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中国生成式AI用户破5亿，国产大模型成主流选择

简报：

• 根据中国互联网络信息中心（CNNIC）发布的报告，截至2025年6月，中国生成式AI用户规模达到5.15亿，普及率为36.5%。
• 2025年上半年，用户规模增长2.66亿，增速高达106.6%，在半年内实现翻番。
• 报告显示，超过90%的用户会首先选择使用国产大模型。
• 用户结构方面，40岁以下的中青年用户占比为74.6%，其中19岁及以下的用户群体占比最高。

相关链接：

• 5.15亿!中国生成式 AI 用户半年翻番，超九成用户青睐国产大模型

China's Generative AI Users Exceed 500 Million, Domestic Large Models Become Mainstream Choice

Brief:

• According to a report released by the China Internet Network Information Center (CNNIC), as of June 2025, the number of generative AI users in China reached 515 million, with a penetration rate of 36.5%.
• In the first half of 2025, the user base grew by 266 million, an astonishing growth rate of 106.6%, effectively doubling within six months. 🚀
• The report indicates that over 90% of users primarily choose domestic large models. 💪
• Regarding user demographics, young and middle-aged users under 40 account for 74.6%, with the 19-and-under age group representing the largest proportion. 💡

Related Links:

• 515 Million! China's Generative AI Users Double in Six Months, Over 90% Prefer Domestic Large Models

视觉中国转型AI数据服务商，获阿里微软订单

简报：

• 视觉中国宣布与多家AIGC（AI生成内容）企业达成战略合作，共同研发“可商用、可溯源”的视觉创意行业大模型。
• 公司定位为AI模型训练提供其拥有的超过7亿条高质量、版权合规的内容数据。
• 目前，视觉中国已获得来自阿里、微软等国际大模型公司的合规数据服务订单。
• 此举旨在解决当前AI行业在训练数据方面面临的版权纠纷和来源合规性等核心痛点。

相关链接：

• 视觉中国与多家AI公司合作开发可商用视觉大模型：已获阿里、微软等订单

Visual China Pivots to AI Data Service Provider, Secures Orders from Alibaba and Microsoft

Brief:

• Visual China announced strategic partnerships with several AIGC (AI-Generated Content) companies to co-develop "commercial-ready and traceable" large models for the visual creative industry. 🤝
• The company positions itself to provide its proprietary dataset of over 700 million high-quality, copyright-compliant content items for AI model training.
• Visual China has already secured compliant data service orders from major international large model companies, including Alibaba and Microsoft. 🚀
• This initiative aims to address key pain points in the current AI industry concerning training data, specifically copyright disputes and source compliance.

Related Link:

• Visual China Collaborates with Multiple AI Companies to Develop Commercial Visual Large Models: Orders Secured from Alibaba, Microsoft, etc.

OpenAI剑指千亿营收，或创史无前例增长速度

简报：

• 根据行业预测，OpenAI预计其AI销售额将在2028年或2029年达到1000亿美元，而2025年的预测约为130亿美元。
• 若能在三至四年内实现该目标，OpenAI将打破科技公司销售额从100亿跃升至1000亿美元的最快纪录，目前该纪录由特斯拉和Meta保持，耗时七年。
• 为实现此增长，公司预计收入将有一半来自ChatGPT订阅业务，其余则需依赖广告、购物和知识工作自动化等新业务。
• 该目标若未能达成，可能会影响OpenAI与英伟达、AMD等硬件巨头签订的基础设施协议。

相关链接：

• OpenAI 收入预测剑指1000亿美元，欲创科技史上最快增长神话

OpenAI Aims for dJyH6kDkfC5RlM16.answerText00 Billion Revenue, Potentially Setting Unprecedented Growth Pace 🚀

Brief:

• According to industry forecasts, OpenAI anticipates its AI sales to reach dJyH6kDkfC5RlM16.answerText00 billion by 2028 or 2029, a significant leap from the estimated dJyH6kDkfC5RlM16.answerText3 billion in 2025.
• If achieved within three to four years, OpenAI would break the record for the fastest revenue growth from dJyH6kDkfC5RlM16.answerText0 billion to dJyH6kDkfC5RlM16.answerText00 billion among tech companies. This record is currently held by Tesla and Meta, both of whom took seven years. ⏱️
• To fuel this growth, the company expects half of its revenue to come from ChatGPT subscription services, with the remainder relying on new ventures such as advertising, shopping, and knowledge work automation.
• Failure to meet this target could impact OpenAI's infrastructure agreements with hardware giants like Nvidia and AMD. 📉

Related Links:

• OpenAI's dJyH6kDkfC5RlM16.answerText00 Billion Revenue Target Aims to Set New Tech Growth Record

AI智能体热潮下，Karpathy称实用化仍需十年

简报：

• OpenAI联合创始人Andrej Karpathy认为，尽管2025年被称为“智能体之年”，但AI智能体距离真正功能完善并投入实用大约还需要十年时间。
• Karpathy指出，当前智能体的智能和多模态能力不足，无法有效操作电脑或进行持续学习，直言“根本不好用”。
• 他批评业界构建工具的速度远超AI本身的能力，并倡导人与AI协作的未来，而非让AI完全取代人类。
• 在他理想的模式中，AI应能辅助编程，在不确定时主动询问或协作，帮助使用者成长，而不是被动地生成低质量内容。

