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\u4e00\u5468<\/strong>(12<\/strong>\u6708<\/strong>2<\/strong>\u65e5\u81f3<\/strong>12<\/strong>\u6708<\/strong>6<\/strong>\u65e5<\/strong>)<\/strong>\u5e02\u573a\u56de\u62a5<\/strong><\/strong><\/p>\n\n\n\n

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A\u80a1\u5e02\u573a\uff1a\u622a\u81f312\u67086\u65e5\uff0c\u4e0a\u8bc1\u6307\u6570\u62a53404.076\u70b9\uff0c\u7d2f\u8ba1+2.3%\uff1b\u6df1\u8bc1\u6210\u6307\u62a510791.34\u70b9\uff0c\u7d2f\u8ba1+1.7%\uff1b\u6caa\u6df1300\u6307\u6570\u62a53973.14\u70b9\uff0c\u7d2f\u8ba1+1.4%\u3002<\/p>\n\n\n\n

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\u5b8f\u89c2\u89c2\u5bdf<\/strong><\/p>\n\n\n\n

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AI+<\/strong>\u8f6f\u4ef6\u884c\u4e1a<\/strong><\/p>\n\n\n\n

CRM 25\u8d22\u5e743\u8d22\u5b63\u4e1a\u7ee9\uff1a\u6536\u516594.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4+8%\uff0c\u597d\u4e8e\u9884\u671f\uff1b\u8c03\u6574\u540e\u7ecf\u8425\u5229\u738733.1%\uff0c\u540c\u6bd4+190 ppt\uff0c\u597d\u4e8e\u9884\u671f\uff1b\u8c03\u6574\u540e\u7684EPS\u4e3a2.41\u7f8e\u5143\uff0c\u540c\u6bd4+14%\uff0c\u597d\u4e8e\u9884\u671f\u3002\u6307\u5f15\uff1a25\u8d22\u5e744\u8d22\u5b63\u6536\u516599~101\u4ebf\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\uff1b\u8c03\u6574\u540e\u7684EPS\u4e3a2.57~2.62\u7f8e\u5143\uff0c\u597d\u4e8e\u9884\u671f\u30022025\u8d22\u5e74\u6536\u5165378~380\u4ebf\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\uff1b\u8c03\u6574\u540eEPS\u4e3a9.98~10.03\u7f8e\u5143\uff0c\u597d\u4e8e\u9884\u671f\u3002<\/p>\n\n\n\n

OpenAI\u4e3e\u884c\u201c12\u592912\u573a\u76f4\u64ad\u201d\u6d3b\u52a8\u7684\u9996\u79c0\uff0c\u5982\u9884\u671f\u4e00\u6837\u5e26\u6765\u4e86\u63a8\u7406\u5927\u6a21\u578bo1\u7684\u6ee1\u8840\u7248\u672c\u548c\u8fdb\u9636\u6a21\u5f0f\uff0c\u4ee5\u53ca\u6bcf\u6708\u6536\u8d39\u9ad8\u8fbe200\u7f8e\u5143\uff08\u7ea6\u4eba\u6c11\u5e011450\u5143\uff09\u7684ChatGPT Pro\u8ba2\u9605\u670d\u52a1\u3002\u521a\u521a\u4e0a\u7ebf\u7684\u5b8c\u6574\u7248o1\u6a21\u578b\uff0c\u4f1a\u6bd4\u9884\u89c8\u7248\u7684\u6a21\u578b\u66f4\u5feb\u3001\u66f4\u5f3a\u5927\u3001\u66f4\u51c6\u786e\uff0c\u540c\u65f6\u589e\u52a0\u4e86\u591a\u6a21\u6001\u8f93\u5165\uff08\u53ef\u4ee5\u4e0a\u4f20\u56fe\u7247\uff09\u7684\u80fd\u529b\u3002<\/p>\n\n\n\n

