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xAI 工程师驻场抢单 OpenAI，成功拿下支付巨头数百万美元合同

简报：

• 彭博社报道，马斯克旗下 xAI 采取“贴身服务”销售策略，直接派遣工程师入驻潜在企业客户办公室，以抢夺 OpenAI 和 Anthropic 的商业客户。
• 该策略已帮助 xAI 成功拿下支付公司 Shift4 Payments 的数百万美元合同。Shift4 计划逐步淘汰 OpenAI 的 ChatGPT，在日常业务中全面采用 xAI 的 Grok 模型。
• Grok 模型的脱颖而出得益于其能直接从 X 社交网络获取“社交信号”数据，协助 Shift4 分析用户健康状况、预测客户流失原因及评估客户情绪。
• 头部 AI 开发者商业化竞争加剧，OpenAI 和 Anthropic 也在积极外派工程师协助客户部署，OpenAI 更计划与私募股权公司合作组建专门的技术“部署部门”。

相关链接：

• 彭博社：马斯克派 xAI 工程师入驻企业争夺 OpenAI 客户群

xAI Engineers On-Site to Win Deals from OpenAI, Secures Multi-Million-Dollar Contract with Payments Giant 💼🚀

Briefing:

• Bloomberg reports that Elon Musk’s xAI has adopted a “white-glove service” sales strategy, directly dispatching engineers to work on-site at prospective enterprise clients’ offices in a bid to win business away from OpenAI and Anthropic.
• The strategy has already helped xAI secure a multi-million-dollar contract with payments company Shift4 Payments. Shift4 plans to gradually phase out OpenAI’s ChatGPT and fully adopt xAI’s Grok model across its daily operations.
• Grok has stood out in part because of its ability to draw directly on “social signal” data from the X social network, helping Shift4 analyze users’ health conditions, predict the causes of customer churn, and assess customer sentiment.
• Competition to commercialize AI among leading developers is intensifying. OpenAI and Anthropic are also actively sending engineers to help clients with deployment, while OpenAI is reportedly planning to partner with private equity firms to establish a dedicated technical “deployment unit.” 🤖

Related link:

• Bloomberg: Musk Sends xAI Engineers Into Enterprises to Compete for OpenAI’s Customer Base

ChatGPT广告测试进展迟缓，品牌方本月底面临高额预算难消耗困境

简报：

• 据外媒报道，ChatGPT引入广告的早期测试进展缓慢，OpenAI的保守策略未能达到最初热度并引发合作方不满。
• 参与试点的部分品牌投入了20万至25万美元（约合138.1万至172.6万元人民币）的高额预算，是普通实验性预算的两倍。
• 试点项目预计于3月底结束，因推进迟缓，广告主担忧预算无法花完；虽未消耗资金可退回，但本季度已锁定的预算无法转投其他渠道，且未能获得预期的数据洞察。
• OpenAI对此回应称，广告仍处于早期测试阶段，以优化用户体验为目标，目前仍看到积极信号且广告主的兴趣依然强劲。

相关链接：

• 曝 ChatGPT 广告测试推进缓慢，部分品牌预算月底前恐难花完

ChatGPT Ad Testing Progresses Slowly, Leaving Brands Struggling to Spend Large Budgets by Month-End 📉🤖

Brief:

• According to foreign media reports, early testing of ads on ChatGPT has progressed slowly, and OpenAI’s cautious strategy has failed to match the initial hype, causing dissatisfaction among partners.
• Some brands participating in the pilot program committed high budgets of $200,000 to$250,000 (approximately RMB 1.381 million to RMB 1.726 million), roughly twice the size of a typical experimental budget.
• The pilot project is expected to conclude by the end of March. Due to the slow rollout, advertisers are concerned they may not be able to spend their budgets in full. Although unspent funds can be refunded, budgets already allocated for this quarter cannot be redirected to other channels, and advertisers have also failed to gain the expected data insights.
• In response, OpenAI said that advertising is still in the early testing stage, with the goal of optimizing the user experience. The company added that it is still seeing positive signals and that advertiser interest remains strong 📊.

Related link:

• ChatGPT Ad Test Reportedly Moving Slowly, with Some Brands Unlikely to Spend Their Budgets by Month-End

网易云音乐全面接入OpenClaw，成业内首个向AI Agent开放核心能力的平台

简报：

• 3月21日，网易云音乐宣布全面接入OpenClaw。
• 该平台已将其音乐推荐、音乐搜索等基础能力封装成一系列标准化CLI（标准接口）及自动化Skill。
• 网易云音乐由此成为业内首个向AI Agent开放核心音乐服务能力的平台。

相关链接：

• 网易云音乐接入OpenClaw

NetEase Cloud Music Fully Integrates with OpenClaw, Becoming the Industry’s First Platform to Open Core Capabilities to AI Agents 🎵🤖

Brief:

• On March 21, NetEase Cloud Music announced its full integration with OpenClaw.
• The platform has packaged its core capabilities, including music recommendation and music search, into a series of standardized CLIs (standard interfaces) and automated Skills.
• As a result, NetEase Cloud Music has become the first platform in the industry to open its core music service capabilities to AI Agents. 🚀

Related Link:

