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蚂蚁集团开源dInfer框架，大幅提升扩散大模型推理速度

简报：

• 蚂蚁集团近日开源了专为扩散大语言模型设计的高效推理框架dInfer。
• 该框架可将扩散模型的推理速度提升至以往的10倍，并在同等模型性能下超越传统的自回归模型。
• dInfer通过创新的“层级解码”、“信用解码”和“邻近KV缓存刷新”等策略，解决了扩散模型在实际推理中的速度瓶颈。
• 在与Fast-dLLM和vLLM框架的比较测试中，dInfer在推理速度和吞吐量上表现出显著优势。

相关链接：

• dInfer项目地址

Ant Group Open-Sources dInfer Framework, Significantly Boosting Diffusion Large Model Inference Speed 🚀

Brief:

• Ant Group recently open-sourced dInfer, an efficient inference framework specifically designed for diffusion large language models.
• The framework can boost diffusion model inference speed by up to 10 times, and outperform traditional autoregressive models at equivalent performance levels. ✨
• dInfer addresses the speed bottlenecks in diffusion model inference through innovative strategies such as "hierarchical decoding," "credit decoding," and "neighboring KV cache refreshing."
• In comparative tests against Fast-dLLM and vLLM frameworks, dInfer demonstrated significant advantages in both inference speed and throughput. 🔥

Related Links:

• dInfer Project Link

字节跳动开源FaceCLIP：实现文本驱动的身份保持人脸生成

简报：字节跳动近日发布了一款名为FaceCLIP的视觉-语言模型，它能根据文本提示和参考图像，生成保留原始身份特征但可调整表情、姿态和风格的多样化高保真人脸图像，该模型目前仅限学术研究使用。

相关链接：

• 字节跳动开源FaceCLIP模型：文本驱动的高保真人脸生成技术正式上线

ByteDance Open-sources FaceCLIP: Enabling Text-Driven, Identity-Preserving Face Generation

Brief: ByteDance recently unveiled a vision-language model called FaceCLIP 🚀. It can generate diverse, high-fidelity human face images based on text prompts and reference images, preserving original identity features while allowing adjustments to expression, posture, and style. Currently, this model is limited to academic research use. 📚

Related Links:

• ByteDance Open-sources FaceCLIP Model: Text-Driven High-Fidelity Face Generation Technology Officially Launched

年入130亿难填万亿投入，OpenAI寻求商业模式突破

简报：

• OpenAI当前年收入已达约130亿美元，其中70%来自普通消费者的订阅费，但付费用户转化率仅为5%。
• 公司承诺未来十年投入超过1万亿美元用于基础设施建设，远超当前营收，近期已锁定与甲骨文、英伟达等供应商的巨额计算能力采购协议。
• 为弥补资金缺口，OpenAI的五年计划包括拓展政府合同、电商购物工具、视频服务及消费电子硬件等多元化商业路径。
• 公司还计划通过Stargate数据中心项目，从算力消费方转型为算力供应商，以实现收入增长。

相关链接：

• OpenAI年收入130亿美元，但承诺十年投入万亿：五年内需完成商业模式验证
• OpenAI宣布12月起向成年用户开放成人内容：配套年龄验证机制同步上线

$13 Billion Annual Revenue Can't Cover Trillion-Dollar Investment, OpenAI Seeks Business Model Breakthrough 🤔

Brief:

• OpenAI's current annual revenue has reached approximately $13 billion, with 70% stemming from general consumer subscriptions, but its paid user conversion rate is only 5%.
• The company has pledged to invest over $1 trillion in infrastructure development over the next decade, significantly surpassing current revenues. It has recently secured massive computing power procurement agreements with suppliers like Oracle and Nvidia.
• To bridge the funding gap, OpenAI's five-year plan includes diversified business avenues such as expanding government contracts, e-commerce shopping tools, video services, and consumer electronics hardware.
• The company also plans to transition from a computing power consumer to a computing power provider through its Stargate data center project, aiming for revenue growth. 💰

Related Links: 🔗

• OpenAI's Annual Revenue Hits $13 Billion, But Pledges Trillion-Dollar Investment Over Ten Years: Business Model Validation Needed Within Five Years
• OpenAI Announces Adult Content Access for Adult Users Starting December: Age Verification Mechanism to Launch Simultaneously

OpenAI政策转向：12月起允许经年龄验证的用户访问成人内容

简报：

• OpenAI首席执行官Sam Altman宣布，自今年12月起，通过年龄验证的成年用户将可以访问包括情色文学在内的成人向内容。
• Altman解释称，此前的严格限制是出于早期对心理健康风险的防范，随着公司建立起更成熟的风险控制体系，现决定适度放宽限制。
• OpenAI还预告，未来几周内将推出允许用户自定义机器人交互风格和个性的功能，但需用户主动开启。
• 同日，Meta也宣布为其生成式AI工具引入新的内容分级系统，显示出行业对AI内容管理的共同关注。

相关链接：

• OpenAI宣布12月起向成年用户开放成人内容：配套年龄验证机制同步上线
• OpenAI年收入130亿美元，但承诺十年投入万亿：五年内需完成商业模式验证

OpenAI Policy Shift: Age-Verified Users Allowed to Access Adult Content from December 💡

Brief:

• OpenAI CEO Sam Altman announced that starting this December, age-verified adult users will be able to access adult-oriented content, including erotic literature. 🔞
• Altman explained that previous strict restrictions were implemented as a preventive measure against early psychological health risks. With the company now establishing a more mature risk control system, a decision has been made to moderately relax these limitations.
• OpenAI also previewed that in the coming weeks, it will launch a feature allowing users to customize the interaction style and personality of their bots, which will require users to actively enable it. 🤖
• On the same day, Meta also announced the introduction of a new content rating system for its generative AI tools, indicating a shared industry focus on AI content management.