AI\u6559\u6bcd\u674e\u98de\u98de\u521b\u7acb\u7684World Labs\u53d1\u5e03\u9996\u4e2a\u300c\u7a7a\u95f4\u667a\u80fd\u300d\u6a21\u578b\uff0c\u4e00\u5f20\u56fe\uff0c\u5373\u53ef\u751f\u6210\u4e00\u4e2a3D\u4e16\u754c\u3002\u674e\u98de\u98de\u8bf4\uff0c\u201c\u65e0\u8bba\u600e\u6837\u7406\u8bba\u5316\u8fd9\u4e2a\u60f3\u6cd5\uff0c\u90fd\u5f88\u96be\u7528\u8bed\u8a00\u63cf\u8ff0\u4e00\u5f20\u7167\u7247\u6216\u4e00\u53e5\u8bdd\u751f\u62103D\u573a\u666f\u7684\u4e92\u52a8\u4f53\u9a8c\u3002\u201dWorld Lab\u572824\u5e749\u6708\u4eae\u76f8\uff0c\u878d\u8d442.3\u4ebf\u7f8e\u91d1\uff0c\u5f97\u5230\u4e86AI\u5927\u725bGeoffrey Hinton\u3001Jeff Dean\u3001\u8c37\u6b4c\u524dCEO Eric Schmidt\u7b49\u4eba\u9f0e\u529b\u652f\u6301\u3002<\/p>\n\n\n\n

\u6469\u6839\u58eb\u4e39\u5229\u4e92\u8054\u7f51\u7814\u7a76\u4e3b\u7ba1Brian Nowak\u79f0\uff0cMeta\u5728AI\u8d27\u5e01\u5316\u65b9\u9762\u8d70\u5f97\u201c\u6700\u8fdc\u201d\u3002Meta\u8fd0\u7528AI\u5efa\u7acb\u66f4\u597d\u7684\u6a21\u578b\uff0c\u4ee5\u4fbf\u66f4\u6709\u6548\u5730\u5206\u6790\u6240\u6709\u6570\u636e\uff0c\u6539\u8fdb\u7b97\u6cd5\u548c\u7528\u6237\u4f53\u9a8c\u3002\u7528\u6237\u6bcf\u5929\u5728Facebook\u3001Instagram\u5e73\u53f0\u4e0a\u7684\u65f6\u95f4\u5df2\u7ecf\u8fbe\u523030~40\u5206\u949f\uff0c\u800c\u4e14\u8fd8\u5728\u589e\u957f\uff0c\u63a8\u52a8\u66f4\u591a\u7684\u53c2\u4e0e\u5ea6\u3002\u6700\u91cd\u8981\u7684\u662f\uff0c\u5e7f\u544a\u8d5a\u94b1\u7684\u65b9\u5f0f\u4e5f\u5728\u6539\u5584\uff0c\u5e7f\u544a\u7684\u70b9\u51fb\u7387\u66f4\u9ad8\u3002Meta\u7684\u793e\u4ea4\u7f51\u7edc\uff0c\u6bcf\u6708\u6d3b\u8dc3\u7528\u6237\u8d8530\u4ebf\uff0c\u516c\u53f895%\u4ee5\u4e0a\u7684\u6536\u5165\u6765\u81ea\u5e7f\u544a\u3002<\/p>\n\n\n\n

CEO Andy Jassy\u4eb2\u81ea\u53d1\u5e03AI\u591a\u6a21\u6001\u5927\u6a21\u578b\uff1aAmazon Nova\u3002Andy\u79f0\uff0c\u5c06\u6765\u4e0d\u4ec5\u8981Speech to Speech\uff0c\u66f4\u8981Any to Any\uff01\u6587\u672c\u5bf9\u8bdd\u6a21\u578b\u51714\u6b3e\uff1a1\uff09Amazon Nova Micro\uff0c\u4f4e\u6210\u672c\u3001\u4f4e\u5ef6\u8fdf\u7eaf\u6587\u672c\u6a21\u578b\uff1b2\uff09Amazon Nova Lite\uff0c\u4f4e\u6210\u672c\u591a\u6a21\u6001\u6a21\u578b\uff1b3\uff09Amazon Nova Pro\uff0c\u5e73\u8861\u7cbe\u5ea6\u3001\u901f\u5ea6\u3001\u6210\u672c\uff0c\u53ef\u5904\u7406\u5e7f\u6cdb\u4efb\u52a1\uff1b4\uff09Amazon Nova Premier\uff0c\u6700\u5f3a\u591a\u6a21\u6001\u5927\u6a21\u578b\uff0c\u53ef\u5904\u7406\u590d\u6742\u4efb\u52a1\u3002\u56fe\u50cf\u751f\u6210\u6a21\u578b\uff1aAmazon Nova Canvas\uff0c\u5b98\u65b9\u79f0\u8fbe\u5230\u201cState-of-the-art\u201d\u6c34\u5e73\u3002\u89c6\u9891\u751f\u6210\u6a21\u578b\uff1aAmazon Nova Reel\uff0c\u7ed9\u5b9a\u4e00\u5f20\u56fe\u7247\u548c\u4e00\u53e5\u8bdd\uff0c\u5373\u53ef\u751f\u6210\u89c6\u9891\u3002\u53d1\u5e03Trainium 3\u82af\u7247\u9884\u89c8\u7248\uff0c\u9884\u8ba12025\u5e74\u63a8\u51fa\u3002Trainium 3\u91c7\u75283\u7eb3\u7c73\u5de5\u827a\uff0c\u63d0\u4f9b\u4e24\u500dTrainium 2\u7b97\u529b\uff0c\u5e76\u63d0\u534740%\u80fd\u6548\u3002<\/p>\n\n\n\n