• NetEase Cloud Music Integrates with OpenClaw

软银拟斥资超660亿美元在美国建10GW全球最大AI数据中心

简报：

• 软银集团计划在美国俄亥俄州皮克顿投资超660亿美元，建设一座总功率达10吉瓦（GW）的全球最大AI数据中心，选址园区曾为冷战时期核燃料生产基地。
• 项目投资中约300亿至400亿美元用于构建计算基础设施，另外斥资330亿美元建设一座供应能力堪比9座核反应堆的天然气发电厂。
• 该数据中心10GW的耗电量相当于俄亥俄州2024年总发电量的三分之一；为此，SB Energy将分散部署超9GW的燃气轮机机组，当地电力部门也将投入42亿美元升级电网。
• 硬件将分阶段部署，首批发电设备将于一年内安装，预计2030年前完成全面部署，预计将搭载英伟达（如Rubin或Feynman架构）或AMD的多代AI芯片。
• 该超级工程隶属于近期达成的总额5500亿美元的美日双边投资计划，而非此前的“星际之门”（Stargate）项目。

相关链接：

• 软银计划在美建设全球最大 AI 数据中心：10GW、投资超 660 亿美元

SoftBank Plans to Invest Over $66 Billion to Build the World’s Largest 10GW AI Data Center in the United States 🚀

Briefing:

• SoftBank Group plans to invest more than $66 billion in Piketon, Ohio, to build the world’s largest AI data center with a total power capacity of 10 gigawatts (GW). The site was formerly a Cold War-era nuclear fuel production base.
• Of the total investment, about $30 billion to$40 billion will be used to build computing infrastructure, while another $33 billion will fund a natural gas power plant with supply capacity comparable to that of nine nuclear reactors.
• The data center’s 10GW power demand is equivalent to one-third of Ohio’s total electricity generation in 2024. To support this, SB Energy will deploy more than 9GW of gas turbine units in a distributed setup, while local power authorities will invest $4.2 billion to upgrade the grid. ⚡
• The hardware will be deployed in phases, with the first batch of power generation equipment expected to be installed within a year and full deployment scheduled before 2030. The facility is expected to run multiple generations of AI chips from NVIDIA, such as Rubin or Feynman architectures, or from AMD.
• This mega project is part of the recently agreed $550 billion U.S.-Japan bilateral investment plan, rather than the previously discussed “Stargate” project. 🌐

Related Link:

• SoftBank Plans to Build the World’s Largest AI Data Center in the U.S.: 10GW, Investment Exceeding $66 Billion

马斯克称Optimus与PV结合将成首个具备太空自我复制能力的冯诺依曼探测器

简报：

• 据36氪报道，马斯克表示Optimus+PV将成为首个冯诺依曼探测器。
• 马斯克指出，该探测器完全能够利用太空中的原材料来进行自我复制。

相关链接：

• 马斯克：Optimus+PV将是首个冯诺依曼探测器

Musk Says Optimus Combined with PV Will Become the First Von Neumann Probe Capable of Self-Replication in Space 🚀🤖

Brief:

• According to 36Kr, Musk said that Optimus + PV will become the first von Neumann probe.
• Musk pointed out that the probe would be fully capable of using raw materials in space to replicate itself.

Related Link:

• Musk: Optimus + PV Will Be the First Von Neumann Probe 🌌

月之暗面确认Cursor接入Kimi K2.5系授权商业合作，Cursor高管致歉未署名

简报：

• AI编程平台Cursor近期推出Composer 2编程模型，被网友发现疑似套用Kimi-k2.5模型，埃隆·马斯克随后评论证实“这就是 Kimi 2.5”。
• 月之暗面官方于3月21日发布声明，确认Kimi K2.5为Composer 2奠定了基础，并专门发文感谢马斯克的发声力挺。
• 声明指出，Cursor是通过Fireworks AI托管的强化学习与推理平台接入Kimi K2.5模型的，此举属于双方的授权商业合作。
• Cursor开发者体验副总裁Lee Robinson发文回应，承认一开始未在博客中提及Kimi底座是疏忽，并承诺会在下一款模型中弥补该不足。

相关链接：

• 月之暗面回应“Cursor 使用 Kimi K2.5 作为 AI 底座”事件

Moonshot AI Confirms Cursor’s Integration of Kimi K2.5 Was Part of an Authorized Commercial Partnership, Cursor Executive Apologizes for Lack of Attribution

Briefing:

• AI coding platform Cursor recently launched its Composer 2 coding model. Internet users soon noticed that it appeared to be built on the Kimi-k2.5 model, and Elon Musk later confirmed this by commenting, “This is Kimi 2.5.” 🤖
• On March 21, Moonshot AI released an official statement confirming that Kimi K2.5 served as the foundation for Composer 2, and even published a separate post thanking Musk for publicly voicing his support.
• The statement noted that Cursor accessed the Kimi K2.5 model through Fireworks AI’s hosted reinforcement learning and reasoning platform, and that this arrangement was part of an authorized commercial partnership between the two sides.
• Lee Robinson, Vice President of Developer Experience at Cursor, responded in a post, acknowledging that the initial failure to mention Kimi as the underlying model in the blog post was an oversight, and promising to address this shortcoming in the next model release. 📢

Related link:

• Moonshot AI Responds to the “Cursor Using Kimi K2.5 as Its AI Foundation” Incident