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DeepSeek-V4预览版携百万上下文开源发布，国内多云平台同步完成适配

简报：

• 深度求索（DeepSeek）正式开源发布DeepSeek-V4预览版，开创性采用DSA稀疏注意力机制，实现了1M（一百万字）超长上下文能力的标准化。
• 该系列分为两个规格：1.6T参数的Pro版（追求极致性能，在数学及Agentic Coding测评中达世界顶级水平）和284B参数的Flash版（主打极致性价比）。
• 模型深度适配Agent生态，支持思考与非思考模式，用户可通过开放的reasoning_effort参数调节思考强度；旧有的deepseek-chat与deepseek-reasoner模型名将于2026年7月24日停用。
• 百度智能云千帆平台实现Day0适配，已上线并提供API服务，用户目前可直接调用Pro版，Flash版即将全量开放。
• 腾讯云TokenHub同步推出预览版API服务，定价与官方保持一致，并在国际站新加坡节点、ADP（智能体开发平台）及TI-ONE等高性能计算集群中完成了全链路整合。

相关链接：

• DeepSeek-V4预览版正式发布:1M 超长上下文进入全员普惠时代
• 百度智能云上线DeepSeek-V4
• 腾讯云 TokenHub 发布 DeepSeek-V4 预览版，百万上下文支持全面上线
• DeepSeek-V4 Hugging Face 开源模型集合
• DeepSeek-V4 魔搭社区（ModelScope）开源模型集合

DeepSeek-V4 Preview Open-Sourced with 1M-Token Context, Simultaneously Adapted Across Multiple Domestic Cloud Platforms 🚀

Brief:

• DeepSeek has officially open-sourced the DeepSeek-V4 Preview, pioneering the use of the DSA sparse attention mechanism to standardize support for a 1M (one million-token) ultra-long context window.
• The series comes in two variants: the Pro version with 1.6T parameters (built for maximum performance, reaching world-leading levels in mathematics and Agentic Coding benchmarks) and the Flash version with 284B parameters (focused on delivering extreme cost efficiency).
• The model is deeply adapted to the Agent ecosystem, supports both thinking and non-thinking modes, and allows users to adjust reasoning intensity through the open reasoning_effort parameter; the legacy model names deepseek-chat and deepseek-reasoner will be retired on July 24, 2026.
• Baidu AI Cloud’s Qianfan platform achieved Day-0 adaptation, has already launched the model with API services, and currently allows users to directly access the Pro version, while the Flash version will be fully opened soon.
• Tencent Cloud TokenHub has also launched Preview API services simultaneously, with pricing aligned with the official offering, and has completed full-chain integration across its international Singapore node, ADP (Agent Development Platform), and TI-ONE high-performance computing clusters. ☁️✨

Related links:

• DeepSeek-V4 Preview Officially Released: 1M Ultra-Long Context Enters the Era of Universal Accessibility
• Baidu AI Cloud Launches DeepSeek-V4
• Tencent Cloud TokenHub Releases DeepSeek-V4 Preview, Full Support for Million-Token Context Now Available
• DeepSeek-V4 Open-Source Model Collection on Hugging Face
• DeepSeek-V4 Open-Source Model Collection on ModelScope

Meta携手亚马逊AWS达成3至5年长约，部署千万级Graviton核心强化AI底座

简报：

• Meta与亚马逊AWS正式达成一项为期三到五年的合作协议，旨在通过大规模部署处理器构建更具能效比的下一代AI基础设施。
• 根据协议，Meta将首批部署数千万个AWS Graviton处理器核心，并根据AI能力增长灵活扩展，这将使Meta跻身AWS前五大Graviton客户之列。
• 此次合作主要应对代理式人工智能（Agentic AI）的兴起，满足实时推理、代码生成和多步骤任务等对CPU日益增长的密集型计算需求。
• 部署将涉及采用3纳米制程工艺、具备192个核心的Graviton5芯片，该芯片缓存提升5倍且通信延迟更低；同时亚马逊将提供AWS Nitro解决方案，支持Meta独立运行其虚拟机。

