←搜索结果

按匹配度 · 共 415 条结果 清除搜索

星期一

  1. SemiAnalysis精选

    华为 Ascend 产能爬坡:晶粒库存、TSMC 持续代工与 HBM 瓶颈

    SemiAnalysis 预计华为今年出货 80.5 万颗 Ascend,其中 65.3 万颗为 910C,来自 TSMC 的逾 290 万颗晶粒库存和 SMIC 扩产支撑了产量。其判断 SMIC 年底将不再是主要瓶颈,但约 1300 万颗进口 HBM 堆栈可能耗尽,明年 CXMT 约 200 万颗 HBM 堆栈仅够生产 25万–30 万颗 910C。

    ived a major update with performance increases on a timeline that is like o1 - o3. We firmly believe GPT-5, Claude 4, and Grok 4 are considerably ahead of R1 though, especially in agentic tasks. However, problems in AI are solvable by two things: talent and compute. DeepSeek has always had the former, now they will have more of the latter. We expect DeepSeek's rate of progress to materially increase as they receive substantial volumes of any chip that gets into China. DeepSeek has ambitions to r

    匹配字段正文

星期二

  1. SemiAnalysis

    突破内存墙:HBM 的崛起与路线图

    HBM 以垂直堆叠 DRAM 和超宽数据总线兼顾容量、带宽与能效,已成为领先生成式 AI 加速器的核心内存,但其扩张受 TSV、2.5D 封装、堆叠良率、散热和芯片边缘空间限制。路线图正通过更多堆栈、更高层数和更快代际扩容,并探索 HBM4 定制 base die、KVCache 分层卸载及 LPDDR + HBM 组合。

    rkload needs and size of workload. It also depends on how often the workload is cycled as frequently cycled KVs are not a good fit for the limited write/rewrite tolerance of NAND. Agentic use cases that use tool calling to pull in documents and data at very low latency and high cycle rates today further push caching from NVMe to DDR. These are architectural and user experience tradeoffs to consider, rather than direct substitutes to each other. As use cases evolve, there may be different hardwar

    匹配字段正文

星期四

  1. SemiAnalysis精选

    机器人自主等级

    SemiAnalysis提出机器人自主等级框架,按智能体能力与灵巧性将机器人划分为五级:从Level 0脚本化运动,逐步发展至Level 4可执行依赖力觉的精细任务。Level 2通用机器人已进入巡检和数据采集的早期生产阶段,Level 3则在厨房、洗衣、制造和物流领域开展低技能操作试点。该框架以可靠性、吞吐量和成本所决定的商业可行性为分级依据。

    rd party integrator might be used and charge up to hundreds of thousands for deployment. Most of the time stop-gap fixes were used to sync the systems instead, like GUI automation agents, a program that merely emulates a human clicking the right buttons. Because the robots needed a full cell installation, integrators chose ideal, cheaper spots, such as a pick and place station between two horizontal conveyors. Difficult locations, like the vertical putwalls, were skipped, because most robots lea

    匹配字段正文

星期日

  1. antirez 原创博客

    antirez 谈 2025 年夏天如何用 LLM 写代码

    Redis 作者 antirez 更新了他用 LLM 写代码的经验,认为当前 LLM 是好的能力放大器但不是合格的单人开发者,多数场景应拒绝 vibe coding,保持人在回路中。他推荐主要使用 Gemini 2.5 PRO 和 Claude Opus 4,并建议避免使用编码智能体和 RAG,把完整代码库与文档直接放进上下文窗口,由人手动在终端与 LLM 网页界面之间搬运代码。他同时提醒,因意识形态或心理抵触而完全不用 LLM 也会积累劣势。

    order to enlarge your (human) understanding of the design space. If you can pick just one, go for Gemini 2.5 PRO. The fundamental requirement for the LLM to be used is: don’t use agents or things like editor with integrated coding agents. You want to: Always show things to the most able model, the frontier LLM itself. Avoid any RAG that will show only part of the code / context to the LLM. This destroys LLMs performance. You must be in control of what the LLM can see when providing a reply. Alw

    匹配字段正文

星期三

  1. Linear:Now

    Mercury 使用 AI 智能体开发六个月的实践复盘

    Mercury 在六个月的实践中,让 AI 智能体处理模式固定、范围明确的编码任务,并由工程师审核其提交的 PR。团队通过先制定计划、再分步执行来避免智能体丢失上下文,还利用 Linear 模板让运营人员从 Slack 提交需求并自动分配任务。Mercury 仍要求工程师理解并负责 AI 参与编写的代码,同时保留人工审批。

    An illustration showing the Mercury logomark

    an internal hackathon and Matt Russell knew exactly what he wanted to work on. Russell, a staff engineer at the seven-year-old financial technology company, was aware that coding agents were advancing rapidly and he wanted to see what they could do for Mercury. He and his hackathon team created a tool that allowed them to assign issues in Linear to third-party agents, which would return a pull request for engineers to review like any other PR. Almost immediately they saw the potential. The proj