\u534a\u5bfc\u4f53\u884c\u4e1a<\/strong><\/p>\n\n\n\n

\u636eLessWrong\u7f51\u7ad9\uff0c\u7f8e\u56fd\u4e94\u5927\u79d1\u6280\u516c\u53f8\u7684H100\u7b49\u6548\u7b97\u529b\u5206\u522b\u4e3a\uff0c\u5fae\u8f6f\uff1a2024\u5e74\u670975~90\u4e07\u5757\uff0c2025\u5e74\u8fbe250~310\u4e07\u5757\uff1b\u8c37\u6b4c\uff1a2024\u5e74\u6709100~150\u4e07\u5757\uff0c2025\u5e74\u8fbe350~420\u4e07\u5757\uff1bMeta\uff1a2024\u5e74\u670955~65\u4e07\u5757\uff0c2025\u5e74\u8fbe190~250\u4e07\u5757\uff1b\u4e9a\u9a6c\u900a\uff1a2024\u5e74\u670925~40\u4e07\u5757\uff0c2025\u5e74\u8fbe130~160\u4e07\u5757\uff1bxAI\uff1a2024\u5e74\u670910\u4e07\u5757\uff0c2025\u5e74\u8fbe55~100\u4e07\u5757\u3002\u4f30\u8ba1\uff0c2025\u5e74\u82f1\u4f1f\u8fbeGPU\u9500\u91cf\u4e3a650~700\u4e07\u5757\uff0c\u5176\u4e2d\u7ea6200\u4e07\u5757Hopper\uff0c500\u4e07\u5757Blackwell\u3002\u4f30\u8ba1\uff0c2024\u5e74OpenAI\u7684\u8bad\u7ec3\u6210\u672c\u9884\u8ba130\u4ebf\u7f8e\u5143\uff0c\u63a8\u7406\u6210\u672c40\u4ebf\u7f8e\u5143\u3002Anthropic\u7684\u8bad\u7ec3\u6210\u672c\u4e3a15\u4ebf\u7f8e\u5143\uff0c\u63a8\u7406\u6210\u672c20\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

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\u82f1\u7279\u5c14\u5ba3\u5e03\uff0c\u9996\u5e2d\u6267\u884c\u5b98Pat Gelsinger\u4e8e12\u67081\u65e5\u9000\u4f11\uff0c\u5e76\u8f9e\u53bb\u516c\u53f8\u8463\u4e8b\u4f1a\u804c\u52a1\u3002\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e0a\u5468\u7684\u8463\u4e8b\u4f1a\u4f1a\u8bae\u4e0a\uff0cGelsinger\u548c\u8463\u4e8b\u4f1a\u7684\u51b2\u7a81\u8fbe\u5230\u4e86\u4e0d\u53ef\u633d\u56de\u7684\u5730\u6b65\uff0c\u8463\u4e8b\u4f1a\u7ed9\u51fa\u4e86\u201c\u8f9e\u804cor\u5f00\u9664\u201d\u7684\u9009\u9879\u3002<\/p>\n\n\n\n

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