文｜富充、周鑫雨 成立于2021年的Luma AI，是美国视频生成领域的明星创业公司。《智能涌现》获悉，近期Luma AI已按照40亿美元估值，完成9亿美元C轮融资。本轮由 沙特公共投资基金（PIF）旗下机构HUMAIN领投，AMD Ventures、Andreessen Horowitz、Amplify Partners、Matrix Partners等老股东均大额加注。 他认为，视频生成模型明年也将复现同样的收敛过程。 在视频生成类AI公司更多还在卷更长的时长和更好的画质时，宋佳铭具体解释了他的"异见"：下一阶段真正要提升的，不是画面本身，而是模型对现实世 界的理解与推理能力。 他用一个影视制作现场的场景做解释：在影视制作中，若导演需要补拍一个遗漏的俯视镜头，传统的视频生成模型只是根据提示词生成一段相关内容，却 容易存在与前后画面不相符的细节。 这条路径今年已经在图像生成领域验证一遍：2024年，业内还对多模态架构存在分歧，而进入2025年后，图片生成模型已基本将文生图、图编辑等任务整 合进统一模型。竞争焦点也已从架构设计转向高质量的数据收集。 但推理模型则能够理解已有片段的场景空间、角色位置与镜头逻辑， ...

Core Insights - Luma AI has raised $900 million in Series C funding to accelerate its development towards multimodal AGI, which can simulate reality and assist humans in the physical world [1][3][4] - The partnership with HUMAIN aims to build Project Halo, a 2 GW AI supercluster in Saudi Arabia, which will support the training of large-scale world models [3][4][5] - The collaboration is expected to unlock significant opportunities across various sectors, including entertainment, marketing, education, and robotics, potentially worth trillions [1][4] Company Overview - Luma AI is focused on creating multimodal general intelligence capable of generating, understanding, and manipulating the physical world [8] - The flagship model, Ray3, has been successfully deployed in studios, advertising agencies, and brands, including integration with Adobe's global products [7][8] - HUMAIN, a PIF company, provides comprehensive AI capabilities across four core areas: next-generation data centers, high-performance infrastructure, advanced AI models, and transformative AI solutions [9] Funding and Infrastructure - The $900 million funding round was led by HUMAIN, with participation from AMD Ventures and previous investors like Andreessen Horowitz and Matrix Partners [1][3] - The Project Halo supercluster will represent a significant leap in multimodal AI infrastructure, enabling the training of peta-scale multimodal data [5][6] - Luma AI plans to expand its leadership in entertainment and advertising into simulation, design, and robotics with the new funding [7] Strategic Goals - The partnership aims to create AI systems that can learn from vast amounts of data, estimated at quadrillions of tokens, to enhance understanding and simulation of reality [5][6] - HUMAIN's investment philosophy emphasizes building a complete value chain to support the next wave of AI development [5] - The collaboration is set to establish new benchmarks for how capital, computing power, and capabilities can be integrated in the AI sector [5]

Core Viewpoint - The article discusses the innovative capabilities of Luma AI's new video modification tool, Modify Video, which allows users to transform videos with high precision while maintaining original actions and movements [8][10][21]. Group 1: Features of Modify Video - Modify Video enables users to reimagine any video, allowing for advanced control over characters, scenes, and actions without altering the original movements [9][10]. - The tool offers three main functionalities: motion capture, style transfer, and single element editing, allowing for seamless transitions and modifications [16][18][19]. - Users can extract and transfer full-body, facial, or lip movements from one video to another, enhancing creative possibilities [18]. Group 2: Performance Comparison - Luma AI's Modify Video outperforms competitors like Runway in various key metrics, including motion fidelity and visual quality [21][28]. - The tool maintains high structural similarity to the original video input and follows the motion and facial animations accurately [30]. - In blind tests, Luma demonstrated superior performance in terms of viewing pleasure and temporal consistency compared to Runway [30][28]. Group 3: Company Background - Luma AI was founded in 2021 by Amit Jain and Alex Yu, focusing on computer vision technologies for video, 3D, and image generation [31][35]. - The company has attracted significant investment, including a recent funding round of $900 million in December 2024, with notable investors such as Amazon and AMD [35][36].