2025年AI正从"工具时代"迈向"伙伴时代"，2026年的AI发展态势渐渐清晰。12月10日，量子位智库发布 《2025年度AI十大趋势报告》（以下简称《报告》）。《报告》基于基础设施、模型进化、应用版图 等四部分进行总结，其中有关应用的趋势占有四席，分别涉及流量入口、多模态、AI硬件和AGI（通用 人工智能）。来自学术和产业一线的参与者对具身智能等热门领域做了复盘和展望，可以说AI的上半 场属于想象力，下半场属于执行力。 算力经济是智能产业第一大引擎，全球范围内，对AI算力的需求正以前所未有的速度增长，这直接推 动了超大规模数据中心的建设。这些数据中心不再只是传统意义上的服务器托管场所，而是演变为单个 AI公司主导的、集成了海量计算、存储和网络资源的算力工厂。 云计算厂商的投资重点从传统的通用计算资源向满足AI需求的专用算力基础设施倾斜，云厂商与AI企 业的合作模式从简单的资源租赁关系，演变为深度绑定的战略合作关系。 相应地，越来越多的AI原生需求正在重塑芯片创新，大市场大生态打开了时代"芯机遇"。具体体现在， GPU（图形处理器）主导地位受到挑战，NPU（嵌入式神经网络处理器）在端侧普及，ASIC（定制 ...

机器人前瞻11月20日报道，在今天举行的2025智源具身Open Day上，智源研究院系统性公开了其在具身智能方向的最新研究进展，并举办了 围绕行业核心问题的圆桌讨论。 机器人前瞻（公众号：robot_pro） 作者 | 江宇 编辑 | 漠影 在现场，圆桌讨论从"世界模型是不是实现具身智能的关键"展开，随后延伸到"具身智能需不需要自己的统一架构、要不要有一套'具身版 Transformer'"。在数据层面，嘉宾们又讨论了在数据又重要又难的前提下，真实数据、仿真数据和视频数据该怎么组合使用。 第二场圆桌则进一步提出"人形机器人是不是具身智能的最终形态、硬件是不是现在最大的瓶颈"的问题。 大咖云集的圆桌讨论把业内当下关键与现实的议题都摆上了桌面。许多嘉宾在多个核心问题上给出了清晰、直接的判断，分歧与共识交织出 现。 一、智源的全栈布局：从世界模型到跨本体"具身大脑" 在开场演讲中，智源研究院院长王仲远系统介绍了过去一年在具身智能方向的多项关键进展，他将其概括为两条主线：世界模型的突破与具身 大脑全栈体系的成型。 首先，智源发布了原生多模态世界模型Emu3.5。相较上一代Emu3，新模型将训练数据从15年视频扩展至 ...

Group 1: OpenAI Developments - OpenAI CEO Altman denied rumors of the company going public next year, stating that there is no specific date or decision from the board regarding an IPO, but he believes it will eventually happen [2] - OpenAI's annual revenue significantly exceeds the rumored $13 billion [2] - OpenAI signed a $38 billion computing power procurement agreement with Amazon Web Services (AWS), marking its first collaboration with a global cloud infrastructure leader outside of Microsoft [5] Group 2: Corporate Actions and Financial Moves - China Mobile announced a non-cash transfer of 41.98 million shares to China National Petroleum Corporation, reducing its stake from 69.05% to 68.85% [3] - Boeing completed the sale of part of its digital aviation solutions business for $10.55 billion to Thoma Bravo, optimizing its capital structure and allowing a focus on core business [8] - Wuhan Weinan Battery Asset Co., Ltd. completed a C-round financing of 670 million yuan, with participation from NIO and CATL, to support battery asset-related business and technology development [12] Group 3: Technology and Innovation - Microsoft CEO Nadella indicated the company may restart hiring in the next year, contingent on existing employees learning to collaborate with AI [4] - Xiaopeng Motors' CEO He Xiaopeng announced plans to mass-produce robots by 2026, emphasizing the importance of integration and overcoming challenges in cost, safety, and consistency [6] - The Zhiyuan Research Institute released the Emu3.5 multimodal world model, significantly enhancing training data and inference speed, marking a new era in multimodal AI [13] Group 4: Market Trends and Strategic Moves - Elon Musk announced the upcoming launch of a new encrypted communication platform, XChat, which will integrate with the existing X social platform [7] - Qualcomm and MediaTek are accelerating their adoption of TSMC's N2P process technology to compete with Apple in chip production [11] - Tesla's AI team is progressing on the AI 5 chip for smart assisted driving, with future versions AI 6 and AI 7 expected to follow [10]