相关链接：

• OpenAI 联合创始人 Andrej Karpathy 给 AI 智能体“泼冷水”：真正有用还得等 10 年
• OpenAI cofounder Andrej Karpathy says it will take a decade before AI agents actually work

Amidst the AI Agent Boom, Karpathy Says Practical Use Still a Decade Away ⏳

Brief:

• OpenAI co-founder Andrej Karpathy believes that despite 2025 being dubbed the "Year of the Agent," AI agents are still about a decade away from being truly functional and practically useful.
• Karpathy points out that current agents lack sufficient intelligence and multimodal capabilities, making them unable to effectively operate computers or engage in continuous learning, candidly stating they are "fundamentally not useful." 🤔
• He criticized the industry for building tools far faster than AI's actual capabilities, advocating for a future of human-AI collaboration rather than AI completely replacing humans.
• In his ideal model, AI should be able to assist in programming, proactively ask questions or collaborate when uncertain, and help users grow, instead of passively generating low-quality content. 💻

Related Links:

• OpenAI 联合创始人 Andrej Karpathy 给 AI 智能体“泼冷水”：真正有用还得等 10 年
• OpenAI cofounder Andrej Karpathy says it will take a decade before AI agents actually work

库克确认Apple Intelligence正加速引入中国

简报：

• 苹果CEO蒂姆・库克在上海表示，公司正全力推动其人工智能系统Apple Intelligence进入中国市场，并称AI将深刻改变人们的生活方式。
• 据报道，苹果正与阿里巴巴和百度进行合作，计划在年底前通过iOS 26.1或iOS 26.2版本将Apple Intelligence引入中国。
• 与此同时，苹果发布了搭载M5芯片的新款iPad Pro和MacBook Pro，该芯片大幅提升了设备的AI算力。

相关链接：

• ​库克：苹果 AI 中文版努力进入中国市场，改变生活方式
• AI效能炸裂！蘋果M5系列性能翻倍、價格更驚人

Cook Confirms Apple Intelligence is Accelerating its Introduction to China

Brief:

• Apple CEO Tim Cook stated in Shanghai that the company is fully committed to bringing its artificial intelligence system, Apple Intelligence, into the Chinese market, asserting that AI will profoundly transform people's lifestyles. 🚀
• Reports indicate that Apple is collaborating with Alibaba and Baidu, planning to introduce Apple Intelligence to China via iOS 26.1 or iOS 26.2 versions before the end of the year. 🇨🇳
• Concurrently, Apple has unveiled new iPad Pro and MacBook Pro models featuring the M5 chip, which significantly enhances the devices' AI computing power. 💪

Related Links:

• ​库克：苹果 AI 中文版努力进入中国市场，改变生活方式
• AI效能炸裂！蘋果M5系列性能翻倍、價格更驚人

谷歌为Gemini注入地图数据，AI可访问2.5亿地点信息

简报：

• 谷歌为Gemini API推出名为"Grounding with Google Maps"的新工具，旨在将AI与Google Maps的地理数据深度整合。
• 该工具使Gemini模型能够直接访问全球超过2.5亿个地点的实时结构化信息，包括地址、营业时间及用户评价。
• 通过使用真实地理数据进行推理，AI可以生成更准确的地理空间回答，有效解决了语言模型常见的“幻觉”（生成不实信息）问题。
• 开发者可通过在API请求中启用“googleMaps”工具来集成此功能，支持Gemini 2.5 Pro及Flash等模型，该功能已在全球200多个国家和地区推出。

相关链接：

• 谷歌推出Gemini地图数据集成工具：AI可直接访问2.5亿地点的实时信息
• 谷歌云高管：AI 能加速游戏开发进程，助力《GTA6》等作品更快面世
• 意大利出版商投诉谷歌 AI 概述，呼吁改善新闻可见性

Google Infuses Gemini with Map Data, Granting AI Access to 250 Million Locations 🗺️

Brief:

• Google has launched a new tool for the Gemini API called "Grounding with Google Maps," designed to deeply integrate AI with Google Maps' geographic data. 🚀
• This tool enables Gemini models to directly access real-time structured information for over 250 million locations worldwide, including addresses, business hours, and user reviews.
• By leveraging real geographic data for reasoning, AI can generate more accurate geospatial answers, effectively addressing the common "hallucination" problem (generating false information) in language models.
• Developers can integrate this functionality by enabling the "googleMaps" tool in their API requests. It supports models such as Gemini 2.5 Pro and Flash, and is now available in over 200 countries and regions worldwide. ✨

Related Links:

• Google Launches Gemini Map Data Integration Tool: AI Can Directly Access Real-time Info for 250 Million Locations
• Google Cloud Executive: AI Can Accelerate Game Development, Helping Titles like GTA 6 Launch Sooner
• Italian Publishers Complain About Google AI Overviews, Call for Improved News Visibility

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三星HBM4发布在即，年底量产

简报：据报道，三星计划于2025年10月27日至31日在三星科技展上发布其第六代12层HBM4存储芯片，并计划于今年晚些时候实现量产。

相关链接：

• 三星将于10月底发布HBM4

Samsung HBM4 Launch Imminent, Mass Production by Year-End 🚀

Brief: According to reports, Samsung plans to unveil its 6th generation 12-layer HBM4 memory chip at the Samsung Tech Exhibition from October 27-31, 2025, with mass production slated for later this year. 💡⚙️

Related links:

• Samsung to Release HBM4 by End of October