能会在人工智能（AI）应用上抢占先机。于是， 拜登政府下令情报机构、五角大楼以及（负责核武器研发的）能源部更激进地试验尖端的AI模型，并 加强与"前沿性"AI实验室的合作，重点包括AI初创公司Anthropic、谷歌DeepMind和OpenAI。 7月14日，五角大楼向Anthropic、谷歌、OpenAI以及埃隆·马斯克旗下的xAI（该公司的聊天机器人在最 近一次更新后一度自视为希特勒）等企业分别授予了最高达2亿美元的合同。这些公司将测试"代理 型"（agentic）AI模型。此类模型能够代替用户执行任务，并将复杂任务拆分为若干步骤，还可以操控 其他设备，比如汽车或计算机。 这些前沿实验室不仅活跃在军事领域，也正深度介入欧美的情报界。早 ...

Core Insights - The emergence of DeepSeek's large language model (LLM) has raised concerns in the U.S. regarding China's advancements in AI, particularly in intelligence and military applications [1][8] - The Biden administration is responding by accelerating AI experimentation within intelligence agencies and the Department of Defense, collaborating with leading AI firms like Anthropic, Google, and OpenAI [1][2] - The U.S. intelligence community is increasingly utilizing AI models, with significant contracts awarded to companies for developing "agentic" AI models capable of executing complex tasks [1][2] Group 1: U.S. Developments - The Pentagon awarded contracts up to $200 million to companies like Anthropic and Google for testing agentic AI models [1] - All U.S. intelligence agencies are now widely using AI models, with firms customizing models based on specific agency needs [2] - Despite advancements, the application of AI in national security is still not meeting expectations, with agencies struggling to adapt existing technologies effectively [4] Group 2: European Initiatives - The UK intelligence community is also integrating advanced LLM capabilities, with companies like Mistral leading efforts in Europe [3] - Mistral's Saba model is specifically trained for regional language processing, enhancing its utility in intelligence operations [3] - The Israeli military has significantly increased its use of OpenAI's GPT-4 model, indicating a growing reliance on advanced AI technologies in military contexts [3] Group 3: Challenges and Concerns - Experts express concerns about the reliability and transparency of AI models, emphasizing the need for consistency in intelligence applications [6][7] - The current focus on developing advanced agentic models may overlook the necessity for models that can perform causal reasoning and understand real-world logic [7] - There are warnings that China may be advancing faster in AI applications for military and intelligence purposes, potentially outpacing U.S. efforts [7][8]

Group 1 - Wang Ziru announced his return to Bilibili as "Wang Ziru AI," focusing on AI content creation and helping traditional industries with digital transformation, citing quick financial returns as a motivation [1] - ByteDance's overseas employees experienced food poisoning, leading to a lawsuit against the restaurant Yunhaiyao for violating food sales laws and public health regulations [2] - Yonghui Supermarket is set to open its 100th store redesigned in the "Fat Donglai" model, indicating a shift towards quality retail and a systematic approach to this model [4] Group 2 - Reports indicate that some regions in China have paused the "national subsidy" for home appliance replacements due to exhausted funds, with a total subsidy of approximately 1.2 billion [3] - The chairman of Xizi Elevator, Liu Wenchao, passed away at the age of 54, as confirmed by the company [6] - The company *ST Renle, known as the "first private supermarket stock," is facing delisting due to negative net assets of -387 million yuan as of 2023 [5] Group 3 - Lululemon reported a 7% year-on-year increase in global net revenue for Q1 2025, reaching $2.4 billion, with international business growing by 19% [16] - The AI video software PixVerse launched its domestic version "Pai Wo AI," attracting over 60 million global users and 16 million monthly active users [14] - The company North China Kangyuan completed a 200 million yuan A-round financing to develop clean energy projects [20]

Gemini的竞争对手包括微软支持的OpenAI、Meta Platforms和Anthropic等公司的人工智能产品。 周四早些时候，由亚马逊和谷歌支持的Anthropic发布了专门为美国国家安全客户打造的Claude Gov模 型。 智通财经APP获悉，Alphabet(GOOGL.US)旗下的谷歌表示，将推出Gemini 2.5 Pro(I/O 版)的升级预览 版，该版本提高了编码能力，尤其是构建引人注目的交互式网络应用程序的能力。 上个月，该公司表示将为开发人员发布Gemini 2.5 Pro预览版(I/O版)的早期访问权限，这是2.5 Pro的更 新版本。 谷歌周四表示，新模型将以 5 月份发布并在I/O 大会上展示的版本为基础，将在几周内成为普遍可用的 稳定版本，可供企业级应用使用。 根据谷歌的说法，最新的2.5 Pro在LMArena上的Elo得分上升了24分，保持了其在排行榜上的领先地 位，在WebDevArena上的Elo得分上升了35分，以1443分领先。 谷歌产品管理高级总监Tulsee Doshi周四表示："它在编码方面继续表现出色，在 Aider Polyglot 等高难 度编码基准 ...