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商汤拆分芯片业务始末:百度创始成员加入,半年已融15亿
36氪· 2025-09-19 13:42
以下文章来源于智能涌现 ,作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 从商汤体系拆分后, "曦望"想让大模型推理"便宜10倍"。 文 | 邱晓芬 编辑 | 苏建勋 来源| 智能涌现(ID:AIEmergence) 封面来源 | IC photo 2025年4月17日,商汤联合创始人徐冰在北京攒了一个饭局。他带来两位中间人作伴,设宴邀请百度创始团队成员王湛。徐冰开门见山——"有没有兴趣一 起加入芯片创业?" 王湛为人低调,在百度百科上的介绍不多,但中国互联网圈子的人对他或许并不陌生。 从北大物理系毕业后,2000年王湛加入了当时只有十几名员工的百度,成为百度的"创始产品经理",此后,王湛还成为了百度集团法人代表——直到2016 年他离开时。 在百度16年的时间里,他管理过八千人的团队,主持百度搜索业务和商业化。如今,他的下属们已成长为行业中坚,遍布互联网大厂…… 面对徐冰抛出的橄榄枝,王湛迅速决定加入、并担任"曦望"联席CEO。 五年前,为了应对核心技术自主与算力成本挑战,商汤决定重金投入芯片研发。而独立计划,源于商汤2024年底的"1+X"战略——将投入大、周期长但战 略价值高 ...
商汤拆分芯片业务始末:百度创始成员加入,半年已融15亿
3 6 Ke· 2025-09-19 01:58
Core Insights - The article discusses the strategic move of Wang Zhan, a former key figure at Baidu, to join SenseTime's chip venture "Xiwang" as co-CEO, highlighting the growing importance of AI chip development in China [1][2][4] - SenseTime has invested over 1.1 billion yuan in chip research and development over the past five years, with the aim of establishing a strong foothold in the AI chip market [4][6] - The year 2025 is identified as a pivotal year for China's AI chip industry, with significant market opportunities emerging as domestic companies seek to compete with global leaders like NVIDIA [4][11] Company Overview - Wang Zhan has a rich background in the tech industry, having managed a team of 8,000 at Baidu and played a crucial role in the company's search and commercialization efforts [2][4] - The "Xiwang" team has grown by 50% to nearly 200 members, with a leadership team that includes experienced professionals from major tech companies like AMD and Intel [5][6] - The company has successfully produced two chip models: the S1 chip for cloud-edge visual inference and the S2 chip for large model inference, with over 10,000 units shipped [6][8] Market Context - The Chinese AI chip market is experiencing a surge, with several domestic companies like Cambricon and Moore Threads gaining traction and achieving significant revenue growth [4][11] - The article emphasizes the shift from a "burning money" phase to a "commercialization" phase in the industry, indicating a maturation of the market [4][11] - Wang Zhan believes that the timing of "Xiwang's" establishment is advantageous, as the market is now ready for large-scale commercialization of AI chips [11][12] Product Development - The upcoming S3 chip is expected to reduce inference costs by tenfold and is set to launch in 2026, showcasing the company's commitment to innovation [8][12] - "Xiwang" aims to achieve 100% proprietary intellectual property in its chip designs, which is seen as crucial for competitive advantage [8][12] - The company is focusing on specific market segments rather than general-purpose chips, aligning with industry trends that favor specialized solutions [11][12] Funding and Investment - "Xiwang" has raised over 1.5 billion yuan in funding in recent months, with 70% of its investors being industry capital, which helps in aligning product development with market needs [6][10] - The strategic partnerships with industry players are intended to facilitate smoother transitions from chip development to commercialization [10][12]