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AI模型入仓：Snowflake与Anthropic达成2亿美元合作，集成Claude智能体

简报：数据云巨头Snowflake与AI公司Anthropic达成一项价值2亿美元的战略协议，将在其平台上原生部署Claude大模型，使企业客户无需迁移数据即可直接调用AI智能体服务，该服务预计于2026年第一季度率先在美国和欧盟市场上线。

相关链接：

• Anthropic 与 Snowflake 达成 2 亿美元协议，Claude智能体杀入企业核心战场

AI Models Integrated: Snowflake and Anthropic Strike $200M Partnership to Integrate Claude Agents 🚀

Brief: Data cloud giant Snowflake and AI company Anthropic have reached a strategic agreement worth $200 million. This partnership will natively deploy the Claude large language model on Snowflake's platform, enabling enterprise customers to directly access AI agent services without migrating their data. The service is expected to launch first in the U.S. and EU markets in the first quarter of 2026. 💡

Related Links:

• Anthropic and Snowflake Seal $200M Deal, Claude Agents Enter the Enterprise Core Battleground 🌐

DeepSeek发布两款V3.2新模型，强化推理与工具调用能力

简报：

• 12月4日，DeepSeek发布了两款新模型：正式版DeepSeek-V3.2和极致推理版DeepSeek-V3.2-Speciale。
• V3.2版本首次将“思考过程”与“工具调用”深度融合，支持长链条推理后再精准调用工具。
• Speciale版本是为极致推理能力设计的加强版，继承了数学定理证明能力，并在长链条逻辑和复杂问题分解上表现突出。
• 目前DeepSeek官网、移动端App及API服务已全部无缝升级至V3.2正式版，用户可直接体验。

相关链接：

• DeepSeek连发两款重磅新模型，正式版V3.2与Speciale同步上线

DeepSeek Releases Two New V3.2 Models, Strengthening Reasoning and Tool Calling Capabilities

Briefing:

• On December 4th, DeepSeek launched two new models: the official DeepSeek-V3.2 and the ultimate reasoning version DeepSeek-V3.2-Speciale. ✨
• The V3.2 version for the first time deeply integrates "thought processes" and "tool calling," supporting long-chain reasoning before precisely invoking tools. 🛠️
• The Speciale version is an enhanced edition designed for ultimate reasoning capabilities, inheriting mathematical theorem proving abilities and excelling in long-chain logic and complex problem decomposition. 🧠
• Currently, DeepSeek's official website, mobile app, and API services have all been seamlessly upgraded to the official V3.2 version, allowing users to experience it directly.

Related Links:

• DeepSeek concurrently launches two heavyweight new models, with official V3.2 and Speciale going live simultaneously

AI投资泡沫隐现，Anthropic CEO警告巨额投入面临不确定回报

简报：Anthropic公司CEO达里奥·阿莫代在《纽约时报》DealBook峰会上警告，部分AI公司承诺投入数千亿美元用于数据中心等基础设施建设，然而AI未来的经济价值增长尚不确定，这种局面导致投资市场面临过高的财务风险。

相关链接：

• AI 投资泡沫警报：Anthropic CEO 警告市场风险过高
• Anthropic 聘律师筹备 IPO，估值剑指3000亿，最早2026年上市

AI Investment Bubble Looms, Anthropic CEO Warns of Uncertain Returns on Massive Investments 😟

Brief: Anthropic CEO Dario Amodei warned at The New York Times DealBook Summit that some AI companies are committing hundreds of billions of dollars to infrastructure like data centers, yet the future economic value growth of AI remains uncertain. This situation leads to excessive financial risks in the investment market.

Related Links: 🔗

• AI Investment Bubble Alert: Anthropic CEO Warns of Overheated Market Risks
• Anthropic Hires Lawyers for IPO Preparation, Valuation Aims for $300 Billion, Listing as early as 2026 🚀

谷歌推出Workspace Studio，赋能员工零代码构建AI助手

简报：谷歌于12月3日正式发布Google Workspace Studio，这是一款零代码AI代理构建工具，允许普通员工使用自然语言创建自定义AI代理，以自动化处理跨越Gmail、Docs以及Salesforce等第三方应用的工作流。

相关链接：

• 谷歌发布Workspace Studio：AI代理构建工具全面上线

Google Unveils Workspace Studio, Empowering Employees to Build AI Assistants with No-Code 🚀

Briefing: Google officially released Google Workspace Studio on December 3rd. This no-code AI agent building tool allows ordinary employees to create custom AI agents using natural language, automating workflows across Gmail, Docs, and third-party applications like Salesforce. 🤖✨

Related links:

• Google Launches Workspace Studio: AI Agent Building Tool Fully Available

小米官宣AI战略：聚焦大模型与物理世界融合

简报：

• 小米集团总裁卢伟冰首次透露，集团AI战略将重仓“大模型与物理场景深度融合”，目标是将AI能力嵌入硬件与服务中。
• 官方确认罗福莉已正式加入并领衔Xiaomi MiMo大模型团队，该团队将直接向雷军汇报，预算无上限。
• MiMo团队目标在2025年发布参数规模超千亿的多模态模型，并同步落地于手机、汽车及智能家居三大场景。
• 小米将在明年第一季度公布AI技术白皮书，阐述其在AI硬件、算法、数据三位一体的完整思考。