相关链接：

• Meta 与亚马逊 AWS 达成合作，部署数千万 Graviton 核心构建 AI 基础设施

Meta Signs a 3- to 5-Year Agreement with Amazon AWS to Deploy Tens of Millions of Graviton Cores, Strengthening Its AI Foundation 🚀

Brief:

• Meta and Amazon AWS have officially entered into a three- to five-year partnership aimed at building a more energy-efficient next-generation AI infrastructure through large-scale processor deployment.
• Under the agreement, Meta will initially deploy tens of millions of AWS Graviton processor cores and scale flexibly in line with growth in its AI capabilities, placing Meta among AWS’s top five Graviton customers.
• The partnership is primarily intended to address the rise of agentic AI, meeting the growing CPU-intensive computing demands of real-time inference, code generation, and multi-step tasks.
• The deployment will involve the Graviton5 chip, built on a 3nm process and featuring 192 cores, with 5x greater cache and lower communication latency; Amazon will also provide AWS Nitro solutions to support Meta in running its virtual machines independently. 🤖

Related Link:

• Meta partners with Amazon AWS to deploy tens of millions of Graviton cores for AI infrastructure

谷歌拟掷最高400亿美元投资Anthropic，深化AI算力合作与竞合关系

简报：

• 谷歌决定向 AI 初创公司 Anthropic 首期投入 100 亿美元现金，对应估值为 3500 亿美元。
• 若 Anthropic 达到业绩目标，谷歌未来还将追加 300 亿美元投资，并帮助其大幅扩充算力。
• 双方算力合作进一步深化，未来 5 年 Google Cloud 将向 Anthropic 提供至少 5 吉瓦规模的算力支持，同时谷歌的 TPU 芯片也是其关键资源。
• 得益于 Claude Code 爆红，Anthropic 近期融资步伐加快，最快可能在今年 10 月进行 IPO。
• 双方在 AI 赛道呈现“既合作又竞争”的微妙状态，谷歌虽为其提供云服务和芯片，但也对其在 AI 编程市场的迅速扩张感到担忧。
• 受此投资消息提振，谷歌股价当天上涨超过 1%。

相关链接：

• 既合作又竞争，谷歌拟向 Anthropic 投资至高 400 亿美元

Google Plans to Invest Up to $40 Billion in Anthropic, Deepening AI Computing Collaboration Amid Competitive Tensions 🤝⚙️

Brief:

• Google has decided to make an initial cash investment of dJyH6kDkfC5RlM16.answerText0 billion in AI startup Anthropic, implying a valuation of $350 billion.
• If Anthropic meets its performance targets, Google may invest an additional $30 billion in the future and help it significantly expand its computing capacity.
• The two sides are further deepening their computing partnership. Over the next five years, Google Cloud will provide Anthropic with at least 5 gigawatts of computing support, while Google’s TPU chips will also remain a key resource for the company.
• Driven by the surging popularity of Claude Code, Anthropic has recently accelerated its fundraising efforts and could move forward with an IPO as early as October this year 🚀.
• The two companies are in a delicate “cooperative yet competitive” relationship in the AI race. While Google provides Anthropic with cloud services and chips, it is also concerned about Anthropic’s rapid expansion in the AI programming market.
• Boosted by news of the investment, Google’s stock rose more than 1% on the day.