Group 1 - Adobe launched its advanced image generation and editing model Firefly Image 5, supporting 4 million pixel native output and introducing new generative AI tools for applications like Photoshop and Premiere Pro [2][3] - Zhiyuan Research Institute released the Emu3.5 multimodal model, trained on over 10 trillion tokens, with video training duration increasing from 15 years to 790 years and parameter count rising from 8 billion to 34 billion [2] Group 2 - Figma acquired AI generation company Weavy to create a new "node-based" AI design paradigm, enhancing creative control for designers [6] - OpenAI plans to go public in 2027 with a potential valuation of $1 trillion, expecting revenue to double this year to $12.7 billion and continue growing rapidly [6][9] - YouTube is undergoing restructuring focused on AI applications, offering voluntary buyout options to employees considering leaving [7] Group 3 - Google Labs introduced Pomelli, an AI marketing tool designed to help small businesses quickly create social media campaigns by extracting brand information from their websites [4] - Synthesia, a UK-based AI video generation unicorn, completed a $200 million funding round, achieving a valuation of $4 billion and serving around 60,000 enterprises [9] - Ant Group's AI health application AQ ranked 7th in China's AI native application list, with a compound growth rate of 83.4%, significantly outpacing the industry average of 13.5% [8]

Group 1 - The 2025 Hurun Women Entrepreneurs List was released, with Zhong Huijuan from Hansoh Pharmaceutical becoming China's richest woman for the first time, with a wealth of 141 billion yuan [1] - Young mathematician Wang Hong from Guangxi won the 2025 Salem Prize, which is considered a precursor to the Fields Medal, and was also awarded at the World Chinese Mathematicians Conference [1] - OpenAI is reportedly preparing for an IPO, with a potential valuation of up to $1 trillion, which could be one of the largest IPOs in history [2] Group 2 - Li Cao from Leap Motor clarified that the company focuses on self-research of core technologies and respects Huawei as a benchmark for China's technological independence [2] - Xiaomi's "Giant Energy Saving" series was clarified by executives as a product line name rather than a performance metric, with energy efficiency exceeding national standards [4] - JD.com launched a promotional campaign offering free food delivery as part of its 11.11 shopping festival, with a total of 1 million free orders available [6] Group 3 - JD.com founder Liu Qiangdong treated 150,000 full-time delivery riders to KFC as a reward for their hard work during the 11.11 sales event [8] - Chen Tianqiao announced a $1 billion investment in computing power to support innovative AI research, emphasizing the importance of discovery in AI [8] - Giant Network responded to the departure of its former CEO, stating that the company is focused on reducing internal conflicts and improving decision-making efficiency [10] Group 4 - Didi announced a freight payment guarantee, committing to fully cover drivers' unpaid earnings if not received within seven days after order completion [10] - Pop Mart opened its first store in the Middle East, which operates 24 hours a day, marking a significant expansion for the brand [10] - Taobao is set to launch a "Taobao Convenience Store" project, offering a wide range of products online with a focus on quality and service standards [13] Group 5 - The skincare brand "LAN" responded to consumer concerns about compliance with regulatory standards, stating that their product registrations are valid [13] - Apple CEO Tim Cook avoided questions regarding iPhone Air production cuts during a recent earnings call, maintaining the company's policy of not disclosing specific model sales [13] - The NBA approved Mark Walter as the new owner of the Los Angeles Lakers, with a total valuation of $10 billion for the team [14] Group 6 - Ford announced an additional investment of $170 million in Argentina for the production of hybrid Ranger vehicles, set to begin in 2027 [14] - Wikipedia subtly criticized Elon Musk's AI-driven encyclopedia GrokiPedia, emphasizing its human-operated nature in a fundraising announcement [14] - Tesla is recalling 6,197 Cybertruck vehicles in the U.S. due to potential issues with the installation of off-road light bars [17] Group 7 - YouTube is undergoing a restructuring focused on AI applications, offering voluntary buyout options to employees considering leaving the company [17] - Volkswagen reported a net loss of €1.072 billion in Q3 2025, with a significant decline in profits attributed to increased electric vehicle production and additional costs [18] - Nvidia plans to invest up to $1 billion in AI startup Poolside, potentially increasing its valuation significantly [18] Group 8 - Intel is in preliminary talks to acquire AI chip startup SambaNova Systems, with potential valuation lower than its previous funding round [18] - Shunwei Capital led a multi-million yuan angel round investment in Zhefei Aviation Technology, indicating continued interest in the aviation sector [18] - Pyromind Dynamics completed a $10 million seed round financing to expand its team and product development in the reinforcement learning sector [18]