相关链接：

• ​小米 AI 路线图首次曝光：卢伟冰确认押注“AI + 物理世界”，千万年薪罗福莉领衔 MiMo 大模型

Xiaomi Unveils AI Strategy: Focusing on Large Models and Integration with the Physical World

Brief:

• Lu Weibing, President of Xiaomi Group, revealed for the first time that the group's AI strategy will heavily invest in the "deep integration of large models and physical scenarios," aiming to embed AI capabilities into hardware and services. 🚀
• It has been officially confirmed that Luo Fuli has joined and will lead the Xiaomi MiMo Large Model team. This team will report directly to Lei Jun, with an unlimited budget. 💰
• The MiMo team aims to release a multi-modal model with over a hundred billion parameters by 2025, simultaneously deploying it across three major scenarios: smartphones, automobiles, and smart homes. 🏡
• Xiaomi will release an AI Technology White Paper in the first quarter of next year, outlining its comprehensive thinking on the trinity of AI hardware, algorithms, and data.

Related Links:

• Xiaomi's AI Roadmap Revealed for the First Time: Lu Weibing Confirms Bet on "AI + Physical World," Luo Fuli Leads MiMo Large Models with Ten Million Annual Salary

英伟达新AI服务器GB200 NVL72性能实现10倍飞跃

简报：

• 在针对混合专家（MoE）大语言模型的测试中，英伟达的新一代GB200 NVL72 AI服务器展现出比上一代Hopper HGX 200提升10倍的性能。
• 该测试基于Kimi K2 Thinking、Deepseek-R1-0528及Mistral Large 3等多个开源模型进行。
• 性能突破得益于“协同设计”策略，该策略整合了72芯片配置、高达30TB的快速共享内存、第二代Transformer引擎和第五代NVLink高速互联技术。
• 除硬件外，NVIDIA Dynamo框架和NVFP4数据格式等全栈优化措施也进一步提升了模型的推理性能和效率。

相关链接：

• Deepseek-R1 等 AI 模型测试：英伟达 GB200 NVL72 性能较 HGX 200 提升 10 倍

NVIDIA's New AI Server GB200 NVL72 Achieves 10x Performance Leap

Brief:

• In tests targeting Mixture-of-Experts (MoE) large language models, NVIDIA's new-generation GB200 NVL72 AI server demonstrated a 10x performance improvement compared to its predecessor, the Hopper HGX 200. 🚀
• The tests were conducted using various open-source models, including Kimi K2 Thinking, Deepseek-R1-0528, and Mistral Large 3.
• This performance breakthrough is attributed to a "co-design" strategy, which integrates a 72-chip configuration, up to 30TB of fast shared memory, the second-generation Transformer Engine, and fifth-generation NVLink high-speed interconnect technology. ✨
• Beyond hardware, full-stack optimization measures such as the NVIDIA Dynamo framework and NVFP4 data format have further boosted the models' inference performance and efficiency.

Related Links:

• AI Model Tests like Deepseek-R1: NVIDIA GB200 NVL72 Performance is 10x Higher than HGX 200 🔗

荣耀解读豆包手机AI：核心为UI Agent技术

简报：

• 荣耀终端产品线总裁方飞发文揭秘，“豆包手机”的AI助手基于UI Agent技术实现，支持对通用场景的理解并能自动执行任务。
• 方飞表示，该技术路线与荣耀AI从特定任务向通用化执行的发展道路一致。
• 他还提到，荣耀Magic8系列手机已能自动执行超过3000个衣食住行场景，其AI助手YOYO在与用户的互动中不断自进化。
• 荣耀已累计投入超100亿元用于AI研发，旨在转型为AI终端生态公司。

相关链接：

• 荣耀方飞揭秘“豆包手机”AI 功能：基于 UI Agent 实现对通用场景的支持并自动执行

Honor Decodes Doubao Phone AI: UI Agent Technology at its Core

Brief:

• Fang Fei, President of Honor's Terminal Product Line, revealed that the AI assistant in the "Doubao Phone" is powered by UI Agent technology, enabling it to understand general scenarios and automatically execute tasks. 💡
• Fang Fei stated that this technical approach aligns with Honor AI's development path, moving from specific tasks to generalized execution.
• He also mentioned that Honor Magic8 series phones can already automatically execute over 3,000 daily life scenarios (covering clothing, food, housing, and transportation), with its AI assistant YOYO continuously self-evolving through interactions with users. 🚀
• Honor has cumulatively invested over 10 billion yuan in AI R&D, aiming to transform into an AI terminal ecosystem company. 💰

Related Links:

• Honor's Fang Fei Reveals "Doubao Phone" AI Features: Based on UI Agent for General Scenario Support and Automatic Execution