Related link:

• Both Partners and Rivals: Google Plans to Invest Up to $40 Billion in Anthropic

华为AI眼镜今日2499元起发售：主打一键唤醒与视觉支付

简报：

• 华为AI眼镜于今日（4月25日）10:08正式开售，提供钛银灰、流光银、摩登黑三款配色及两种镜框样式，售价2499元起。
• 产品采用轻量化新型材料，镜腿薄至6.25毫米，镜架轻至35.5克，接近普通眼镜重量。
• 内置华为自研AI芯片，号称秒级响应，支持语音和AI快捷键一键唤醒，具备“小艺看世界”及“支付宝看一下支付”功能。
• 拍摄方面配备1/2.8英寸大底传感器，支持AI RAW域多帧融合算法、AI构图智能矫正及第一人称视角视频直播。
• 综合续航达12小时，支持连续8小时通话或9小时音乐播放，配套华为眼镜App提供智慧播报及手表协同等功能。

相关链接：

• 华为 AI 眼镜今日开售：支持 AI 快捷键一键唤醒、支付宝看一下支付等，2499 元起

Huawei AI Glasses Go on Sale Today Starting at 2,499 Yuan: Highlighting One-Tap Wake-Up and Visual Payment 👓✨

Briefing:

• Huawei AI Glasses officially went on sale today (April 25) at 10:08, offering three color options — Titanium Silver Gray, Flowing Light Silver, and Modern Black — as well as two frame styles, with prices starting at 2,499 yuan.
• The product uses new lightweight materials, with temples as thin as 6.25 mm and a frame weighing as little as 35.5 grams, making it close to the weight of ordinary glasses.
• It features Huawei’s self-developed AI chip, claimed to deliver response times in seconds, and supports one-tap wake-up via voice and an AI shortcut key. It also includes the “Xiaoyi Sees the World” and “Alipay Scan-to-Pay” functions.
• For imaging, it is equipped with a 1/2.8-inch large sensor and supports an AI RAW-domain multi-frame fusion algorithm, AI composition smart correction, and first-person video livestreaming.
• Total battery life reaches 12 hours, with support for up to 8 hours of continuous calling or 9 hours of music playback. The companion Huawei Glasses App also provides smart broadcasts and smartwatch collaboration features. 🔋📷

Related link:

• Huawei AI Glasses go on sale today: support one-tap wake-up via AI shortcut key, Alipay Scan-to-Pay, and more, starting at 2,499 yuan

英伟达全面引入基于 GPT-5.5 的 OpenAI Codex 提升全员效率

简报：

• 近日，英伟达 CEO 黄仁勋宣布，基于最新 GPT-5.5 技术的 OpenAI Codex 编程工具已向英伟达开放，并致信 OpenAI CEO 萨姆・奥特曼分享号召员工使用的计划。
• 黄仁勋强调该工具不仅适用于软件团队，公司 10000 名涵盖工程、法务、市场、财务和人力资源等所有部门的员工均已提前体验并取得显著成果。
• Codex 被英伟达定位为“智能队友”，旨在帮助全体员工提升工作效率，实现更快、更智能的工作方式。
• 为帮助员工更好地掌握新技术，英伟达与 AI 团队共建了 Codex 实验室，并将在未来几周内举办一系列线上入门研讨会。

相关链接：

• 英伟达 CEO 黄仁勋推动全员使用 OpenAI Codex 编程工具

NVIDIA Fully Rolls Out OpenAI Codex Powered by GPT-5.5 to Boost Company-Wide Efficiency 🚀

Briefing:

• Recently, NVIDIA CEO Jensen Huang announced that OpenAI Codex, the programming tool built on the latest GPT-5.5 technology, has been made available across NVIDIA, and he also wrote to OpenAI CEO Sam Altman to share his plan to encourage employees to use it.
• Huang emphasized that the tool is not only for software teams. All 10,000 employees across engineering, legal, marketing, finance, and human resources have already had early access and achieved significant results.
• NVIDIA positions Codex as an “intelligent teammate” 🤖, designed to help all employees improve productivity and work faster and smarter.
• To help employees better master the new technology, NVIDIA has jointly established a Codex Lab with its AI team and will host a series of online introductory workshops in the coming weeks.

Related link:

• NVIDIA CEO Jensen Huang Promotes Company-Wide Adoption of OpenAI Codex Programming Tool