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腾讯研究院AI速递 20250729
腾讯研究院· 2025-07-28 15:36
Group 1 - GLM-4.5 is an open-source model designed for agents, excelling in reasoning, coding, and agent tasks, with leading performance in domestic tests [1] - The model employs a mixed expert architecture, offering two modes with high parameter efficiency, achieving performance comparable to larger competitors [1] - It features low cost (0.8 yuan per million tokens) and high speed (up to 100 tokens per second), supporting full-stack development tasks [1] Group 2 - Yuntian Lifa is focusing entirely on AI inference chips, aiming to enhance single-chip computing power to thousands of TOPS by 2028 to support trillion-parameter large models [2] - The company utilizes an innovative "computing power building block" architecture with fully domestic technology, compatible with mainstream open-source models and the HarmonyOS [2] - The strategy includes a triad layout of edge, cloud, and intelligent machines, forming four major business segments targeting edge computing, cloud-based large model inference, and intelligent machines [2] Group 3 - Coze has open-sourced two core products (Coze Studio and Coze Loop) under the Apache 2.0 license, receiving 9.5K stars on GitHub [3] - Coze Studio offers a no-code development platform allowing users to create agents through drag-and-drop operations, supporting multi-platform deployment; Coze Loop provides a full lifecycle management toolchain [3] - The open-source strategy aims to establish a new paradigm for agent development, providing a complete toolchain and flexible customization capabilities [3] Group 4 - Kuaishou's Keling AI has released significant updates, including a "spiritual canvas" supporting five-person collaborative creation and a greatly enhanced "multi-image reference" feature [4][5] - The new multi-image reference function addresses consistency issues in AI video generation, showing a 102% improvement in blind tests regarding character representation, dynamic quality, and artistic style stability [5] - A new local reference feature allows users to precisely define reference areas, making video generation results more controllable and significantly lowering the barrier for daily creative video production [5] Group 5 - Lovart, the world's first design agent, has officially launched, utilizing Tencent's Mix Yuan 3D model API for ultra-high-definition detail modeling [6] - The Mix Yuan 3D v2.5 version employs a sparse 3D native architecture, achieving a tenfold increase in geometric model accuracy compared to previous generations, supporting 4K PBR texture mapping [6] - The Mix Yuan strategy remains open-source, with plans for multiple upgrades by 2025, and has surpassed 2.3 million downloads on the Hugging Face platform, having also open-sourced the Mix Yuan 3D World Model 1.0 [6] Group 6 - Alibaba has open-sourced the Tongyi Wanshang Wan2.2 video generation model, the first in the industry to use the MoE architecture, with a total of 27 billion parameters, saving 50% in computing resources [7] - The new model introduces a cinematic aesthetic control system, offering over 60 parameters to adjust lighting, composition, and color [7] - The 5 billion version of the unified video generation model supports both text-to-video and image-to-video generation, deployable on consumer-grade graphics cards [7] Group 7 - SenseTime has launched the Wuneng Embodied Intelligence Platform, providing robots with perception, navigation, and multimodal interaction capabilities based on world models, addressing data bottlenecks [8] - The Wuneng platform can generate high-quality simulation data that adheres to physical rules and offers first and third-person perspectives, enhancing robot training efficiency [8] - This platform empowers robots with intelligent interaction capabilities, demonstrated by a robot that can present PowerPoint slides, showcasing global memory capabilities and transitioning from a tool to a partner in interaction [8] Group 8 - The Shanghai Institute of Science Intelligence, Fudan University, and Infinite Light Year have jointly launched the "Galaxy Enlightenment Scientific Intelligence Open Platform," providing AI-enabled full-link research tools for scientists [10] - The platform is designed with a "scientist-centered" approach, integrating over 200 scientific models across 12 disciplines and 12PB of high-value scientific data, attracting over 120 research teams [10] - It offers six core capabilities: native intelligent agent scientific exploration engine, universal scientific model repository, efficient scientific computing, wet and dry experiment closed-loop, high-value scientific data, and a multidisciplinary collaborative research community, marking the entry into the 2.0 era of scientific intelligence [10] Group 9 - Shopify announced its "All in AI" strategy, sharing successful implementation experiences three months post-announcement, emphasizing universal AI usage without cost limits and default legal team support [11] - The company has built a unified AI entry point, connecting all internal tools via an MCP server, allowing employees to freely construct workflows, significantly enhancing departmental efficiency [11] - Shopify employs a counterintuitive strategy by encouraging AI to demonstrate its thought process rather than hiding it, hiring more junior talent as "AI natives," increasing prototype creation, and linking AI usage to employee performance [11] Group 10 - OpenAI's board chair Bret Taylor believes the SaaS applications of 2010 will evolve into intelligent agent companies by 2030, indicating we are in an "accelerated internet bubble era" [12] - The AI market is divided into three main areas: frontier large models (high competition, difficult entry), AI tools (challenging but with opportunities), and application-layer AI (the greatest opportunity) [12] - Entrepreneurship requires a core "argument" rather than blindly "failing fast," with true customer value for B2B companies needing market validation, as the market explores the "LAMP" technology stack in the AI era, with future intelligent marginal costs approaching zero [12]