    匹配字段正文

星期三

  1. Sam Altman Blog

    Sam Altman:温和的奇点正在逐步到来

    Sam Altman 认为人类已进入通往数字超级智能的起飞阶段,但奇点更可能以渐进、可适应的方式发生。文章预计智能体、科学发现和现实任务机器人将相继发展,智能与能源在 2030s 变得更加充裕;同时主张解决对齐问题,并让超级智能廉价、广泛可用且不过度集中。

    lity can create a hugely positive impact; a small misalignment multiplied by hundreds of millions of people can cause a great deal of negative impact. 2025 has seen the arrival of agents that can do real cognitive work; writing computer code will never be the same. 2026 will likely see the arrival of systems that can figure out novel insights. 2027 may see the arrival of robots that can do tasks in the real world. A lot more people will be able to create software, and art. But the world wants a

    匹配字段正文

星期四

  1. Shunyu Yao:Blog

    姚顺雨:AI 进入后半场,评估比训练更重要

    姚顺雨在博客中提出 AI 已进入后半场,重心将从开发新训练方法与模型转向定义问题,评估变得比训练更重要。他认为 RL 终于能泛化,语言预训练提供的先验、把推理加入动作空间以及环境三者构成了通用配方,使基准被标准化攻克。由此他提出效用问题,指出评估假设与真实世界存在差异,例如评估默认自动运行且任务独立同分布,而现实中智能体需与人持续交互、任务按顺序累积。

    ronment, and priors. For a long time, RL researchers focused mostly on the algorithm (e.g. REINFORCE, DQN, TD-learning, actor-critic, PPO, TRPO…) – the intellectual core of how an agent learns – while treating the environment and priors as fixed or minimal. For example, Sutton and Barto’s classical textbook is all about algorithms and almost nothing about environments or priors. However, in the era of deep RL, it became clear that environments matter a lot empirically: an algorithm’s performance

    匹配字段正文

星期二

  1. Linear:Now

    Linear 探讨 AI 时代的产品设计:从通用聊天转向工作台

    Linear 团队提出,AI 产品设计应超越通用聊天界面,以面向具体工作流的“工作台”组织 AI 能力。结构化界面可以降低用户认知负担和输出差异,并为 AI 智能体的部署、管理、审核及人工参与提供明确环境。

    An abstract hero asset showing windows on a screen

    ucture, context, and a specialized environment for specific workflows. AI doesn’t replace the workbench, it’s a powerful new tool to place on top of it. As we move forward to more agentic workflows, the workbench becomes even more important. It will be the place where AI agents live and operate. The place where agents are deployed and managed. Where agents operate with clear guidelines and output is reviewed and approved. Humans stay in the loop, and design still has a massive role to visualize

    匹配字段正文

星期五

  1. Benedict Evans:Blog精选

    Benedict Evans:苹果的创新与执行出了什么问题

    Benedict Evans 撰文分析苹果的创新与执行困境:iPhone 多年来销量持平,iPad、Watch、AirPods 也趋于稳定,增长几乎全部来自服务,而服务更多是在榨取现有用户而非创造新品类。他认为 Vision Pro 更像概念或演示而非可量产产品,新 Siri 则从去年 WWDC 的清晰演示变成延期到 2025 年底甚至 2026、2027 年的未完成品,反映出苹果执行机器出现了明显问题。

    iction anymore - it’s the kind of thing that LLMs ought to enable. But it also implied an enormous amount of engineering as well: Apple was effectively talking about a multimodal, agentic, tool-using model, running mostly in on-device compute (or perhaps in the ‘private cloud computer - Apple ever explained what would run where), with direct access to read, write and take actions on your data, so it has to be right, or have a lot of guard rails, or both (Simon Willison pointed out the prompt inj

    匹配字段正文

星期一

  1. Sam Altman Blog

    Sam Altman 谈 AI 经济学的三项观察与 AGI 的社会影响

    Sam Altman 提出 AI 经济学的三项观察,认为模型智能随训练与推理资源投入增长,同等智能水平的使用成本约每 12 个月下降 10x,而智能提升带来的社会经济价值呈超指数增长。OpenAI 正开始推出最终可充当虚拟同事的 AI 智能体,但仍需大量人工监督和指导。文章还讨论了 AGI 对科学进步、商品价格、就业形态及资本与劳动权力平衡的潜在影响,并主张扩大个人对技术的控制与收益分配。

    increasing investment to stop in the near future. If these three observations continue to hold true, the impacts on society will be significant. We are now starting to roll out AI agents, which will eventually feel like virtual co-workers. Let’s imagine the case of a software engineering agent, which is an agent that we expect to be particularly important. Imagine that this agent will eventually be capable of doing most things a software engineer at a top company with a few years of experience c