Related Links:

• OpenAI Announces Adult Content Open to Adult Users from December: Age Verification Mechanism to Launch Simultaneously
• OpenAI's Annual Revenue Reaches $13 Billion, Pledges Trillions in Ten Years: Business Model Validation Needed Within Five Years

永擎发布全球首款无水液冷英伟达B300服务器

简报：

• 永擎（ASRock Rack）在2025 OCP全球峰会上，展出了全球首款采用无水液冷技术的英伟达 HGX B300 服务器，型号为 4U16X-GNR2/ZC。
• 该服务器搭载ZutaCore的HyperCool无水直接芯片液冷（DLC）技术，基于两相式散热原理，使用非导电、非腐蚀性的介电流体直接从芯片上导热。
• 这种散热技术能在罕见泄漏情况下保障硬件安全，为企业自定义AI基础设施提供了高可靠性的新选择。

相关链接：

• 全球首款无水液冷英伟达 HGX B300 服务器：永擎推出 4U16X-GNR2/ZC
• 永擎的液冷NVIDIA HGX B300服务器不使用任何水

ASRock Rack Unveils World's First Waterless Liquid-Cooled NVIDIA B300 Server

Brief:

• ASRock Rack showcased the world's first NVIDIA HGX B300 server featuring waterless liquid cooling technology, model 4U16X-GNR2/ZC, at the 2025 OCP Global Summit. 🚀
• The server incorporates ZutaCore's HyperCool waterless Direct-to-Chip Liquid Cooling (DLC) technology, which operates on a two-phase heat transfer principle, utilizing a non-conductive, non-corrosive dielectric fluid to directly remove heat from the chips. ❄️
• This cooling technology ensures hardware safety in the rare event of a leak, offering a highly reliable new option for enterprises looking to customize their AI infrastructure. 💪

Related Links:

• World's First Waterless Liquid-Cooled NVIDIA HGX B300 Server: ASRock Rack Launches 4U16X-GNR2/ZC
• ASRock’s Liquid-Cooled NVIDIA HGX B300 Server Uses No Water

微软发布新一代HXU散热单元，应对AI算力高热挑战

简报：

• 为应对AI时代数据中心日益严峻的散热挑战，微软发布了新一代热交换单元（HXU）。
• 该设备散热性能较上一代产品提升一倍（100%），可支持单机架超过240千瓦的功率密度。
• 新一代HXU在物理尺寸上与前代保持一致，允许在现有风冷设施中直接升级部署，无需大规模场地改造。
• 通过引入多水泵和双电源等冗余设计，该设备旨在实现高达99.9%的正常运行时间，并集成了泄漏检测功能。

相关链接：

• 为 AI“降温”：微软亮出散热王牌 HXU，性能提升 100%、支持 240kW 机架功率

Microsoft Unveils Next-Gen HXU Cooling Unit to Tackle AI Compute Heat Challenges

Brief:

• To address the increasingly severe cooling challenges in data centers during the AI era, Microsoft has launched its next-generation Heat eXchange Unit (HXU). 🌡️
• The device boasts double (100%) the cooling performance of its predecessor, supporting power densities exceeding 240 kilowatts per rack.
• The new HXU maintains the same physical dimensions as the previous generation, allowing for direct upgrade deployment in existing air-cooled facilities without the need for extensive site modifications. 🛠️
• Through redundant designs, including multiple water pumps and dual power supplies, the unit aims to achieve up to 99.9% uptime and integrates leak detection capabilities. 🚀

Related Links:

• 为 AI“降温”：微软亮出散热王牌 HXU，性能提升 100%、支持 240kW 机架功率

博通发布全球首款800G AI网卡，专为大规模AI集群设计

简报：

• 博通（Broadcom）于当地时间10月14日宣布，推出全球首款800G AI以太网网络接口卡（NIC）Thor Ultra。
• 该网卡支持超以太网联盟（UEC）规范，旨在为T级参数的AI工作负载连接数十万个XPU（各类处理器）。
• Thor Ultra引入了数据包级多路径、可编程拥塞控制算法等兼容UEC规范的特性，以提升大规模AI集群的互联效率。
• 该网卡采用PCIe Gen6 x16主机接口，提供标准PCIe或OCP 3.0两种外形规格。

相关链接：

• 博通推出业界首款 800G AI 以太网网卡 Thor Ultra，支持 UEC 规范

Broadcom Unveils World's First 800G AI NIC, Designed for Large-Scale AI Clusters

Brief:

• Broadcom announced on October 14th local time, the launch of Thor Ultra, the world's first 800G AI Ethernet Network Interface Card (NIC). 🚀
• This NIC supports the Ultra Ethernet Consortium (UEC) specification, aiming to connect hundreds of thousands of XPUs (various processors) for trillion-parameter AI workloads.
• Thor Ultra introduces UEC-compliant features such as packet-level multipathing and programmable congestion control algorithms to enhance interconnection efficiency in large-scale AI clusters. 💡
• The NIC features a PCIe Gen6 x16 host interface and is available in both standard PCIe and OCP 3.0 form factors. 💾

Related Link:

• Broadcom Launches Industry's First 800G AI Ethernet NIC, Thor Ultra, Supporting UEC Specification