    匹配字段正文

星期五

  1. METR Blog精选

    METR:AI 模型在公开部署前就可能带来危险

    METR 发文指出,当前前沿实验室的安全政策多聚焦部署前测试,但模型在公开部署前就可能带来风险,包括模型权重被窃取滥用、实验室员工内部滥用,以及 AI 智能体在训练或内部使用中自主追求非预期目标。文章建议把重心转向更早的能力测试与预测、模型权重安全与内部监控、以及透明披露和举报人保护等政策。

    AI systems in secret. Pre-deployment testing, if it occurs after internal usage, does nothing to prevent internal misuse. Powerful AI pursuing unintended and undesirable goals. AI agents may autonomously pursue misaligned or unintended goals without direct human guidance. When used internally, such AI agents could attempt to sabotage further AI research, exfiltrate their weights from company-controlled hardware, and gather human supporters via persuasion or coercion. Such risks could even occur

    匹配字段正文

星期五

  1. vLLM 官方博客

    vLLM 2024 年回顾与 2025 年愿景

    vLLM 回顾了 2024 年的社区与技术进展,并提出面向 2025 年的推理扩展、生产部署和开放架构路线。其 GitHub stars 从 14,000 增至 32,600,贡献者从 190 增至 740,月下载量从 6,000 增至 27,000,支持的模型架构接近 100 种。项目还计划发布重新设计的 V1 架构,并继续推进 KV cache、MoE、长上下文、量化、推测解码和集群级部署能力。

    ng specific formats like JSON or pydantic schemas; Tool Calling: Enabled models with supported chat templates to generate tool calls autonomously, facilitating data processing and agentic flows; Distributed Inference: Introduced pipeline parallelism and disaggregated prefill to effectively scale workloads across GPUs and nodes Our 2025 Vision In 2025, we anticipate a significant push in the boundaries of scaling for both pretraining and inference-time scaling. We believe that open-source models

    匹配字段正文

星期一

  1. Sam Altman Blog

    Sam Altman 复盘 OpenAI 九年历程与 AGI 路线

    Sam Altman 回顾了 OpenAI 从研究实验室推出 ChatGPT、经历治理危机并转向产品公司的九年历程。ChatGPT 周活跃用户在两年内从约 1 亿增长至超过 3 亿,他认为公司已掌握构建传统意义上 AGI 的方法,并预计 2025 年可能出现加入劳动力市场、显著改变企业产出的 AI 智能体。OpenAI 将继续渐进发布系统,结合真实应用反馈推进安全与对齐研究,同时把目标延伸至超级智能。

    with feedback from real world applications. We are now confident we know how to build AGI as we have traditionally understood it. We believe that, in 2025, we may see the first AI agents “join the workforce” and materially change the output of companies. We continue to believe that iteratively putting great tools in the hands of people leads to great, broadly-distributed outcomes. We are beginning to turn our aim beyond that, to superintelligence in the true sense of the word. We love our curren

    匹配字段正文

星期二

  1. Benedict Evans:Blog

    Benedict Evans:AI 的夏天,LLM 是技术而非产品

    Benedict Evans 撰文指出,ChatGPT 两个月达到 1 亿用户,但多数人试用一两次后不再回来,过去 9-12 个月活跃用户增长有限。他认为 LLM 本身不是产品,而是需要被拆解重组为新的交互方式和工具的技术,企业侧目前仍以试点为主,例如 Accenture 去年宣布的 3 亿美元生成式 AI 业务对应 300 个项目。他同时提到 Morgan Stanley 的 CIO 调查显示 30% 的大公司 CIO 预计 2026 年前不会部署任何相关应用。

    habits and ways of thinking around an entirely new kind of tool (remember when we printed out emails?). We can be certain that the models will get better at least to some extent - agents, voice and multimodal will expand the problems they can solve. But I’ve also argued (here last October, for example) that an LLM by itself is not a product - it’s a technology that can enable a tool or a feature, and it needs to be unbundled or rebundled into new framings, UX and tools to be become useful. That

    匹配字段正文

星期二

  1. METR Blog

    METR 提出负责任扩展政策(RSP)框架

    METR 发布文章阐述负责任扩展政策(RSP)的基本思路,即 AI 开发者明确自己当前防护措施能安全应对何种能力水平,以及在防护措施改进前继续部署或扩展会过于危险的条件。文章认为高质量 RSP 的广泛采用能显著降低 AI 灾难风险,但自愿承诺不足以充分控制风险,RSP 并非监管的替代品。文中还给出生物武器风险、自主复制与适应(ARA)能力等示例,说明不同危险能力所需的防护措施。

    pected to grow over time, though there are reasons to be skeptical of the magnitude. We show preliminary results on a prototype evaluation that tests monitors' ability to catch AI agents doing side tasks, and AI agents' ability to bypass this monitoring. We build on our time-horizon work and analyze 9 benchmarks for scientific reasoning, math, robotics, computer use, and self-driving in terms of time-horizon trends; we observe generally similar rates of improvement to the 7-month doubling time i

    匹配字段正文